Waystar Holding Corp

WAY

Market cap $4.26B

Waystar (WAY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

LEHI, Utah and LOUISVILLE, Ky., July 1, 2026 /PRNewswire/ -- Waystar Holding Corp. (Nasdaq: WAY), a provider of leading healthcare payment software, today announced that it will host an Investor Day on Tuesday, August 25, 2026, in San Antonio, Texas, from 1:00 p.m.

Waystar Holding Corp. is rated buy, with an 85% upside to a $37 price target, as current share price reflects temporary private equity (PE) selling pressure, not business fundamentals. Waystar's revenue grew 22% YoY, profit margins remain above 40%, and a $200M buyback offsets PE overhang; 23 of 24 analysts rate it Buy/Strong Buy. The Iodine acquisition and AI-powered AltitudeAI suite expand WAY's end-to-end billing solutions, driving new client wins and high retention in a $100B+ addressable market.

Healthcare leaders show unanimous interest in a single AI-powered platform connecting the mid-cycle to the final claim — yet 86% are still leaving revenue on the table LEHI, Utah and LOUISVILLE, Ky., June 9, 2026 /PRNewswire/ -- Waystar (Nasdaq: WAY), a provider of leading healthcare payment software, today released The State of the Mid-Revenue Cycle report.

In the first quarter of 2026, Baron Discovery Fund declined 10.65% (Institutional Shares), trailing the Russell 2000 Growth Index by 7.84% due to significant underperformance in the software sector. Advanced Energy Industries, Inc.'s stock rose during the quarter as the market began to appreciate the strength that the company would see in both its data center and semiconductor end markets. Baron Discovery Fund sold its investment in Intapp, Inc. in the quarter as the team believes that its other software holdings have better overall competitive advantages.

WAY's AI-driven RCM growth and strong Q1 results stand out, while TruBridge trades near its pending buyout price with limited upside.

LEHI, Utah and LOUISVILLE, Ky., May 20, 2026 /PRNewswire/ -- Waystar Holding Corp. (Nasdaq: WAY), a provider of leading healthcare payment software, today announced that Chief Executive Officer Matt Hawkins will speak at the 46th Annual William Blair Growth Stock Conference on Tuesday, June 2, 2026, at 10:40 a.m.

Pharmacy benefit managers (PBMs) sit at the chokepoint of U.S. drug distribution.

LEHI, Utah and LOUISVILLE, Ky., May 19, 2026 /PRNewswire/ -- Waystar Holding Corp. (Nasdaq: WAY), a provider of leading healthcare payment software, today announced that its Board of Directors authorized a stock repurchase plan for up to $200 million of the Company's common stock.

Waystar remains a buy as Q1 results confirm robust demand, with provider solutions leading and AI integration strengthening the platform story. WAY's Q1 revenue grew 22% y/y to $313.9M, with subscription revenue up 38% and net revenue retention at 111%, highlighting strong customer engagement. Patient payment solution headwinds stem from a faster shift to digital, seen as a near-term timing issue rather than a structural demand problem.