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WAY

Waystar Holding Corp.

WAY

NASDAQ·Healthcare·Medical - Healthcare Information Services·Mkt cap $4.8B

$25.07

-3.87%

P/E

35.81

Mkt Cap

$4.8B

52-Wk Range

$17.26–$41.47

52-Week Range

$17.26 - $41.47

P/E

35.81

Fwd P/E

15.02

Beta

0.07

Div Yield

0.00%

Avg Vol

2.7M

Shares Out

191.8M

Mkt Cap

$4.8B

Price action

Price chart

Down 32.7% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Integrated cloud-based platform reducing operational complexity and vendor fragmentation
  • Advanced AI-powered denial prevention and recovery capabilities
  • Deep healthcare domain expertise and regulatory compliance built into platform architecture
  • Scalable SaaS model serving healthcare providers of all sizes
  • Comprehensive data analytics enabling revenue optimization and financial insights

Bear Case

1 risk

  • Low volatility (beta 0.1).

Growth

Stable outlook

Increasing healthcare digitalization and shift to cloud-based solutions

Value

Attractively priced below Business Process Outsourcing peer average

Momentum

Hot

+25.4% over 3m

Quality

Excellent

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

JUL 29, 2026

Reported EPS of $0.43 vs $0.40 consensus (+8.0% surprise). Revenue of $319.7M vs $316.2M expected (+1.1%). Beat on both top and bottom lines.

EPS beat +8.0%
Rev beat +1.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+8.0%

Revenue trend · last 8Q

+18%

+14%

+15%

+12%

+24%

+22%

+18%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$240.1M

$244.1M

$256.4M

$270.7M

$268.7M

$303.5M

$313.9M

$319.7M

Margins · last 8Q

Gross

69.4%

Operating

23.8%

Profit

12.8%

Wall Street consensus

10 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

10

100%

Hold

0%

Sell

0%

Median Price Target

Latest: BMO Capital · Aug 27, 2026

vs Industry

How WAY stacks vs Medical - Healthcare Information Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.