Advisors Preferred LLC Acquires New Shares in Waystar Holding Corp. $WAY

Key Points

• Advisors Preferred LLC bought a new stake of 126,718 shares of Waystar, valued at about $3.98 million, representing roughly 0.07% of the company.
• Waystar beat Q1 expectations with EPS of $0.42 vs. $0.39 and revenue of $313.87M (up ~22% YoY), and management emphasized AI‑driven product initiatives as a driver for longer‑term productivity and margin expansion.
• Management set FY‑2026 revenue guidance at $1.274B–$1.294B and shifted Q2 growth to flat–+1% sequentially, a near‑term moderation that produced mixed analyst responses despite a consensus "Moderate Buy" and an average price target near $36.38.

Advisors Preferred LLC acquired a new stake in Waystar Holding Corp. (NASDAQ:WAY - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 126,718 shares of the company's stock, valued at approximately $3,975,000. Advisors Preferred LLC owned approximately 0.07% of Waystar as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in WAY. Salomon & Ludwin LLC bought a new position in shares of Waystar in the 3rd quarter valued at about $25,000. ANTIPODES PARTNERS Ltd grew its holdings in shares of Waystar by 120.1% in the 3rd quarter. ANTIPODES PARTNERS Ltd now owns 823 shares of the company's stock valued at $31,000 after acquiring an additional 449 shares in the last quarter. First Horizon Corp bought a new position in shares of Waystar in the 3rd quarter valued at about $38,000. Danske Bank A S bought a new position in shares of Waystar in the 4th quarter valued at about $52,000. Finally, EverSource Wealth Advisors LLC grew its holdings in shares of Waystar by 3,219.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,394 shares of the company's stock valued at $57,000 after acquiring an additional 1,352 shares in the last quarter.

Waystar News Summary

Here are the key news stories impacting Waystar this week:

• Positive Sentiment: Q1 results beat expectations: EPS $0.42 vs. $0.39 est. and revenue (~$313.9M) topped consensus; revenue rose ~22% year‑over‑year — a clear near‑term operating beat. Waystar Holding (WAY) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management emphasized AI‑driven product initiatives on the earnings call, highlighting potential for higher long‑term revenue productivity and margin expansion if adoption accelerates. Waystar Holding Corp. Signals AI-Fueled Growth Ahead
• Positive Sentiment: Sell‑side support remains: Needham reaffirmed a “Buy” rating and a $33 price target, reinforcing analyst conviction in Waystar’s growth story. Waystar NASDAQ: WAY Receives "Buy" Rating from Needham & Company LLC
• Neutral Sentiment: JPMorgan cut its price target from $40 to $38 but kept an “Overweight” rating — a mixed signal: the firm still expects upside but trimmed near‑term valuation assumptions. Benzinga: JPMorgan lowers Waystar PT
• Negative Sentiment: Management set FY‑2026 revenue around $1.274B–$1.294B and shifted Q2 guidance to flat to +1% sequential growth, flagging near‑term moderation that likely pressured the stock despite the beat. Waystar signals 2026 revenue of $1.274B-$1.294B while shifting Q2 sequential growth to flat-1%

Waystar Stock Performance

Shares of NASDAQ:WAY opened at $20.95 on Monday. Waystar Holding Corp. has a 52-week low of $20.35 and a 52-week high of $42.55. The company has a market capitalization of $4.02 billion, a P/E ratio of 31.27, a price-to-earnings-growth ratio of 0.80 and a beta of 0.21. The company has a 50-day simple moving average of $24.57 and a 200 day simple moving average of $29.65. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.76 and a current ratio of 1.76.

Waystar (NASDAQ:WAY - Get Free Report) last issued its earnings results on Wednesday, April 29th. The company reported $0.42 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.03. The business had revenue of $313.87 million during the quarter, compared to the consensus estimate of $311.74 million. Waystar had a net margin of 10.90% and a return on equity of 6.99%. Waystar's revenue was up 22.4% on a year-over-year basis. During the same period last year, the business posted $0.32 EPS. Waystar has set its FY 2026 guidance at 1.590-1.680 EPS. Sell-side analysts forecast that Waystar Holding Corp. will post 1.46 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on WAY shares. Loop Capital set a $33.00 price objective on Waystar in a report on Wednesday, February 18th. Mizuho set a $42.00 price objective on Waystar in a report on Wednesday, February 4th. TD Cowen restated a "buy" rating on shares of Waystar in a report on Wednesday, February 18th. Wall Street Zen downgraded shares of Waystar from a "buy" rating to a "hold" rating in a research note on Saturday, February 21st. Finally, Canaccord Genuity Group cut their target price on shares of Waystar from $54.00 to $30.00 and set a "buy" rating for the company in a research note on Wednesday, February 18th. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Waystar presently has a consensus rating of "Moderate Buy" and a consensus price target of $36.38.

About Waystar

Waystar NASDAQ: WAY is a leading provider of cloud-based revenue cycle management and payment solutions for healthcare organizations. The company's unified platform streamlines the entire financial continuum of patient care, from eligibility verification and claim submission to payment reconciliation and patient billing. By automating key processes and improving claim accuracy, Waystar helps providers reduce administrative overhead, accelerate cash flow and enhance overall revenue performance.

At the core of Waystar's offering is a SaaS-based architecture that integrates seamlessly with existing electronic health record (EHR) systems and payer networks.

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