Waystar Holding Corp. (NASDAQ:WAY) Given Consensus Recommendation of "Buy" by Analysts

Key Points

• Analysts consensus: Twenty brokerages collectively rate Waystar as a Buy (15 buy, 3 strong-buy, 1 hold, 1 sell) with an average 12‑month price target of about $37.06.
• Q4 results and guidance: Revenue of $303.54M beat estimates (~$294.72M) and rose 24.3% year‑over‑year, but EPS of $0.36 missed the $0.39 estimate; Waystar set FY2026 guidance of 1.590–1.680 EPS.
• Insider activity: Insider Eric L. (Ric) Sinclair III sold 40,225 shares (a 7.81% reduction), and company insiders currently own about 4.10% of the stock.

Waystar Holding Corp. (NASDAQ:WAY - Get Free Report) has been given a consensus recommendation of "Buy" by the twenty brokerages that are currently covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, one has issued a hold rating, fifteen have assigned a buy rating and three have given a strong buy rating to the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $37.0556.

A number of brokerages have recently weighed in on WAY. Needham & Company LLC lowered their price target on Waystar from $46.00 to $33.00 and set a "buy" rating for the company in a report on Tuesday, February 17th. Freedom Capital raised shares of Waystar from a "hold" rating to a "strong-buy" rating in a report on Wednesday, February 18th. Jefferies Financial Group reiterated a "buy" rating and set a $41.00 target price on shares of Waystar in a research note on Wednesday, February 18th. Zacks Research cut shares of Waystar from a "strong-buy" rating to a "hold" rating in a report on Thursday, January 1st. Finally, Raymond James Financial restated a "strong-buy" rating and issued a $35.00 price target on shares of Waystar in a research report on Thursday, March 5th.

Waystar Stock Performance

Shares of Waystar stock opened at $24.65 on Thursday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.41 and a current ratio of 1.41. Waystar has a 1 year low of $21.13 and a 1 year high of $42.55. The firm's 50-day simple moving average is $26.49 and its 200-day simple moving average is $32.70. The firm has a market cap of $4.72 billion, a PE ratio of 40.41, a price-to-earnings-growth ratio of 0.96 and a beta of 0.80.

Waystar (NASDAQ:WAY - Get Free Report) last posted its quarterly earnings results on Tuesday, February 17th. The company reported $0.36 EPS for the quarter, missing analysts' consensus estimates of $0.39 by ($0.03). Waystar had a return on equity of 6.86% and a net margin of 10.20%.The firm had revenue of $303.54 million during the quarter, compared to analyst estimates of $294.72 million. During the same quarter last year, the business posted $0.29 earnings per share. The firm's revenue for the quarter was up 24.3% on a year-over-year basis. Waystar has set its FY 2026 guidance at 1.590-1.680 EPS. Equities analysts forecast that Waystar will post 0.39 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Waystar news, insider Eric L. (Ric) Sinclair III sold 40,225 shares of Waystar stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $30.08, for a total value of $1,209,968.00. Following the completion of the transaction, the insider directly owned 474,826 shares in the company, valued at $14,282,766.08. The trade was a 7.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 4.10% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Salomon & Ludwin LLC bought a new position in Waystar during the 3rd quarter worth $25,000. ANTIPODES PARTNERS Ltd boosted its holdings in shares of Waystar by 120.1% during the third quarter. ANTIPODES PARTNERS Ltd now owns 823 shares of the company's stock valued at $31,000 after acquiring an additional 449 shares during the period. First Horizon Corp acquired a new position in shares of Waystar during the third quarter valued at $38,000. Smartleaf Asset Management LLC grew its position in shares of Waystar by 6,005.3% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,160 shares of the company's stock worth $38,000 after acquiring an additional 1,141 shares during the last quarter. Finally, Danske Bank A S bought a new position in shares of Waystar during the fourth quarter worth about $52,000.

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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