Waystar Holding Corp. (NASDAQ:WAY) Receives Consensus Recommendation of "Moderate Buy" from Brokerages

Key Points

• Analyst consensus: Waystar has a consensus rating of Moderate Buy from 22 firms (1 sell, 2 hold, 16 buy, 3 strong buy) with an average 12‑month price target of $36.65.
• Recent results: Waystar reported $0.36 EPS (missed by $0.03) and revenue of $303.54M (beat estimates), with revenue up 24.3% year‑over‑year and FY2026 guidance of 1.59–1.68 EPS.
• Market and ownership: Shares opened at $21.50 (12‑month range $20.93–$42.55), market cap ≈$4.12B and P/E of 35.25, and insiders own 4.1% after a recent sale of 40,225 shares.

Waystar Holding Corp. (NASDAQ:WAY - Get Free Report) has received a consensus rating of "Moderate Buy" from the twenty-two ratings firms that are presently covering the stock, Marketbeat.com reports. One equities research analyst has rated the stock with a sell rating, two have assigned a hold rating, sixteen have issued a buy rating and three have issued a strong buy rating on the company. The average twelve-month price target among analysts that have issued ratings on the stock in the last year is $36.65.

WAY has been the topic of a number of research analyst reports. Evercore set a $27.00 price objective on shares of Waystar in a research note on Wednesday, February 18th. Wells Fargo & Company lowered their price objective on shares of Waystar from $41.00 to $36.00 and set an "overweight" rating on the stock in a research note on Thursday, February 19th. Zacks Research lowered shares of Waystar from a "strong-buy" rating to a "hold" rating in a research note on Thursday, January 1st. Truist Financial lowered their price objective on shares of Waystar from $51.00 to $38.00 and set a "buy" rating on the stock in a research note on Wednesday, February 18th. Finally, Barclays lowered their price objective on shares of Waystar from $42.00 to $36.00 and set an "overweight" rating on the stock in a research note on Wednesday, February 18th.

Waystar Price Performance

NASDAQ WAY opened at $21.50 on Monday. Waystar has a 12 month low of $20.93 and a 12 month high of $42.55. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.41 and a quick ratio of 1.41. The firm has a market capitalization of $4.12 billion, a PE ratio of 35.25, a P/E/G ratio of 0.83 and a beta of 0.87. The company's 50 day simple moving average is $24.36 and its 200 day simple moving average is $30.90.

Waystar (NASDAQ:WAY - Get Free Report) last posted its quarterly earnings data 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 net margin of 10.20% and a return on equity of 6.86%. The company had revenue of $303.54 million for the quarter, compared to analyst estimates of $294.72 million. During the same quarter in the prior year, the business earned $0.29 EPS. Waystar's revenue was up 24.3% compared to the same quarter last year. Waystar has set its FY 2026 guidance at 1.590-1.680 EPS. As a group, equities research analysts forecast that Waystar will post 0.39 EPS for the current fiscal year.

Insider Transactions at Waystar

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 shares were sold at an average price of $30.08, for a total value of $1,209,968.00. Following the transaction, the insider owned 474,826 shares in the company, valued at approximately $14,282,766.08. The trade was a 7.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 4.10% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Pacer Advisors Inc. grew its position in Waystar by 22.1% in the fourth quarter. Pacer Advisors Inc. now owns 3,144 shares of the company's stock worth $103,000 after buying an additional 569 shares during the last quarter. State of Tennessee Department of Treasury grew its position in Waystar by 188.2% in the fourth quarter. State of Tennessee Department of Treasury now owns 54,465 shares of the company's stock worth $1,784,000 after buying an additional 35,565 shares during the last quarter. Empowered Funds LLC acquired a new position in Waystar in the fourth quarter worth approximately $124,000. Wellington Management Group LLP grew its position in Waystar by 373.8% in the fourth quarter. Wellington Management Group LLP now owns 671,733 shares of the company's stock worth $21,999,000 after buying an additional 529,970 shares during the last quarter. Finally, SummitTX Capital L.P. acquired a new position in Waystar in the fourth quarter worth approximately $5,944,000.

Waystar Company Profile

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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