Waystar (WAY) News Today

Waystar Holding Corp. (NASDAQ:WAY) stock movement today reflects investor reaction to a series of strategic announcements, updated guidance and notable insider transactions.

• Positive Sentiment:Multiple outlets report Waystar’s definitive agreement to acquire Iodine Software for about $1.25 billion, bolstering its AI-enabled revenue cycle management offering. Reuters: Waystar to buy Iodine Software
• Positive Sentiment:Seeking Alpha highlights how the Iodine deal accelerates Waystar’s expansion and deepens its clinical intelligence capabilities. Seeking Alpha: Expanding With Iodine Software
• Positive Sentiment:Forbes dubs the Iodine acquisition a “game-changing deal” that could flip the script for this understated healthcare software stock. Forbes: Game-Changing Deal
• Positive Sentiment:Benzinga notes analyst praise for margin upside from the AI-focused Iodine integration, underscoring potential profitability gains. Benzinga: Margin Upside Praise
• Positive Sentiment:Waystar raised its Q2 revenue guidance to $271 million, above the $255 million consensus, signaling stronger top-line momentum.
• Positive Sentiment:PR Newswire emphasizes the deal’s recurring subscription model, expected accretion and over 15% expansion of total addressable market. PR Newswire: AI-Powered Transformation
• Neutral Sentiment:Reported short interest data showed zero shares, likely a reporting anomaly given negligible days-to-cover.
• Neutral Sentiment:Zacks Research argues Waystar has the right setup for an earnings beat but awaits the Q2 release on July 30. Zacks: Earnings Expected to Grow
• Neutral Sentiment:MarketBeat notes Waystar is set to report Q2 2025 earnings on July 30 after the close. MarketBeat: Earnings Date
• Negative Sentiment:Insider T. Craig Bridge sold 85,000 shares (and Eric L. Sinclair sold 9,702 shares) at ~\$37.10, trimming their stakes and potentially signaling stock is near fair value. MarketBeat: Insider Selling