WAY Earnings

WAY reported its earnings on 2026-02-17, showcasing a revenue of 303.54M against an estimate of 294.61M, resulting in a 3.03% surprise. The EPS was 0.36, surpassing the expected 0.4 by -10%. The stock experienced a 8.48% price change on the earnings day and a 11.87% change over the next five days, reflecting market reactions to the results.

Following WAY's earnings announcement on 2026-02-17, the stock price moved by 8.48% on the day of the release. Over the subsequent five days, it saw a 11.87% change. Historically, WAY's stock price tends to shift by an average of 0.41% in the 10 days leading up to earnings and 3.48% in the 10 days following, providing insight into potential market.

For , analysts estimate WAY's annual revenue to reach , while the EPS is projected at . These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between WAY's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, WAY's stock price typically moves by 0.41% in the 10 days before its earnings and 3.48% in the 10 days after. For the upcoming earnings, analysts expect an EPS of and revenue of .

Waystar's earnings call highlights strong revenue and EBITDA guidance, cost synergies from Iodine acquisition, and strategic AI advancements. The Q&A section reveals positive analyst sentiment, with interest in AI-driven growth and platform adoption. Despite unclear responses on competitive ROI and pricing strategies, the overall sentiment remains positive due to raised guidance, AI opportunities, and platform preference. The lack of market cap data suggests a moderate positive reaction, aligning with the 'Positive' category (2% to 8%).