Earning Analysis
Welcome to our in-depth analysis of Waystar Holding Corp(WAY) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Waystar Holding Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Surprise Analysis
| - | 2025-10-29 | After Hours | 0.34 | 0.37 | +8.82 | 256.75M | 268.65M | +4.63 | -6.46 | -5.38 |
| - | 2025-07-30 | After Hours | 0.30 | 0.36 | +20.00 | 257.95M | 270.65M | +4.93 | +3.76 | -2.27 |
| - | 2025-04-30 | After Hours | 0.28 | 0.32 | +14.29 | 248.93M | 256.44M | +3.02 | +6.16 | +8.66 |
| - | 2025-02-18 | Pre-Market | 0.12 | 0.29 | +141.67 | 232.10M | 244.10M | +5.17 | -0.53 | -7.23 |
| - | 2024-08-07 | After Hours | -0.05 | -0.18 | -260.00 | 216.10M | 234.54M | +8.54 | +10.47 | +14.41 |
WAY Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Waystar Holding Corp reported performance for , announced on 2025-10-29. The company achieved an EPS of 0.37, compared to analyst estimates of 0.34 by 8.82% . Revenue for the quarter reached 268.65M compared to expectations of 256.75M by 4.63% .
The stock price reacted with a -6.46% one-day change and a -5.38% five-day change following the earnings release. These movements reflect market reaction in Waystar Holding Corp growth trajectory and strategic initiatives.
WAY Earnings Forecast
Looking ahead, Waystar Holding Corp(WAY) remains a focal point for investors seeking growth opportunities. Analyst forecasts for project quarter revenue of and an EPS of .
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 4.75%, while EPS estimates have been Revise Upward by 4.99%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 14.71% . These revisions correlate with a -5.02% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Waystar Holding Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between WAY's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+4.75%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+4.99%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+14.71%
In Past 3 Month
Stock Price
Go Down
-5.02%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:1.09B
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EPS Estimate-Annual FY 2025:1.46
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Stock Price35.40
WAY Revenue and EPS Performance: A Historical Perspective
Waystar Holding Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
(2025-10-29,After Hours):
EPS: 0.37 (Actual) vs.0.34 (Estimate) (8.82%)
Revenue: 268.65M (Actual) vs. 256.75M (Estimate) (4.63%)
Price Reaction: -6.46%(1-Day), -5.38%(5-Day)
(2025-07-30,After Hours):
EPS: 0.36 (Actual) vs.0.30 (Estimate) (20.00%)
Revenue: 270.65M (Actual) vs. 257.95M (Estimate) (4.93%)
Price Reaction: 3.76%(1-Day), -2.27%(5-Day)
(2025-04-30,After Hours):
EPS: 0.32 (Actual) vs.0.28 (Estimate) (14.29%)
Revenue: 256.44M (Actual) vs. 248.93M (Estimate) (3.02%)
Price Reaction: 6.16%(1-Day), 8.66%(5-Day)
Earnings Reaction
The chart below shows how WAY performed 10 days before and after its earnings report, based on data from the past quarters. Typically, WAY sees a -1.17% change in stock price 10 days leading up to the earnings, and a +2.59% change 10 days following the report. On the earnings day itself, the stock moves by -0.28%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -6.46% on the day following the earnings release and then changed by -6.87% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Waystar Holding Corp (WAY) Q3 2025 Earnings Call Summary
Positive
2025-10-29
Waystar's earnings call highlights strong financial metrics, including raised revenue and EBITDA guidance, a successful acquisition of Iodine, and positive client feedback. The Q&A session reveals excitement about strategic fits and cross-selling opportunities. While there are some seasonal revenue declines, the overall outlook remains optimistic with robust AI and innovation strategies. The absence of negative management responses further supports a positive sentiment. However, some sequential declines and market uncertainties temper the outlook, resulting in a 'Positive' rating rather than 'Strong positive.'
Waystar Holding Corp (WAY) Q2 2025 Earnings Call Summary
Positive
2025-07-30
Waystar's earnings call reflects strong financial performance with 14% revenue growth and increased EBITDA. The raised 2025 revenue guidance and strong client retention are positive indicators. The Q&A highlights robust demand, recurring revenue, and successful AI integration, enhancing operational efficiency. Despite some management evasiveness, the large client wins and strategic AI acquisitions boost sentiment. No significant negative trends or risks were identified, suggesting a positive stock price movement in the short term.
Waystar Holding Corp (WAY) Q1 2025 Earnings Call Summary
Positive
2025-04-30
Waystar's earnings call presented strong financial metrics, including a 14% revenue increase and a raised guidance. The company's AI advancements and cybersecurity focus bolster its market position. Despite macroeconomic and competitive risks, Waystar's recession-resistant model and high client retention offer stability. Though lacking a share repurchase plan, the improved leverage ratio and positive Q&A responses, especially on AI benefits, support a positive sentiment. The market is likely to respond favorably, with a stock price increase in the 2% to 8% range.
Waystar Holding Corp (WAY) Q1 2025 Earnings Call Summary
Positive
2025-04-30
Waystar's earnings call reveals strong financial performance with 14% revenue growth and a 40% EBITDA margin. The company demonstrates resilience with high client retention and innovation in AI. While challenges like patient payment ability and competitive pressures exist, Waystar's proactive cybersecurity and strategic M&A plans are favorable. The Q&A highlights positive utilization trends and robust revenue cycle solutions. Despite some management ambiguity, the overall sentiment is positive, supported by optimistic guidance and strong financial health, suggesting a likely stock price increase of 2% to 8%.
Waystar Holding Corp (WAY) Q4 2024 Earnings Call Summary
Positive
2025-02-19
The earnings call shows strong financial performance with significant revenue growth and improved net income. The company's cash flow is robust, and they have a strategic plan for reinvestment and debt reduction. Despite some concerns in volume-based revenue, management expects growth to return to normal rates. The Q&A indicates ongoing efforts in expanding payer connections and M&A contributions. The lack of comment on patient credit quality is a minor concern, but overall, the sentiment is positive with strong fundamentals and strategic initiatives.
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