WAY — Waystar Holding Corp. Stock Price, Chart & AI Report

Negative Jan 10, 2026 • 17:16 UTC The Motley Fool • Jonathan Ponciano

This Fund Dumped a $16 Million Waystar Stake as Shares Lagged the Market by Nearly 30 Points

Westwind Capital completely exited its $16 million position in Waystar (420,897 shares), which represented 3.3% of the fund's assets. The sale comes despite Waystar's strong fundamentals—including 12% YoY revenue growth and 42% adjusted EBITDA margins—but reflects the stock's 12% decline over the past year and underperformance versus the S&P 500 by nearly 30 percentage points. The fund's remaining portfolio is now concentrated in mega-cap compounders like Visa, Mastercard, Alphabet, and Amazon.

WAY V MA GOOG portfolio exit institutional selling healthcare payments stock underperformance

Sentiment note

Complete fund liquidation of a significant 3.3% position despite strong operational metrics (12% revenue growth, 42% EBITDA margins). The exit reflects stock underperformance of nearly 30 points versus S&P 500 and 12% decline over the past year, suggesting investor patience is being tested by uneven stock performance and integration risks from recent acquisitions.

Neutral Oct 27, 2025 • 15:15 UTC The Motley Fool • Cory Renauer

Capricorn Fund Loads Up on Phreesia (PHR) With a 484,000 Share Purchase

Capricorn Fund Managers Ltd acquired 484,500 shares of Phreesia, valued at $11.4 million, representing 3.8% of their reportable assets under management. The investment comes as Phreesia reaches a milestone of first quarterly net income and plans to expand payment solutions.

PHR WAY TARS MSFT healthcare SaaS investment patient intake

Sentiment note

Mentioned as a top holding in Capricorn Fund's portfolio with no specific performance details

Neutral Oct 7, 2025 • 09:30 UTC The Motley Fool • Eric Volkman

Why Hecla Mining Stock Surged in September

Hecla Mining experienced a 42% stock price surge in September, driven by its inclusion in the S&P SmallCap 600 index and a 50% price target increase by RBC Capital analyst Michael Siperco.

HL HLPB NE NE.WS silver mining stock index market performance precious metals

Sentiment note

Mentioned as part of the group added to the S&P SmallCap 600 index with no specific performance details

Positive Aug 21, 2025 • 06:57 UTC GlobeNewswire Inc. • Sns Insider

AI in Medical Billing Market Size to Surpass USD 22.46 Billion by 2032, Owing to the Rising Demand for Automation, Accuracy, and Regulatory Compliance in Healthcare | Research by SNS Insider

The AI in Medical Billing Market is projected to grow from USD 3.69 billion in 2024 to USD 22.46 billion by 2032, driven by healthcare industry needs for automation, accuracy, and regulatory compliance.

WAY MCK UNH AI medical billing healthcare technology automation revenue cycle management

Sentiment note

Mentioned as a key player in the rapidly growing AI medical billing market with strong growth potential

Positive Aug 1, 2025 • 10:03 UTC The Motley Fool • Na

Waystar (WAY) Q2 Revenue Jumps 15%

Waystar reported strong Q2 2025 financial results, with revenue of $270.7 million (up 15% YoY), beating analyst estimates. The company leveraged AI-powered healthcare payment solutions, raised full-year guidance, and plans to acquire Iodine Software to expand market reach.

WAY healthcare AI payment technology earnings revenue growth

Sentiment note

Exceeded revenue and earnings expectations, raised full-year guidance, demonstrated strong AI integration, expanded client base, and showed robust financial metrics including 15% revenue growth and 41.6% adjusted EBITDA margin

Positive Jul 8, 2025 • 13:34 UTC Benzinga • Prnewswire

Healthcare's $110B AI Surge Is Picking Up Speed--and It's Just the Beginning

The healthcare AI market is projected to surpass $110 billion by 2030, with companies developing innovative AI solutions for preventive care, diagnostics, and patient experience across various medical domains.

AVAI GEHC WAY CI AI healthcare preventive care diagnostics

Sentiment note

Implementing AI in revenue cycle management, with 82% of healthcare leaders viewing AI as mission-critical

Positive May 27, 2025 • 20:01 UTC Benzinga • Anusuya Lahiri

Waystar, OneStream, Vertex Among Analyst Favorites As Solid Guidance Fuel Bullish Outlook

Goldman Sachs analyst sees better-than-feared Q1 results for small- and mid-cap software stocks, with companies offering essential functionality and AI monetization potential as top performers.

GWRE BL OS VERX software stocks Q1 results essential functionality AI monetization

Sentiment note

The analyst notes Waystar Holding as a company where fiscal year estimates are relatively de-risked, with a higher likelihood of delivering beat-and-raise quarters throughout the year.

Neutral Mar 25, 2025 • 17:49 UTC Benzinga • Lekha Gupta

Waystar's Modest FY25 Outlook Faces Growth Challenges: Goldman Sachs Analyst Weighs In

Goldman Sachs analyst Adam Hotchkiss reiterated a Buy rating on Waystar Holding Corp. despite concerns over the company's modest FY25 revenue guidance, which suggests a growth slowdown. The analyst expects upside from beat-and-raise trends and deleveraging, but sees challenges in maintaining FY24 tailwinds.

WAY Waystar Holding Goldman Sachs FY25 outlook growth challenges

Sentiment note

The article presents a mixed outlook for Waystar Holding Corp. The analyst reiterated a Buy rating and $52 price target, indicating a positive sentiment. However, the analyst also highlighted concerns over the company's modest FY25 revenue guidance, suggesting a growth slowdown, which tempers the overall sentiment.

Positive Oct 2, 2024 • 15:00 UTC GlobeNewswire Inc. • Towards Healthcare

Healthcare Revenue Cycle Management Market Size to Achieve USD 453.47 Bn by 2034

The global healthcare revenue cycle management market is expected to grow from $169.70 billion in 2025 to $453.47 billion by 2034, driven by the shift towards value-based care and increasing demand for integrated solutions. However, data privacy and security concerns remain a restraint.

RCM WAY healthcare revenue cycle management value-based care integrated solutions data privacy

Sentiment note

The article states that Waystar and the American Medical Association formed a partnership in mid-2023 to enhance claims management solutions, which is helping healthcare providers reduce denials and improve reimbursement rates.

Unknown Jul 2, 2024 • 18:05 UTC Benzinga • Nabaparna Bhattacharya

Analysts Rally Behind Waystar: Predict Robust Growth and Market Share Gains Following Competitor Setback

BofA Securities analyst Allen Lutz initiated coverage on Waystar Holding Corp. (NASDAQ:WAY) with a Buy rating and price forecast of $27. According to Lutz, Waystar is well positioned for 10% revenue growth supported by steady end-market demand and recent competitive changes. In addition, the cybersecurity attack on competitor Change Healthcare could drive Waystar’s market share gains. Check This Out: Why Ocean Power Shares Are Gaining Today In response to the Change disruption in February, Waystar launched a program for impacted providers to expedite access to its platform within 2-3 days of contract execution. The company initially added 30K provider customers ...Full story available on Benzinga.com

WAY News Analyst Color Equities Price Target Initiation Markets Analyst Ratings

Unknown Jun 30, 2024 • 13:10 UTC Seeking Alpha • Wall Street Breakfast

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