Waystar Holding CorpWAY
Price$25.34Intrinsic value$35.9642% above price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
15.2%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
23analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$1.3Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$1.67next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release28 Oct 2026
Monitoring Framework
Key Performance Indicators
Net Revenue Retention Rate (NRR) Quarterly111.0%
Clients with >$100,000 in LTM Revenue Quarterly1.4K
Adjusted EBITDA Margin Quarterly43.0%
Watch Items
  • Private Equity Overhang and Block SalesTrigger: PE ownership dropping below 20%Action: Monitor block trade announcements and secondary offerings by major PE sponsors (Bain Capital, EQT) to assess technical pressure on the stock price.
  • Iodine Software Integration and Synergy RealizationTrigger: Slower-than-expected cross-sell bookings or margin compressionAction: Track qualitative management commentary on Iodine integration milestones and quantitative impact on NRR and large client counts.
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Research as of 19 Jun 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.