Waystar Holding Corp.
Waystar (WAY) reported Q2 2026 demand for its revenue cycle platform, citing client expansion and platform consolidation. Clients over $100k trailing revenue rose 15% to 1,453, with net revenue retention of 108%. The company cited $1M-plus ACV bookings, including ProMedica’s nearly $10M in billing opportunities and other incremental revenue claims.
Simply Wall St reports Waystar Holding (WAY) posted strong Q2 2026 results and raised its full-year revenue outlook, citing AI-driven solutions and cross-sell activity after its Iodine Software acquisition. The article notes the stock at $21.11, down 32.71% YTD and 40.69% over 1 year, with fair value estimates of $33.83 (and $45.32 via DCF).
United States / Healthtech / NasdaqGS:WAY Waystar (WAY) Stock Price Reset Follows Margin Strength And Slower Organic Growth July 31, 2026 Waystar Holding stock just absorbed a 14.6% hit in a single session, even though the earnings story centered on expanding profitability rather than a crack in the business model. Coming into the print, shares had been roughly flat over three months. This framed today’s selloff as a sharp reset, not the end of a long slide.
Over the past 7 days, alphai's AI scored 1 news story mentioning WAY (Waystar Holding Corp.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent WAY coverage spans earnings, financial news and market movers.
In the last 30 days, WAY insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($1.6M). The most active reporter was Hawkins Matthew J., Chief Executive Officer, with 2 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
Management emphasizes accelerating platform consolidation, cross-sell (Iodine), and incremental revenue expectations from expanded client implementations.
The article frames a valuation gap versus higher guidance, but it is primarily narrative modeling rather than a new, tradable disclosure.
The article frames the selloff as a valuation reset driven by margin strength versus slower organic growth and deal ramp timing.
Raised FY2026 guidance alongside strong Q2 growth and margins suggests improving operating momentum and supports a near-term re-rating versus prior expectations.
The PR is a positive third-party validation of Waystar’s RCM suite performance, but it is not a new financial datapoint.
alphai scores every news story that mentions WAY with an AI model for sentiment and relevance, and aggregates insider trades from Waystar Holding Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Waystar (WAY) reported Q2 2026 demand for its revenue cycle platform, citing client expansion and platform consolidation. Clients over $100k trailing revenue rose 15% to 1,453, with net revenue retention of 108%. The company cited $1M-plus ACV bookings, including ProMedica’s nearly $10M in billing opportunities and other incremental revenue claims.
7 min readSimply Wall St reports Waystar Holding (WAY) posted strong Q2 2026 results and raised its full-year revenue outlook, citing AI-driven solutions and cross-sell activity after its Iodine Software acquisition. The article notes the stock at $21.11, down 32.71% YTD and 40.69% over 1 year, with fair value estimates of $33.83 (and $45.32 via DCF).
7 min readUnited States / Healthtech / NasdaqGS:WAY Waystar (WAY) Stock Price Reset Follows Margin Strength And Slower Organic Growth July 31, 2026 Waystar Holding stock just absorbed a 14.6% hit in a single session, even though the earnings story centered on expanding profitability rather than a crack in the business model. Coming into the print, shares had been roughly flat over three months. This framed today’s selloff as a sharp reset, not the end of a long slide.
6 min readWaystar Holding Corp. (WAY) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 way072926-8xkex991.htm EX-99.1 Document Waystar Reports Second Quarter 2026 Results Q2 revenue of $319.7M, up 18% YoY Q2 net income of $40.9M and non-GAAP net income of $83.3M Q2 net income margin of 13%; adjusted EBITDA margin of 43% Raising revenue and adjusted EBITDA
4 min readWaystar (Nasdaq: WAY) said KLAS Research’s inaugural Revenue Cycle Management Suites 2026 report gave it an overall “A” satisfaction rating. KLAS surveyed “deep adopters” using at least three RCM solutions from one vendor and found 76%–100% of Waystar clients reported lower cost-to-collect and improved collections. Waystar cited integrated platform benefits.
3 min readFitch Ratings upgraded Waystar Holding Corp. (NYSE:WAY) and Waystar Technologies’ Long-Term Issuer Default Rating to BB+ from BB, and raised the first lien term loan to BBB- (Recovery Rating RR2). Fitch cited lower leverage expectations, with Fitch-adjusted EBITDA leverage projected below 3.0x in fiscal 2026 and sustained under 3x, plus strong recurring revenue and FCF.
3 min readHawkins Matthew J. (Chief Executive Officer) sold 70,000 shares of Waystar Holding Corp. (WAY) at an average of $23.06 ($23.02–$23.09, $1.61M total) across 2 trades over 2026-07-15 to 2026-07-16 under a Rule 10b5-1 trading plan.
2 min readMidday movers included Rivian, which rose 8% after raising its 2026 delivery outlook to 65,000–70,000 EVs (from 62,000–67,000). Tesla fell 8% despite Q2 deliveries of 480,126 vs 406,600 expected. U.S. CMS proposed a 2.4% 2027 hospital/ambulatory rate increase, lifting UHS 7% and HCA 5%. KeyBanc initiated Waystar at overweight with a $30 target. Alphabet fell ~2% after a European antitrust case upheld a €4.1B fine.
6 min readUS equity futures steadied after a South Korea stock selloff tied to memory shares; SK Hynix and Samsung fell, dragging the Kospi ~7.9%. Tech remains pressured amid reports OpenAI seeks a stake deal with Trump. Investors await US NFPs (consensus +113k) and Fed pricing; European Stoxx 600 rose ~0.6%.
6 min readWaystar (Nasdaq: WAY) announced that CEO Matt Hawkins will speak at the 46th Annual William Blair Growth Stock Conference on June 2, 2026, at 10:40 a.m. CT. A live webcast and post-event recording will be available on Waystar’s investor relations website, providing investors with an opportunity to hear updates on the company's performance, capital allocation, and product adoption. Waystar's recent history shows strong fundamentals, AI product initiatives, and a significant share repurchase authorization, but market reactions have been mixed.
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