
Waystar Holding Corp. (WAY) Q3 2026 Earnings Call Transcript
Waystar Holding Corp. The company is headquartered in Lehi, Utah.
| Revenue (TTM) | $1.26B |
| Gross Profit (TTM) | $876.15M |
| EBITDA | $442.01M |
| Operating Margin | 18.80% |
| Return on Equity | 3.72% |
| Return on Assets | 3.42% |
| Revenue/Share (TTM) | $6.58 |
| Book Value | $21.00 |
| Price-to-Book | 1.38 |
| Price-to-Sales (TTM) | 4.32 |
| EV/Revenue | 5.35 |
| EV/EBITDA | 15.31 |
| Quarterly Earnings Growth (YoY) | -5.90% |
| Quarterly Revenue Growth (YoY) | 21.20% |
| Shares Outstanding | $192.39M |
| Float | $139.60M |
| % Insiders | 2.53% |
| % Institutions | 113.35% |
Volatility is currently expanding

Waystar Holding Corp. (WAY) Q3 2026 Earnings Call Transcript

Waystar NASDAQ: WAY reported third-quarter 2026 revenue of $326 million, up 21% year over year, as the healthcare revenue-cycle technology company cited growth in subscriptions, larger customer relationships and demand for its AI-enabled products.

Q3 revenue of $325.6M, up 21% year over year Q3 net income of $31.0M and non-GAAP net income of $87.1M Q3 net income margin of 10%; adjusted EBITDA margin of 43% LEHI, Utah and LOUISVILLE, Ky., Nov. 2, 2026 /PRNewswire/ -- Waystar Holding Corp. (Nasdaq: WAY), a provider of leading healthcare payment software, today reported results for the third quarter ended September 30, 2026.

The Fund declined 4.75% while the Russell 2500 Index declined 6.37%. Key contributors include Illumina, Revvity and Waystar. Key detractors include Regal Rexnord, Knife River and Red Rock Resorts.

Study finds 42% of hospitals and health systems face at least $1 million in annual recoupment requests, as new research highlights growing demand for AI-powered automation LEHI, Utah and LOUISVILLE, Ky., Oct. 22, 2026 /PRNewswire/ -- Waystar (Nasdaq: WAY), a provider of leading healthcare payment software, and Modern Healthcare today announced new research showing that payer recoupments create significant financial exposure, drain staff capacity, and make it harder for healthcare organizations to protect revenue after payment.

LEHI, Utah and LOUISVILLE, Ky., Oct. 14, 2026 /PRNewswire/ -- Waystar Holding Corp. (Nasdaq: WAY), a provider of leading healthcare payment software, today announced it will report financial results for the third quarter ended September 30, 2026, after market close on Monday, November 2, 2026.

Waystar (WAY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Healthcare industry payments management software company Waystar is reportedly considering a potential sale. Such a deal could return Waystar to private ownership two years after the company went public, according to a Tuesday (Sept.

Software provider Waystar , whose products are used by hospitals and doctors to manage payments, is exploring options including a potential sale that could return it to private hands two years after a stock market listing in New York, seven sources familiar with the matter said.

Waystar Holding earns a buy rating for its compelling mix of 18% revenue growth, 34% subscription growth, and 42.8% adjusted EBITDA margin. WAY's expanding AI capabilities and the Iodine Software acquisition enhance platform value, drive cross-selling, and increase the addressable market by over 15%. Subscription revenue and net revenue retention of 108% underscore a stable, recurring revenue base with strong client expansion and upselling.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on WAY and any ticker you trade — then tracks every position and per-strategy win rate.