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Professor Andrea M. Armani, University of Southern California

Ruti Ben-Shlomi, Ph.D., LightSolver

Natalie Fardian-Melamed, Ph.D., Columbia University

Justin Sigley, Ph.D., AmeriCOM

Professor Birgit Stiller, Max Planck Institute for the Science of Light, and Leibniz University of Hannover

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Professor Xuchen Wang, Harbin Engineering University

Professor Stefan Witte, Delft University of Technology

Mohan Wang, Ph.D., University of Oxford

James Butler, Ph.D., Hamamatsu

Waystar (WAY) Reports Q4: Everything You Need To Know Ahead Of Earnings

By: StockStory

February 17, 2025 at 09:59 AM EST

WAY Cover Image

Healthcare technology company Waystar Holding (NASDAQ: WAY) will be reporting results tomorrow morning. Here’s what to look for.

Waystar beat analysts’ revenue expectations by 7% last quarter, reporting revenues of $240.1 million, up 21.7% year on year. It was an exceptional quarter for the company, with a solid beat of analysts’ EPS estimates and full-year revenue guidance beating analysts’ expectations.

Is Waystar a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Waystar’s revenue to grow 12.3% year on year to $232 million, slowing from the 13.5% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.14 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Waystar has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time since going public by 7.8% on average.

Looking at Waystar’s peers in the healthcare technology segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Omnicell delivered year-on-year revenue growth of 18.6%, beating analysts’ expectations by 2.2%, and Premier reported a revenue decline of 14.2%, in line with consensus estimates. Omnicell traded down 9.5% following the results while Premier was also down 14.3%.

Read our full analysis of Omnicell’s results here and Premier’s results here.

Stocks, especially growth stocks where cash flows further in the future are more important to the story, had a good 2024. An economic soft landing (so far), the start of the Fed's rate cutting campaign, and the election of Donald Trump were positives for the market, and while some of the healthcare technology stocks have shown solid performance, the group has generally underperformed, with share prices down 2.3% on average over the last month. Waystar is up 22.5% during the same time and is heading into earnings with an average analyst price target of $39.67 (compared to the current share price of $46.66).

When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.