These Analysts Cut Their Forecasts On Waystar After Q4 Results

by | Feb 18, 2026 | General

Waystar Holding Corp (NASDAQ:WAY) reported mixed fourth-quarter results on Tuesday.

Waystar Holding reported quarterly earnings of 36 cents per share which missed the analyst consensus estimate of 39 cents per share. The company reported quarterly sales of $303.538 million which beat the analyst consensus estimate of $293.920 million.

Waystar Holding said it sees FY2026 adjusted EPS of $1.59-$1.68, versus market estimates of $1.64. The company expects sales of $1.274 billion-$1.294 billion, versus estimates of $1.284 billion.

“Waystar is delivering strong growth and momentum—driving record bookings, integrating the Iodine acquisition ahead of plan, and accelerating AI-powered innovation across our platform,” said Matt Hawkins, Chief Executive Officer of Waystar. “We are leading healthcare’s AI transformation by advancing the autonomous revenue cycle, leveraging unmatched proprietary data and deep domain expertise to deliver meaningful outcomes for providers. Our 2026 guidance reflects a robust pipeline, accelerating demand for an end-to-end AI-powered platform, and disciplined execution to sustain durable, profitable growth.”

Waystar shares rose 3.9% to trade at $25.25 on Wednesday.

These analysts made changes to their price targets on Waystar following earnings announcement.

  • Evercore ISI Group analyst Elizabeth Anderson maintained Waystar with an Outperform rating and lowered the price target from $40 to $27.
  • Truist Securities analyst Jailendra Singh maintained the stock with a Buy and lowered the price target from $51 to $38.
  • Barclays analyst Saket Kalia maintained the stock with an Overweight rating and cut the price target from $42 to $36.
  • Goldman Sachs analyst Adam Hotchkiss maintained Waystar with a Buy and lowered the price target from $44 to $38.
  • BMO Capital analyst Sean Dodge maintained the stock with an Outperform rating and slashed the price target from $47 to $30.
  • Citigroup analyst Daniel Grosslight maintained Waystar with a Buy and lowered the price target from $46 to $35.

Considering buying WAY stock? Here’s what analysts think:

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