Waystar Holding Corp. (WAY) is a healthcare technology company focused on revenue cycle management. It reported strong Q3 fiscal 2025 results.
Shares are at $19.21, down 46% in six months, near 52-week low. Analysts see this as an attractive entry point.
Q3 revenue hit $268.7 million, up 12% YoY. EBITDA was $112.7 million with a 42% margin, beating estimates.
Altitude AI technology is driving customer retention and pricing power. The Iodine acquisition will contribute about $120 million in revenue.
Net Revenue Retention (NRR) stood at 113%. The company raised full-year guidance: revenue $1.085B-$1.093B, EBITDA $451M-$455M.
In December, shares experienced an unexplained pullback. However, fundamentals remain strong.
