Waystar Holding (WAY) Reports Next Week: Wall Street Expects Earnings Growth

Core Viewpoint - The market anticipates Waystar Holding (WAY) will report a year-over-year increase in earnings driven by higher revenues for the quarter ending December 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Waystar is expected to post quarterly earnings of $0.39 per share, reflecting a year-over-year increase of +34.5% [3]. - Revenues are projected to reach $294.61 million, which is a 20.7% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.52% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Waystar is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.82%, suggesting a bullish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Waystar currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Waystar exceeded the expected earnings of $0.34 per share by delivering $0.37, resulting in a surprise of +8.82% [13]. - Over the past four quarters, Waystar has beaten consensus EPS estimates three times [14]. Industry Comparison - Another player in the industry, Pinterest (PINS), is expected to report earnings of $0.66 per share, with a year-over-year change of +17.9% and revenues of $1.33 billion, up 15.2% from the previous year [18]. - Pinterest's consensus EPS estimate has been revised down by 60.6% over the last 30 days, leading to an Earnings ESP of -3.64%, making it challenging to predict a beat on the consensus EPS estimate [19].