分组1 - Waystar Holding reported quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.39 per share, but showing an increase from $0.29 per share a year ago, resulting in an earnings surprise of -8.37% [1] - The company posted revenues of $303.54 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.03%, and this represents a significant increase from year-ago revenues of $244.1 million [2] - Over the last four quarters, Waystar has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] 分组2 - Waystar shares have declined approximately 31.6% since the beginning of the year, contrasting with the S&P 500's slight decline of 0.1% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $310.32 million, and for the current fiscal year, it is $1.67 on revenues of $1.28 billion [7] 分组3 - The Zacks Industry Rank indicates that the Internet - Software sector is currently in the top 36% of over 250 Zacks industries, suggesting that companies in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]

Core Insights - Waystar Holding (WAY) reported quarterly earnings of $0.37 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, and showing a significant increase from $0.14 per share a year ago, representing an earnings surprise of +8.82% [1] - The company achieved revenues of $268.65 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.73% and increasing from $240.11 million year-over-year [2] - Waystar has outperformed consensus EPS estimates three times in the last four quarters and has also topped revenue estimates three times during the same period [2] Earnings Outlook - The future performance of Waystar's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.35 on revenues of $256.63 million, while for the current fiscal year, the estimate is $1.39 on revenues of $1.04 billion [7] Industry Context - The Internet - Software industry, to which Waystar belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook for stocks within this sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

Group 1: Earnings Performance - Calix reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and up from $0.09 per share a year ago [1] - The earnings surprise for this quarter was +65.00%, following a previous surprise of +46.15% in the last quarter [2] - Over the last four quarters, Calix has surpassed consensus EPS estimates three times [2] Group 2: Revenue Performance - The company posted revenues of $241.88 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 8.02%, compared to $198.14 million in the same quarter last year [3] - Calix has also topped consensus revenue estimates three times over the last four quarters [3] Group 3: Stock Performance and Outlook - Calix shares have increased approximately 53.9% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.1% [4] - The current consensus EPS estimate for the upcoming quarter is $0.23 on revenues of $226.85 million, and for the current fiscal year, it is $0.86 on revenues of $901.91 million [8] - The Zacks Industry Rank for Internet - Software is in the top 32% of over 250 Zacks industries, indicating a favorable outlook for the sector [9]

Core Viewpoint - Waystar Holding (WAY) has seen a 2.5% increase in share price over the past four weeks, closing at $38.20, with analysts suggesting a potential upside to a mean price target of $48.60, indicating a 27.2% increase from the current price [1] Price Targets and Analyst Estimates - The mean estimate consists of 10 short-term price targets with a standard deviation of $2.46, where the lowest estimate of $45 suggests a 17.8% increase, and the highest estimate of $52 indicates a 36.1% increase [2] - A low standard deviation among price targets suggests a strong agreement among analysts regarding the stock's price movement, which can serve as a starting point for further research [9] Earnings Estimates and Market Sentiment - Analysts have shown increasing optimism about WAY's earnings prospects, as indicated by a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [11] - Over the last 30 days, six earnings estimates for WAY have been revised upward, resulting in a 6.1% increase in the Zacks Consensus Estimate [12] - WAY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating a strong potential upside [13]

Core Viewpoint - Waystar Holding (WAY) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimate Revisions - The upward trend in earnings estimate revisions reflects growing analyst optimism regarding Waystar's earnings prospects, which is expected to positively impact its stock price [2]. - For the current quarter, Waystar is projected to earn $0.32 per share, marking a substantial increase of +700% compared to the same period last year [6]. - The Zacks Consensus Estimate for the current quarter has risen by 12.99% over the last 30 days, with two estimates increasing and one decreasing [6]. - For the full year, the expected earnings per share is $1.32, indicating a year-over-year growth of +21.1% [7]. - Over the past month, five estimates for the current year have been revised upward, contributing to a 6.05% increase in the consensus estimate [7][8]. Zacks Rank and Performance - Waystar has achieved a Zacks Rank 2 (Buy), indicating strong agreement among analysts in revising earnings estimates upward [9]. - The Zacks Rank system has a proven track record, with Zacks 1 Ranked stocks averaging an annual return of +25% since 2008 [3]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have been shown to significantly outperform the S&P 500 [9]. Stock Performance - Waystar's stock has increased by 5.9% over the past four weeks, driven by strong estimate revisions and positive analyst sentiment [10]. - There is potential for further upside in the stock, suggesting it may be a good addition to investment portfolios [10].