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 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].

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]

Company Performance - Waystar Holding (WAY) reported quarterly earnings of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.33 per share, and significantly up from $0.04 per share a year ago, representing an earnings surprise of +9.09% [1] - The company posted revenues of $270.65 million for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.13%, but up from $234.54 million year-over-year [2] - Over the last four quarters, Waystar has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Future Outlook - The sustainability of Waystar's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $253.74 million, and for the current fiscal year, it is $1.32 on revenues of $1.02 billion [7] - The estimate revisions trend for Waystar was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Internet - Software industry, to which Waystar belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

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]