WA
Waystar Holding Corp.
WAY · Waystar Holding Corp. · IT
Up next day
8/12
67%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±8.0%
typical swing on earnings
Price when beating
-1.4%
avg over 8 beats
Biggest single move
-15.4%
'26.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 4 of 8 beats (50%)
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs IT sector avg (177 peers)
This
+1.5%
Sector
+0.8%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 5 of last 9 times (56%)
4xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 28After close
'26.9 expectedEst. EPS $0.41
Quarter ended 6/2026
Reported 2026-07-29
Next-day move
-14.6%
After 5 days -4.7%
vs Consensus$0.40→$0.43+8.3% beat
Beat by +8.3% but stock -14.6%
EPS
$0.43
YoY +19%
Revenue
$0.3B
YoY +18%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -16.3%p3.5x normal — unusual drop
Earnings trend · last 12 quarters
EPS$0.43YoY +19%
'23.6'26.6
Revenue$0.3BYoY +18%
'23.6'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
1x13%
Met expectations
good · up ↑
4x50%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
3x38%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 4 of 8q (50%)
Community · WAY
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