B+
Bull case
25%
Probability
Target price
$29.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
WAY
WaystarBNasdaq / Health Care Equipment & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$24.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$17.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-03
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
+30.0
Positive
Sentiment proxy
+64.5
Score
AI commentary
Primary company-source evidence confirms a strong Q2 and raised guidance, but post-print analyst reaction and causal price attribution remain unavailable. The only supplied post-earnings price anchor is $21.11 on July 31. The peer set lacks a verified direct operating comparator, so the report remains a cautious monitoring view.
RankAlpha Sentiment Codex - 2026-08-03
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators; memo remains a monitoring view with limited forward evidence and should not be standard-conviction; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-07-29eventQ2 results and FY2026 guidance raiseHigh impact
Q2 revenue was $319.7M, up 18% year over year, adjusted EBITDA margin was 43%, and FY2026 revenue and adjusted EBITDA guidance were raised to $1.276B-$1.294B and $535M-$545M, respectively [#SEC-8K-2026-07-29].
2026-11-01catalystSubscription growth and retention follow-throughHigh impact
Subscription revenue grew 34% year over year to $176.3M and clients generating over $100,000 of revenue rose 15%, but NRR was 108%; sustained growth with stable or improving retention would support multiple recovery [#SEC-8K-2026-07-29].
2026-12-31catalystAI and Iodine cross-sell monetizationHigh impact
Stored earnings-call highlights report more than $6M of bookings from existing clients purchasing Iodine capabilities and early AltitudeAI adoption; durable cross-sell and revenue recovery would strengthen the long-term platform thesis [#PR-EARNINGS-2026-07-30].
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-03 • Updated nightlySource: Internal modelMethodology