EarningsWaystar's 1Q report delivered 3.5% revenue and 9.8% adj-EBITDA upside to estimates, solidifying its status as a focus name with a favorable outlook.
Market PositionWaystar is the preferred vendor among peers, indicating strong competitive positioning.
Product InnovationThe introduction of AltitudeAI offers an opportunity to 'price to value', increasing confidence in sustained double-digit, high-margin revenue growth.