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Goldman Sachs analyst Adam Hotchkiss maintains a Buy rating on Waystar Holding Corp. (NASDAQ: WAY) with a price target of $52, despite a 14% stock decline since Q4 earnings. Concerns over modest FY25 revenue growth and the sustainability of FY24 tailwinds are noted, though a bull scenario suggests low double-digit growth could exceed management's ~7% guidance. Key factors for growth include stable gross retention and strong RFP activity from healthcare systems.
Goldman Sachs analyst Adam Hotchkiss maintains a Buy rating on Waystar Holding Corp, despite a 14% stock decline since Q4 earnings, attributed to modest FY25 revenue guidance. Concerns linger over the sustainability of FY24 growth drivers, while potential for low double-digit growth in FY25 hinges on strong RFP activity and cash flow improvements.
Goldman Sachs analyst Adam Hotchkiss anticipates that Vertex, Inc. will provide clarity on its investment roadmap and product monetization during its first Investor Day on March 19. He maintains a Buy rating with a price target of $48, highlighting the company's resilience against macroeconomic uncertainties due to the essential nature of tax software. Key topics expected to be addressed include revenue growth sustainability, the role of e-invoicing, international expansion, and the impact of investments on medium-term margins.
Goldman Sachs analyst Adam Hotchkiss anticipates that Vertex, Inc. will provide clarity on its investment roadmap and product monetization during its first Investor Day on March 19. He maintains a Buy rating with a price target of $48, highlighting the company's resilience against macroeconomic uncertainties due to the essential nature of tax software. Key topics expected to be addressed include revenue growth sustainability, the role of e-invoicing, international expansion, and the impact of investments on medium-term margins.
Adam Hotchkiss
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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