@investwithgigi: Google and Nvidia are fighting a multi-billion dollar war over healthcare AI, but an under-the-radar software company could be the ultimate winner. This is stock #29 of my series on stocks that could double: Waystar ($WAY). Google Cloud just expanded a massive partnership with them to build an autonomous, self-learning revenue cycle using agentic AI. Right now, the traditional healthcare billing system is a total mess of manual data entry and massive friction. Waystar is stepping in as the digital brain, using deep learning to automate hospital billing and tap into a $15 billion market. They even cleared over $1 billion in revenue last year. The market is heavily discounting the stock right now because they are misunderstanding a seasonal lag in enterprise onboarding, mistakenly pricing it like an old-school, low-margin payment processor. But look at the numbers: Waystar contributed nearly 40% of new bookings last quarter. The financials tell a completely different story than the legacy giants. While competitors like R1 RCM are trapped at 20% gross margins due to manual labor costs, Waystar operates as a pure-play tech provider pulling in massive 68% SaaS margins. Institutional giants like BlackRock and Vanguard are quietly loading up on shares because the moat here is undeniable. once a hospital integrates Waystar’s API, the switching costs are operationally agonizing. As their healthcare AI continues to deliver hard fundamental results, Wall Street analysts are being forced to aggressively upgrade the stock from a cautious Hold to a high-conviction Strong Buy. Follow if you want research on stocks that can double. Not financial advice. Always do your own research.

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Sunday 05 July 2026 18:23:46 GMT