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Weave Communications
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Weave Communications Community
NYSE:WEAV Community
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Weave Communications
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Weave Communications
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Cloud Adoption Will Expand Integrated Communications Across SMB Sectors
Key Takeaways Deep system integrations and AI-driven automation are creating a strong competitive moat, driving higher retention, pricing power, and substantial margin expansion. Early-stage digital adoption among SMBs gives Weave the opportunity for sustained revenue growth, recurring earnings, and diversification beyond core healthcare.
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US$15
FV
48.5% undervalued
intrinsic discount
16.44%
Revenue growth p.a.
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6 days ago
author updated this narrative
Weave Communications
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
AI And Healthcare Integration Will Drive Efficiency Gains
Key Takeaways Adoption of AI-powered products and expansion into healthcare verticals are expected to boost recurring revenue, customer retention, and revenue per user. Improved operating efficiencies, scalable margins, and SMB demand for unified communication platforms will drive stronger earnings and free cash flow.
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US$12.21
FV
36.7% undervalued
intrinsic discount
15.20%
Revenue growth p.a.
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12 days ago
author updated this narrative
Weave Communications
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Healthcare Headwinds Will Limit Margins While Automation Will Yield Relief
Key Takeaways Heavy reliance on healthcare verticals and rising competition expose Weave to revenue instability, margin pressure, and challenges in sustaining long-term growth. Acquisition integration risks, customer churn, and evolving compliance demands may delay profitability improvements and threaten efficient operating leverage.
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US$9
FV
14.1% undervalued
intrinsic discount
15.59%
Revenue growth p.a.
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13 days ago
author updated this narrative
Your Valuation for
WEAV
WEAV
Weave Communications
Your Fair Value
US$
Current Price
US$7.73
30.6% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-58m
431m
2015
2018
2021
2024
2025
2027
2030
Revenue US$431.3m
Earnings US$55.7m
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