Update shared on02 Aug 2025
Fair value Decreased 14%The significant reduction in Weave Communications' consensus price target is driven primarily by a lower future P/E multiple, while revenue growth expectations remain steady, resulting in a revised fair value of $12.21.
What's in the News
- Weave Communications provided Q3 2025 revenue guidance of $60.1 million - $61.1 million and confirmed full-year 2025 revenue expectations of $236.8 million - $239.8 million.
- The company also confirmed Q2 2025 revenue guidance of $57.3 million - $58.3 million with full-year guidance unchanged.
- Announced integration with Ortho2, enhancing healthcare provider capabilities with automated data sync, advanced call handling, two-way texting, automated appointment and recall reminders, and review solicitation tools.
- Announced integration with Neo, enabling veterinary practices with appointment confirmation writebacks, automated data sync, call pop features, vaccination and missed-call reminders, text writebacks, streamlined payment processes, and improved client engagement.
Valuation Changes
Summary of Valuation Changes for Weave Communications
- The Consensus Analyst Price Target has significantly fallen from $14.14 to $12.21.
- The Future P/E for Weave Communications has fallen from 35.77x to 32.49x.
- The Consensus Revenue Growth forecasts for Weave Communications remained effectively unchanged, moving only marginally from 15.1% per annum to 15.2% per annum.
Disclaimer
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