Weave Communications, Inc.

NYSE:WEAV Rapport sur les actions

Capitalisation boursière : US$386.2m

Weave Communications Gestion

Gestion contrôle des critères 3/4

Le PDG Weave Communications est Brett White, nommé en Aug2022, a un mandat de 3.75 ans. La rémunération annuelle totale est $ 5.40M, composée du salaire de 9.6% et des bonus 90.4%, y compris les actions et options de la société. détient directement 1.48% des actions de la société, d'une valeur de $ 5.73M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.2 ans et 5.6 ans.

Informations clés

Brett White

Directeur général

US$5.4m

Rémunération totale

Pourcentage du salaire du PDG9.64%
Durée du mandat du directeur général3.8yrs
Propriété du PDG1.5%
Durée moyenne d'occupation des postes de direction2.2yrs
Durée moyenne du mandat des membres du conseil d'administration5.6yrs

Mises à jour récentes de la gestion

Recent updates

WEAV: Payments And AI Adoption Will Drive Future Margin Expansion Potential

Analyst expectations for Weave Communications have shifted lower, with price targets now clustered around $8 to $9 as analysts factor in updated growth and margin guidance, recent board changes, and a slightly adjusted long term P/E outlook, while still highlighting payments, new locations, TrueLark, AI, and specialty medical as key drivers in the current forecasts. Analyst Commentary Recent Street research around Weave Communications has tilted more cautious, with bearish analysts trimming price targets while still acknowledging the role of payments, new locations, TrueLark, AI, and specialty medical in the current outlook.

WEAV: Payments And AI Adoption Will Support Stronger Long Term Profitability

Analysts have trimmed their average price targets on Weave Communications by $2 to $3 per share, reflecting slightly softer margin expectations and a modestly higher assumed P/E multiple, while still pointing to solid growth drivers such as payments, new locations, TrueLark integration, AI, and specialty medical exposure. Analyst Commentary Recent research shows a more cautious tone around Weave Communications, with several bearish analysts trimming price targets and signaling that execution and growth expectations may need to reset.

WEAV: Future Upside Will Rely On AI And Specialty Medical Execution

Analysts have trimmed their blended 12 month price target for Weave Communications to $9, reflecting lower published targets in the $8 to $10 range, while still pointing to steady guidance, operating margin expansion, and potential contributions from payments, AI, specialty medical, and the TrueLark acquisition. Analyst Commentary Recent Street research on Weave Communications points to a reset in price targets, with generally constructive views on execution, guidance, and long term growth drivers.

WEAV: Future Upside Tied To AI And Specialty Medical Execution

The analyst fair value estimate for Weave Communications has been revised to $9.00 from $12.00, as analysts adjust their price targets and assumptions to reflect updated growth guidance, margin expectations, and the timing of potential catalysts. Analyst Commentary Recent Street research on Weave Communications reflects a more cautious stance on near term expectations, but still points to a constructive view on the business and its ability to execute on growth initiatives over time.

Weave Communications: In-Line Results Support A Mixed View

Feb 23

WEAV: Payments And New Offerings Are Expected To Support Gradual Re Rating

Analysts have trimmed their price targets on Weave Communications, leading to an updated target of $8.75 from $10.08, citing slightly softer long term growth and margin assumptions, even as they highlight ongoing growth in payments, new locations, and the contribution from the TrueLark acquisition. Analyst Commentary Recent research updates on Weave Communications point to a mixed setup, with trimmed price targets but continued confidence in the business model, product adoption, and path toward better profitability.

WEAV: Timing Shift And Profitability Path Will Drive Future Upside Potential

Narrative Update on Weave Communications Analysts have trimmed their fair value estimate for Weave Communications from $15.00 to $12.00 after lowering price targets in light of a tougher small business software backdrop and slower visibility on organic re acceleration and margin progress. Analyst Commentary Recent Street research on Weave Communications reflects a more cautious stance on near term catalysts, with at least one rating move to Outperform from Strong Buy and a reset of the price target to $10 from $12.

WEAV: Raised 2025 Outlook Signals Path Toward Stronger Long Term Profitability

Analysts have trimmed their price expectations for Weave Communications, with a key target moving to US$10 from US$12, as they wait for clearer signs of organic growth re-acceleration and a steadier path toward long term profitability in a tougher small business software market. Analyst Commentary Recent research updates on Weave Communications point to a more cautious tone, with the key change being a rating move to Outperform from Strong Buy and a cut in the price target to US$10 from US$12.

WEAV: Raised 2025 Guidance Supports Gradual Re Rating On Profitability Progress

Analysts have trimmed their price target on Weave Communications to US$10 from US$12, citing a tougher small business software backdrop and the view that a higher re-rating may take longer to materialize until growth re-acceleration and progress toward profitability become more evident. Analyst Commentary Recent research points to a more cautious stance on Weave Communications, with the rating shifted to Outperform from Strong Buy and the price target adjusted to US$10 from US$12.

Weave Communications, Inc.'s (NYSE:WEAV) Share Price Boosted 25% But Its Business Prospects Need A Lift Too

Dec 19
Weave Communications, Inc.'s (NYSE:WEAV) Share Price Boosted 25% But Its Business Prospects Need A Lift Too

WEAV: Raised 2025 Revenue Outlook Will Drive Stronger Profitability Ahead

Analysts have modestly reduced their price target on Weave Communications from approximately 9.00 dollars to 8.00 dollars. This reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples.

WEAV: Full Year Guidance Increase Will Drive Accelerated Profitability in 2025

Analysts have slightly decreased their price target for Weave Communications, lowering it by $0.00 to reflect minor adjustments in profitability estimates and market assumptions. What's in the News Weave Communications raised earnings guidance for the full year of 2025, with the updated revenue range now at $238 million to $239 million.

Is Weave Communications, Inc. (NYSE:WEAV) Trading At A 33% Discount?

Nov 27
Is Weave Communications, Inc. (NYSE:WEAV) Trading At A 33% Discount?

WEAV: Full Year Guidance Raise Will Drive Profitability Acceleration

Narrative Update on Weave Communications Analysts have slightly lowered their fair value estimate for Weave Communications from $10.92 to $10.42, citing marginal adjustments to discount rates, profit margins, and future earnings expectations. What's in the News Weave Communications raised its earnings guidance for the full year 2025, increasing the expected revenue midpoint to $238 million to $239 million and signaling a significant year-over-year improvement in profitability (Key Developments).

WEAV: Integration With Major Healthcare Platform Will Drive Efficiency Gains

Analysts have adjusted their price target for Weave Communications downward from $12.21 to $10.92 per share, citing slightly lower revenue growth expectations as well as modest reductions in projected profit margins for the company. What's in the News Weave Communications has issued earnings guidance for the fourth quarter and full year ending December 31, 2025.

Why Investors Shouldn't Be Surprised By Weave Communications, Inc.'s (NYSE:WEAV) Low P/S

Sep 26
Why Investors Shouldn't Be Surprised By Weave Communications, Inc.'s (NYSE:WEAV) Low P/S

Is Weave Communications, Inc. (NYSE:WEAV) Trading At A 23% Discount?

Jul 12
Is Weave Communications, Inc. (NYSE:WEAV) Trading At A 23% Discount?

Take Care Before Diving Into The Deep End On Weave Communications, Inc. (NYSE:WEAV)

Jun 15
Take Care Before Diving Into The Deep End On Weave Communications, Inc. (NYSE:WEAV)

It Looks Like Shareholders Would Probably Approve Weave Communications, Inc.'s (NYSE:WEAV) CEO Compensation Package

May 14
It Looks Like Shareholders Would Probably Approve Weave Communications, Inc.'s (NYSE:WEAV) CEO Compensation Package

Weave Communications, Inc. (NYSE:WEAV) Just Reported Earnings, And Analysts Cut Their Target Price

May 08
Weave Communications, Inc. (NYSE:WEAV) Just Reported Earnings, And Analysts Cut Their Target Price

An Intrinsic Calculation For Weave Communications, Inc. (NYSE:WEAV) Suggests It's 31% Undervalued

Apr 02
An Intrinsic Calculation For Weave Communications, Inc. (NYSE:WEAV) Suggests It's 31% Undervalued
User avatar

Expanding Specialty Medicine And AI Integration Will Open New Markets

Strategic partnerships and AI-powered solutions are expected to enhance market reach and operational efficiencies, driving customer acquisition and revenue growth.

Weave Communications Lowers Growth Expectations As Initiatives Proceed (Downgrade)

Mar 13

More Unpleasant Surprises Could Be In Store For Weave Communications, Inc.'s (NYSE:WEAV) Shares After Tumbling 31%

Mar 07
More Unpleasant Surprises Could Be In Store For Weave Communications, Inc.'s (NYSE:WEAV) Shares After Tumbling 31%

When Should You Buy Weave Communications, Inc. (NYSE:WEAV)?

Feb 23
When Should You Buy Weave Communications, Inc. (NYSE:WEAV)?

Weave Communications: Upgrading To Strong Buy, Here's Why

Dec 31

Weave Communications Is Turning The Corner To A Positive 2025 (Upgrade)

Dec 19

Calculating The Fair Value Of Weave Communications, Inc. (NYSE:WEAV)

Dec 07
Calculating The Fair Value Of Weave Communications, Inc. (NYSE:WEAV)

Earnings Update: Here's Why Analysts Just Lifted Their Weave Communications, Inc. (NYSE:WEAV) Price Target To US$16.93

Nov 02
Earnings Update: Here's Why Analysts Just Lifted Their Weave Communications, Inc. (NYSE:WEAV) Price Target To US$16.93

Analyse de la rémunération des PDG

Comment la rémunération de Brett White a-t-elle évolué par rapport aux bénéfices de Weave Communications?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$25m

Dec 31 2025US$5mUS$520k

-US$28m

Sep 30 2025n/an/a

-US$33m

Jun 30 2025n/an/a

-US$30m

Mar 31 2025n/an/a

-US$30m

Dec 31 2024US$6mUS$498k

-US$28m

Sep 30 2024n/an/a

-US$29m

Jun 30 2024n/an/a

-US$30m

Mar 31 2024n/an/a

-US$30m

Dec 31 2023US$5mUS$469k

-US$31m

Sep 30 2023n/an/a

-US$33m

Jun 30 2023n/an/a

-US$38m

Mar 31 2023n/an/a

-US$44m

Dec 31 2022US$11mUS$290k

-US$50m

Sep 30 2022n/an/a

-US$55m

Jun 30 2022n/an/a

-US$58m

Mar 31 2022n/an/a

-US$58m

Dec 31 2021US$7kn/a

-US$54m

Sep 30 2021n/an/a

-US$49m

Jun 30 2021n/an/a

-US$45m

Mar 31 2021n/an/a

-US$41m

Dec 31 2020US$900kn/a

-US$43m

Rémunération vs marché: La rémunération totale de Brett ($USD 5.40M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 2.57M ).

Rémunération et revenus: La rémunération de Brett a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Brett White (62 yo)

3.8yrs
Titularisation
US$5,395,978
Compensation

Mr. Brett T. White is Director of Inspired Flight Technologies since January 2022. He has served as Independent Director of Weave Communications, Inc. He was President and Chief Operating Officer of Weave...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Brett White
CEO & Director3.8yrsUS$5.40m1.48%
$ 5.7m
Jason Christiansen
Chief Financial Officer1.1yrsUS$4.25m0.92%
$ 3.6m
Joseph McNeil
Chief Revenue Officer2.3yrsUS$3.31m0.15%
$ 594.4k
Marcus Bertilson
Chief Operating Officer2.2yrspas de données0.21%
$ 817.4k
Abhi Sharma
Chief Technology Officer1yrpas de donnéespas de données
Tyler Waltman
General Counsel & Corporate Secretaryless than a yearpas de donnéespas de données
Brooke Shreeve
Chief People Officer3.8yrspas de donnéespas de données
2.2yrs
Durée moyenne de l'emploi
45yo
Âge moyen

Gestion expérimentée: L'équipe de direction de WEAV est considérée comme expérimentée (ancienneté moyenne 2.2 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Brett White
CEO & Director5.8yrsUS$5.40m1.48%
$ 5.7m
Blake Modersitzki
Independent Director10.6yrsUS$250.18k0.14%
$ 545.5k
Tyler Newton
Independent Director8.8yrsUS$260.18k0.35%
$ 1.4m
George Scanlon
Independent Director4yrsUS$255.18k0.13%
$ 506.2k
David Silverman
Independent Director10.6yrsUS$249.18k0%
$ 0
Stuart Harvey
Independent Chairperson & Presiding Director5.8yrsUS$286.98k0.098%
$ 376.9k
Adrian McDermott
Director1.3yrsUS$323.79kpas de données
Edward Robson
Independent Directorless than a yearpas de donnéespas de données
Debora Tomlin
Independent Director5.4yrsUS$242.18k0.094%
$ 363.8k
Ryan Dubin
Independent Directorless than a yearpas de donnéespas de données
5.6yrs
Durée moyenne de l'emploi
56yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de WEAV sont considérés comme expérimentés (ancienneté moyenne 5.6 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/01 22:21
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Weave Communications, Inc. est couverte par 11 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Tyler RadkeCitigroup Inc
Tyler RadkeCitigroup Inc
Kasthuri RanganGoldman Sachs