Weave Communications Résultats passés
Passé contrôle des critères 0/6
Weave Communications a connu une croissance annuelle moyenne de ses bénéfices de 15%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 22.4% par an. Les revenus ont augmenté de en hausse à un taux moyen de 18.5% par an.
Informations clés
15.00%
Taux de croissance des bénéfices
54.44%
Taux de croissance du BPA
| Software Croissance de l'industrie | 17.33% |
| Taux de croissance des recettes | 18.50% |
| Rendement des fonds propres | -30.02% |
| Marge nette | -10.05% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • May 07
WEAV: AI And Specialty Medical Are Expected To Support Gradual Re Rating
Narrative Update The analyst price target for Weave Communications has moved to $9. This shift is framed around steady revenue and margin assumptions, recent board changes, continued 17% year over year growth, payments momentum, location additions, the TrueLark acquisition, and the view that AI and specialty medical could be key growth drivers into FY26.
Mise à jour du récit • Apr 20
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.Mise à jour du récit • Apr 05
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.
Mise à jour du récit • Mar 22
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.Mise à jour du récit • Mar 08
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.Seeking Alpha • Feb 23
Weave Communications: In-Line Results Support A Mixed View
Summary I maintain a "Hold" rating for Weave Communications after assessing its quarterly performance and investment proposition. WEAV's 4Q2025 revenue growth and operating margin were in line with what the market forecasted. Weave has the potential to grow further in its existing markets, but there are possible threats posed by bigger rivals and AI disruption. Read the full article on Seeking AlphaMise à jour du récit • Feb 22
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.Mise à jour du récit • Feb 08
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.Mise à jour du récit • Jan 24
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.Mise à jour du récit • Jan 09
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.Article d’analyse • Dec 19
Weave Communications, Inc.'s (NYSE:WEAV) Share Price Boosted 25% But Its Business Prospects Need A Lift Too
Those holding Weave Communications, Inc. ( NYSE:WEAV ) shares would be relieved that the share price has rebounded 25...Mise à jour du récit • Dec 14
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.Mise à jour du récit • Nov 30
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.Article d’analyse • Nov 27
Is Weave Communications, Inc. (NYSE:WEAV) Trading At A 33% Discount?
Key Insights Weave Communications' estimated fair value is US$9.47 based on 2 Stage Free Cash Flow to Equity Weave...Mise à jour du récit • Nov 16
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).Mise à jour du récit • Nov 02
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.Article d’analyse • Sep 26
Why Investors Shouldn't Be Surprised By Weave Communications, Inc.'s (NYSE:WEAV) Low P/S
You may think that with a price-to-sales (or "P/S") ratio of 2.4x Weave Communications, Inc. ( NYSE:WEAV ) is...Article d’analyse • Jul 12
Is Weave Communications, Inc. (NYSE:WEAV) Trading At A 23% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Weave Communications fair value estimate is US$10.02 Weave...Article d’analyse • Jun 15
Take Care Before Diving Into The Deep End On Weave Communications, Inc. (NYSE:WEAV)
With a price-to-sales (or "P/S") ratio of 3x Weave Communications, Inc. ( NYSE:WEAV ) may be sending bullish signals at...Article d’analyse • May 14
It Looks Like Shareholders Would Probably Approve Weave Communications, Inc.'s (NYSE:WEAV) CEO Compensation Package
Key Insights Weave Communications will host its Annual General Meeting on 21st of May Salary of US$498.1k is part of...Article d’analyse • May 08
Weave Communications, Inc. (NYSE:WEAV) Just Reported Earnings, And Analysts Cut Their Target Price
Weave Communications, Inc. ( NYSE:WEAV ) shareholders are probably feeling a little disappointed, since its shares fell...Article d’analyse • Apr 02
An Intrinsic Calculation For Weave Communications, Inc. (NYSE:WEAV) Suggests It's 31% Undervalued
Key Insights The projected fair value for Weave Communications is US$16.16 based on 2 Stage Free Cash Flow to Equity...
Nouveau récit • Mar 24
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.Seeking Alpha • Mar 13
Weave Communications Lowers Growth Expectations As Initiatives Proceed (Downgrade)
Summary Weave Communications, Inc. exceeded Q4 2024 revenue and earnings estimates. The healthcare communications market is growing, driven by digital transformation and consumer expectations, with Weave targeting a $10 billion addressable market in the US. Despite improved revenue retention and operational efficiencies, Weave's financials show negative earnings per share and significant stock-based compensation impacting free cash flow. Management initiatives include expanding into specialty medical segments, enhancing payment integrations, and embedding AI to drive patient engagement and streamline communications. While I'm downgrading WEAV to Hold, I'm still optimistic about the company's expansion execution. Read the full article on Seeking AlphaArticle d’analyse • Mar 07
More Unpleasant Surprises Could Be In Store For Weave Communications, Inc.'s (NYSE:WEAV) Shares After Tumbling 31%
Weave Communications, Inc. ( NYSE:WEAV ) shares have had a horrible month, losing 31% after a relatively good period...Article d’analyse • Feb 23
When Should You Buy Weave Communications, Inc. (NYSE:WEAV)?
While Weave Communications, Inc. ( NYSE:WEAV ) might not have the largest market cap around , it received a lot of...Seeking Alpha • Dec 31
Weave Communications: Upgrading To Strong Buy, Here's Why
Summary Weave's introduction of the New Weave platform and early success of Weave Enterprise demonstrate strategic maturity and long-term growth potential. Q3 results show strong revenue retention with gross and net retention levels at 92% and 98%, respectively, driven by successful product upsells. Continued gross margin expansion to 72% in Q3, with long-term targets of 75%-80%, indicates sustainable profitability improvements. Despite recent valuation increases, Weave's strong fundamentals and enterprise customer growth suggest significant upside potential, leading to an upgraded rating of 'Strong Buy.' Read the full article on Seeking AlphaSeeking Alpha • Dec 19
Weave Communications Is Turning The Corner To A Positive 2025 (Upgrade)
Summary Weave Communications beat Q3 2024 revenue and earnings estimates, showing strong growth in revenue, bookings, and net revenue retention rate. The healthcare marketing and communications market is projected to grow significantly, benefiting Weave's SaaS offerings targeting healthcare and home service SMBs. Weave's strategic partnership with Patterson Dental and increased vendor interest enhance its growth prospects and valuation remains reasonable at a forward EV/Sales multiple of 5.5x. The firm's improving operating results, growing payments activity, and reasonable valuation support my bullish outlook. Read the full article on Seeking AlphaArticle d’analyse • Dec 07
Calculating The Fair Value Of Weave Communications, Inc. (NYSE:WEAV)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Weave Communications fair value estimate is US$16.14 Current...Article d’analyse • Nov 02
Earnings Update: Here's Why Analysts Just Lifted Their Weave Communications, Inc. (NYSE:WEAV) Price Target To US$16.93
Shareholders might have noticed that Weave Communications, Inc. ( NYSE:WEAV ) filed its third-quarter result this time...Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Weave Communications gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 249 | -25 | 162 | 44 |
| 31 Dec 25 | 239 | -28 | 157 | 44 |
| 30 Sep 25 | 230 | -33 | 153 | 47 |
| 30 Jun 25 | 221 | -30 | 147 | 44 |
| 31 Mar 25 | 213 | -30 | 143 | 42 |
| 31 Dec 24 | 204 | -28 | 137 | 40 |
| 30 Sep 24 | 196 | -29 | 132 | 39 |
| 30 Jun 24 | 187 | -30 | 127 | 37 |
| 31 Mar 24 | 178 | -30 | 121 | 36 |
| 31 Dec 23 | 170 | -31 | 116 | 34 |
| 30 Sep 23 | 162 | -33 | 112 | 33 |
| 30 Jun 23 | 155 | -38 | 110 | 32 |
| 31 Mar 23 | 148 | -44 | 109 | 31 |
| 31 Dec 22 | 142 | -50 | 108 | 31 |
| 30 Sep 22 | 136 | -55 | 106 | 30 |
| 30 Jun 22 | 130 | -58 | 104 | 28 |
| 31 Mar 22 | 123 | -58 | 98 | 28 |
| 31 Dec 21 | 116 | -54 | 90 | 27 |
| 30 Sep 21 | 108 | -49 | 82 | 26 |
| 30 Jun 21 | 99 | -45 | 74 | 25 |
| 31 Mar 21 | 88 | -41 | 67 | 21 |
| 31 Dec 20 | 80 | -43 | 65 | 20 |
| 31 Dec 19 | 46 | -34 | 45 | 14 |
Des revenus de qualité: WEAV n'est actuellement pas rentable.
Augmentation de la marge bénéficiaire: WEAV n'est actuellement pas rentable.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: WEAV n'est pas rentable, mais a réduit ses pertes au cours des 5 dernières années à un taux de 15% par an.
Accélération de la croissance: Impossible de comparer la croissance des bénéfices de WEAV au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable
Bénéfices par rapport au secteur d'activité: WEAV n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Software ( 11.7% ).
Rendement des fonds propres
ROE élevé: WEAV a un retour sur capitaux propres négatif ( -30.02% ), car il n'est actuellement pas rentable.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 19:29 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* 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.
| Analyste | Institution |
|---|---|
| Tyler Radke | Citigroup Inc |
| Tyler Radke | Citigroup Inc |
| Kasthuri Rangan | Goldman Sachs |