Weave Communications（WEAV）株式概要
Weave Communications, Inc.は、中小規模の医療事業者向けにAIを活用した患者とのコミュニケーション、エンゲージメント、決済プラットフォームを運営している。 詳細
WEAV Community Fair Values
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Analyst Price Targets
Weave Communications, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$6.17 |
| 52週高値 | US$8.11 |
| 52週安値 | US$4.24 |
| ベータ | 1.68 |
| 1ヶ月の変化 | 4.22% |
| 3ヶ月変化 | 26.69% |
| 1年変化 | -20.28% |
| 3年間の変化 | -46.90% |
| 5年間の変化 | n/a |
| IPOからの変化 | -67.16% |
最新ニュース
Seeking Alpha • Jul 13
Weave Communications: Why Its Shift To Consumption Pricing Makes It A Buy Opportunity
Summary Weave Communications earns a Strong Buy rating with a $9.60/share target, driven by a shift to hybrid, usage-based AI pricing. Q1 revenue grew 17.4% YoY to $65.5M, with gross margin rising to 73.2% and operating leverage improving as new revenue converts efficiently to profit. AI-driven solutions and the TrueLark acquisition address clinic labor shortages, increase ARPU, and position WEAV as a specialized healthcare SaaS outperformer. Activist oversight and a new finance committee enhance capital discipline, while monitoring ARPU and NRR improvements is critical for further rerating. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 16
WEAV: AI Patient Engagement And Board Changes Will Support Future Margin Upside
Analysts have kept their $8.00 price target for Weave Communications unchanged, citing slightly updated assumptions on discount rate, revenue growth, profit margin and future P/E that reflect recent board developments. What’s in the News for Weave Communications Weave Communications agreed to integrate its platform with athenahealth through the athenahealth Marketplace, aiming to link patient engagement tools with athenaOne billing and practice management systems.Recent updates
Seeking Alpha • Jul 13
Weave Communications: Why Its Shift To Consumption Pricing Makes It A Buy Opportunity
Summary Weave Communications earns a Strong Buy rating with a $9.60/share target, driven by a shift to hybrid, usage-based AI pricing. Q1 revenue grew 17.4% YoY to $65.5M, with gross margin rising to 73.2% and operating leverage improving as new revenue converts efficiently to profit. AI-driven solutions and the TrueLark acquisition address clinic labor shortages, increase ARPU, and position WEAV as a specialized healthcare SaaS outperformer. Activist oversight and a new finance committee enhance capital discipline, while monitoring ARPU and NRR improvements is critical for further rerating. Read the full article on Seeking Alphaナラティブ更新 • Jun 16
WEAV: AI Patient Engagement And Board Changes Will Support Future Margin Upside
Analysts have kept their $8.00 price target for Weave Communications unchanged, citing slightly updated assumptions on discount rate, revenue growth, profit margin and future P/E that reflect recent board developments. What’s in the News for Weave Communications Weave Communications agreed to integrate its platform with athenahealth through the athenahealth Marketplace, aiming to link patient engagement tools with athenaOne billing and practice management systems.
ナラティブ更新 • Jun 01
WEAV: Future Upside Will Rely On AI Reception And New Board Oversight
Analysts have maintained their $9.00 price target on Weave Communications, citing slightly revised assumptions for the discount rate, revenue growth, profit margin, and future P/E as they evaluate the impact of recent independent board additions. What's in the News Weave launched an Omnichannel AI Receptionist built on Google Cloud’s Gemini Enterprise Agent Platform, aiming to support healthcare front offices across voice and text with context-aware routing and AI to staff handoffs.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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 Alpha分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...株主還元
| WEAV | US Software | US 市場 | |
|---|---|---|---|
| 7D | -14.7% | -4.4% | -1.0% |
| 1Y | -20.3% | -26.5% | 14.7% |
業界別リターン: WEAV過去 1 年間で-26.5 % の収益を上げたUS Software業界を上回りました。
リターン対市場: WEAVは、過去 1 年間で14.7 % のリターンを上げたUS市場を下回りました。
価格変動
| WEAV volatility | |
|---|---|
| WEAV Average Weekly Movement | 9.4% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: WEAV 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: WEAVの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2008 | 904 | Brett White | www.getweave.com |
ウィーブ・コミュニケーションズ社は、AIを活用した患者とのコミュニケーション、エンゲージメント、決済プラットフォームを中小規模の医療事業者向けに運営している。AIレセプショニスト、統一電話番号、よりスマートな電話システムであるカスタマイズ電話システム、新患か現患かを識別し、すべての通話で情報を提供し、多忙な通話時間を管理する電話システム、インターネット接続があればどこからでも通話を発信・受信できるソフトフォン、テキストメッセージとSMS応答アシスタント、不在着信時に診療所が応答できる不在着信テキスト、診療所の通常営業時間外に受信したメッセージに自動応答することで患者のテキストメッセージに返信する不在着信テキスト自動返信、グループメッセージングソリューションであるチームチャット、Weaveモバイルアプリを提供している。また、レビューの依頼、収集、監視、返信を行うWeave ReviewsとRespond Assistant、プロフェッショナルな電子メールを作成するWeave Email MarketingとEmail Assistant、ウェブサイトを通じてオンラインで直接患者と対話するText Connect、支払い処理ソリューションのWeave Paymentsも提供している。同社は、患者情報を収集するWeave Digital Forms、患者が診療所のウェブサイトから予約をリクエストし、自動スケジューリングリマインダーを送信し、各リマインダーを患者用にパーソナライズできるOnline Scheduling、保険ツールであるInsurance Eligibility、Insurance Verification、患者維持、予約スケジューリング、治療受け入れ率、収益生成に関するリアルタイムデータを提供するPractice Analytics、Call Intelligence、および歯科サービス機関、ビジョン、獣医、および医療グループで構成される多拠点医療診療所向けのWeave Enterpriseを提供しています。同社は以前はリコール・ソリューションズ社として知られていたが、2015年10月に社名をウィーブ・コミュニケーションズ社に変更した。ウィーブ・コミュニケーションズ社は2008年に設立され、ユタ州リーハイに本社を置いている。
Weave Communications, Inc. 基礎のまとめ
| WEAV 基礎統計学 | |
|---|---|
| 時価総額 | US$490.92m |
| 収益（TTM） | -US$25.00m |
| 売上高(TTM) | US$248.72m |
2.0x
P/Sレシオ-19.6x
PER（株価収益率WEAV は割高か？
公正価値と評価分析を参照収益と収入
| WEAV 損益計算書（TTM） | |
|---|---|
| 収益 | US$248.72m |
| 売上原価 | US$68.81m |
| 売上総利益 | US$179.91m |
| その他の費用 | US$204.90m |
| 収益 | -US$25.00m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 06, 2026
| 一株当たり利益（EPS） | -0.31 |
| グロス・マージン | 72.33% |
| 純利益率 | -10.05% |
| 有利子負債／自己資本比率 | 0% |
WEAV の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/26 18:28 |
| 終値 | 2026/07/24 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Weave Communications, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Tyler Radke | Citigroup Inc |
| Kasthuri Rangan | Goldman Sachs |
| Hoi-Fung Wong | Guggenheim Securities, LLC |