Weave Communications (WEAV) 주식 개요
는 중소 의료 기업을 위한 AI 기반 환자 커뮤니케이션, 참여 및 결제 플랫폼을 운영하는 회사입니다. 자세히 보기
WEAV Community Fair Values
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Analyst Price Targets
Weave Communications, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$7.32 |
| 52주 최고가 | US$7.98 |
| 52주 최저가 | US$4.24 |
| 베타 | 1.69 |
| 1개월 변동 | 32.37% |
| 3개월 변동 | 40.77% |
| 1년 변동 | -4.94% |
| 3년 변동 | -14.59% |
| 5년 변동 | n/a |
| IPO 이후 변동 | -61.04% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • Aug 18
WEAV: AI And Specialty Medical Expansion Will Support Balanced Deal And Independence Outcomes
Analysts have trimmed their price target on Weave Communications from $8.75 to $7.81, citing the agreed $7.40 per share cash acquisition by Francisco Partners and a shift toward more neutral ratings, despite one new Buy initiation at a higher $8.25 target. Analyst Commentary Recent research on Weave Communications focuses on how the agreed US$7.40 per share cash acquisition price lines up with earlier expectations for growth, margins and product adoption.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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 Alpha분석 기사 • 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...분석 기사 • 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...주주 수익률
| WEAV | US Software | US 시장 | |
|---|---|---|---|
| 7D | 0.3% | 0.6% | -1.1% |
| 1Y | -4.9% | -9.3% | 11.7% |
수익률 대 산업: WEAV은 지난 1년 동안 -9.3%의 수익을 기록한 US Software 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: WEAV은 지난 1년 동안 11.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| WEAV volatility | |
|---|---|
| WEAV Average Weekly Movement | 12.6% |
| Software Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: WEAV의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: WEAV의 주간 변동성(13%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2008 | 904 | Brett White | www.getweave.com |
는 중소규모 의료 기업을 위한 AI 기반 환자 커뮤니케이션, 참여 및 결제 플랫폼을 운영합니다. 이 회사는 AI 접수 담당자, 통합 전화번호, 수신 전화가 신규 환자인지 기존 환자인지 식별하고, 모든 통화에서 정보를 제공하며, 통화량이 많은 시간을 관리하는 스마트 전화 시스템인 맞춤형 전화 시스템, 인터넷이 연결된 곳이면 어디서나 전화를 걸고 받을 수 있는 소프트폰, 문자 메시지 및 SMS 응답 도우미, 전화를 받지 못한 경우 진료실에서 응답할 수 있는 부재중 문자, 진료소의 정상 운영 시간 외에 받은 메시지에 자동으로 응답하여 환자 문자 메시지를 회신하는 부재중 문자 자동 회신, 그룹 메시지 솔루션인 팀 채팅 및 Weave 모바일 앱 등을 제공합니다. 또한 리뷰 요청, 수집, 모니터링 및 응답을 위한 Weave 리뷰 및 응답 어시스턴트, 전문적인 이메일 작성을 위한 Weave 이메일 마케팅 및 이메일 어시스턴트, 웹사이트를 통해 환자와 직접 온라인으로 소통할 수 있는 Text Connect, 결제 처리 솔루션인 Weave 페이먼츠도 제공합니다.
Weave Communications, Inc. 기초 지표 요약
| WEAV 기초 통계 | |
|---|---|
| 시가총액 | US$586.39m |
| 순이익 (TTM) | -US$20.54m |
| 매출 (TTM) | US$257.79m |
2.3x
주가매출비율(P/S)-28.5x
주가수익비율(P/E)WEAV는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| WEAV 손익계산서 (TTM) | |
|---|---|
| 매출 | US$257.79m |
| 매출원가 | US$71.17m |
| 총이익 | US$186.62m |
| 기타 비용 | US$207.16m |
| 순이익 | -US$20.54m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.26 |
| 총이익률 | 72.39% |
| 순이익률 | -7.97% |
| 부채/자본 비율 | 0% |
WEAV의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/16 08:07 |
| 종가 | 2026/09/16 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Weave Communications, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Nichols | B. Riley Securities, Inc. |
| Tyler Radke | Citigroup Inc |
| Kasthuri Rangan | Goldman Sachs |