Weave Communications, Inc.

NYSE:WEAV 주식 리포트

시가총액: US$456.5m

Weave Communications 경영진

경영진 기준 점검 3/4

Weave Communications CEO는 Brett White, Aug2022 에 임명되었습니다 의 임기는 3.75 년입니다. 총 연간 보상은 $5.40M, 9.6% 급여 및 90.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $8.02M 가치에 해당하는 회사 주식의 1.76% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.2 년과 5.6 년입니다.

핵심 정보

Brett White

최고경영자

US$5.4m

총 보수

CEO 급여 비율9.64%
CEO 재임 기간3.8yrs
CEO 지분 보유율1.8%
경영진 평균 재임 기간2.2yrs
이사회 평균 재임 기간5.6yrs

최근 경영진 업데이트

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

CEO 보수 분석

Brett White의 보수는 Weave Communications의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Brett의 총 보수(USD5.40M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.50M)보다 높습니다.

보상과 수익: Brett의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Brett White (62 yo)

3.8yrs
재임 기간
US$5,395,978
보수

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...

리더십 팀

이름직위재임 기간보수지분
Brett White
CEO & Director3.8yrsUS$5.40m1.76%
$ 8.0m
Jason Christiansen
Chief Financial Officer1.1yrsUS$4.25m0.92%
$ 4.2m
Joseph McNeil
Chief Revenue Officer2.3yrsUS$3.31m0.15%
$ 702.6k
Marcus Bertilson
Chief Operating Officer2.2yrs데이터 없음0.21%
$ 966.2k
Abhi Sharma
Chief Technology Officer1yr데이터 없음데이터 없음
Tyler Waltman
General Counsel & Corporate Secretaryless than a year데이터 없음데이터 없음
Brooke Shreeve
Chief People Officer3.8yrs데이터 없음데이터 없음
2.2yrs
평균 재임 기간
45yo
평균 나이

경험이 풍부한 관리: WEAV의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.2 년).

이사회 구성원

이름직위재임 기간보수지분
Brett White
CEO & Director5.8yrsUS$5.40m1.76%
$ 8.0m
Blake Modersitzki
Independent Director10.6yrsUS$250.18k0.14%
$ 644.8k
Tyler Newton
Independent Director8.8yrsUS$260.18k0.35%
$ 1.6m
George Scanlon
Independent Director4yrsUS$255.18k0.13%
$ 598.4k
David Silverman
Independent Director10.6yrsUS$249.18k0%
$ 0
Stuart Harvey
Independent Chairperson & Presiding Director5.8yrsUS$286.98k0.098%
$ 445.5k
Adrian McDermott
Director1.3yrsUS$323.79k데이터 없음
Edward Robson
Independent Directorless than a year데이터 없음데이터 없음
Debora Tomlin
Independent Director5.4yrsUS$242.18k0.094%
$ 430.0k
Ryan Dubin
Independent Directorless than a year데이터 없음데이터 없음
5.6yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 이사회: WEAV의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.6 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/03 04:09
종가2026/05/01 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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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.

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