Weave Communications (WEAV) Aandelenoverzicht
Weave Communications, Inc. is een AI-gestuurd platform voor patiëntencommunicatie, -betrokkenheid en -betalingen voor kleine en middelgrote bedrijven in de gezondheidszorg. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
WEAV Community Fair Values
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Analyst Price Targets
Weave Communications, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$6.14 |
| 52 Week Hoogtepunt | US$8.28 |
| 52 Week Laag | US$4.24 |
| Bèta | 1.68 |
| 1 maand verandering | 18.99% |
| 3 maanden verandering | 30.36% |
| 1 Jaar Verandering | -24.48% |
| 3 jaar verandering | -48.14% |
| 5 jaar verandering | n/a |
| Verandering sinds IPO | -67.32% |
Recent nieuws en 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
Narratiefupdate • 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 AlphaNarratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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).Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...
Nieuw narratief • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Rendement voor aandeelhouders
| WEAV | US Software | US Markt | |
|---|---|---|---|
| 7D | -16.5% | -3.5% | -1.4% |
| 1Y | -24.5% | -24.2% | 16.4% |
Rendement versus industrie: WEAV presteerde slechter dan de US Software -sector, die het afgelopen jaar een rendement van -24.2 % opleverde.
Rendement versus markt: WEAV presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 16.4 % opleverde.
Prijsvolatiliteit
| WEAV volatility | |
|---|---|
| WEAV Average Weekly Movement | 10.1% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: WEAV heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 10% ) van WEAV is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2008 | 904 | Brett White | www.getweave.com |
Weave Communications, Inc. is een AI-gebaseerd platform voor patiëntencommunicatie, betrokkenheid en betalingen voor kleine en middelgrote bedrijven in de gezondheidszorg. Het biedt AI-receptionist; Unified Phone Number; Customized Phone System, een slimmer telefoonsysteem om te identificeren of inkomende gesprekken van nieuwe of huidige patiënten zijn, informatie te verstrekken bij elk gesprek en zware gesprekstijden te beheren; Softphones om te bellen en gebeld te worden vanaf elke plek met een internetverbinding; SMS en SMS response assistant; Missed Call Text waarmee praktijken kunnen reageren wanneer een gesprek wordt gemist; Missed Text Auto-Reply dat antwoordt op tekstberichten van patiënten door automatisch te reageren op berichten die worden ontvangen buiten de normale openingstijden van een praktijk; Team Chat, een oplossing voor groepsberichten; en Weave Mobile App. Het bedrijf biedt ook Weave Reviews en Respond Assistant voor het aanvragen, verzamelen, monitoren en beantwoorden van reviews; Weave E-mail Marketing en Email Assistant voor het maken van professionele e-mails; Text Connect voor online interactie met patiënten direct via hun websites; en Weave Payments, een oplossing voor het verwerken van betalingen.
Weave Communications, Inc. Samenvatting
| WEAV fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$541.05m |
| Inkomsten(TTM) | -US$25.00m |
| Inkomsten(TTM) | US$248.72m |
2.0x
P/S-verhouding-19.5x
Koers/WinstverhoudingIs WEAV overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| WEAV resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$248.72m |
| Kosten van inkomsten | US$68.81m |
| Brutowinst | US$179.91m |
| Overige uitgaven | US$204.90m |
| Inkomsten | -US$25.00m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Aug 06, 2026
| Winst per aandeel (EPS) | -0.31 |
| Brutomarge | 72.33% |
| Nettowinstmarge | -10.05% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde WEAV op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/22 12:21 |
| Aandelenkoers aan het einde van de dag | 2026/07/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Weave Communications, Inc. wordt gevolgd door 10 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Tyler Radke | Citigroup Inc |
| Kasthuri Rangan | Goldman Sachs |
| Hoi-Fung Wong | Guggenheim Securities, LLC |