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Weave Communications, Inc.NYSE:WEAV Stock Report

Market Cap US$479.0m
Share Price
US$6.02
US$8.75
31.2% undervalued intrinsic discount
1Y-35.8%
7D5.4%
1D
Portfolio Value
View

Weave Communications, Inc.

NYSE:WEAV Stock Report

Market Cap: US$479.0m

Weave Communications (WEAV) Stock Overview

Operates an AI-powered patient communications, engagement, and payments platform for small and medium-sized healthcare businesses. More details

WEAV fundamental analysis
Snowflake Score
Valuation3/6
Future Growth1/6
Past Performance0/6
Financial Health6/6
Dividends0/6

WEAV Community Fair Values

Create Narrative

See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Weave Communications, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Weave Communications
Historical stock prices
Current Share PriceUS$6.02
52 Week HighUS$10.04
52 Week LowUS$4.24
Beta1.63
1 Month Change4.70%
3 Month Change12.95%
1 Year Change-35.82%
3 Year Change-21.92%
5 Year Changen/a
Change since IPO-67.96%

Recent News & Updates

Narrative Update 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.

Recent updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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 Alpha
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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
Analysis Article 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...
Analysis Article 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 Alpha
Seeking 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
Analysis Article 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...

Shareholder Returns

WEAVUS SoftwareUS Market
7D5.4%8.6%1.6%
1Y-35.8%-1.1%28.2%

Return vs Industry: WEAV underperformed the US Software industry which returned -1.1% over the past year.

Return vs Market: WEAV underperformed the US Market which returned 28.2% over the past year.

Price Volatility

Is WEAV's price volatile compared to industry and market?
WEAV volatility
WEAV Average Weekly Movement9.5%
Software Industry Average Movement9.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stable Share Price: WEAV has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: WEAV's weekly volatility (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2008904Brett Whitewww.getweave.com

Weave Communications, Inc. operates an AI-powered patient communications, engagement, and payments platform for small and medium-sized healthcare businesses. It offers AI-receptionist; Unified Phone Number; Customized Phone System, a smarter phone system to identify whether incoming calls are from new or current patients, provide information at every call, and manage heavy call times; Softphones to make and receive calls from anywhere with an internet connection; Text Messaging and SMS response assistant; Missed Call Text that allows practices to respond when a call is missed; Missed Text Auto-Reply that replies to patient text messages by automatically responding to messages received outside of a practice’s normal operating hours; Team Chat, a group messaging solution; and Weave Mobile App. It also provides Weave Reviews and Respond Assistant to request, collect, monitor, and respond to reviews; Weave Email Marketing and Email Assistant to create professional emails; Text Connect to interact with their patients online directly through their websites; and Weave Payments, a payment processing solution.

Weave Communications, Inc. Fundamentals Summary

How do Weave Communications's earnings and revenue compare to its market cap?
WEAV fundamental statistics
Market capUS$478.99m
Earnings (TTM)-US$25.00m
Revenue (TTM)US$248.72m
1.9x
P/S Ratio
-19.2x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
WEAV income statement (TTM)
RevenueUS$248.72m
Cost of RevenueUS$68.81m
Gross ProfitUS$179.91m
Other ExpensesUS$204.90m
Earnings-US$25.00m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-0.31
Gross Margin72.33%
Net Profit Margin-10.05%
Debt/Equity Ratio0%

How did WEAV perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/01 20:17
End of Day Share Price 2026/05/29 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Weave Communications, Inc. is covered by 11 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tyler RadkeCitigroup Inc
Tyler RadkeCitigroup Inc
Kasthuri RanganGoldman Sachs