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Weave Communications, Inc.NYSE:WEAV Aktierapport

Marknadsvärde US$420.1m
Aktiekurs
US$5.44
US$8.75
37.8% undervärderad intrinsisk rabatt
1Y-48.0%
7D-0.9%
Portföljens värde
Utsikt

Weave Communications, Inc.

NYSE:WEAV Aktierapport

Börsvärde: US$420.1m

WEAV Community Fair Values

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Weave Communications, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Weave Communications
Historiska aktiekurser
Aktuell aktiekursUS$5.44
52 veckors högstaUS$10.61
52 veckors lägstaUS$4.24
Beta1.63
1 månads förändring2.06%
3 månaders förändring-4.90%
1 års förändring-48.04%
3 års förändring-29.81%
5 års förändringn/a
Förändring sedan börsintroduktionen-71.05%

Senaste nyheter och uppdateringar

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Ny berättelse 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
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel Nov 02

Earnings Update: Here's Why Analysts Just Lifted Their Weave Communications, Inc. (NYSE:WEAV) Price Target To US$16.93

Shareholders might have noticed that Weave Communications, Inc. ( NYSE:WEAV ) filed its third-quarter result this time...

Aktieägarnas avkastning

WEAVUS SoftwareUS Marknad
7D-0.9%1.9%-0.7%
1Y-48.0%-8.6%24.4%

Avkastning vs industri: WEAV presterade sämre än US Software branschen som gav -8.6 % under det senaste året.

Avkastning vs Marknaden: WEAV presterade sämre än US marknaden som gav 24.4 % under det senaste året.

Prisvolatilitet

Is WEAV's price volatile compared to industry and market?
WEAV volatility
WEAV Average Weekly Movement9.7%
Software Industry Average Movement9.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: WEAV har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: WEAV s veckovolatilitet ( 10% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
2008904Brett Whitewww.getweave.com

Weave Communications, Inc. driver en AI-baserad plattform för patientkommunikation, engagemang och betalningar för små och medelstora vårdföretag. Företaget erbjuder AI-receptionist; Unified Phone Number; Customized Phone System, ett smartare telefonsystem för att identifiera om inkommande samtal kommer från nya eller befintliga patienter, tillhandahålla information vid varje samtal och hantera tider med många samtal; Softphones för att ringa och ta emot samtal var som helst med en internetanslutning; Text Messaging and SMS response assistant; Missed Call Text som gör det möjligt för mottagningar att svara när ett samtal missas; Missed Text Auto-Reply som svarar på patienters textmeddelanden genom att automatiskt svara på meddelanden som tas emot utanför mottagningens normala öppettider; Team Chat, en lösning för gruppmeddelanden; och Weave Mobile App. Företaget tillhandahåller också Weave Reviews och Respond Assistant för att begära, samla in, övervaka och svara på recensioner; Weave Email Marketing och Email Assistant för att skapa professionella e-postmeddelanden; Text Connect för att interagera med sina patienter online direkt via sina webbplatser; och Weave Payments, en lösning för betalningshantering.

Weave Communications, Inc. Sammanfattning av grunderna

Hur förhåller sig Weave Communications:s resultat och omsättning till dess börsvärde?
WEAV grundläggande statistik
BörsvärdeUS$420.11m
Vinst(TTM)-US$25.00m
Intäkter(TTM)US$248.72m
1.7x
P/S-förhållande
-17.3x
P/E-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
WEAV resultaträkning (TTM)
IntäkterUS$248.72m
Kostnad för intäkterUS$68.81m
BruttovinstUS$179.91m
Övriga kostnaderUS$204.90m
Intäkter-US$25.00m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)-0.31
Bruttomarginal72.33%
Nettovinstmarginal-10.05%
Skuld/egenkapitalförhållande0%

Hur har WEAV utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/18 05:40
Aktiekurs vid dagens slut2026/05/18 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Weave Communications, Inc. bevakas av 11 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Tyler RadkeCitigroup Inc
Tyler RadkeCitigroup Inc
Kasthuri RanganGoldman Sachs