Weave Communications (WEAV) Hisse Özeti
Weave Communications, Inc. küçük ve orta ölçekli sağlık işletmeleri için yapay zeka destekli bir hasta iletişim, katılım ve ödeme platformu işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
WEAV Community Fair Values
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Analyst Price Targets
Weave Communications, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$7.30 |
| 52 Haftanın En Yüksek Seviyesi | US$8.00 |
| 52 Haftanın En Düşük Seviyesi | US$4.24 |
| Beta | 1.69 |
| 1 Aylık Değişim | 45.13% |
| 3 Aylık Değişim | 32.25% |
| 1 Yıllık Değişim | -8.64% |
| 3 Yıllık Değişim | -18.89% |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | -61.15% |
Son Haberler & Güncellemeler
Recent updates
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| WEAV | US Software | US Pazar | |
|---|---|---|---|
| 7D | -0.4% | -4.3% | -2.2% |
| 1Y | -8.6% | -9.5% | 13.1% |
Getiri vs. Endüstri: WEAV geçen yıl boyunca % -9.5 oranında getiri sağlayan US Software sektörüyle eşleşti.
Getiri vs Piyasa: WEAV geçen yıl % 13.1 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| WEAV volatility | |
|---|---|
| WEAV Average Weekly Movement | 12.7% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
İstikrarlı Hisse Senedi Fiyatı: WEAV hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: WEAV 'nin haftalık oynaklığı ( 13% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2008 | 904 | Brett White | www.getweave.com |
Weave Communications, Inc. küçük ve orta ölçekli sağlık işletmeleri için yapay zeka destekli bir hasta iletişim, katılım ve ödeme platformu işletmektedir. Yapay zeka resepsiyonisti; Birleşik Telefon Numarası; gelen aramaların yeni veya mevcut hastalardan olup olmadığını belirlemek, her aramada bilgi sağlamak ve yoğun arama sürelerini yönetmek için daha akıllı bir telefon sistemi olan Özelleştirilmiş Telefon Sistemi; internet bağlantısı olan her yerden arama yapmak ve almak için yazılım telefonları; Metin Mesajlaşma ve SMS yanıt asistanı; muayenehanelerin bir arama cevapsız kaldığında yanıt vermesine olanak tanıyan Cevapsız Arama Metni; bir muayenehanenin normal çalışma saatleri dışında alınan mesajlara otomatik olarak yanıt vererek hasta metin mesajlarını yanıtlayan Cevapsız Metin Otomatik Yanıtlama; bir grup mesajlaşma çözümü olan Ekip Sohbeti ve Weave Mobil Uygulaması sunar. Ayrıca, değerlendirmeleri talep etmek, toplamak, izlemek ve yanıtlamak için Weave Reviews ve Respond Assistant; profesyonel e-postalar oluşturmak için Weave Email Marketing ve Email Assistant; hastalarıyla doğrudan web siteleri aracılığıyla çevrimiçi etkileşim kurmak için Text Connect ve bir ödeme işleme çözümü olan Weave Payments'ı da sunmaktadır.
Weave Communications, Inc. Temel Bilgiler Özeti
| WEAV temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$583.99m |
| Kazançlar(TTM) | -US$20.54m |
| Gelir(TTM) | US$257.79m |
2.3x
P/S Oranı-28.4x
F/K OranıWEAV aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| WEAV gelir tablosu (TTM) | |
|---|---|
| Gelir | US$257.79m |
| Gelir Maliyeti | US$71.17m |
| Brüt Kâr | US$186.62m |
| Diğer Giderler | US$207.16m |
| Kazançlar | -US$20.54m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -0.26 |
| Brüt Marj | 72.39% |
| Net Kâr Marjı | -7.97% |
| Borç/Özkaynak Oranı | 0% |
WEAV uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/10 04:29 |
| Gün Sonu Hisse Fiyatı | 2026/09/10 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Weave Communications, Inc. 11 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Michael Nichols | B. Riley Securities, Inc. |
| Tyler Radke | Citigroup Inc |
| Kasthuri Rangan | Goldman Sachs |