Weave Communications, Inc.

NYSE:WEAV Stok Raporu

Piyasa değeri: US$483.5m

Weave Communications Yönetim

Yönetim kriter kontrolleri 3/4

Weave Communications CEO'su Brett White, Aug2022 tarihinde atandı, in görev süresi 3.75 yıldır. in toplam yıllık tazminatı $ 5.40M olup, şirket hissesi ve opsiyonları dahil olmak üzere 9.6% maaş ve 90.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.74% ine doğrudan sahiptir ve bu hisseler $ 8.41M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.2 yıl ve 5.6 yıldır.

Anahtar bilgiler

Brett White

İcra Kurulu Başkanı

US$5.4m

Toplam tazminat

CEO maaş yüzdesi9.64%
CEO görev süresi3.8yrs
CEO sahipliği1.7%
Yönetim ortalama görev süresi2.2yrs
Yönetim Kurulu ortalama görev süresi5.6yrs

Son yönetim güncellemeleri

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
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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 Tazminat Analizi

Brett White'un ücretlendirmesi Weave Communications'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Brett 'nin toplam tazminatı ($USD 5.40M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 2.57M ).

Tazminat ve Kazançlar: Brett 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Brett White (62 yo)

3.8yrs
Görev süresi
US$5,395,978
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Brett White
CEO & Director3.8yrsUS$5.40m1.74%
$ 8.4m
Jason Christiansen
Chief Financial Officer1.1yrsUS$4.25m0.91%
$ 4.4m
Joseph McNeil
Chief Revenue Officer2.3yrsUS$3.31m0.15%
$ 737.3k
Marcus Bertilson
Chief Operating Officer2.2yrsVeri yok0.21%
$ 1.0m
Abhi Sharma
Chief Technology Officer1yrVeri yokVeri yok
Tyler Waltman
General Counsel & Corporate Secretaryless than a yearVeri yokVeri yok
Brooke Shreeve
Chief People Officer3.8yrsVeri yokVeri yok
2.2yrs
Ortalama Görev Süresi
45yo
Ortalama Yaş

Deneyimli Yönetim: WEAV 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.2 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Brett White
CEO & Director5.8yrsUS$5.40m1.74%
$ 8.4m
Blake Modersitzki
Independent Director10.6yrsUS$250.18k0.14%
$ 676.6k
Tyler Newton
Independent Director8.8yrsUS$260.18k0.35%
$ 1.7m
George Scanlon
Independent Director4yrsUS$255.18k0.13%
$ 627.9k
David Silverman
Independent Director10.6yrsUS$249.18k0%
$ 0
Stuart Harvey
Independent Chairperson & Presiding Director5.8yrsUS$286.98k0.097%
$ 467.5k
Adrian McDermott
Director1.3yrsUS$323.79kVeri yok
Edward Robson
Independent Directorless than a yearVeri yokVeri yok
Debora Tomlin
Independent Director5.4yrsUS$242.18k0.093%
$ 451.3k
Ryan Dubin
Independent Directorless than a yearVeri yokVeri yok
5.6yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: WEAV 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.6 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/05 02:45
Gün Sonu Hisse Fiyatı2026/05/05 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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.

AnalistKurum
Tyler RadkeCitigroup Inc
Tyler RadkeCitigroup Inc
Kasthuri RanganGoldman Sachs