Weave Communications, Inc. (WEAV) AI Stock Analysis

Weave Communications, Inc. provides customer communications and engagement software solutions across the United States and Canada, specializing in serving small and medium-sized businesses. Its platform offers a suite of tools including a Customized Phone System, Weave Text Messaging, Weave Missed Call Text, and Weave Team for internal messaging. The company also delivers the Weave Mobile App, Weave Reviews, Weave Email Marketing, and Web Assistant Appointment Requests. Additionally, Weave provides specialized solutions such as Weave Payments for payment processing, Customer Insights for engagement, and Analytics for business performance analysis.

Revenue expanded from $115.9M in FY2021 to $239.0M in FY2025, supported by a 5-year revenue CAGR of 24.5%. Gross margin widened consistently from 57.4% in FY2021 to 72.1% in FY2025. Although operating margin remained negative, it improved from -43.5% to -12.1% over the same period, while net income improved from -$51.7M to -$28.1M. Diluted EPS reached $0.09 in FY2025. For the trailing twelve months ended June 30, 2026, revenue stood at $257.8M with an operating margin of -6.2% and EPS of -$0.26. Year-over-year quarterly revenue growth in the latest quarter was 15.5%.

As of June 30, 2026, Weave held $78.5M in cash and short-term investments against $51.4M in total debt, resulting in net cash of $27.1M. The company reported a current ratio of 1.25, total assets of $208.6M, and shareholders' equity of $85.0M, resulting in a debt-to-equity ratio of 0.60. Operating cash flow grew to $17.5M in FY2025, up from $14.1M in FY2024. Capital expenditures were $2.4M in FY2025, leading to free cash flow of $15.2M. Share count increased 25.2% over 5 years.

At $7.40 per share, Weave has a market cap of $595.3M and an enterprise value of $561.8M. The stock trades at a price-to-sales multiple of 2.3x and an EV-to-revenue multiple of 2.2x, below the median of its US-listed Healthcare peers at 4.1x price-to-sales. Its price-to-book ratio is 6.4x. Over the past year, WEAV gained 13.3%, trailing the S&P 500 (SPY) return of 16.8%, and the stock is down 2.5% year-to-date.

Consensus coverage shows 4 Hold ratings, with 0 Strong Buy, 0 Buy, 0 Sell, and 0 Strong Sell ratings. The mean price target is $7.40, matching the last close of $7.40 (0.0% difference). For the fiscal year ending December 31, 2026, consensus estimates project revenue of $274.2M and EPS of $0.17. For FY2027, 4 analysts estimate revenue of $310.9M and EPS of $0.25. The company beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for October 29, 2026.

This page is an AI-written research summary of Weave Communications, Inc. (WEAV). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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