Weave Communications, Inc. (WEAV)

NYSEHealth CareSoftware - ApplicationSnapshot 2026-10-23

$7.40+0.14%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Weave Communications, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	71.95M
EPS	—	0.055
Annual ending 2026-12-31
Revenue	—	274.2M
EPS	—	0.17
Annual ending 2027-12-31
Revenue	—	310.87M
EPS	—	0.248

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Increase gross profit above $47.5M in Q1 2026	Gross profit rose from $46.07M to $47.54M recently.	Improving	Gross profit falls below $46M in Q1 2026	Gross profit: $48.653M FY2026-Q2; GAAP. Published target: >= $47.5M. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Source published Aug 6, 202648,653,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: c14e3561-49fa-485c-a299-535a00f2b5dd. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. GAAP gross margin improved modestly from 71.7% in 2025-Q2 to 72.0% in 2026-Q2, indicating incremental progress in gross profit and margin expansion. The trajectory shows steady improvement consistent with management's focus. Delivery assessment Oct 24, 2026
Non-GAAP operating income $10.5M-$13.5M for FY26	The company targets $10.5M-$13.5M non-GAAP operating income in 2026.	Under Pressure	Operating income falls below $10.5M in FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Non-GAAP income from operations improved from $0.1 million in 2025-Q2 to $3.2 million in 2026-Q2, showing progress toward the full year 2026 guidance of $12.0 million to $14.0 million. The trajectory is delivering consistent profitability improvement. Delivery assessment Oct 24, 2026
Achieve revenue of $275M-$278M for FY26	A primary condition in Weave Communications, Inc.'s published investment case. The stated target is ~$276.5M.	Broken	Revenue falls below $275M in FY26	Revenue: $67.542M FY2026-Q2; GAAP. Published target: ~$276.5M. Target period is not explicitly aligned with this observation. Source published Aug 6, 202667,542,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: c14e3561-49fa-485c-a299-535a00f2b5dd. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Revenue grew from $54.2 million in 2024-Q4 to $67.5 million in 2026-Q2, showing consistent growth. Management has maintained full year 2026 revenue guidance around $273 million to $278 million, indicating delivery on growth trajectory. Delivery assessment Oct 24, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenue: comparable history unavailable.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	3 / 3
2026-07-25	Unavailable	Unavailable	4 / 4
2026-07-26	Unavailable	Unavailable	4 / 4
2026-07-27	Unavailable	Unavailable	4 / 4
2026-07-28	Unavailable	Unavailable	4 / 4
2026-07-29	Unavailable	Unavailable	3 / 3
2026-07-30	Unavailable	Unavailable	3 / 3
2026-07-31	Unavailable	Unavailable	3 / 3
2026-08-01	Unavailable	Unavailable	3 / 3
2026-08-02	Unavailable	Unavailable	4 / 4
2026-08-03	Unavailable	Unavailable	4 / 4
2026-08-04	Unavailable	Unavailable	3 / 3
2026-08-05	Unavailable	Unavailable	4 / 4
2026-08-06	Unavailable	Unavailable	3 / 3
2026-08-08	Unavailable	Unavailable	3 / 3
2026-08-09	Unavailable	Unavailable	3 / 3
2026-08-10	Unavailable	Unavailable	3 / 3
2026-08-12	Unavailable	Unavailable	3 / 3
2026-08-13	Unavailable	Unavailable	4 / 4
2026-08-14	Unavailable	Unavailable	3 / 3
2026-08-15	Unavailable	Unavailable	3 / 3
2026-08-16	Unavailable	Unavailable	3 / 3
2026-08-17	Unavailable	Unavailable	3 / 3
2026-08-18	Unavailable	Unavailable	3 / 3
2026-08-19	Unavailable	Unavailable	3 / 3
2026-08-20	Unavailable	Unavailable	4 / 4
2026-08-21	Unavailable	Unavailable	4 / 4
2026-08-22	Unavailable	Unavailable	4 / 4
2026-08-23	Unavailable	Unavailable	4 / 4
2026-08-24	Unavailable	Unavailable	4 / 4
2026-08-25	Unavailable	Unavailable	3 / 3
2026-08-26	Unavailable	Unavailable	3 / 3
2026-08-27	Unavailable	Unavailable	3 / 3
2026-08-28	Unavailable	Unavailable	3 / 3
2026-08-29	Unavailable	Unavailable	3 / 3
2026-08-30	Unavailable	Unavailable	3 / 3
2026-08-31	Unavailable	Unavailable	3 / 3
2026-09-01	Unavailable	Unavailable	3 / 3
2026-09-02	Unavailable	Unavailable	3 / 3
2026-09-03	Unavailable	Unavailable	3 / 3
2026-09-04	Unavailable	Unavailable	3 / 3
2026-09-05	Unavailable	Unavailable	3 / 3
2026-09-06	Unavailable	Unavailable	3 / 3
2026-09-07	Unavailable	Unavailable	3 / 3
2026-09-08	Unavailable	Unavailable	3 / 3
2026-09-09	Unavailable	Unavailable	3 / 3
2026-09-10	Unavailable	Unavailable	3 / 3
2026-09-11	Unavailable	Unavailable	3 / 3
2026-09-12	Unavailable	Unavailable	3 / 3
2026-09-13	Unavailable	Unavailable	3 / 3
2026-09-14	Unavailable	Unavailable	3 / 3
2026-09-15	Unavailable	Unavailable	3 / 3
2026-09-16	Unavailable	Unavailable	3 / 3
2026-09-17	Unavailable	Unavailable	3 / 3
2026-09-18	Unavailable	Unavailable	3 / 3
2026-09-19	Unavailable	Unavailable	3 / 3
2026-09-20	Unavailable	Unavailable	3 / 3
2026-09-21	Unavailable	Unavailable	3 / 3
2026-09-22	Unavailable	Unavailable	3 / 3
2026-09-23	Unavailable	Unavailable	3 / 3
2026-09-24	Unavailable	Unavailable	3 / 3
2026-09-25	Unavailable	Unavailable	3 / 3
2026-09-26	Unavailable	Unavailable	3 / 3
2026-09-27	Unavailable	Unavailable	3 / 3
2026-09-28	Unavailable	Unavailable	3 / 3
2026-09-29	Unavailable	Unavailable	3 / 3
2026-09-30	Unavailable	Unavailable	3 / 3
2026-10-01	Unavailable	Unavailable	3 / 3
2026-10-02	Unavailable	Unavailable	3 / 3
2026-10-03	Unavailable	Unavailable	3 / 3
2026-10-04	Unavailable	Unavailable	3 / 3
2026-10-05	Unavailable	Unavailable	3 / 3
2026-10-06	Unavailable	Unavailable	3 / 3
2026-10-07	Unavailable	Unavailable	3 / 3
2026-10-08	Unavailable	Unavailable	3 / 3
2026-10-09	Unavailable	Unavailable	3 / 3
2026-10-10	Unavailable	Unavailable	3 / 3
2026-10-11	Unavailable	Unavailable	3 / 3
2026-10-12	Unavailable	Unavailable	3 / 3
2026-10-13	Unavailable	Unavailable	3 / 3
2026-10-14	Unavailable	Unavailable	3 / 3
2026-10-15	Unavailable	Unavailable	3 / 3
2026-10-16	Unavailable	Unavailable	3 / 3
2026-10-17	Unavailable	Unavailable	3 / 3
2026-10-18	Unavailable	Unavailable	3 / 3
2026-10-19	Unavailable	Unavailable	3 / 3
2026-10-20	Unavailable	Unavailable	3 / 3
2026-10-21	Unavailable	Unavailable	3 / 3
2026-10-22	Unavailable	Unavailable	3 / 3
2026-10-23	Unavailable	Unavailable	3 / 3
2026-10-24	Unavailable	Unavailable	3 / 3

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	4	0
2026-06-01	4	0
2026-07-01	4	0
2026-08-01	4	4
2026-09-01	4	4
2026-10-01	0	4

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 0 Buy / Strong Buy · 4 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Increase gross profit above $47.5M in Q1 2026Gross profit: $48.653M
Non-GAAP operating income $10.5M-$13.5M for FY26Published status: Under Pressure
Achieve revenue of $275M-$278M for FY26Published status: Broken

Next proof point

Oct 29, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

0.3%Typical daily move · historical

Downside history

-42.4%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Weave Communications, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

WEAV is a growth-oriented software business working to improve profitability, rather than an established, consistently profitable company. Its long-term thesis is intact, with medium confidence, but earnings quality remains loss-making and overall risk is elevated.

What's priced into Weave Communications, Inc.

WEAV carries a durable premium to peers, meaning its valuation is notably more expensive than comparable companies. The expectations gap is modestly positive, but confidence in that estimate is low; the evidence says the premium is the main source of valuation fragility, not a combination of expensive valuation, weak fundamentals, and turbulence.

What the fundamentals likely do

Near-term, management has maintained 2026 revenue guidance of $273 million to $278 million, while quarterly revenue rose from $54.2 million in late 2024 to $67.5 million in the second quarter of 2026. Non-GAAP operating income improved to $3.2 million in that quarter, though progress toward the full-year goal is mixed; gross margin edged up to 72.0%. A guidance cut is a key near-term risk, while recent acquisitions and stronger sector context are potential supports, with limited evidence here on their effects.

What Weave Communications, Inc. hinges on

The multi-year view hinges on continued revenue growth and progress toward management’s 2026 operating-income goal. A guidance cut or further weakening in jobs data could raise concerns, while continued strong results and higher guidance from healthcare-sector peers could support the sector backdrop. The available evidence does not establish how recent acquisitions will affect results.