Weave Communications, Inc. (WEAV)
NYSEHealth CareSoftware - ApplicationSnapshot 2026-09-09
$7.30-0.14%
Close 2026-09-09 · 1-day change
NYSEHealth CareSoftware - ApplicationSnapshot 2026-09-09
Broken: Primary pillar broken — Achieve revenue of $275M-$278M for FY26: FY26 revenue guidance $273M-$275M vs target ~$276.5M.
Weave Communications aims for $275M-$278M revenue in 2026. Gross profit rose from $46.07M to $47.54M recently. The company targets $10.5M-$13.5M non-GAAP operating income in 2026. Recent M&A and board changes support growth.
The company is still loss-making and has missed earnings before. Profit growth is uncertain. Revenue growth may slow below targets.
The price is about 31% above our fair value near $5. Analysts expect 17% revenue growth. Our view is cautious given loss-making status and mixed profit progress.
Breaks if: Gross profit falls below $46M in Q1 2026
Breaks if: Operating income falls below $10.5M in FY26
Breaks if: Revenue falls below $275M in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround opportunity in the healthcare sector. The current thesis state is intact, supported by recent positive developments, but it faces risks that could impact its trajectory.
The market seems to reflect a premium valuation compared to peers, indicating that investors may have high expectations for WEAV. However, there is an expectations gap, suggesting that not all potential challenges are fully accounted for in the current price.
Management is focused on achieving revenue and profitability targets, with some progress noted in gross margin improvements. However, the company remains loss-making, and the recent financial performance has been neutral, indicating a need for continued execution.
Key factors include management's ability to meet revenue and income targets, as well as external influences like sector performance and economic conditions. The potential for guidance cuts or continued sector momentum will also play a significant role.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The latest earnings beat supports the read on WEAV. A buyout deal enhances growth potential and market position. However, there are no identified threats impacting the thesis.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
In the next 1-3 years, WEAV's performance will depend on its execution against targets and the broader healthcare sector's health. Not investment advice.