Weave is a growing, free-cash-flow-positive software business whose revenue has risen every quarter, but the price is already above the analyst target and momentum is weakening, so the stance is to hold rather than add.
Thesis pillars
- Fcf Positive Despite Gaap Loss→Stable
- Steady Revenue Growth→Stable
- Price Above Analyst Target→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Oct 24, 2026, based on the 10-K filed Mar 5, 2026
Weave Communications, Inc. (WEAV) Stock Analysis
Inst Constrain edge
Healthcare · Health Information Services
Sell if holding. Analyst target reached at $7.40 — A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (3.9% away).
Weave Communications provides an AI-powered patient communications, engagement, and payments platform for small and medium healthcare practices — dental, optometry, veterinary, and specialty medical — integrating with 90-plus practice management systems. As of December 31, 2025... Read more
Sell if holding. Analyst target reached at $7.40 — A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (3.9% away). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.7/10, moderate confidence.
Passes 5/8 gates (clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and earnings proximity 7d<=7d. Suitability: aggressive.
About Weave Communications, Inc.
About Weave Communications, Inc.
Weave Communications served nearly 40,000 healthcare-practice locations and more than 30,000 customers across the United States and Canada as of December 31, 2025, spanning dental, optometry, veterinary, and specialty medical practices, with Specialty Medical — encompassing 29 specialties — now its second-largest and fastest-growing vertical by location count. Revenue reached $239.0 million in 2025, up from $204.3 million in 2024 and $170.5 million in 2023, with no single customer accounting for more than 5% of that total.
Weave earns revenue primarily from monthly and annual software subscriptions covering unified phone, text, and AI-powered workflows, layered with Weave Payments processing fees, and practice-growth and productivity add-ons such as Call Intelligence and online reviews management. The company sells directly through an inside sales team organized by motion (inbound, outbound, upsell, mid-market) and vertical, supplemented by referral partners including technology integrators, IT installers, and buying groups that receive commissions. Weave has expanded its cost base internationally, adding engineers in India and business-support staff in Mexico and Brazil, while its platform runs on Google Cloud Platform and integrates with more than 90 practice management systems. The company has not yet reached profitability, posting a $28.1 million net loss in 2025 and an accumulated deficit of $319.1 million, as it continues investing in sales, engineering, and international expansion.
Show full overview
Weave's growth model concentrates risk in a base that is structurally more fragile than its enterprise-software peers: the majority of the company's revenue comes from small businesses, most customers pay monthly rather than under multi-year contracts, and none has any contractual obligation to renew. That combination means a broad-based SMB slowdown — rather than any single customer's departure — is Weave's main customer-concentration risk, since the 10-K notes SMBs 'have higher rates of business failures and limited budgets' and are more exposed to economic downturns than the enterprise customers larger competitors serve.
See also: Healthcare · Health Information Services
From Weave Communications, Inc.'s most recent 10-K filing, extracted July 6, 2026.
Recent developments
updated 2026-10-29Recent Developments — Weave Communications, Inc.
Latest news
- NEWS Earnings To Watch: Weave Communications Inc (WEAV) Q2 2026 -- GF Value Sees 104% Upside - Yahoo Finance — Yahoo Finance positive
- NEWS Weave Communications Inc (WEAV) Earnings Forecast: Future EPS & Revenue Growth Estimates - TradingKey — TradingKey neutral
- NEWS Weave Communications Inc (WEAV) Earnings Forecast: Future EPS & Revenue Growth Estimates - tradingkey.com — tradingkey.com neutral
- NEWS Weave Communications shares surge on $650 million buyout deal - Investing.com — Investing.com positive
- NEWS Weave Communications shares surge on $650 million buyout deal By Investing.com - Investing.com UK — Investing.com UK positive
Generated 2026-10-29T11:48:40Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $7.40 — A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (3.9% away). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $7.36. Score 5.7/10, moderate confidence.
Analyst target $6.29 reached (−15.0% from $7.40); no take-profit level is published. Prior stop was $7.36. Stop-loss: $7.36.
Analyst target reached - limited upside remaining; Near 52-week high (3.9% away); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.0).
Weave Communications, Inc. trades at a P/E of N/A (forward 30.8). TrendMatrix value score: 7.7/10. Verdict: Sell.
10 analysts cover WEAV with a consensus score of 3.8/5. Average price target: $7.
What does Weave Communications, Inc. do?Weave Communications provides an AI-powered patient communications, engagement, and payments platform for small and...
Weave Communications provides an AI-powered patient communications, engagement, and payments platform for small and medium healthcare practices — dental, optometry, veterinary, and specialty medical — integrating with 90-plus practice management systems. As of December 31, 2025 it served nearly 40,000 locations and 30,000-plus customers, generating $239.0 million in revenue, up from $204.3 million in 2024, with no customer above 5% of revenue.