WEAV · NYSE · Software - Application

Weave Communications (WEAV)

Connects healthcare-practice phones, texts, payments, reviews, and AI front-office workflows.

$7.35
vs last close+0.03 (+0.34%)
Loading prices…

Weave Communications, Inc.WEAV
Information Technology

Sells a single SaaS platform for healthcare practices that combines phones, texting, scheduling, payments, digital forms, reviews, marketing, and AI receptionist tools. Revenue comes from North American customers under one Weave platform segment, with dental, optometry, veterinary, and medical specialty offices as core markets.

Built for small and medium-sized healthcare practices, the Weave platform combines phones, texting, scheduling, payments, digital forms, reviews, email marketing, team chat, Insurance Verification, Bulk Texting, Call Intelligence, and AI Receptionist in one front-office workflow layer.

Customers are in the United States and Canada, with dental, optometry, veterinary, and other medical specialty practices forming the core base. The company reports one segment, Weave platform, and provides communications and payments services under SaaS arrangements.

Product execution centers on owning the phone and message layer where many patient interactions start or finish, then attaching payments, engagement, and AI automation to those contacts. The business depends on healthcare privacy controls, payment workflows, telecom reliability, practice-management integrations, and small-business retention.

Company facts

CEOBrett White
ListedNov 11, 2021
ExchangeNYSE
HeadquartersLehi, UT
CountryUnited States
Employees904
CIK0001609151
ISINUS94724R1086

Market cap$582.4M
EPS (ttm)−$0.2534
P/E (ttm)−28.89
ROE-25.0%
P/B6.85
P/S2.26
Dividend yieldDiv yield
Beta0.60vs XLK −0.80

Price target$7.40+1.1%Average of 10 analysts
ConsensusHold6 of 10 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 24, 2026Raymond JamesDowngrade
Rating: Outperform
Rating: Market Perform
Aug 19, 2026B. RileyDowngrade
Rating: Buy
Rating: Neutral
Aug 19, 2026B. Riley SecuritiesDowngrade
Rating: Buy
Rating: Neutral
Aug 19, 2026Loop CapitalDowngrade
Rating: Buy
Rating: Hold
Aug 18, 2026Loop Capital MarketsDowngrade
Rating: BuyTarget: $18
Rating: HoldTarget: $7.40

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.04
Revenue estimate
$69.2M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26Apr '26Aug '26Nov '26
Reported$0.03$0.01$0.02$0.02$0.03$0.03$0.04Pending
Estimate$0.03$0.01$0.01$0.01$0.03$0.02$0.04$0.04
Surprise0.0%0.0%+66.7%+100.0%0.0%+50.0%+14.3%

RevenueReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26Apr '26Aug '26Nov '26
Reported$54.2M$55.8M$58.5M$61.3M$63.4M$65.5M$67.5MPending
Estimate$54.7M$57.8M$60.7M$63.2M$63.1M$64.6M$67.9M$69.2M
Surprise−0.9%−3.5%−3.7%−2.9%+0.5%+1.4%−0.5%
Estimate$0.04
ReportedDue Nov 4, 2026
Estimate$69.2M
ReportedDue Nov 4, 2026
View details

Debt to equity60.50%
Current ratio124.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$52.4M$54.2M$55.8M$58.5M$61.3M$63.4M$65.5M$67.5M
Net income−$5.9M−$6.7M−$8.8M−$8.7M−$8.7M−$1.8M−$5.8M−$4.3M
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$6.6M−$7.4M−$9.3M−$10.2M−$8.9M−$2.2M−$5.8M−$4.4M
YoY growthLoss narrowedLoss narrowedLoss widenedLoss widenedLoss widenedLoss narrowedLoss narrowedLoss narrowed

Balance sheet, Jun 30, 2026Cash & short-term investments $78.5M · Total debt $51.4M · Total assets $208.6M · Shareholders' equity $85.0M

Revenue
$67.5M
Operating income
−$4.4M
Net income
−$4.3M
View details

No dividends on record.

Institutions88.24%70.59M shares
190 holders · as of Jun 30, 2026
Insiders7.24%5.79M shares
16 holders · as of Sep 16, 2026
Other4.52%3.62M shares
remainder

80.00M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Newtyn Management, LLCInstitution
8.49%6.79Mas of Jun 30, 2026
BlackRock, Inc.Institution
6.64%5.31Mas of Jun 30, 2026
Crosslink Capital IncInstitution
5.34%4.27Mas of Jun 30, 2026
Disciplined Growth Investors Inc /MNInstitution
3.75%3.00Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.64%2.91Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 6, 2026Joseph David McNeilofficer: Chief Revenue Officer−25,000$5.53
Dec 22, 2025Erin Goodsellofficer: Chief Legal Officer & Corp.Sec−9,615$6.89
Nov 5, 2025Tyler Newtondirector−50,993$6.68
Sep 22, 2025Erin Goodsellofficer: Chief Legal Officer & Corp.Sec−9,541$7.50
Sep 22, 2025Jason Paul Christiansenofficer: Chief Financial Officer−3,897$7.50
View details

  • Phreesia

    Patient intake, scheduling, reminders, and payments for healthcare

  • Henry Schein

    Dental practice software and patient workflows through Henry Schein One

  • CareCloud

    Practice management, EHR, PXM, and AI tools for medical groups

  • Doximity

    Clinician communications, telehealth, and AI workflow tools

  • RingCentral

    Business phone, SMS, contact center, and AI receptionist overlap

  • Twilio

    Communications APIs and omnichannel customer-engagement infrastructure

  • Thryv

    SMB CRM, messaging, scheduling, payments, and reputation tools

Compare

CompanyPriceChange
Weave Communications$7.35+0.34%$582.4M37.72.3+15.5%
Phreesia$10.15+1.20%$620.0M59.317.41.2+10.4%
Henry Schein$87.32+2.49%$9.71B24.815.40.7+6.7%
CareCloud$2.14−0.68%$91.4M30.86.60.7+16.5%
Doximity$26.74−0.37%$5.02B31.619.17.7+7.3%
RingCentral$78.63+1.72%$6.67B61.814.92.6+5.9%
Twilio$282.34+6.12%$40.38B37.145.87.2+22.0%
Thryv$1.94−2.76%$88.7M0.1−28.4%
Median34.316.41.2+7.3%