Weave Communications, Inc. (WEAV) Stock Price & Analysis
Weave Communications, Inc. (WEAV) closed at USD 7.39 on Thursday, October 22, 2026, up 0.00% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 7.39; the Oct 22, 2026 session ranged USD 7.39–7.4 on volume of 4,469,724 shares. Market capitalization is $594.53M, with a 52-week range of USD 4.24–7.7 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 12:51 UTC.
Also available as compact Markdown for AI agents: nexqual.com/WEAV.md
Key facts (WEAV)
- Last four reported quarters (through Jun 30, 2026): revenue $258M, net income -$20.5M (-8.0% margin), free cash flow $14.3M (SEC filings).
- Analysts: Hold (mean 3.00 on a 1–5 scale) (4 analysts), mean target USD 7.4 (range 7.4–7.4).
- Total return with dividends: 1Y +7.9% vs S&P 500 +14.9%; 5Y -60.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 0.04, revenue estimate $69.2M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (WEAV)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $116M | $142M | $170M | $204M | $239M | $258M |
| Gross profit | $66.5M | $88.8M | $116M | $146M | $172M | — |
| Operating income | -$50.4M | -$49.7M | -$34.4M | -$31.4M | -$30.6M | -$21.5M |
| Net income | -$51.7M | -$49.7M | -$31.0M | -$28.3M | -$28.1M | -$20.5M |
| EPS (diluted) | -$2.60 | -$0.76 | -$0.46 | -$0.40 | -$0.37 | — |
| Free cash flow | -$27.7M | -$14.7M | $8.5M | $12.0M | $15.2M | $14.3M |
| Gross margin | 57.4% | 62.5% | 68.1% | 71.4% | 72.1% | — |
| Operating margin | -43.5% | -35.0% | -20.2% | -15.4% | -12.8% | -8.3% |
| Net margin | -44.6% | -35.0% | -18.2% | -13.9% | -11.7% | -8.0% |
| Revenue growth | +45.0% | +22.7% | +19.9% | +19.9% | +17.0% | — |
| Cash + short-term investments | $136M | $62.0M | $50.8M | $51.6M | $55.0M | — |
| Total debt | $10.0M | $10.0M | — | — | — | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (WEAV)
P/S 2.3x · P/FCF 41.6x · P/B 7.0x · FCF yield 2.40% · Earnings yield -3.46%
Analysts (WEAV)
Consensus Hold (mean 3.00 on a 1–5 scale), 4 analysts; mean target USD 7.4 (low 7.4, high 7.4).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-24 | Raymond James | Downgrade | Outperform → Market Perform | |
| 2026-08-19 | B. Riley Securities | Downgrade | Buy → Neutral | $8.25 → $7.4 |
| 2026-08-19 | Loop Capital | Downgrade | Buy → Hold | $7.4 |
| 2026-08-18 | Piper Sandler | Downgrade | Overweight → Neutral | $8 → $7.4 |
Total return (dividends reinvested) (WEAV)
| 1Y (from 2025-10-23) | 5Y (from 2021-11-08) | |
|---|---|---|
| Total return | +7.9% | -60.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +7.9% | -16.9% |
| Volatility (annualized) | 64.8% | 64.7% |
| Max drawdown | -42.4% (Dec 2025→Mar 2026) | -84.5% (Nov 2021→Jun 2022) |
WEAV revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Subscription and payment processing | $64.6M | 95.6% | +15.3% |
| Phone hardware | $2.2M | 3.2% | +33.0% |
| Onboarding | $782,000 | 1.2% | -6.1% |
| Total revenue | $67.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
WEAV suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Stripe | “In particular, we rely on single-source suppliers for phones and point-of-sale terminals, such as Yealink to supply phones for our platform and Stripe Inc. ("Stripe") to provide point-of-sale devices and payment processing services for Weave Payments.” |
Quoted from the company's 10-K filed Mar 5, 2026.
WEAV analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.04 | $0.04 | -5.6% | $69.2M | 4 |
| Next quarter (ends Dec 2026) | $0.06 | $0.06 | +0.0% | $72.0M | 4 |
| Current fiscal year (ends Dec 2026) | $0.17 | $0.17 | +1.5% | $274.2M | 4 |
| Next fiscal year (ends Dec 2027) | $0.25 | $0.23 | +5.3% | $310.9M | 4 |
Key Statistics (as of October 23, 2026 at 12:51 UTC)
| Price | USD 7.39 |
|---|---|
| Change | ▲ 0.00% (up) |
| Previous Close | USD 7.39 |
| Open | USD 7.4 |
| Day Range | USD 7.39 – 7.4 |
| 52-Week Range | USD 4.24 – 7.7 |
| Volume | 4,469,724 shares |
| Market Cap | $594.53M |
| Exchange | NYQ |
Technical Analysis (WEAV)
Nexqual's technical model rates WEAV "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 12:51 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 57.25 (neutral) |
| vs SMA50 | Above (USD 7.23) |
| MACD | 0.05 (positive) |
Analyst Ratings (WEAV)
Wall Street analysts rate WEAV "Hold" based on 4 analysts, with a mean price target of USD 7.4 (range USD 7.4–7.4), per Nexqual as of October 23, 2026 at 12:51 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 7.4 |
| High Target | USD 7.4 |
| Low Target | USD 7.4 |
| Buy / Hold / Sell | 0 / 4 / 0 |
Earnings (WEAV)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0.04 |
| Revenue Estimate | $69.17M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.04 vs est 0.04 ▲ beat |
| 2026-03-31 | USD 0.03 vs est 0.02 ▲ beat |
| 2025-12-31 | USD 0.03 vs est 0.04 ▼ miss |
| 2025-09-30 | USD 0.03 vs est 0.02 ▲ beat |
Source: Nexqual, October 23, 2026 at 12:51 UTC.
Financials & Fundamentals (WEAV)
| Total Revenue | $257.79M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +15.50% |
| Gross Margin | +72.39% |
| Operating Margin | -6.22% |
| Profit Margin | -7.97% |
| ROE | -25.08% |
| Debt / Equity | 0.6 |
| Current Ratio | 1.25 |
| Total Cash | $78.47M |
| Total Debt | $51.38M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $14.29M (5.5% of revenue) |
Source: Nexqual, October 23, 2026 at 12:51 UTC.
Financial Health Score (WEAV)
Nexqual rates Weave Communications, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 12:51 UTC.
| Growth | Strong — Revenue +17% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 72%, operating -6% (last 12 months) |
| Balance Sheet | Solid — $78M cash vs $51M debt, net cash position |
| Cash Flow | Solid — FCF $14M (last 4 quarters to Jun 2026, SEC), 6% margin |
| Efficiency | Critical — ROE -25%, ROA -6.2% |
Ownership (WEAV)
| Insider Ownership | +6.47% |
|---|---|
| Institutional Ownership | +99.76% |
| Shares Outstanding | 80.45M |
| Float | 59.12M |
| Short % of Float | +7.15% |
Source: Nexqual, October 23, 2026 at 12:51 UTC.
Leadership (WEAV)
Weave Communications, Inc. is led by Brett T. White, CEO & Director, per Nexqual as of October 23, 2026 at 12:51 UTC.
| CEO & Director | Brett T. White |
|---|---|
| Chief Financial Officer | Jason Christiansen |
| Chief Revenue Officer | Joseph David McNeil |
| Chief Operating Officer | Marcus Bertilson |
| Chief Technology Officer | Abhi Sharma |
Major Backers & Investors (WEAV)
Notable institutional backers of Weave Communications, Inc. include Newtyn Management, Llc, Crosslink Capital Inc, Disciplined Growth Investors, Inc., according to Nexqual as of October 23, 2026 at 12:51 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Newtyn Management, Llc | 8.49% |
| Crosslink Capital Inc | 5.34% |
| Disciplined Growth Investors, Inc. | 3.75% |
| Marshall Wace LLP | 3.12% |
| Frontier Capital Management Company LLC | 3.06% |
| Gumshoe Capital Management LLC | 2.7% |
| ARBITRAGE FUNDS-ARBITRAGE FUND | 1.51% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 7.11% |
| BlackRock | 6.64% |
| State Street | 2.54% |
Source: Nexqual, October 23, 2026 at 12:51 UTC.
From Weave Communications, Inc.'s Latest SEC 10-K Filing (filed 2026-03-05)
Key Strengths & Strategy (as disclosed to the SEC)
- We protect our intellectual property through a combination of domain names, copyrights, trade secrets and trademarks, as well as through contractual provisions, our information security infrastructure and restrictions on access to or use of our proprietary technology.
- The collection, use, processing, or disclosure of personal information may be subject to U.S. and Canadian federal, state and provincial regulations, including, but not limited to, the Health Insurance Portability and Accountability Act ("HIPAA"); the California Privacy Rights Act ("CPRA") (California); US state data breach notification laws; and the Personal Information Protection and Electronic Documents Act ("PIPEDA") (Canada).
- Our system also provides unlimited local and long distance voice calling within the U.S. and Canada to the Public Switched Telephone Network in the U.S. and Canada via SIP Trunking interconnects from multiple providers.
- We employ multiple layers of security to protect our systems, processes, buildings, proprietary data, customer data, and other assets.
Legal & Regulatory Risks (Item 1A, quoted)
- Our products and services must comply with industry standards, FCC regulations, state, local, country-specific and international regulations, and changes may require us to modify existing services, potentially increase our costs or prices we charge customers, and otherwise harm our business.
- Regulation of our services as telecommunications services may require us to obtain authorizations or licenses to operate in additional states or foreign jurisdictions and comply with legal requirements applicable to traditional telephony providers.
- The actual or perceived improper sending of text messages, pre-recorded messages, or voice calls may subject us to potential risks, including liabilities or claims relating to consumer protection laws and regulatory enforcement, including fines.
- Our emergency and E-911 calling services may expose us to significant liability.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 12:51 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt