Weave Communications, Inc. (WEAV)
NYSEHealth CareSoftware - ApplicationSnapshot 2026-09-04
$7.330.00%
Close 2026-09-04 · 1-day change
NYSEHealth CareSoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · WEAV
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue growing total revenue to meet the full year guidance range of $273 million to $278 million for 2026.
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.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13363).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Full year revenue guidance $273.0 - $275.0 million”
“Full year revenue guidance $275.0 - $278.0 million”
“Full year revenue guidance $273.0 - $276.0 million”
Drive profitability improvement to reach Non-GAAP income from operations between $10.5 million and $14 million for full year 2026.
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.
“Full year Non-GAAP income from operations $12.0 - $14.0 million”
“Full year Non-GAAP income from operations $10.5 - $13.5 million”
“Full year Non-GAAP income from operations $1.2 - $3.2 million”
Focus on improving gross profit and gross margin to enhance operating leverage and profitability.
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.
“GAAP gross margin was 72.0%, up 30 basis points year over year”
“GAAP gross margin was 72.6%, up 100 basis points year over year”
“GAAP gross margin was 72.3%, compared to prior year”
Invest in and launch new AI-driven features to enhance patient engagement and front office workflows.
Stated as a priority in 2 of last 3 quarters. Management highlighted launching an omnichannel AI Receptionist and that over 50% of customer locations use embedded AI tools. While no direct financial metrics are cited, these product enhancements align with stated growth initiatives and show ongoing investment.
“Launched an omnichannel AI Receptionist built on Google Cloud's Gemini Enterprise Agent Platform”
“Over 50% of customer locations are currently using the AI tools embedded in our platform”
Grow the number of customer locations using the platform to expand market share and revenue base.
Stated as a priority in 2 of last 3 quarters. Management reported record new customer location additions in both 2026-Q1 and 2026-Q2, supporting growth in market penetration. While exact counts are not provided, the recurring emphasis indicates ongoing delivery on this priority.
“We added the most new locations ever in a quarter”
“Most customer location additions in a single quarter in our history”
Over the trailing year it converted 0.76x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated stable grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=3872).
Not investment advice. As of 2026-09-04.