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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 59.0% |
| Our one-year growth estimate | diamond | 15.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 43.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 119 industry peers
WEAV — earnings in line
Dated 2026-04-30
of this Current Report on Form 8-K (including the Exhibit 99.1 hereto) is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), regardless of any general incorporation language in such filings, except as shall be e…
Why it matters: Strong cash flow shows good operational performance and financial health.
Supportive ifCash flow from operations was over $10 million.
Worry ifCash flow from operations was under $10 million.
Why it matters: Better gross margin shows improved cost control and pricing power.
Supportive ifGAAP gross margin reported above 72.0%.
Worry ifGAAP gross margin reported below 72.0%.
Why it matters: Good comments on making more money could show a change in the company's finances.
Supportive ifManagement states plans to improve margins or reduce losses in the next earnings call.
Worry ifManagement does not talk about making more money or admits to ongoing losses.
Why it matters: A drop below median growth could signal a slowdown in the healthcare sector. This affects Weave's growth outlook.
Worry ifHealthcare sector revenue growth reported below its median.
Less concerning ifHealthcare sector revenue growth remains at or above its median.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$165 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $611 loss on $10,000 · 6.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,531 loss on $10,000 · 45.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: If revenue growth picks up, it may signal a recovery in the maturing sector.
Supportive ifRevenue growth in Q2 exceeds 10% year over year.
Worry ifRevenue growth remains below 10% year over year.
Why it matters: If Weave underperforms compared to peers, it may reflect deeper issues.
Worry ifWeave's stock performance lags behind the average performance of its peers by more than 5%.
Less concerning ifWeave's stock performance matches or exceeds the average performance of its peers.
Why it matters: New partnerships could improve Weave's products and market position. They show a commitment to growth.
Supportive ifLook for news about new partnerships or deals with major healthcare platforms.
Worry ifNo new integrations announced in the next quarter.
Why it matters: More customer locations using Weave's platform shows strong demand and market acceptance. This can drive future revenue growth.
Supportive ifCustomer locations grew by over 10% from last quarter.
Worry ifCustomer locations grow by less than 10% quarter over quarter.
Why it matters: Approval is needed to finish the deal. This will make Weave a private company.
Supportive ifStockholders agreed to the deal. This shows they support the transaction.
Worry ifStockholders rejected the deal, stopping it from closing.
Why it matters: Meeting guidance shows growth. It helps with the full-year target.
Supportive ifQ3 revenue was $68.6 million or more, showing growth.
Worry ifQ3 revenue was less than $68.6 million, showing possible slowdown.
Why it matters: Hitting this target shows progress toward yearly profit goals.
Supportive ifNon-GAAP income from operations was $3 million or more for Q3.
Worry ifNon-GAAP income from operations was less than $3 million for Q3.