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Weave Communications, Inc. (WEAV) stock

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NYSE: WEAV NYSE Application Software Next results ~November 5, 2026

C+ Fundamentals grade

Weave Communications, Inc. is a US-listed company in the application software industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$8.8

Revenue-to-maturity cash-flow model

Base case. Range ~$7.1–$11 across our lower- and higher-growth cases (11.7%–21.7% a year).

Price vs value

No Buy/Hold/Sell rating is issued: only 1 valuation models apply; a rating needs 3.

Weave Communications, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 3 selling0 purchases and 3 sales by directors and officers, last 12 monthsInsider trades
  • Funds120 adding, 70 cuttingOf 37 active managers that changed their stake, 27 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Weave Communications files

Where Weave Communications stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $258m, up 16.7% on a year earlier, about the same pace as a quarter earlier. Free-cash-flow margin fell to 5.5% from 6.6% a year earlier. Operating margin widened to -8.3% from -15.2%. The diluted share count is up 6.5% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 2 of our 3 financial-health checks. Our revenue-to-maturity cash-flow model value is $8.89 a share.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

Weave Communications, Inc.'s trailing-twelve-month revenue grew 16.7% year on year, with a free-cash-flow margin of 5.5%. Where it stands out: days sales outstanding of 6 days ranks 1 of 162 application software companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow fell 1.3% while net income grew 31.8%: a 33pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 16.7% over the last 12 months, against a median of 12.0% for application software companies we cover.
  • Margins widening. Operating margin is up 6.8 points on a year ago.
  • Net cash. Cash exceeds long-term debt by $0.0bn.

Things to watch

  • Loss-making. Operating margin is -8.3%: costs exceed revenue.
  • Share dilution. Diluted shares rose 6.5% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 66% and a beta of 0.4 against the S&P 500.

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
$0.04 against an average estimate of $0.04: beat by 14.3%
Revenue
$68m, up 15.5% on a year earlier
Share reaction
-22.2% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 5, 2026; average EPS estimate $0.04

Weave Communications' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.1%
  • 1 week0.0%
  • 1 month+0.5%
  • This year-2.5%
  • 1 year+8.0%
  • S&P 500 this year+11.2%

Closing prices to 2026-10-23. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$258M
Operating margin
-8.3%
Net margin
-8.0%
EPS (TTM, diluted)
$-0.26

Growth

Revenue growth
+16.7%
Change in growth rate
−0.1 pts
Share count change
+6.5%

Cash

Free cash flow (TTM)
$14.3M
FCF margin
5.5%
Stock pay % of revenue
10.9%

Earnings

Last results
August 6, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Shareholder vote
  3. Announcement
  4. Announcement
  5. Agreement
  6. Announcement
  7. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Weave Communications, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 1 valuation models apply; a rating needs 3.

Valuation models

We value Weave Communications, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 10%: the 10-year Treasury yield (4.9%) plus a beta of 1.12 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. ~$8.8 ~$7.1–$11 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. ~$0.2 ~$4.8–$20 Left out: out of range vs price (0.02x)
Combined value Weighted average of the models that apply: the primary model (revenue-to-maturity model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$8.8 ~$7.1–$11 1 model

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Weave Communications, Inc. with Application Software in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20212022202320242025Now
Share price$15.18$4.58$11.47$15.92$7.59$7.40
Market value$940m$298m$776m$1.1bn$579m$581m
+ Net debt (− = net cash)−$126m−$52m−$41m−$52m−$55m−$48m
Enterprise value$814m$246m$736m$1.1bn$524m$533m
Multiples
Price / sales 8.1x2.1x4.6x5.6x2.4x2.3x
Price / earnings ——————
Price / free cash flow ——91.0x95.4x38.2x40.6x
EV / EBITDA ——————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

32 /100

Weak moat

How hard Weave Communications's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 4 / 20

    Cash operating profit has been a median 4.5% of total assets over 5 years.

  • Pricing power 16 / 20

    Gross margin has been a median 68.0%, moving by 6.0 percentage points (standard deviation) across 6 years.

  • Durability 10 / 20

    Operating margin has been a median -21.8%; its worst year was -42.7%.

  • Cash conversion 8 / 20

    Free cash flow was positive in 3 of 5 years, at a median 4.2% of revenue.

AI disruption exposure: High. In this industry, the core product is information work that AI systems increasingly perform. The score above includes a 15-point deduction for that exposure (48 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, after the close. Analysts expect revenue of $69m and EPS of $0.04 (range $0.04 to $0.05) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.17 +119% $274m +15%
Next $0.24 +37% $312m +14%

Next year's EPS estimate has moved +2.1% in 90 days, across 2 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +4.5% on 90 days ago. In the last 30 days, 2 analysts raised Weave Communications, Inc.'s forecast and 1 cut it.

Consensus EPS forecast Weave Communications, Inc., last 90 days
$0.16 $0.18 $0.20 $0.22 $0.24 $0.26 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.17 Current fiscal year, 60 days ago: $0.17 Current fiscal year, 30 days ago: $0.17 Current fiscal year, 7 days ago: $0.17 Current fiscal year, Now: $0.17 $0.17 Next fiscal year, 90 days ago: $0.23 Next fiscal year, 60 days ago: $0.25 Next fiscal year, 30 days ago: $0.25 Next fiscal year, 7 days ago: $0.25 Next fiscal year, Now: $0.24 $0.24

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.17$0.23
60 days ago $0.17$0.25
30 days ago $0.17$0.25
7 days ago $0.17$0.25
Now $0.17$0.24

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.04 $0.04 +14.3%
Mar 2026 $0.02 $0.03 +33.3%
Dec 2025 $0.04 $0.03 −14.3%
Sept 2025 $0.02 $0.03 +72.9%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

2 analysts, Oct 2026
Buy00%
Hold2100%
Sell00%

Monthly trend

  1. Oct 202622
  2. Sep 202644
  3. Aug 2026224

Counts of recommendations published by analysts covering Weave Communications, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
7.1%
of tradable shares
Days to cover
2.52
at average volume
Short interest, 1 month
−3%
to September 30, 2026
Held by institutions
—
of shares
Held by insiders
6.5%
of shares
Employees
904
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months +8.0%

$6.85 on October 23, 2025 to $7.40

ThenNowEffect
Revenue (last 12 months) $221m $258m +16.7%
P/S multiple 2.3x 2.3x −1.4%
Share count 74m 78m −6.1%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

Last 3 years +5.4%

$7.02 on October 24, 2023 to $7.40

ThenNowEffect
Revenue (last 12 months) $155m $258m +66.2%
P/S multiple 3.0x 2.3x −24.5%
Share count 66m 78m −16.0%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20222023202420252026 to date
Return
WEAV−70%+150%+39%−52%−3%
Industry peers (median)−50%+19%+2%−20%−14%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
WEAV50%50%58%33%60%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
WEAV−80%−44%−38%−68%−42%
S&P 500−25%−10%−8%−19%−9%

Worst fall since November 11, 2021: 86% from November 15, 2021 to June 30, 2022. Getting back needed a 595% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$4.37 – $7.59
From 52-week high
−2.5%
vs 50-day average
+1.8%
vs 200-day average
+20.4%
Volatility (1 year)
66%
Beta vs S&P 500
0.41

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to October 23, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±13.0%
After a week
6 up, 6 down
typical move ±10.7%
After a month
6 up, 6 down
typical move ±14.9%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 −22.2% +0.5% −21.8% +7.8%
April 30, 2026 +18.8% +1.3% +25.0% +33.9%
February 19, 2026 −5.2% +0.5% −12.2% −17.0%
October 30, 2025 +12.6% −0.8% +1.2% −4.1%
July 31, 2025 −9.2% −2.0% +3.1% +3.5%
May 5, 2025 −12.5% −1.4% +1.5% −10.4%
February 20, 2025 −16.3% −2.1% −27.1% −31.3%
October 30, 2024 +3.9% −2.3% +3.6% +1.3%
July 31, 2024 +6.4% +0.2% −3.1% +9.3%
May 1, 2024 −19.1% +0.6% −15.7% −19.1%
February 21, 2024 −11.9% +2.2% −0.2% −3.5%
November 1, 2023 +18.4% +3.0% +13.3% +37.7%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Weave Communications, Inc. in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Weave Communications, Inc.
$150M $200M $250M $300M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $162.5M Revenue (TTM), FY23 Q4: $170.5M Revenue (TTM), FY24 Q1: $178.1M Revenue (TTM), FY24 Q2: $187M Revenue (TTM), FY24 Q3: $195.8M Revenue (TTM), FY24 Q4: $204.3M Revenue (TTM), FY25 Q1: $213M Revenue (TTM), FY25 Q2: $220.8M Revenue (TTM), FY25 Q3: $229.8M Revenue (TTM), FY25 Q4: $239M Revenue (TTM), FY26 Q1: $248.7M Revenue (TTM), FY26 Q2: $257.8M $257.8M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $162.5M
FY23 Q4 $170.5M
FY24 Q1 $178.1M
FY24 Q2 $187M
FY24 Q3 $195.8M
FY24 Q4 $204.3M
FY25 Q1 $213M
FY25 Q2 $220.8M
FY25 Q3 $229.8M
FY25 Q4 $239M
FY26 Q1 $248.7M
FY26 Q2 $257.8M
Revenue growth, TTM YoY Weave Communications, Inc.
16% 17% 18% 19% 20% 21% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 19.2% Revenue growth, TTM YoY, FY23 Q4: 19.9% Revenue growth, TTM YoY, FY24 Q1: 20.0% Revenue growth, TTM YoY, FY24 Q2: 20.5% Revenue growth, TTM YoY, FY24 Q3: 20.5% Revenue growth, TTM YoY, FY24 Q4: 19.9% Revenue growth, TTM YoY, FY25 Q1: 19.6% Revenue growth, TTM YoY, FY25 Q2: 18.1% Revenue growth, TTM YoY, FY25 Q3: 17.3% Revenue growth, TTM YoY, FY25 Q4: 17.0% Revenue growth, TTM YoY, FY26 Q1: 16.8% Revenue growth, TTM YoY, FY26 Q2: 16.7% 16.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 19.2%
FY23 Q4 19.9%
FY24 Q1 20.0%
FY24 Q2 20.5%
FY24 Q3 20.5%
FY24 Q4 19.9%
FY25 Q1 19.6%
FY25 Q2 18.1%
FY25 Q3 17.3%
FY25 Q4 17.0%
FY26 Q1 16.8%
FY26 Q2 16.7%
Operating margin (TTM) Weave Communications, Inc.
-30% -20% -10% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -22.2% Operating margin (TTM), FY23 Q4: -20.2% Operating margin (TTM), FY24 Q1: -19.1% Operating margin (TTM), FY24 Q2: -17.9% Operating margin (TTM), FY24 Q3: -16.4% Operating margin (TTM), FY24 Q4: -15.4% Operating margin (TTM), FY25 Q1: -15.3% Operating margin (TTM), FY25 Q2: -15.2% Operating margin (TTM), FY25 Q3: -15.6% Operating margin (TTM), FY25 Q4: -12.8% Operating margin (TTM), FY26 Q1: -11.0% Operating margin (TTM), FY26 Q2: -8.3% -8.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -22.2%
FY23 Q4 -20.2%
FY24 Q1 -19.1%
FY24 Q2 -17.9%
FY24 Q3 -16.4%
FY24 Q4 -15.4%
FY25 Q1 -15.3%
FY25 Q2 -15.2%
FY25 Q3 -15.6%
FY25 Q4 -12.8%
FY26 Q1 -11.0%
FY26 Q2 -8.3%
FCF margin (TTM) Weave Communications, Inc.
-10% 0% 10% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 0.9% FCF margin (TTM), FY23 Q4: 5.0% FCF margin (TTM), FY24 Q1: -7.1% FCF margin (TTM), FY24 Q2: 4.2% FCF margin (TTM), FY24 Q3: 4.7% FCF margin (TTM), FY24 Q4: 5.9% FCF margin (TTM), FY25 Q1: 14.8% FCF margin (TTM), FY25 Q2: 6.6% FCF margin (TTM), FY25 Q3: 7.1% FCF margin (TTM), FY25 Q4: 6.3% FCF margin (TTM), FY26 Q1: 3.9% FCF margin (TTM), FY26 Q2: 5.5% 5.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 0.9%
FY23 Q4 5.0%
FY24 Q1 -7.1%
FY24 Q2 4.2%
FY24 Q3 4.7%
FY24 Q4 5.9%
FY25 Q1 14.8%
FY25 Q2 6.6%
FY25 Q3 7.1%
FY25 Q4 6.3%
FY26 Q1 3.9%
FY26 Q2 5.5%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 46 80 116 142 170 204 239 258
Gross profit 27 45 66 89 116 146 172 187
EBITDA −26 −30 −38 −37 −22 −20 −19 −11
Operating income −32 −40 −50 −50 −34 −31 −31 −22
Net income −32 −40 −52 −50 −31 −28 −28 −21
Diluted EPS −$1.10 −$1.25 −$0.87 −$0.76 −$0.46 −$0.40 −$0.37 −$0.26
Growth (year on year)
Revenue — +74.7% +45.0% +22.7% +19.9% +19.9% +17.0% +16.7%
Margins
Gross margin 59.5% 56.9% 57.4% 62.5% 68.1% 71.4% 72.1% 72.4%
EBITDA margin −57.3% −37.7% −33.0% −25.9% −13.1% −9.7% −8.0% −4.3%
Operating margin −69.8% −49.5% −43.5% −35.0% −20.2% −15.4% −12.8% −8.3%
Net margin −70.1% −50.6% −44.6% −35.0% −18.2% −13.9% −11.7% −8.0%
Free-cash-flow margin −53.6% −22.9% −23.9% −10.3% 5.0% 5.9% 6.3% 5.5%
Cash flow
Cash from operations −22 −16 −20 −13 10 14 18 17
Capital spending 2 3 7 2 2 2 2 3
Free cash flow −25 −18 −28 −15 9 12 15 14
Stock-based pay 1 12 14 19 23 32 32 28
Free cash flow after stock pay −26 −30 −42 −33 −14 −20 −17 −14
Balance sheet
Cash 80 56 136 62 51 52 55 48
Total debt 0 10 10 10 10 0 0 0
Net debt (negative = net cash) −80 −45 −126 −52 −41 −52 −55 −48
Diluted shares 31m 34m 62m 65m 68m 72m 76m 78m
Returned to shareholders
Buybacks 1 0 0 — — — — —
Total returned 1 0 0 — — — — —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 3 checks passed · June 30, 2026
What it owns · $209m
Short-term assets $105mLonger-term assets $104m
What it owes, and who funded it · $209m
Short-term liabilities $84mLonger-term liabilities $40mShareholders' equity $85m
  • Short-term assets cover short-term liabilities $105m of assets due within a year against $84m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $105m short-term assets against $40m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of −$22m against $2m of interest.

From Weave Communications, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+6.5%
year over year
R&D spending
17.1%
of revenue
Days sales outstanding
6 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in application software
Last 12 months unless stated WEAV OSPN DCBO PDFS VTEX GCL Median
Revenue, last 12 months $258m $253m $243m $241m $241m $239m $482m
Revenue growth, last 12 months 16.7% 4.9% 11.9% 23.0% 6.1% 68.2% 12.0%
Revenue growth, 3-year average 18.4% 3.4% — 14.0% — — 11.1%
Revenue growth, latest quarter 15.5% 12.0% — 18.9% — — 11.9%
Gross margin 72.4% 74.3% 80.3% 71.5% 77.5% 10.3% 69.2%
Operating margin −8.3% 17.9% 9.6% 8.2% 7.5% −5.6% 1.1%
Operating margin, 3-year average −13.8% 17.3% — −1.8% — — −0.8%
Net margin −8.0% 27.5% 15.5% 4.3% 8.3% −10.5% 2.1%
Cash from operations / revenue 6.5% 22.6% 11.6% 16.0% 13.9% −4.4% 18.2%
Free-cash-flow margin 5.5% 17.6% 11.2% −0.7% 13.4% −4.9% 15.0%
Free-cash-flow margin, 3-year average 5.5% 17.8% — −0.9% — — 16.2%
Stock pay / revenue 10.9% 4.9% 2.5% 10.6% 7.2% 0.0% 9.3%
Change in share count 6.5% −1.4% −5.2% 2.7% −3.8% 15.0% 2.2%

Median of all 185 companies we cover in application software. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

185 application software companies
Measure Company Peer median Rank
Revenue growth Growth 16.7% 12.0% 70 of 184
Change in growth rate Growth -0.1pp +0.2pp 101 of 184
Gross margin Profitability 72.4% 69.8% 71 of 160
Operating margin Profitability -8.3% 1.1% 120 of 181
Net margin Profitability -8.0% 2.1% 118 of 185
Free-cash-flow margin Cash generation 5.5% 15.2% 119 of 180
Stock pay as % of revenue Cash generation 10.9% 9.3% 102 of 177
Change in share count Balance sheet 6.5% 1.7% 116 of 163
Days sales outstanding Balance sheet 6 days 57 days 1 of 162

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Recurring Revenue $236M 98.6% ▲ 17.3%
Subscription and Payment Processing $229M 97.1% ▲ 16.7%
Phone Hardware $6.8M 2.9% ▲ 45.7%
Onboarding $3.5M 1.4% ▼ 2.4%

From Weave Communications, Inc.'s 10-K filed March 5, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$419M
Institutions reporting
184
Shares held vs prior quarter
▲ 9.5%
Positions opened / closed
36 / 30

Top buyers and sellers, Q2 2026: 120 institutions bought and 70 sold ; the biggest buyer was Marshall Wace, LLP (+1.6M shares) and the biggest seller Gumshoe Capital Management LLC (−910K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Newtyn Management, LLC $40.7M 6.8M 9.7% ▼ 3.0%
Blackrock, Inc. $31.8M 5.3M 7.6% ▲ 12.5%
Crosslink Capital Inc $25.6M 4.3M 6.1% ▲ 0.6%
Disciplined Growth Investors Inc $18M 3.0M 4.3% ▲ 31.7%
Vanguard Capital Management LLC $17.5M 2.9M 4.2% ▲ 5.5%
Vanguard Portfolio Management LLC $16.6M 2.8M 4.0% ▲ 14.3%
Marshall Wace, LLP $14.9M 2.5M 3.6% ▲ 184.0%
Frontier Capital Management Co LLC $14.7M 2.4M 3.5% ▲ 16.5%
Gumshoe Capital Management LLC $12.9M 2.2M 3.1% ▼ 29.6%
State Street Corp $12.2M 2.0M 2.9% ▼ 7.4%
Divisar Capital Management LLC $12.1M 2.0M 2.9% ▲ 10.0%
Geode Capital Management, LLC $10.1M 1.7M 2.4% ▲ 5.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Weave Communications, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $545,131 3 trades by 3 insiders · 12% under pre-set plans
Net ▼ $545,131 net selling
Insider Date Trade Shares Price Value
Mcneil Joseph David Chief Revenue Officer March 6, 2026 Sell 25,000 $5.53 $138,250
Goodsell Erin Chief Legal Officer & Corp.Sec December 22, 2025 Sell pre-set plan 9,615 $6.89 $66,247
Newton Tyler Director November 5, 2025 Sell 50,993 $6.68 $340,633

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around October 29, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • April 30, 2026
  • February 19, 2026
  • October 30, 2025
  • July 31, 2025
  • May 5, 2025

Recent SEC filings

Data status

When each part of this page on Weave Communications, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Weave Communications, Inc. in brief

What does Weave Communications, Inc. do?
Weave Communications, Inc. is a US-listed company in the application software industry. Its financial year ends in December.
What is Weave Communications, Inc.'s stock ticker?
Weave Communications, Inc. trades under the ticker WEAV on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Weave Communications, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Weave Communications, Inc. reported revenue of $258M, 16.7% higher than a year earlier, according to its SEC filings.
What is Weave Communications, Inc.'s free cash flow?
Weave Communications, Inc.'s free-cash-flow margin is 5.5% of revenue over the trailing twelve months, ranking 119 of the 180 application software companies we cover.
Who are Weave Communications, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Newtyn Management, LLC, Blackrock, Inc. and Crosslink Capital Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Weave Communications, Inc.'s market cap?
On October 23, 2026, Weave Communications, Inc.'s market capitalisation was about $581M and net debt of -$47.6M. Market figures come from third-party market data and may be delayed.
Who are Weave Communications, Inc.'s competitors?
In our Application Software peer group, the companies closest to Weave Communications, Inc. are Onespan Inc., Docebo Inc., PDF Solutions Inc, Vtex and GCL Global Holdings Ltd. The side-by-side comparison below sets their revenue, margins and growth against Weave Communications, Inc.'s.
Are insiders buying or selling Weave Communications, Inc. stock?
Over the last 12 months, Weave Communications, Inc.'s directors and officers reported 0 open-market purchases and 3 sales on Form 4. The insider trading page charts every trade.
When is Weave Communications, Inc.'s next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Weave Communications, Inc. announces its own schedule.