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WEWEAV

Weave Communications, Inc.

$WEAV·$585M·Software - Application·Technology
$7.40+0.1%YTD-4.0%1Y+13.3%
Price updated 9h ago·X counts updated 5d ago
WEWEAV
$WEAVWeave Communications, Inc.
$7.40+0.14%26 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $WEAV on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

26X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $WEAV's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 88% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WEAV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A SaaS SMB tool sitting inside a Francisco Partners take-private, with law firms poking at the deal price and the chart glued to it.

Weave Communications is no longer trading on its fundamentals — the August merger agreement with Francisco Partners and the September HSR clearance have turned the stock into a deal-arb instrument at $7.37.

  • Revenue is still growing 15-17% YoY (Q2 $67.5M, Q1 $65.5M) and the Q2 2026 EPS beat $0.04 vs $0.035, so the operating business is healthy enough that any bump in the deal price is a credible outcome, not a prayer.
  • Multiple fairness-opinion investigations (Halper Sadeh, Wohl & Fruchter, Brodsky & Smith) now dominate the news tape, which is standard theater for a tech take-private but keeps hope alive for a sweetener.
  • At 90% of the 52-week range with sell-side 2026 EPS of $0.17 and 2027 at $0.25, the stock is priced for the deal to close near the agreed terms — downside is break risk, upside is a modest bump.

This is a two-outcome setup: close at or near the current level, or deal break and revert to a software-decelerator multiple — the November 4 earnings print should go through as a formality unless something structural shifts.

What to watch: Any 8-K updating the merger timeline or shareholder vote date; the November 4 earnings print as a formality check; proxy filings that disclose banker fairness opinions, which usually settle the bump-or-no-bump question.

On the calendar: Q3 earnings scheduled 2026-11-04

Read the AI verdict on $WEAV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Communication and engagement platform for small healthcare practices integrating phone, messaging, reviews, and payment collection.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $WEAV.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $WEAV

Partial — Communication and engagement platform for small healthcare practices integrating phone, messaging, reviews, and payment collection.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-28.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-15.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-8.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-25.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
72.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.04$0.04+14.3%
Q1 2026Apr 30, 2026$0.03$0.02+50.0%
Q4 2025Feb 19, 2026$0.03$0.030.0%
Q3 2025Oct 30, 2025$0.02$0.01+100.0%
Next earningsWed, Nov 4·consensus EPS $0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$67.5M+15.5%72.0%-6.5%$-0.05$9.6M
Q1 FY26$65.5M+17.4%72.4%-8.8%$-0.07$-6.2M
Q4 FY25$63.4M+17.0%72.7%-3.4%$-0.02$5.1M
Q3 FY25$61.3M+17.1%72.3%-14.6%$-0.11$5.8M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$274.2M$273.8M – $275.0M$0.17$0.17 – $0.183
FY27$310.9M$306.9M – $314.9M$0.25$0.24 – $0.273
FY28$355.3M$350.5M – $360.0M$0.34-$0.03 – $0.722

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.91%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+20.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 64.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.685-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 17 other (9 inkinds · 8 awards) in window

See when $WEAV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentAug 19SC 13D/A
AI summary

Crosslink Capital (Maureen Offer) filed Amendment No. 5 to their Schedule 13D on Weave Communications (WEAV) as of August 17, 2026. Crosslink is a venture/growth equity firm that has been a significant WEAV holder. Relevant context: Weave announced a going-private merger with Francisco Partners on August 18 (the next day), suggesting this amendment may reflect position changes in anticipation of or in connection with the merger.

8-KMaterial agreementAug 198-K — Item 1.01: Material agreement
AI summary

Weave Communications signed an Agreement and Plan of Merger on August 18, 2026 with Willow Parent, LLC and Willow Merger Sub, Inc. (affiliates of Francisco Partners Management) providing for a going-private acquisition; Merger Sub will merge into Weave with Weave surviving as a wholly-owned Francisco Partners subsidiary. The Merger and related transactions are subject to Weave stockholder approval and customary closing conditions. Transformative going-private transaction by Francisco Partners; Weave stockholders will receive the merger consideration upon closing.

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
3New insider — initial holdingsJun 83
+ 19 other (11 proxys · 2 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Weave Earns 2026 Great Place To Work Certification™businesswire.com·2d agoAre CSR, WEAV, DV Obtaining Fair Deals for their Shareholders?prnewswire.com·3d agoWeave Communications Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Weave Communications, Inc. - WEAVbusinesswire.com·4d agoWeave and CareCredit Go Live with Integration That Places Patient Financing Inside the Front-Office Workflowbusinesswire.com·5d agoBRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Centerspace (NYSE – CSR), Fulcrum Therapeutics, Inc. (Nasdaq – FULC), Weave Communications, Inc. (NYSE – WEAV), Personalis, Inc. (Nasdaq – PSNL)globenewswire.com·24d ago

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Voices on X · last 7 days

No standout posts about $WEAV on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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