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WEWEAV

Weave Communications, Inc.

$WEAV·$579M·Software - Application·Technology
$7.31+0.1%1Y-5.7%
Mentions · last 7 days
2026-08-23: 2 posts133
Price updated 1h ago·X counts updated 10d ago
WEWEAV
$WEAVWeave Communications, Inc.
$7.31+0.14%133 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $WEAV, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-01

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

Weave Communications is being taken private by Francisco Partners — the merger arithmetic is the whole story now.

Weave Communications makes a communications-and-engagement software platform for small and medium-sized businesses (dental, veterinary, medical practices). It signed a definitive merger agreement Aug 18 with Willow Parent LLC (Francisco Partners affiliate) to be taken private, and the tape is in merger-arb mode.

  • The deal is the story: Weave's Aug 18 8-K + Crosslink Capital's Schedule 13D/A confirm the merger, and multiple law firms (Brodsky & Smith, Kahn Swick & Foti, Halper Sadeh) have opened fairness-of-price investigations — the classic pattern before shareholder-lawsuit bumps.
  • The underlying business is real: last four quarters printed 15-17% YoY revenue growth at operating margin -3% to -15% (Q2 came in at $67.5M, +16% YoY), and analyst FY27 EPS at $0.23 shows the operating leverage expected — but none of that matters until the merger closes.
  • Position sits at the 82nd percentile of the 52-week range on volume 46% of normal — the tape is compressing toward deal terms, exactly what a take-private setup looks like.
  • The pattern of multiple law-firm investigations is meaningful: it's what typically precedes a modest bump (usually 5-15%) in these deals, and the crowd is playing that arb.

The path forward is entirely deal mechanics — merger consideration terms weren't disclosed in the excerpt but the arb depends on any bump. A bump wins the arb; a clean closing at the announced price is the base case; a rejection or delay is the wildcard.

What to watch: Any bump to the Francisco Partners/Willow Parent offer, the SEC-filing schedule for the shareholder vote, and any late-stage shareholder-lawsuit-driven complications from Brodsky & Smith / Kahn Swick & Foti / Halper Sadeh. A bump wins the arb; a clean closing at the announced price is the base case.

On the calendar: Deal close — pending shareholder vote (no fixed date announced)

no confirmed next earnings date

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $WEAV

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Weave Communications, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-1.0%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$276.9M$275.9M – $278.2M$0.17$0.16 – $0.193
FY27$315.5M$312.8M – $319.0M$0.23$0.20 – $0.273
FY28$365.6M$363.1M – $367.7M$0.34$0.34 – $0.341

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.1.1×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.81%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.+11.3%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.+21.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 63.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.6% 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.β1.675-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

SellMar 6Mcneil Joseph DavidChief Revenue Officer25.0K sh$138K
+ 23 other (13 awards · 10 inkinds) 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
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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
3New insider — initial holdingsApr 93
8-KMaterial agreementMar 308-K — Item 1.01: Material agreement · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 18 other (9 proxys · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Fulcrum Therapeutics, Inc. (Nasdaq – FULC), Weave Communications, Inc. (NYSE – WEAV), Iridium Communications Inc. (Nasdaq – IRDM), Bio-Techne Corporation (Nasdaq – TECH)globenewswire.com·9d ago$HAREHOLDER ALERT: The M&A Class Action Firm Announce the Investigation of the Merger - WEAV, BRBS, TDAC and UHGgurufocus.com·10d agoWeave Communications Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Weave Communications, Inc. - WEAVbusinesswire.com·12d agoWeave's 2026 Pulse Survey Finds Healthcare Practices Are Ready for AI, but 60% Are Still Concerned About Data Privacybusinesswire.com·14d agoHalper Sadeh LLC is Investigating Whether WEAV and FULC are Obtaining Fair Deals for their Shareholdersglobenewswire.com·14d ago

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