Weave Communications, Inc. logo WEAV - Weave Communications, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
1
BUY 6
HOLD 2
SELL 0
STRONG
SELL
0
| PRICE TARGET: $9.00 DETAILS
HIGH: $10.00
LOW: $8.00
MEDIAN: $9.00
CONSENSUS: $9.00
UPSIDE: 57.62%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Revenue
Revenue 65.5 63.4 61.3 58.5 55.8 54.2 52.4 50.6 47.2 45.7 43.5 41.7 39.6 37.7 36.2 34.9 33.3 31.8 30.3 28.1 25.7 23.8 21.4 18.3 17.4
Cost of Revenue 18.1 17.3 17 16.5 15.9 15.1 14.7 14.5 14.2 14.1 13.6 13.6 13.0 12.8 13.0 13.7 13.8 13.7 12.9 12.0 10.8 9.9 9.2 8.1 7.6
Gross Profit 47.4 46.1 44.3 42.0 39.9 39.0 37.7 36.1 33.0 31.6 29.9 28.0 26.5 24.9 23.2 21.2 19.5 18.2 17.4 16.0 14.9 13.8 12.2 10.2 9.7
Operating Expenses
R&D Expenses 10.8 8.2 13.1 12.0 11.2 10.8 9.9 10.0 9.6 9.1 8.6 8.6 7.7 8.2 7.9 7.4 7.2 7.1 6.2 7.9 5.8 5.6 5.4 4.5 4.5
SG&A Expenses 42.6 40.0 40.2 40.1 38.1 35.7 34.5 35.4 31.5 30.4 29.3 29.3 27.4 26.5 27.2 28.3 25.8 24.7 25.2 22.3 17.7 17.3 16.9 12.5 15.4
Other Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.1 (0.0) (0.1) 0 0.0 0.0 0.0 0.0 0 0
Operating Expenses 53.2 48.2 53.3 52.1 49.3 46.4 44.4 45.4 41.1 39.6 38.0 37.9 35.1 34.7 35.1 35.8 33.0 31.8 31.3 30.2 23.6 22.9 22.3 17.0 19.9
Operating Income
Operating Income (5.8) (2.2) (8.9) (10.2) (9.3) (7.4) (6.6) (9.3) (8.2) (8.0) (8.0) (9.8) (8.5) (9.7) (11.9) (14.6) (13.5) (13.6) (13.9) (14.1) (8.7) (9.1) (10.1) (6.8) (10.2)
Interest Expense 0.4 0.4 0.4 0.5 0.4 0.4 0.4 0.4 0.3 0.4 0.5 0.5 0.5 0.4 0.4 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0 0
Interest Income 0.4 0.5 0.4 0.4 0.5 0.5 0.5 0.4 0.4 0.6 0.6 0.5 0.4 0 0.5 0.1 0 0 0 0 0 0 0 0.3 0.3
Profitability
EBITDA (1.2) 3.0 (4.3) (5.4) (4.6) 1.0 (1.7) (4.2) (2.9) 0.7 (2.6) (4.5) (0.4) (4.8) (7.3) (10.4) (9.2) (7.8) (10.7) (11.2) (6.1) (6.5) (7.7) (4.6) (7.9)
EBIT (5.8) (1.4) (8.2) (9.3) (8.4) (6.2) (5.4) (8.1) (6.9) (6.5) (6.6) (8.4) (7.4) (8.8) (11.4) (14.5) (13.5) (13.7) (13.9) (14.1) (8.7) (9.1) (10.1) (6.8) (10.2)
Income Before Tax (5.7) (1.8) (8.6) (9.8) (8.8) (6.6) (5.8) (8.5) (7.2) (6.9) (7.1) (8.9) (7.8) (9.2) (11.8) (14.8) (13.8) (14.0) (14.2) (14.4) (9.0) (9.4) (10.4) (7.1) (10.3)
Income Tax Expense 0.1 0.0 0.1 (1.1) 0.1 0.1 0.1 0.1 0.0 0.1 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0 0 0 0 0 0
Net Income (5.8) (1.8) (8.7) (8.7) (8.8) (6.7) (5.9) (8.6) (7.2) (7.0) (7.1) (9.0) (7.9) (9.3) (11.8) (14.8) (13.8) (14.1) (14.2) (14.4) (9.0) (9.4) (10.4) (7.1) (10.3)
Per Share Data
EPS (Basic) -0.07 -0.02 -0.11 -0.11 -0.12 -0.09 -0.08 -0.12 -0.10 -0.10 -0.10 -0.13 -0.12 -0.14 -0.18 -0.23 -0.21 -0.22 -0.23 -0.26 -0.16 -0.17 -0.18 -0.64 -0.98
EPS (Diluted) -0.07 -0.02 -0.11 -0.11 -0.12 -0.09 -0.08 -0.12 -0.10 -0.10 -0.10 -0.13 -0.12 -0.14 -0.18 -0.23 -0.21 -0.33 -0.23 -0.26 -0.16 -0.17 -0.18 -0.64 -0.98
Shares Outstanding 78.6 78.2 75.7 74.8 73.8 72.9 72.0 71.3 70.5 69.7 68.2 66.8 66.0 65.6 65.1 65.0 64.6 63.6 62.9 56.5 56.5 56.5 56.5 11.1 11.1
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q1
Current Assets
Cash & Cash Equivalents 42.2 55.0 64.4 44.7 53.4 51.6 51.1 51.7 30.6 50.8 63.3 52.1 56.1 62.0 118.4 124.3 128.9 136.0 40.4 42.5 (55.7) 55.7 (80.2)
Short-Term Investments 30.5 26.8 15.9 33.2 44.8 47.5 47.1 47.4 51.7 58.1 55.1 58.8 56.5 51.3 0 0 0 0 0 0 111.4 0 160.4
Net Receivables 4.6 4.3 4.3 3.4 3.1 3.7 8.4 5.5 19.0 3.5 3.7 3.3 3.1 3.3 3.7 3.0 2.9 3.1 4.6 5.0 0 2.5 0
Inventory 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Current Assets 23.3 18.9 18.4 18.1 12.0 11.6 16.0 16.5 10.9 17.4 16.3 15.3 15.9 16.3 9.4 9.2 9.0 8.9 8.7 8.1 0 7.2 0
Total Current Assets 100.7 105.0 103.0 99.4 120.3 120.7 122.5 121.1 119.7 129.8 138.5 129.5 131.6 132.9 136.3 140.7 146.2 154.4 57.7 57.9 55.7 67.7 80.2
Non-Current Assets
Property, Plant & Equipment 53.2 53.5 54.1 55.5 56.2 54.1 57.7 59.6 53.3 61.6 63.0 63.9 65.4 66.5 67.3 69.4 71.7 24.5 25.0 22.7 0 18.3 0
Goodwill 29.5 29.5 29.5 29.3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Intangible Assets 6.8 7.1 7.5 7.8 0 2.6 0 0 7.1 0 0 0 0 2.4 0 0 0 0 0 0 0 0 0
Long-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Assets 14.2 12.9 12.5 12.3 11.9 11.6 11.8 10.5 10.0 9.6 9.3 9.2 9.0 6.6 9.0 8.8 8.4 8.5 10.2 7.5 (55.7) 7.0 (80.2)
Total Non-Current Assets 103.6 103.0 103.5 105.0 68.1 68.2 69.5 70.1 70.5 71.2 72.3 73.1 74.4 75.5 76.3 78.2 80.0 33.0 35.2 30.2 (55.7) 25.3 (80.2)
Total Assets 204.3 208.0 206.5 204.3 188.3 188.9 192.0 191.2 190.2 201.0 210.8 202.6 206.0 208.3 212.5 218.8 226.2 187.5 92.9 88.0 0 93.0 0
Current Liabilities
Account Payables 6.6 7.3 6.1 5.9 4.9 8.3 7.6 7.6 4.2 5.2 4.8 4.3 4.2 3.8 3.4 4.7 4.2 4.1 4.5 4.1 0 3.4 0
Short-Term Debt 11.6 11.4 0 0 0 0 0 0 0 0 0 0 0 10 10 0 0 0 0 0 0 0.4 0
Deferred Revenue 37.1 38.1 38.5 39.3 0 0 40.2 40.6 0 38.9 37.7 36.8 34.6 34.1 32.7 32.3 30.2 29.5 28.4 26.9 0 22.9 0
Other Current Liabilities 25.8 27.9 0 24.9 38.9 40.0 0.4 1.0 39.8 0.9 0.4 0.7 0.2 4.3 0.3 1.1 0.8 0.3 0 1.5 0 1.7 0
Total Current Liabilities 81.1 84.6 82.9 81.3 75.2 76.6 76.9 74.1 68.4 72.9 69.9 66.3 64.3 72.2 74.8 63.9 59.6 54.3 57.6 50.3 0 44.0 0
Non-Current Liabilities
Long-Term Debt 39.7 34.6 0 0 0 0 0 0 0 0 10 10 10 0 0 10 10 10 10.0 4 0 3.6 0
Deferred Tax Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Liabilities 0.2 (34.6) 2.9 0.5 0 0 0 0 0 0 0 0 0 0 0 0 0 4.3 3.1 2.0 0 0.0 0
Total Non-Current Liabilities 39.9 41.0 44.9 44.2 44.6 45.3 46.3 47.3 48.4 49.2 60.0 60.9 61.9 52.9 51.3 63.0 64.1 20.9 20.6 13.9 0 11.0 0
Total Liabilities 121.0 125.6 127.8 125.5 119.7 122.0 123.2 121.4 116.7 122.1 129.9 127.2 126.2 125.1 126.0 126.8 123.7 75.2 78.2 64.2 0 55.0 0
Stockholders' Equity
Common Stock 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Retained Earnings (324.8) (319.1) (317.2) (308.5) (299.8) (291.0) (284.3) (278.4) (269.9) (262.7) (255.6) (248.5) (239.5) (231.6) (222.4) (210.6) (195.7) (181.9) (167.8) (153.6) 0 (130.2) 0
Accumulated Other Comprehensive Income (0.4) (0.1) (0.3) (0.2) (0.5) (0.6) (0.1) (0.3) (0.2) 0.1 (0.1) 0.0 (0.0) (0.0) (0.1) (0.0) 0.0 (0.0) (0.0) (0.0) (113.9) 0.0 (86.0)
Total Stockholders' Equity 83.3 82.4 78.6 78.9 68.6 67.0 68.8 69.8 73.4 79.0 80.9 75.4 79.8 83.2 86.5 92.0 102.5 112.3 14.6 23.8 38.0 38.0 65.9
Total Liabilities & Equity 204.3 208.0 206.5 204.3 188.3 188.9 192.0 191.2 190.2 201.0 210.8 202.6 206.0 208.3 212.5 218.8 226.2 187.5 92.9 88.0 38.0 93.0 65.9
Debt Metrics
Total Debt 51.3 86.7 53.0 54.8 55.5 56.1 56.7 57.8 58.8 59.5 70.6 71.6 72.7 73.6 74.1 75.7 77.4 25.0 26.0 19.9 0 18.4 0
Net Debt 9.1 31.7 (11.3) 10.1 2.0 4.5 5.6 6.1 28.2 8.8 7.3 19.5 16.6 11.6 (44.2) (48.6) (51.5) (111.0) (14.3) (22.6) 55.7 (37.3) 80.2
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Operating Activities
Net Income (5.8) (1.8) (8.7) (8.7) (8.8) (6.7) (5.9) (8.6) (7.2) (7.0) (7.1) (9.0) (7.9) (9.3) (11.8) (14.8) (13.8) (14.1) (14.2) (14.4) (9.0) (9.4) (10.4) (7.1) (10.3)
Depreciation & Amortization 4.2 4.1 3.9 3.9 3.8 3.9 3.7 3.9 4.0 7.2 3.9 3.9 4.0 4.1 4.1 4.2 4.3 3.4 3.2 3.0 2.6 2.6 2.4 2.2 2.2
Stock-Based Compensation 7.1 4.0 9.9 9.3 9.0 9.1 8.0 8.3 6.8 6.2 6.2 5.9 4.5 5.5 5.3 4.5 3.4 3.0 4.0 5.3 1.8 1.5 4.7 2.7 2.7
Change in Working Capital (16.2) (4.4) (3.4) (2.8) (7.5) (3.2) (4.6) 15.6 (26.2) (2.3) (2.1) (1.8) (1.8) (5.9) (4.6) 1.5 (0.8) (5.1) 1.2 2.1 (2.9) 2.8 (0.9) (3.3) (3.3)
Other Non-Cash Items 4.9 4.4 4.3 3.9 3.3 3.6 3.2 3.4 2.9 0.3 2.5 2.6 2.7 2.7 3.0 2.9 2.8 2.7 2.6 2.3 2.1 2.1 2.0 (0.9) 2.3
Operating Cash Flow (5.7) 6.2 6.1 5.4 (0.2) 6.7 4.5 22.7 (19.7) 3.7 3.3 1.6 1.5 (2.8) (4.0) (1.7) (4.2) (10.1) (3.3) (1.8) (5.3) (0.4) (2.3) (6.4) (6.4)
Investing Activities
Capital Expenditure (0.5) (1.1) (0.3) (0.5) (0.4) (0.5) (0.5) (1.5) (0.8) (0.8) (1.3) (0.7) (1.0) (0.9) (0.6) (0.7) (0.9) (2.1) (3.1) (2.2) (2.3) (1.7) (0.5) (0.4) (0.4)
Acquisitions 0 0 (0.5) (23.3) 0 0 0 0 0 0.6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Purchases of Investments (8.9) (21.3) 0 0 (15.5) (10.8) (22.5) (3.7) (16.8) (20.5) (10.6) (17.7) (17.5) 0 0 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 5.2 10.6 17.4 11.9 18.6 10.7 23.5 8.5 23.8 18.2 14.9 16 13 0 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities (0.9) (0.7) (0.7) (0.4) (0.4) (0.2) (0.4) (0.7) 0 (0.6) (0.6) (0.5) (0.3) (51.1) (0.3) (0.3) (0.4) (0.5) (0.8) (0.6) (0.5) (0.1) (0.1) (0.5) (0.5)
Investing Cash Flow (5.0) (12.6) 15.8 (12.4) 2.3 (0.6) (0.0) 3.4 6.1 (3.0) 3.1 (2.3) (5.4) (51.8) (0.6) (0.7) (0.9) (2.1) (3.1) (2.2) (2.3) (1.7) (0.5) (0.8) (0.8)
Financing Activities
Net Debt Issuance (1.8) (1.8) (1.8) (1.8) (1.8) (1.8) (1.7) (1.8) (1.8) (11.9) (1.9) (1.8) (2.0) (2.0) (2.2) (2.3) (2.2) (2.0) 3.9 (1.9) (1.8) (1.8) (1.4) 0 0
Stock Repurchased 0 0 0 (0.0) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (1.6) (1.3) (1.4) (0.0) (0.0) (5.0) (4.5) (3.3) (6.1) (2.9) 6.6 (1.4) (0.1) 0.3 0.9 0.1 0.2 109.8 0.4 1.9 0.2 0.1 0.6 (1.3) (1.3)
Financing Cash Flow (2.0) (3.1) (2.2) (1.8) (0.2) (5.6) (5.0) (5.0) (6.6) (13.3) 4.8 (3.2) (2.0) (1.7) (1.4) (2.1) (2.0) 107.8 4.3 (0.0) (1.6) (1.7) (0.9) (1.3) (1.3)
Cash Position
Net Change in Cash (12.7) (9.4) 19.7 (8.7) 1.8 0.5 (0.6) 21.1 (20.1) (12.5) 11.2 (4.0) (5.9) (56.4) (6.0) (4.6) (7.1) 95.6 (2.1) (4.0) (9.2) (3.8) (3.7) (8.5) (8.5)
Cash at Beginning 55.0 64.4 44.7 53.4 51.6 51.1 51.7 30.6 50.8 63.3 52.1 56.1 62.0 118.4 124.3 128.9 136.0 40.4 42.5 46.5 55.7 59.5 63.1 0 0
Cash at End 42.2 55.0 64.4 44.7 53.4 51.6 51.1 51.7 30.6 50.8 63.3 52.1 56.1 62.0 118.4 124.3 128.9 136.0 40.4 42.5 46.5 55.7 59.5 (8.5) (8.5)
Free Cash Flow (6.2) 5.1 5.8 4.9 (0.7) 6.1 4.0 21.2 (20.5) 2.9 2.1 0.9 0.6 (3.8) (4.6) (2.4) (5.1) (12.2) (6.4) (4.0) (7.6) (2.1) (2.8) (6.8) (6.8)
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Income Statement
Revenue 65.5 63.4 61.3 58.5 55.8 54.2 52.4 50.6 47.2 45.7 43.5 41.7 39.6 37.7 36.2 34.9 33.3 31.8 30.3 28.1 25.7 23.8 21.4 18.3 17.4
Gross Profit 47.4 46.1 44.3 42.0 39.9 39.0 37.7 36.1 33.0 31.6 29.9 28.0 26.5 24.9 23.2 21.2 19.5 18.2 17.4 16.0 14.9 13.8 12.2 10.2 9.7
Operating Income (5.8) (2.2) (8.9) (10.2) (9.3) (7.4) (6.6) (9.3) (8.2) (8.0) (8.0) (9.8) (8.5) (9.7) (11.9) (14.6) (13.5) (13.6) (13.9) (14.1) (8.7) (9.1) (10.1) (6.8) (10.2)
Net Income (5.8) (1.8) (8.7) (8.7) (8.8) (6.7) (5.9) (8.6) (7.2) (7.0) (7.1) (9.0) (7.9) (9.3) (11.8) (14.8) (13.8) (14.1) (14.2) (14.4) (9.0) (9.4) (10.4) (7.1) (10.3)
EPS (Diluted) -0.07 -0.02 -0.11 -0.11 -0.12 -0.09 -0.08 -0.12 -0.10 -0.10 -0.10 -0.13 -0.12 -0.14 -0.18 -0.23 -0.21 -0.33 -0.23 -0.26 -0.16 -0.17 -0.18 -0.64 -0.98
Balance Sheet
Cash & Equivalents 42.2 55.0 64.4 44.7 53.4 51.6 51.1 51.7 30.6 50.8 63.3 52.1 56.1 62.0 118.4 124.3 128.9 136.0 40.4 42.5 (55.7) 55.7 (80.2)
Total Assets 204.3 208.0 206.5 204.3 188.3 188.9 192.0 191.2 190.2 201.0 210.8 202.6 206.0 208.3 212.5 218.8 226.2 187.5 92.9 88.0 0 93.0 0
Total Debt 51.3 86.7 53.0 54.8 55.5 56.1 56.7 57.8 58.8 59.5 70.6 71.6 72.7 73.6 74.1 75.7 77.4 25.0 26.0 19.9 0 18.4 0
Stockholders' Equity 83.3 82.4 78.6 78.9 68.6 67.0 68.8 69.8 73.4 79.0 80.9 75.4 79.8 83.2 86.5 92.0 102.5 112.3 14.6 23.8 38.0 38.0 65.9
Cash Flow
Operating Cash Flow (5.7) 6.2 6.1 5.4 (0.2) 6.7 4.5 22.7 (19.7) 3.7 3.3 1.6 1.5 (2.8) (4.0) (1.7) (4.2) (10.1) (3.3) (1.8) (5.3) (0.4) (2.3) (6.4) (6.4)
Capital Expenditure (0.5) (1.1) (0.3) (0.5) (0.4) (0.5) (0.5) (1.5) (0.8) (0.8) (1.3) (0.7) (1.0) (0.9) (0.6) (0.7) (0.9) (2.1) (3.1) (2.2) (2.3) (1.7) (0.5) (0.4) (0.4)
Free Cash Flow (6.2) 5.1 5.8 4.9 (0.7) 6.1 4.0 21.2 (20.5) 2.9 2.1 0.9 0.6 (3.8) (4.6) (2.4) (5.1) (12.2) (6.4) (4.0) (7.6) (2.1) (2.8) (6.8) (6.8)