WEAV
Weave Communications, Inc.

Weave Communications, Inc.WEAV

Healthcare · Health Information Services
7.40USD
+0.14%
Oct 28, 2026
WEAV overview ready
AI-Enabled Patient Communication and Payment Automation for Healthcare Practices
Direct beneficiary and relatively focused vertical-SaaS provider to healthcare-practice front offices, monetizing communications, engagement, payments, and AI automation within a unified workflow.
Narrative is still early
Exposed to the Healthcare Administrative Automation narrative through AI-Enabled Patient Access and Front-Office Workflow Automation — pure play.
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Unremarkable fundamentals
Primary risk
Dependence on adoption by small and medium healthcare providers.
Market Oct 23Filing Jun 30Price action Aug 9Research Jul 29

Conviction Level

CompanyFit8.0PriceAction3.4Valuation3.1CompanyPosition7.3BusinessQuality4.2

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
Healthcare IT is tracked (too few stocks) — no leadership reading
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$592.0M
Avg Volume (60D)
2.0M
60 sessions
Revenue Growth YoY
+17.0%
FY2025 vs FY2024
Gross Margin
+72.4%
Trailing twelve months
Operating Margin
-8.3%
Trailing twelve months
Free Cash Flow Yield
+2.4%
P/E
N/M
Market metrics as of Oct 23, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say expensive; own history is the dissenting view.
Weave Communications, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. The business behind it shows an operating margin of -8% and net debt on the balance sheet.

Company Research

Thesis
Direct beneficiary and relatively focused vertical-SaaS provider to healthcare-practice front offices, monetizing communications, engagement, payments, and AI automation within a unified workflow. None of the promoted narratives captures its demand system.
Opportunity
Moderate opportunity
Provider and practice investment in software that automates patient communications, scheduling, intake, call handling, follow-up, payment collection, and staff handoffs to relieve administrative labor constraints and reduce patient-access friction.
Key risk
Dependence on adoption by small and medium healthcare providers.

Economic classification

Loading the economic classification…

Business & Markets

Healthcare · Health Information Services
What they do

Weave Communications operates an AI-powered platform that provides patient communications, engagement, and payment solutions tailored for small and medium-sized healthcare businesses.

How it earns

The company primarily generates revenue through subscription-based services.

Products & services
AI-receptionist
Unified Phone Number
Customized Phone System
Softphones
Text Messaging and SMS response assistant
Missed Call Text
Customers & end markets
Small healthcare businesses
Medium-sized healthcare businesses
Market position

Niche player focused on AI-driven communication solutions for small and medium healthcare providers.

Demand drivers
Low cyclicality

Healthcare communication services tend to have steady demand regardless of economic cycles.