Weave Communications
Connects healthcare-practice phones, texts, payments, reviews, and AI front-office workflows.
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Profile
Sells a single SaaS platform for healthcare practices that combines phones, texting, scheduling, payments, digital forms, reviews, marketing, and AI receptionist tools. Revenue comes from North American customers under one Weave platform segment, with dental, optometry, veterinary, and medical specialty offices as core markets.
Built for small and medium-sized healthcare practices, the Weave platform combines phones, texting, scheduling, payments, digital forms, reviews, email marketing, team chat, Insurance Verification, Bulk Texting, Call Intelligence, and AI Receptionist in one front-office workflow layer.
Customers are in the United States and Canada, with dental, optometry, veterinary, and other medical specialty practices forming the core base. The company reports one segment, Weave platform, and provides communications and payments services under SaaS arrangements.
Product execution centers on owning the phone and message layer where many patient interactions start or finish, then attaching payments, engagement, and AI automation to those contacts. The business depends on healthcare privacy controls, payment workflows, telecom reliability, practice-management integrations, and small-business retention.
Company facts
Categories
Key statistics
Year to date +1.7% · Average volume (30d) 3.9M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Raymond James | Downgrade | Outperform | Market Perform | ||
| Aug 19, 2026 | B. Riley | Downgrade | Buy | Neutral | ||
| Aug 19, 2026 | B. Riley Securities | Downgrade | Buy | Neutral | ||
| Aug 19, 2026 | Loop Capital | Downgrade | Buy | Hold | ||
| Aug 18, 2026 | Loop Capital Markets | Downgrade | Buy | Hold | $18 | $7.40 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.04 | $0.04 | +14.3% | $67.9M | $67.5M | −0.5% | −20.57% |
| Apr 30, 2026Q1 FY26 | $0.02 | $0.03 | +50.0% | $64.6M | $65.5M | +1.4% | +17.11% |
| Feb 19, 2026Q4 FY25 | $0.03 | $0.03 | 0.0% | $63.1M | $63.4M | +0.5% | −4.91% |
| Oct 30, 2025Q3 FY25 | $0.01 | $0.02 | +100.0% | $63.2M | $61.3M | −2.9% | +13.48% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $55.8M | $58.5M | $61.3M | $63.4M | $65.5M | $67.5M | |
| Gross profit | $39.9M | $42.0M | $44.3M | $46.1M | $47.4M | $48.7M | |
| Operating income | −$9.3M | −$10.2M | −$8.9M | −$2.2M | −$5.8M | −$4.4M | |
| Net income | −$8.8M | −$8.7M | −$8.7M | −$1.8M | −$5.8M | −$4.3M | |
| Diluted EPS | −$0.12 | −$0.11 | −$0.11 | −$0.02 | −$0.07 | −$0.05 | |
| Gross margin | 71.6% | 71.7% | 72.3% | 72.7% | 72.4% | 72.0% | |
| Operating margin | -16.7% | -17.4% | -14.6% | -3.4% | -8.8% | -6.5% |
Fiscal years (4-quarter sums)FY21 $115.9M · FY22 $142.1M · FY23 $170.5M · FY24 $204.3M · FY25 $239.0M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $78.5M · Total debt $51.4M · Total assets $208.6M · Shareholders' equity $85.0M
Dividends
No dividends on record.
Ownership
Shares outstanding 79.57M · Float 63.86M · 80.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Newtyn Management, LLC | 6.79M | 8.53% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 5.31M | 6.67% | 13F | Aug 7, 2026 |
| Michael J. Stark | 4.40M | 5.50% | 13D | Aug 19, 2026 |
| Crosslink Capital Inc | 4.27M | 5.37% | 13F | Aug 14, 2026 |
| Disciplined Growth Investors Inc /MN | 3.00M | 3.77% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 6, 2026 | Joseph David McNeil | officer: Chief Revenue Officer | −25,000 | $5.53 |
| Dec 22, 2025 | Erin Goodsell | officer: Chief Legal Officer & Corp.Sec | −9,615 | $6.89 |
| Nov 5, 2025 | Tyler Newton | director | −50,993 | $6.68 |
| Sep 22, 2025 | Erin Goodsell | officer: Chief Legal Officer & Corp.Sec | −9,541 | $7.50 |
| Sep 22, 2025 | Jason Paul Christiansen | officer: Chief Financial Officer | −3,897 | $7.50 |
Peers
- Phreesia
Patient intake, scheduling, reminders, and payments for healthcare
- Henry Schein
Dental practice software and patient workflows through Henry Schein One
- CareCloud
Practice management, EHR, PXM, and AI tools for medical groups
- Doximity
Clinician communications, telehealth, and AI workflow tools
- RingCentral
Business phone, SMS, contact center, and AI receptionist overlap
- Twilio
Communications APIs and omnichannel customer-engagement infrastructure
- Thryv
SMB CRM, messaging, scheduling, payments, and reputation tools
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Weave Communications | $7.30 | +0.14% | $580.0M | — | 37.4 | 2.3 | +15.5% |
| Phreesia | $12.15 | 0.00% | $751.0M | 81.6 | 22.2 | 1.5 | +12.9% |
| Henry Schein | $89.52 | +0.01% | $10.20B | 26.1 | 15.8 | 0.7 | +6.7% |
| CareCloud | $2.50 | +0.60% | $105.8M | 35.7 | 7.3 | 0.8 | +16.5% |
| Doximity | $26.69 | −0.19% | $5.00B | 31.4 | 19.1 | 7.6 | +7.3% |
| RingCentral | $69.20 | −0.25% | $5.98B | 55.5 | 13.1 | 2.3 | +5.9% |
| Twilio | $237.78 | +0.02% | $36.09B | 33.1 | 38.6 | 6.5 | +22.0% |
| Thryv | $1.90 | −0.52% | $84.3M | — | — | 0.1 | −28.4% |
| Median | 34.4 | 17.5 | 1.5 | +7.3% |