Weave Communications (WEAV)

• Market cap: $795M
• 1 day: 0.47%
• 5 days: 14.58%
• 1 month: -4.33%
• 3 months: -35.27%
• 6 months: -23.06%
• Year to date: -32.38%
• 1 year: -0.75%
• 5 years: -43.53%
• 10 years: -43.53%
• Sector: Healthcare
• Industry: Health Information Services

About: Weave Communications Inc is a customer experience and payments software platform tailored for SMB healthcare businesses, that revolutionizes patient interaction from initial contact to billing. It integrates diverse workflows into a unified solution, minimizing manual tasks and maximizing patient engagement. Weave democratizes enterprise-level communication tools, simplifying them for SMBs in a singular platform. Offering varied communication channels, appointment scheduling, payment processing, and more, enhances practitioner-patient relationships and optimizes practice operations. The company has a singular operating segment and revenue primarily from subscription services.

Employees: 854

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

1,578% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $663K

275% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 24

148% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 23

45% more capital invested

Capital invested by funds: $668M [Q3] → $968M (+$301M) [Q4]

20% more funds holding

Funds holding: 155 [Q3] → 186 (+31) [Q4]

10.92% more ownership

Funds ownership: 72.66% [Q3] → 83.58% (+10.92%) [Q4]

20% less funds holding in top 10

Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $14 32% upside
• Avg. target: $15.67 48% upside
• High target: $17 60% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Raymond James Alexander Sklar 22% 1-year accuracy 2 / 9 met price target	60% upside $17	Strong Buy Maintained	29 Apr 2025
Stifel Parker Lane 39% 1-year accuracy 19 / 49 met price target	51% upside $16	Buy Maintained	24 Apr 2025
Piper Sandler Brent Bracelin 38% 1-year accuracy 47 / 125 met price target	32% upside $14	Overweight Maintained	23 Apr 2025