Weave Communications (NYSE:WEAV) Announces Quarterly Earnings Results

Weave Communications (NYSE:WEAV) posted its quarterly earnings results on Thursday. The company reported $0.03 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.03, FiscalAI reports. The company had revenue of $63.40 million for the quarter, compared to the consensus estimate of $63.19 million. Weave Communications had a negative net margin of 14.32% and a negative return on equity of 42.10%.

Here are the key takeaways from Weave Communications’ conference call:

• Q4 revenue was $63.4M (+17% YoY) with a record gross margin of 73.3% and operating income of $2.3M; full?year revenue was $239M and free cash flow grew 24%, signaling profitable scaling.
• 2026 guidance calls for Q1 revenue of $64.2M–$64.8M, full?year revenue of $273M–$276M, and non?GAAP operating income of $8M–$12M, with management forecasting margin improvement as 2025 investments start to pay off.
• The TrueLark acquisition expanded Weave’s TAM by roughly $7B to $22B, and an omni?channel AI receptionist (text + voice) is slated for GA in H1 2026 with more autonomous intake and payments planned for H2 2026 to deepen practice dependency and upsell potential.
• Payments momentum remains strong—payments grew at more than twice the company’s revenue growth in 2025, surcharging and new collection tools are driving volume, and a new CareCredit partnership aims to add patient financing and increase payments attach rates.
• Retention is a mixed signal: net revenue retention was 93% and gross retention 89% (management expects gross to trend toward 91%–93%), noting higher churn and lower ASP in newer verticals and that two?thirds of customers are single?location, which can limit near?term NRR expansion.

Weave Communications Trading Down 8.6%

Shares of NYSE WEAV traded down $0.49 during midday trading on Friday, reaching $5.21. The stock had a trading volume of 923,758 shares, compared to its average volume of 1,938,886. Weave Communications has a twelve month low of $5.22 and a twelve month high of $15.71. The company’s 50 day moving average price is $6.72 and its 200 day moving average price is $6.91. The firm has a market cap of $406.54 million, a price-to-earnings ratio of -12.26 and a beta of 1.69. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.24 and a current ratio of 1.24.

Insider Buying and Selling

In other Weave Communications news, insider Erin Goodsell sold 9,615 shares of the company’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $6.89, for a total transaction of $66,247.35. Following the sale, the insider owned 527,055 shares of the company’s stock, valued at approximately $3,631,408.95. This represents a 1.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 18.40% of the company’s stock.

Institutional Investors Weigh In On Weave Communications

Several institutional investors and hedge funds have recently made changes to their positions in the business. Amundi increased its holdings in Weave Communications by 27.1% in the first quarter. Amundi now owns 5,301 shares of the company’s stock worth $59,000 after purchasing an additional 1,130 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of Weave Communications by 6.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 23,918 shares of the company’s stock worth $265,000 after buying an additional 1,457 shares during the period. Russell Investments Group Ltd. increased its stake in shares of Weave Communications by 3.0% in the 4th quarter. Russell Investments Group Ltd. now owns 68,070 shares of the company’s stock valued at $517,000 after acquiring an additional 2,009 shares in the last quarter. Deutsche Bank AG increased its stake in shares of Weave Communications by 0.7% in the 4th quarter. Deutsche Bank AG now owns 353,591 shares of the company’s stock valued at $2,684,000 after acquiring an additional 2,366 shares in the last quarter. Finally, Polymer Capital Management US LLC lifted its position in shares of Weave Communications by 25.5% during the 4th quarter. Polymer Capital Management US LLC now owns 19,134 shares of the company’s stock valued at $145,000 after acquiring an additional 3,884 shares during the period. Institutional investors own 86.83% of the company’s stock.

Key Weave Communications News

Here are the key news stories impacting Weave Communications this week:

• Positive Sentiment: Q4 results showed 17% year?over?year revenue growth, revenue of $63.4M (slightly above consensus) and EPS of $0.03 (in line) along with company statements of record gross margins and operating income — signals of improving unit economics. Weave Announces Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Company issued FY?2026 revenue guidance of $273M–$276M and emphasized accelerating AI platform expansion — guidance roughly in line with Street estimates and supportive of continued top?line growth narrative. Weave outlines $273M-$276M 2026 revenue target as AI platform expansion accelerates
• Neutral Sentiment: Q1 2026 revenue guidance was set at ~$64.2M–$64.8M (near consensus) but the company provided limited EPS guidance, leaving some short?term earnings visibility unclear. Investors will be watching execution against the revenue target and margins detailed in the earnings slide deck and call transcript. Q4 results & conference materials
• Neutral Sentiment: Full Q4 earnings call transcript and highlights provide more color on product roadmap and AI initiatives; useful for assessing cadence of product-led growth but no new surprise items that would radically change near?term expectations. Q4 2025 Earnings Call Highlights
• Negative Sentiment: Piper Sandler cut its price target from $12 to $8 (while keeping an Overweight rating), a downgrade that could temper upside expectations and add selling pressure despite the firm still projecting meaningful upside from current levels. Piper Sandler price-target update

Analysts Set New Price Targets

WEAV has been the subject of several research analyst reports. Weiss Ratings reiterated a “sell (d-)” rating on shares of Weave Communications in a report on Monday, December 29th. Stifel Nicolaus dropped their target price on Weave Communications from $11.00 to $9.00 and set a “buy” rating for the company in a research report on Friday. Citigroup reduced their price target on Weave Communications from $9.00 to $8.00 and set a “neutral” rating on the stock in a report on Monday, November 3rd. Piper Sandler dropped their price objective on shares of Weave Communications from $12.00 to $8.00 and set an “overweight” rating for the company in a report on Friday. Finally, Raymond James Financial downgraded shares of Weave Communications from a “strong-buy” rating to a “moderate buy” rating in a research report on Tuesday, January 6th. Three research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $10.00.

About Weave Communications

Weave Communications is a technology company that provides integrated communications and customer management solutions tailored for small- to medium-sized local businesses. Headquartered in Lehi, Utah, the company developed a cloud-based platform that unifies voice calling, business texting, appointment reminders and payment processing within a single interface.

The platform’s core offerings include a unified business phone system, two-way texting, automated appointment and recall reminders, secure payment acceptance and a basic customer relationship management module.