Weave Communications Q4 Earnings Report Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Should l Buy WEAV?
Source: seekingalpha
- Earnings Performance: Weave Communications reported a Q4 non-GAAP EPS of $0.03, missing expectations by $0.01, indicating pressure on profitability that may affect investor confidence.
- Revenue Growth: The company achieved Q4 revenue of $63.4 million, representing a 17.0% year-over-year increase and surpassing market expectations by $0.29 million, highlighting its competitive position and sales growth potential.
- Future Outlook: Weave expects total revenue for Q1 2026 to range between $64.2 million and $64.8 million, with full-year revenue projected at $273.0 million to $276.0 million, demonstrating confidence in future growth.
- Operating Income Projections: The company anticipates non-GAAP operating income for Q1 2026 to be between $1.0 million and $2.0 million, with full-year expectations of $8.0 million to $12.0 million, reflecting efforts in cost control and profitability enhancement.
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Analyst Views on WEAV
Wall Street analysts forecast WEAV stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 5.330
Low
8.00
Averages
10.25
High
12.00
Current: 5.330
Low
8.00
Averages
10.25
High
12.00
About WEAV
Weave Communications, Inc. provides an all-in-one customer experience and payments software platform for small and medium-sized healthcare businesses. Its Weave platform segment provides communications and payments services to customers under software-as-a-service arrangements. Its products include Unified Phone Number, Customized Phone System, Softphones, Text Messaging, Missed Call Text, Missed Text Auto-Reply, Team Chat, Weave Mobile App, Weave Email Marketing and Email Assistant, Text Connect, Weave Digital Forms and others. Its verticalized software platform streamlines the day-to-day operations of running an SMB healthcare practice. It offers an AI-powered solution that spans all forms of communication and engagement, including physical and softphones, messaging, email marketing, insurance verification, online appointment scheduling, reviews, payments, and more. It has over 35,000 locations under subscription and more than 30,000 customers in the United States and Canada.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Weave Communications Reports Earnings Miss, Shares Drop Nearly 5%
- Earnings Report Disappointment: Weave Communications reported Q4 2025 revenue of $63.4 million, a 17% increase year-over-year, but net income grew only 8% to $2.6 million, missing market expectations and resulting in a nearly 5% drop in stock price.
- Negative Market Reaction: Although revenue slightly exceeded analysts' expectations of $63.2 million, the adjusted net income of $0.03 per share fell short of the anticipated $0.04, prompting a strong negative response from the market with a 4.74% decline in share price on the day.
- Future Growth Outlook: Weave projects 2026 revenue between $273 million and $276 million, with adjusted net income expected to be between $8 million and $12 million, both comfortably above 2025 results of $239 million and $6.6 million, indicating confidence in future growth.
- Increased Product Stickiness: CEO Brett White emphasized the
See More
Weave Communications Faces Market Backlash After Earnings Release
- Earnings Miss: Weave Communications reported fourth-quarter revenue of $63.4 million, a 17% increase year-over-year, but net income of $2.6 million fell short of expectations, resulting in a nearly 5% drop in stock price.
- Market Expectations Not Met: Analysts had anticipated Weave would report revenue close to $63.2 million and an adjusted net income of $0.04 per share, but the actual results highlighted weaknesses in profitability, leading to market disappointment.
- Growth Guidance: Weave projects revenue for 2026 to be between $273 million and $276 million, with adjusted net income expected to range from $8 million to $12 million, both figures exceeding 2025 results, indicating a positive outlook for future growth.
- Valuation Concerns: While Weave's growth potential is recognized, its current valuation appears high on certain metrics, prompting analysts to suggest waiting for further price declines before considering investment, reflecting a cautious market sentiment regarding its near-term performance.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, indicating a shift in market sentiment that could influence investor decisions.
- Upgrades and Downgrades: While specific upgrades and downgrades are not detailed, the overall rating changes may lead to short-term volatility in the affected stocks, prompting investors to stay alert.
- Market Reaction Expectations: Analyst rating adjustments typically trigger immediate market reactions, and investors should consider the potential impact of these changes on stock prices to make more informed investment choices.
- Information Access Channels: Investors can visit the analyst ratings page to obtain a comprehensive view of rating changes, thereby enhancing their understanding of market trends and individual stock performance.
See More
Weave Communications Reports Strong Q4 2025 Earnings with Record Growth
- Significant Revenue Growth: Weave Communications reported $63.4 million in revenue for Q4 2025, reflecting a 17% year-over-year increase, marking the company's 16th consecutive quarter of exceeding revenue guidance, indicating strong market demand and growth potential in the healthcare sector.
- Record Gross Margin: The company achieved a gross margin of 73.3%, a 70 basis point improvement from the previous year, showcasing successful cost control and operational efficiency, which enhances investor confidence in its profitability.
- Robust Cash Flow: Free cash flow for Q4 was $4.4 million, with a full-year growth of 24% to $12.9 million, demonstrating effective cash flow management while expanding operations, supporting future investments and growth.
- Optimistic Outlook: Management anticipates total revenue for 2026 to range between $273 million and $276 million, with operating income between $8 million and $12 million, reflecting confidence in new product launches and market expansion, particularly in AI-driven healthcare solutions.
See More
Weave Communications Q4 Earnings Report Analysis
- Earnings Performance: Weave Communications reported a Q4 non-GAAP EPS of $0.03, missing expectations by $0.01, indicating pressure on profitability that may affect investor confidence.
- Revenue Growth: The company achieved Q4 revenue of $63.4 million, representing a 17.0% year-over-year increase and surpassing market expectations by $0.29 million, highlighting its competitive position and sales growth potential.
- Future Outlook: Weave expects total revenue for Q1 2026 to range between $64.2 million and $64.8 million, with full-year revenue projected at $273.0 million to $276.0 million, demonstrating confidence in future growth.
- Operating Income Projections: The company anticipates non-GAAP operating income for Q1 2026 to be between $1.0 million and $2.0 million, with full-year expectations of $8.0 million to $12.0 million, reflecting efforts in cost control and profitability enhancement.
See More
Weaviate Recognized as Leader in 2025 GigaOm Radar for Vector Databases, Showcasing Advanced AI Capabilities
- Market Recognition: Weaviate has been named a Leader and Outperformer in the 2025 GigaOm Radar for Vector Databases, highlighting its advanced capabilities in multimodality and agentic AI, which solidifies its position in the rapidly growing non-relational database market.
- Non-Relational Market Growth: According to the 2025 Gartner Magic Quadrant for Cloud Database Management Systems, the non-relational DBMS segment grew by 22.7% in 2024, more than double the growth rate of relational databases, indicating strong demand for specialized data platforms.
- AI Agent Integration: The GigaOm report emphasizes Weaviate's integration of AI agents, including a Query Agent, Transformation Agent, and Personalization Agent, which enhance the platform's core capabilities, thereby improving user experience and data processing efficiency.
- Flexible Embedding Options: Weaviate supports hundreds of model choices and seamlessly integrates with NVIDIA Inference Microservices to expedite embedding processes, meeting developers' demands for multimodal and agentic AI workflows, further boosting its market competitiveness.
See More
Weave Communications Reports Earnings Miss, Shares Drop Nearly 5%
- Earnings Report Disappointment: Weave Communications reported Q4 2025 revenue of $63.4 million, a 17% increase year-over-year, but net income grew only 8% to $2.6 million, missing market expectations and resulting in a nearly 5% drop in stock price.
- Negative Market Reaction: Although revenue slightly exceeded analysts' expectations of $63.2 million, the adjusted net income of $0.03 per share fell short of the anticipated $0.04, prompting a strong negative response from the market with a 4.74% decline in share price on the day.
- Future Growth Outlook: Weave projects 2026 revenue between $273 million and $276 million, with adjusted net income expected to be between $8 million and $12 million, both comfortably above 2025 results of $239 million and $6.6 million, indicating confidence in future growth.
- Increased Product Stickiness: CEO Brett White emphasized the
See More
Weave Communications Faces Market Backlash After Earnings Release
- Earnings Miss: Weave Communications reported fourth-quarter revenue of $63.4 million, a 17% increase year-over-year, but net income of $2.6 million fell short of expectations, resulting in a nearly 5% drop in stock price.
- Market Expectations Not Met: Analysts had anticipated Weave would report revenue close to $63.2 million and an adjusted net income of $0.04 per share, but the actual results highlighted weaknesses in profitability, leading to market disappointment.
- Growth Guidance: Weave projects revenue for 2026 to be between $273 million and $276 million, with adjusted net income expected to range from $8 million to $12 million, both figures exceeding 2025 results, indicating a positive outlook for future growth.
- Valuation Concerns: While Weave's growth potential is recognized, its current valuation appears high on certain metrics, prompting analysts to suggest waiting for further price declines before considering investment, reflecting a cautious market sentiment regarding its near-term performance.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, indicating a shift in market sentiment that could influence investor decisions.
- Upgrades and Downgrades: While specific upgrades and downgrades are not detailed, the overall rating changes may lead to short-term volatility in the affected stocks, prompting investors to stay alert.
- Market Reaction Expectations: Analyst rating adjustments typically trigger immediate market reactions, and investors should consider the potential impact of these changes on stock prices to make more informed investment choices.
- Information Access Channels: Investors can visit the analyst ratings page to obtain a comprehensive view of rating changes, thereby enhancing their understanding of market trends and individual stock performance.
See More
Weave Communications Reports Strong Q4 2025 Earnings with Record Growth
- Significant Revenue Growth: Weave Communications reported $63.4 million in revenue for Q4 2025, reflecting a 17% year-over-year increase, marking the company's 16th consecutive quarter of exceeding revenue guidance, indicating strong market demand and growth potential in the healthcare sector.
- Record Gross Margin: The company achieved a gross margin of 73.3%, a 70 basis point improvement from the previous year, showcasing successful cost control and operational efficiency, which enhances investor confidence in its profitability.
- Robust Cash Flow: Free cash flow for Q4 was $4.4 million, with a full-year growth of 24% to $12.9 million, demonstrating effective cash flow management while expanding operations, supporting future investments and growth.
- Optimistic Outlook: Management anticipates total revenue for 2026 to range between $273 million and $276 million, with operating income between $8 million and $12 million, reflecting confidence in new product launches and market expansion, particularly in AI-driven healthcare solutions.
See More
Weave Communications Q4 Earnings Report Analysis
- Earnings Performance: Weave Communications reported a Q4 non-GAAP EPS of $0.03, missing expectations by $0.01, indicating pressure on profitability that may affect investor confidence.
- Revenue Growth: The company achieved Q4 revenue of $63.4 million, representing a 17.0% year-over-year increase and surpassing market expectations by $0.29 million, highlighting its competitive position and sales growth potential.
- Future Outlook: Weave expects total revenue for Q1 2026 to range between $64.2 million and $64.8 million, with full-year revenue projected at $273.0 million to $276.0 million, demonstrating confidence in future growth.
- Operating Income Projections: The company anticipates non-GAAP operating income for Q1 2026 to be between $1.0 million and $2.0 million, with full-year expectations of $8.0 million to $12.0 million, reflecting efforts in cost control and profitability enhancement.
See More
Weaviate Recognized as Leader in 2025 GigaOm Radar for Vector Databases, Showcasing Advanced AI Capabilities
- Market Recognition: Weaviate has been named a Leader and Outperformer in the 2025 GigaOm Radar for Vector Databases, highlighting its advanced capabilities in multimodality and agentic AI, which solidifies its position in the rapidly growing non-relational database market.
- Non-Relational Market Growth: According to the 2025 Gartner Magic Quadrant for Cloud Database Management Systems, the non-relational DBMS segment grew by 22.7% in 2024, more than double the growth rate of relational databases, indicating strong demand for specialized data platforms.
- AI Agent Integration: The GigaOm report emphasizes Weaviate's integration of AI agents, including a Query Agent, Transformation Agent, and Personalization Agent, which enhance the platform's core capabilities, thereby improving user experience and data processing efficiency.
- Flexible Embedding Options: Weaviate supports hundreds of model choices and seamlessly integrates with NVIDIA Inference Microservices to expedite embedding processes, meeting developers' demands for multimodal and agentic AI workflows, further boosting its market competitiveness.
See More
