Weave Communications, Inc.(WEAV)Stock Analysis
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Rank #2,019 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
WEAV Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Weave Communications, Inc. (WEAV), a Technology sector company. 13F Pro's AI-powered ranking engine scores WEAV at 38.3/100 on a 32-signal composite quality model, placing it at rank #2,019 of 2,879 stocks — the bottom half of the AI-ranked universe. WEAV scores in the top quartile across institutional flow (83.4), revenue growth (79.6). Areas of concern include balance sheet strength (13.4) and profitability (21.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 13.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Weave Communications, Inc. reports quarterly revenue of $65.5M, net income of $-5.8M, an operating margin of -9.2%. Top institutional holders of WEAV by reported 13-F value include Newtyn Management,, BlackRock,, CROSSLINK CAPITAL, based on the most recent SEC filings. WEAV trades on the NYSE exchange and files with the SEC under CIK 1609151. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WEAV daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Weave Communications, Inc. directly from SEC EDGAR. Weave Communications, Inc.'s 13F Pro composite quality score has ranged between 8 and 66 since 2022, currently 38.3 — an improving long-term trajectory across 51 quarterly and live scoring snapshots.
Revenue
Q1 2026
$65.5M
Net Income
Q1 2026
$-5.8M
Free Cash Flow
Q1 2026
$-6.2M
Operating Margin
Q1 2026
-9.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+17.0% YoYNet Income
+1.0% YoYOperating Income
+2.6% YoYEPS (Diluted)
+7.5% YoYTotal Assets
+10.1% YoYTotal Debt
Op. Cash Flow
+24.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $239.0M +17.0% | $204.3M +19.9% | $170.5M +19.9% | $142.1M +22.7% | $115.9M +45.0% | $79.9M |
| Net Income | $-28.1M +1.0% | $-28.3M +8.7% | $-31.0M +37.6% | $-49.7M +3.8% | $-51.7M -27.9% | $-40.4M |
| Operating Income | $-30.6M +2.6% | $-31.4M +8.6% | $-34.4M +30.9% | $-49.7M +1.4% | $-50.4M -27.3% | $-39.6M |
| EPS (Diluted) | $-0.37 +7.5% | $-0.40 +13.0% | $-0.46 +39.5% | $-0.76 +70.8% | $-2.60 -2811.5% | $-0.09 |
| Total Assets | $208.0M +10.1% | $188.9M -6.0% | $201.0M -3.5% | $208.3M +11.1% | $187.5M +101.7% | $93.0M |
| Total Debt | — | — | $0.00 -100.0% | $10.0M +0.0% | $10.0M +127.3% | $4.4M |
| Operating Cash Flow | $17.5M +24.0% | $14.1M +38.4% | $10.2M +180.1% | $-12.8M +37.3% | $-20.4M -31.3% | $-15.5M |
AI Insight: WEAV Financial Trends
Weave shows steady revenue growth to $66M in Q1 2026 but remains unprofitable with volatile operating cash flows.
• Revenue grew consistently from $51M in Q2 2024 to $66M in Q1 2026, representing 29% growth over eight quarters.
• Operating losses narrowed significantly from $-9M in Q2 2024 to $-2M in Q4 2025 before widening to $-6M in Q1 2026.
• Equity strengthened from $70M in Q2 2024 to $83M in Q1 2026 with notable jump to $79M in Q2 2025.
⚠ Operating cash flow turned negative to $-6M in Q1 2026 after maintaining positive levels in prior four quarters.
⚠ Operating losses deteriorated from $-2M in Q4 2025 to $-6M in Q1 2026, reversing improvement trend.
AI Insight: WEAV Ratio Trends
Operating margin dramatically improved from -17.4% in Q2 2025 to -3.4% in Q4 2025, though momentum stalled with deterioration to -9.2% in Q1 2026.
• Operating margin surged from -17.4% in Q2 2025 to -3.4% in Q4 2025, marking significant operational improvement.
• ROIC improved substantially from -51.7% in Q2 2025 to -10.5% in Q4 2025, showing enhanced capital efficiency.
• All profitability metrics remain deeply negative with ROE at -27.7% and operating margin at -9.2% in Q1 2026.
⚠ Operating margin deteriorated from -3.4% in Q4 2025 to -9.2% in Q1 2026, reversing prior improvement trend.
⚠ Company continues burning capital with negative returns across all profitability metrics despite recent operational gains.
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Top Institutional Holders of WEAV
Newtyn Management, LLC
$32.3M7,000,000 shBlackRock, Inc.
$21.8M4,721,153 shCROSSLINK CAPITAL INC
$19.6M4,246,858 shGumshoe Capital Management LLC
$14.2M3,068,938 shVANGUARD CAPITAL MANAGEMENT LLC
$12.8M2,760,746 shVANGUARD PORTFOLIO MANAGEMENT LLC
$11.2M2,429,236 shDISCIPLINED GROWTH INVESTORS INC /MN
$10.5M2,276,381 shSTATE STREET CORP
$10.1M2,192,445 shFRONTIER CAPITAL MANAGEMENT CO LLC
$9.7M2,099,389 shDivisar Capital Management LLC
$8.5M1,840,100 sh
| Fund | Value | Shares |
|---|---|---|
| Newtyn Management, LLC | $32.3M | 7,000,000 |
| BlackRock, Inc. | $21.8M | 4,721,153 |
| CROSSLINK CAPITAL INC | $19.6M | 4,246,858 |
| Gumshoe Capital Management LLC | $14.2M | 3,068,938 |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.8M | 2,760,746 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $11.2M | 2,429,236 |
| DISCIPLINED GROWTH INVESTORS INC /MN | $10.5M | 2,276,381 |
| STATE STREET CORP | $10.1M | 2,192,445 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $9.7M | 2,099,389 |
| Divisar Capital Management LLC | $8.5M | 1,840,100 |
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Popular Research
Is WEAV a good stock to buy?
13F Pro's AI-powered analysis of Weave Communications, Inc. (WEAV) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WEAV are available on the WEAV stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own WEAV?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WEAV. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Weave Communications, Inc.'s investment landscape.