Added to YB: 2025-06-25
Pitch date: 2025-06-23
WEAV [bullish]
Weave Communications, Inc.
-21.37%
current return
Author Info
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Company Info
Weave Communications, Inc. provides a customer experience and payments software platform for small and medium-sized healthcare businesses in the United States and Canada.
Market Cap
$596.3M
Pitch Price
$8.33
Price Target
20.00 (+199%)
Dividend
N/A
EV/EBITDA
-33.03
P/E
-18.92
EV/Sales
2.60
Sector
Software
Category
growth
Weave - VC Overhang Ends, Revenue Acceleration Begins
WEAV: SaaS platform for medical offices at 1.8x '26e EV/sales despite clear 15-20% revenue growth trajectory & 15%+ FCF margins by 2027. 50%+ new locations from non-dental (low competition). Enterprise product launch 2H24, TrueLark AI upsell driving NRR to ~105%. FCF breakeven now. Price targets: $13-15 by Nov '25, $20+ by 2027. Heavy VC selling (23% of shares) nearly complete.
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