GET DAILY SIGNALSWeave Communications (WEAV) Third-Quarter 2026 Earnings Preview
Key Takeaways
- Weave Communications (WEAV) is expected to report third-quarter 2026 results in early November 2026, estimated around November 4, after the U.S. market close.
- Wall Street consensus calls for non-GAAP earnings of $0.04 per share on revenue of roughly $69.2 million, up from $61.3 million in the prior-year quarter.
- Management's own outlook points to Q3 revenue of $68.6 million to $69.6 million, while full-year 2026 revenue guidance was recently trimmed to $273 million to $275 million.
- Investors will watch payments momentum, adoption of AI-driven products, and dollar-based net revenue retention, which stood at 92% in Q1 2026.
- The company is progressing toward profitability, having posted a non-GAAP operating margin of 4.7% in Q2 2026.
Earnings Context and Why It Matters
Weave Communications (WEAV) operates a vertical Software-as-a-Service platform that delivers an AI-powered patient communications, engagement, and payments suite aimed at small and medium-sized healthcare practices. The upcoming third-quarter 2026 report will help clarify whether the company can maintain double-digit revenue growth and continue expanding margins amid an internal sales-team reorganization. In Q2 2026, revenue rose 15.5% year over year to $67.5 million, with payments revenue expanding at roughly twice that pace and non-GAAP operating income reaching $3.2 million. Management recently trimmed full-year revenue guidance due to the go-to-market transition, so this quarter will indicate whether demand and execution have stabilized.
What Analysts Expect
Analysts project that Weave will report non-GAAP earnings of about $0.04 per share on revenue near $69.2 million for the quarter ended September 30, 2026. That compares with revenue of $61.3 million and non-GAAP earnings of $0.02 per share in the year-ago period, pointing to growth of roughly 13%. The company’s own guidance anticipates third-quarter revenue between $68.6 million and $69.6 million.
Investors will look past the headline numbers to several operating metrics, including the growth rate of the payments business, additions of new customer locations, and dollar-based net revenue retention. Weave reported NRR of 92% in Q1 2026, and management has noted that monthly retention trends have started to improve. Commentary on the AI Receptionist product, developed from the TrueLark acquisition, will also draw attention given its importance to the long-term growth plan. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Market Reaction and Investor Sentiment
Sentiment ahead of the third-quarter results appears cautiously optimistic yet mixed. Weave has a solid history of meeting or beating revenue expectations, and its progress toward non-GAAP profitability has been well received. At the same time, the reduced full-year guidance and the ongoing sales-team changes have added some uncertainty around near-term growth. The market will likely respond most strongly to revenue growth relative to the low end of guidance, any revision to the full-year outlook, and indications on whether the sales transition is taking hold. A clear beat-and-raise scenario would support the constructive view, while further guidance cuts could pressure the stock.
Forward Outlook and Key Factors to Monitor
Beyond the third-quarter print, several elements will influence Weave’s path forward. Payments revenue has grown at approximately double the rate of overall revenue and carries higher margins, so its continued expansion is central to reaching the long-term gross margin target of 75% to 80%. The integration and monetization of AI products such as the AI Receptionist and Call Intelligence tools also warrant attention, as these are being rolled out across mid-market and single-location customers, with plans for added voice capabilities. Retention metrics remain important as well; NRR below 100% signals that existing customers are generating modestly less revenue over time, and any improvement here would suggest easing churn pressures. Finally, updates to full-year 2026 guidance and operating-expense commentary will be telling. If the sales reorganization stabilizes, Weave could resume faster execution while building operating leverage toward sustainable profitability. From what I see, checking forecasts with Tickeron’s AI Trend Prediction Engine helps put these trends in context.
Exploring AI Tools for Stock Research
In my own process, I often turn to Tickeron’s AI Screener when evaluating names like Weave. It lets me filter stocks and ETFs by technical patterns, fundamentals, trends, and AI-driven signals, which helps surface comparable opportunities in the healthcare software space more efficiently than manual methods. This kind of structured scanning supports a clearer view of relative positioning without replacing deeper fundamental work.
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Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
Aroon Indicator for WEAV shows an upward move is likely
WEAV's Aroon Indicator triggered a bullish signal on October 19, 2026. Tickeron's A.I.dvisor detected that the AroonUp green line is above 70 while the AroonDown red line is below 30. When the up indicator moves above 70 and the down indicator remains below 30, it is a sign that the stock could be setting up for a bullish move. Traders may want to buy the stock or look to buy calls options. A.I.dvisor looked at 231 similar instances where the Aroon Indicator showed a similar pattern. In 194 of the 231 cases, the stock moved higher in the days that followed. This puts the odds of a move higher at 84%.
Technical Analysis (Indicators)
Bullish Trend Analysis
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 46 of 60 cases where WEAV's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 77%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where WEAV declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 79%.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 14 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (7.006) is normal, around the industry mean (4.731). WEAV has a moderately low P/E Ratio (-27.407) as compared to the industry average of (13.055). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (2.133). Dividend Yield (0.000) settles around the average of (0.012) among similar stocks. P/S Ratio (2.228) is also within normal values, averaging (6.065).
The Tickeron Price Growth Rating for this company is 43 (best 1 - 100 worst), indicating steady price growth. WEAV’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 47 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 96 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. WEAV’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 97, placing this stock worse than average.
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