Weave
+39%
est. 2Y upside i
Rank
#2376
Sector
Healthcare SaaS / Vertical Software
Est. Liquidity
~0Y
Data Quality
Data: MediumWeave at $4.78 (~1.3x revenue) is a deep value play with 72% GM, FCF positive, and AI receptionist catalyst.
Last updated: March 21, 2026
TrueLark AI receptionist drives NRR >105%. Revenue to $300M+. Stock re-rates to 3-4x rev ($9-12).
17% growth sustains. AI adds incremental ARPU. Stock to $6.70. Analyst target $11.
NRR stays below 100. Unprofitable. Dental market saturates. Stock to $3.
Preference Stack Risk
lowPublic — no preference stack.
Dilution Risk
moderateSBC dilution; may need equity raise if unprofitable.
Secondary Liquidity
activeNYSE-listed (WEAV).
Other — 12 roles
- Account Executive, SMB · United States
- Head of Marketing · San Francisco Bay Area, CA
- Operations Specialist, Customer Experience · San Francisco Bay Area, California
- +9 more →
Last updated: March 10, 2026
Questions to Ask at the Interview
Strategic questions based on Weave's data — designed to show you've done your homework.
- 1
“TrueLark adoption rate and NRR impact?”
- 2
“Path to NRR >100%?”
- 3
“New vertical expansion (medical, PT)?”
Community
Valuation Sentiment
Our model estimates +39% upside. What do you think?
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.