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Weave Communications, Inc. stock: filings, catalysts and timeline

WEAV · Software Saas · NYSE · As of 4 Nov 2026

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47AIR SCORE
  • FundamentalsWhat is this?Watch

    How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.

    Source: SEC XBRL financial statements.

  • ValueWhat is this?Balanced

    How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.

    Source: SEC XBRL financial statements and end-of-day prices.

  • News flowWhat is this?Balanced

    What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.

    Source: SEC EDGAR 8-K filings and FDA approvals.

  • MomentumWhat is this?Strong

    The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.

    Source: End-of-day prices.

  • SafetyWhat is this?Watch

    The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.

    Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.

How AIR scores →

Discovery Gap: Low (0/100) · Gap confidence 44/100

Low0
DISCOVERY GAP

The market has largely caught up to the documented story.

Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.

What is this?

How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.

Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.

How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.

  • Gap confidenceWhat is this?Moderate 44/100How fully AIR could measure this Gap.

    How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.

  • Evidence strengthWhat is this?Strong 78/100Support behind the full AIR read, not only the Gap.

    How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.

This month at a glance

AIR Score™ change: 0AIR Score™ held steady this month.
Window31 Oct 2026 → 4 Nov 2026
MoversNothing moved meaningfully this month.

Evidence timeline

  1. Expected

  2. Fri 6 Nov · expected 10-Q

    Last year filed 6 Nov 2025.

  3. Fri 5 Mar · expected 10-K

    Last year filed 5 Mar 2026.

  4. Filed

  5. Mon 26 Oct · 8-K

    8-K · Items 1.01, 1.02, 2.01, 2.03, 3.01, 3.03, 5.01, 5.02, 8.01 — Material agreement

    Francisco Partners completed acquisition of Weave for $7.40/share (~$650M). Company delisted from NYSE, became private subsidiary. New $240M credit facility established; prior credit facility repaid and terminated.

  6. Thu 22 Oct · 8-K

    8-K filed 2026-10-22

    News flow: Balanced 49 → Watch 44

    The filings read less positively.

  7. Tue 13 Oct · 8-K

    8-K · Item 8.01 — Other events

  8. Mon 21 Sep · 8-K

    8-K · Item 8.01 — Other events

  9. Wed 19 Aug · 8-K

    8-K · Item 1.01 — Material agreement

  10. Tue 18 Aug · 8-K

    8-K · Item 8.01 — Other events

  11. Thu 6 Aug · 10-Q

    Quarterly report (10-Q), period ending 3 Aug 2026

  12. Thu 6 Aug · 8-K

    8-K · Item 2.02 — Results of operations

  13. Wed 10 Jun · 8-K

    8-K filed 2026-06-10

  14. Tue 5 May · 10-Q

    Quarterly report (10-Q), period ending 1 May 2026

  15. Thu 30 Apr · 8-K

    8-K · Item 2.02 — Results of operations

  16. Mon 30 Mar · 8-K

    8-K · Items 1.01, 5.02 — Material agreement

  17. Thu 5 Mar · 10-K

    Annual report (10-K), FY2026

  18. Thu 19 Feb · 8-K

    8-K · Item 2.02 — Results of operations

  19. Thu 6 Nov · 10-Q

    Quarterly report (10-Q), period ending 3 Nov 2025

Earlier →

Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.

Ask AIR

What would change our view

A weaker balance sheet in the next filing cycle, further risk-signal deterioration, or a new evidence cluster that re-opens a distance between filings and attention would move the score, and the page would show which one did.

Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.