WEAV

Over the past six months (April to October 2026), Weave Communications announced on August 18, 2026, a definitive agreement to be acquired by Francisco Partners for approximately $650 million in cash, with stockholders receiving $7.40 per share, representing a 34% premium. This acquisition, expected to close in Q4 2026, will make Weave a private company and led to a 45% stock return post-announcement. The company reported Q1 2026 revenue growth of 17.4% year-over-year to $65.5 million with improved profitability and record customer location additions, and Q2 2026 revenue grew 15.5% year-over-year to $67.5 million, narrowing its net loss to $4.3 million and achieving $4.6 million in adjusted EBITDA. Following the acquisition news, several research firms, including B. Riley Financial, Piper Sandler, Loop Capital, and Raymond James Financial, downgraded Weave's stock to 'hold' or 'market perform' with price targets adjusted to $7.40. Overall, the stock has risen by 55.58% over the past six months, experiencing volatility compared to the US market in the last three months.