Traders should consider the arbitrage spread between the current stock price and the $7.40 offer price, adjusted for deal risk (stockholder vote, regulatory approvals, and closing conditions). The stock will likely trade near the offer price until the deal closes. Monitor for any competing bids or regulatory hurdles that could widen the spread.
Price Chart
Executive Summary
Weave Communications announced a definitive agreement to be acquired by affiliates of Francisco Partners for $7.40 per share in cash, representing an aggregate equity valuation of approximately $650 million and a 34% premium to the unaffected closing price. The transaction is expected to close in Q4 2026, subject to stockholder and regulatory approvals.
Key Facts
- Acquisition price: $7.40 per share in cash
- Aggregate equity valuation: approximately $650 million
- 34% premium to August 17, 2026 closing price
- Buyer: Francisco Partners (affiliates of Francisco Partners Management, L.P.)
- Expected close: Q4 2026
- Unanimous Board approval
- No executive officer has agreed to roll over equity or invest alongside the buyer
- Weave to cease trading on NYSE and become a private company
Financial Impact
Stockholders receive $7.40/share cash; aggregate equity value ~$650M; 34% premium
Risk Factors
- Failure to obtain stockholder approval
- Regulatory delays or failure to receive required approvals
- Termination of the merger agreement (including termination fee scenarios)
- Litigation challenging the transaction
- Adverse changes in business relationships during pendency
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (WEAV) — Batch item 1 | 0001609151-26-000084 |
| Document: 0001609151-26-000084-index-headers.html | 0001609151-26-000083 |
| Document: 0001609151-26-000084-index.html | 0001609151-26-000084 |
| Document: 0001609151-26-000084.txt | 0001609151-26-000084 |
| 8-K Filing (WEAV) — Batch item 5 | 0001609151-26-000083 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | — | awaiting T+20 | — | — |
Oct 26, 2026 today | 25-NSE | — | awaiting T+20 | — | — |
Oct 16, 2026 10d ago | SC 13G | $7.40 | awaiting T+20 | — | $7.40 (+0.00%) |
Oct 13, 2026 13d ago | DEFA14A | $7.39 | awaiting T+20 | — | $7.40 (+0.14%) |
Oct 13, 2026 13d ago | 8-K | $7.39 | awaiting T+20 | — | $7.40 (+0.14%) |
Sep 25, 2026 4w ago | DEFM14A | $7.35 $7.40 | ▲ +0.68% | ▲ +2.16% | $7.40 (+0.68%) |
Sep 21, 2026 5w ago | DEFA14A | $7.34 $7.39 | ▲ +0.68% | ▲ +1.24% | $7.40 (+0.82%) |
Sep 21, 2026 5w ago | 8-K | $7.34 $7.39 | ▲ +0.68% | ▲ +1.24% | $7.40 (+0.82%) |
Aug 19, 2026 9w ago | DEFA14A / 8-K | $7.31 $7.33 | ▲ +0.27% | ▲ +2.23% | $7.40 (+1.23%) |
Aug 18, 2026 9w ago | DEFA14A / 8-K | $7.28 $7.34 | ▲ +0.76% | ▲ +1.75% | $7.40 (+1.65%) |
US Market Status
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