Bandwidth Inc (BAND)

$15.46 +0.05 (0.32%)
Market Cap 485.24M
Revenue (ttm) 753.82M
Net Income (ttm) -12.91M
EPS (ttm) N/A
PE Ratio 220.14
Forward PE 44.99
Profit Margin -1.71%
Debt to Equity Ratio 0.00
Volume 477,800
Avg Vol 382,702
Day's Range N/A - N/A
Shares Out 31.39M
Stochastic %K 36%
Beta 2.14
Analysts Strong Sell
Price Target $22.75

Company Profile

Bandwidth Inc. operates as a cloud-based software-powered communications platform-as-a-service provider in the United States and internationally. The company's platform enables enterprises to create, scale, and operate voice or messaging communications services across various mobile applications or connected devices. Its platform also provides voice services through SIP or programmable voice application programming interfaces (API); software APIs for messaging; communications solutions with inte...

Industry: Software - Infrastructure
Sector: Technology
Phone: 800 808 5150
Address:
2230 Bandmate Way, Raleigh, United States
mykiss
mykiss Mar. 18 at 4:08 PM
$BAND Needham reiterates Buy/$20 on $BAND after a Maestro AI demo with CPO. He's underestimating. This isn't commodity telecom, it's carrier-grade AI voice infrastructure with a moat no one's replicated in 15 years. ~5x fwd EBITDA. 🤔 long
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Ftruck
Ftruck Mar. 12 at 4:07 AM
$BAND Now it's Done...YES NO YES NO YES LOL
0 · Reply
Ftruck
Ftruck Mar. 5 at 2:41 PM
$BAND Guess I am wrong not DONE.
1 · Reply
mykiss
mykiss Mar. 5 at 12:23 AM
$BAND Morgan Stanley TMT takeaways: • AI voice stack turns a $0.02/m call → ~$0.10/m interaction (STT, sentiment, fraud, transcription running in parallel) • 300ms latency budget makes network quality mission-critical • Voice growth inflecting 3% → 8% → 12% exit Q4 AI voice moving from beta → production.
1 · Reply
mykiss
mykiss Mar. 3 at 7:18 PM
$BAND at Citizens JMP: Every new dollar of cloud comms revenue yields 82 cents of gross profit. Maestro attaches to 100% of enterprise deals. Enterprise voice churn over the last two years: zero. Long
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mykiss
mykiss Mar. 3 at 5:37 PM
$BAND 😉
0 · Reply
Ftruck
Ftruck Mar. 3 at 2:41 PM
$BAND It's Done
0 · Reply
mykiss
mykiss Mar. 2 at 5:12 PM
$BAND A lot of positives to pitch institutional investors the next two days @ citizens and Morgan Stanley tech conferences in SF
0 · Reply
mykiss
mykiss Mar. 2 at 5:08 PM
$BAND buying back $100M of their 2028 convertible notes at a discount AND fully retired their 2026 notes with cash on hand. Guiding double digit revenue growth and ~30% EBITDA growth for 2026, record profitability, and still funding an $80M share buyback plus record AI investment on top of the debt paydown. Cooking 🔥 long
0 · Reply
mykiss
mykiss Mar. 2 at 2:58 PM
TD Cowen upgrades $TWLO to Buy, PT $160 (from $125). AI agents becoming everyday interfaces. Voice adoption expected to inflect 2H26. Twilio is moving to orchestrate agents. Don't forget the infrastructure Maestro behind agent traffic,$BAND. Orchestration is sexy. Infrastructure gets paid. Long.
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Latest News on BAND
Bandwidth Inc. (BAND) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Mar 4, 2026, 7:12 PM EST - 17 days ago

Bandwidth Inc. (BAND) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Bandwidth Announces Partial Repurchase of 0.50% Convertible Senior Notes Due 2028

Mar 2, 2026, 6:30 AM EST - 19 days ago

Bandwidth Announces Partial Repurchase of 0.50% Convertible Senior Notes Due 2028

New Bandwidth-Cavell Research: EMEA Enterprises Face a Pivotal Moment in AI Adoption Amid Rising Regulation, Trust Pressures

Feb 24, 2026, 8:13 AM EST - 25 days ago

New Bandwidth-Cavell Research: EMEA Enterprises Face a Pivotal Moment in AI Adoption Amid Rising Regulation, Trust Pressures

Bandwidth: 2026 Growth Acceleration To Fuel A Rebound Rally

Feb 21, 2026, 8:30 AM EST - 4 weeks ago

Bandwidth: 2026 Growth Acceleration To Fuel A Rebound Rally

Bandwidth Inc. (BAND) Q4 2025 Earnings Call Transcript

Feb 19, 2026, 4:35 PM EST - 4 weeks ago

Bandwidth Inc. (BAND) Q4 2025 Earnings Call Transcript

Bandwidth Announces Fourth Quarter and Full Year 2025 Financial Results

Feb 19, 2026, 7:00 AM EST - 4 weeks ago

Bandwidth Announces Fourth Quarter and Full Year 2025 Financial Results

Bandwidth to Report Fourth Quarter and Full Year 2025 Financial Results on February 19, 2026

Jan 29, 2026, 9:56 AM EST - 7 weeks ago

Bandwidth to Report Fourth Quarter and Full Year 2025 Financial Results on February 19, 2026

Bandwidth: Software Growth Set To Drive Margin Expansion Ahead

Jan 26, 2026, 11:41 AM EST - 7 weeks ago

Bandwidth: Software Growth Set To Drive Margin Expansion Ahead

Bandwidth's 2026 State of Messaging Report Reveals Biggest Messaging Transformation in a Decade

Jan 22, 2026, 8:13 AM EST - 2 months ago

Bandwidth's 2026 State of Messaging Report Reveals Biggest Messaging Transformation in a Decade

Bandwidth: Profit Upside Will Eventually Grab Value Investors' Attention

Oct 31, 2025, 5:40 PM EDT - 5 months ago

Bandwidth: Profit Upside Will Eventually Grab Value Investors' Attention

Bandwidth Inc. (BAND) Q3 2025 Earnings Call Transcript

Oct 30, 2025, 11:26 AM EDT - 5 months ago

Bandwidth Inc. (BAND) Q3 2025 Earnings Call Transcript

Bandwidth Announces Third Quarter 2025 Financial Results

Oct 30, 2025, 7:00 AM EDT - 5 months ago

Bandwidth Announces Third Quarter 2025 Financial Results

Bandwidth to Report Third Quarter 2025 Financial Results on October 30, 2025

Oct 8, 2025, 1:38 PM EDT - 5 months ago

Bandwidth to Report Third Quarter 2025 Financial Results on October 30, 2025

Bandwidth Wins Ally Financial's 2025 'Technology Disruptor' Award For Powering AI-Enabled Cloud Transformation

Sep 30, 2025, 8:13 AM EDT - 6 months ago

Bandwidth Wins Ally Financial's 2025 'Technology Disruptor' Award For Powering AI-Enabled Cloud Transformation

Bandwidth Expands 'Bring Your Own AI' Approach With Support for OpenAI's Realtime API To Power Advanced AI Voice Agents Using GPT Language Models

Sep 24, 2025, 8:12 AM EDT - 6 months ago

Bandwidth Expands 'Bring Your Own AI' Approach With Support for OpenAI's Realtime API To Power Advanced AI Voice Agents Using GPT Language Models

Bandwidth and Out There Media Partner to Launch RCS Messaging in U.S. for Leading Global Brands

Sep 16, 2025, 2:50 PM EDT - 6 months ago

Bandwidth and Out There Media Partner to Launch RCS Messaging in U.S. for Leading Global Brands

Bandwidth to Reveal New AI and Trust Innovations at Reverb25 TODAY at 10:30 am EDT, With Registration Still Available

Sep 16, 2025, 8:12 AM EDT - 6 months ago

Bandwidth to Reveal New AI and Trust Innovations at Reverb25 TODAY at 10:30 am EDT, With Registration Still Available

Bandwidth to Reveal New AI and Trust Innovations At Reverb25 on Sept. 16, With Registration Now Open

Sep 3, 2025, 8:12 AM EDT - 7 months ago

Bandwidth to Reveal New AI and Trust Innovations At Reverb25 on Sept. 16, With Registration Now Open

Bandwidth: Ignore Market Sentiment And Buy The Dip

Jul 30, 2025, 9:15 AM EDT - 8 months ago

Bandwidth: Ignore Market Sentiment And Buy The Dip

Bandwidth Q2: Selloff Is Unwarranted With Growth Set To Accelerate

Jul 30, 2025, 6:54 AM EDT - 8 months ago

Bandwidth Q2: Selloff Is Unwarranted With Growth Set To Accelerate

Bandwidth Inc. (BAND) Q2 2025 Earnings Call Transcript

Jul 29, 2025, 9:54 AM EDT - 8 months ago

Bandwidth Inc. (BAND) Q2 2025 Earnings Call Transcript

Bandwidth Announces Second Quarter 2025 Financial Results

Jul 29, 2025, 7:15 AM EDT - 8 months ago

Bandwidth Announces Second Quarter 2025 Financial Results

Bandwidth Hosts Enterprise Roundtable in London To Discuss AI-Era Fraud, Compliance and Trust

Jul 22, 2025, 8:13 AM EDT - 8 months ago

Bandwidth Hosts Enterprise Roundtable in London To Discuss AI-Era Fraud, Compliance and Trust

Bandwidth to Report Second Quarter 2025 Financial Results on July 29, 2025

Jul 14, 2025, 2:19 PM EDT - 8 months ago

Bandwidth to Report Second Quarter 2025 Financial Results on July 29, 2025

Bandwidth Powers Pennymac Cloud Migration To 50 Percent Cost Savings, Faster Loan Closings

Jul 9, 2025, 8:13 AM EDT - 9 months ago

Bandwidth Powers Pennymac Cloud Migration To 50 Percent Cost Savings, Faster Loan Closings

Bandwidth Announces 2025 Textie Award Winners Celebrating the Best in Business Messaging

Jun 26, 2025, 8:13 AM EDT - 9 months ago

Bandwidth Announces 2025 Textie Award Winners Celebrating the Best in Business Messaging

Bandwidth: Buy As Retention Stabilizes And Margins Expand

May 11, 2025, 12:38 PM EDT - 11 months ago

Bandwidth: Buy As Retention Stabilizes And Margins Expand

Bandwidth Q1: Resilient Growth Alongside Expanding Margins

May 11, 2025, 4:51 AM EDT - 11 months ago

Bandwidth Q1: Resilient Growth Alongside Expanding Margins

Bandwidth Inc. (BAND) Q1 2025 Earnings Call Transcript

May 7, 2025, 12:01 PM EDT - 11 months ago

Bandwidth Inc. (BAND) Q1 2025 Earnings Call Transcript

Bandwidth Announces First Quarter 2025 Financial Results

May 7, 2025, 6:30 AM EDT - 11 months ago

Bandwidth Announces First Quarter 2025 Financial Results

Bandwidth Opens Nominations for Textie Awards Celebrating the Best in Business Messaging

May 1, 2025, 8:12 AM EDT - 11 months ago

Bandwidth Opens Nominations for Textie Awards Celebrating the Best in Business Messaging

Bandwidth Puts IT Leaders in Control With AI-Ready, Software-Powered Cloud Communications at Enterprise Connect

Mar 17, 2025, 8:12 AM EDT - 1 year ago

Bandwidth Puts IT Leaders in Control With AI-Ready, Software-Powered Cloud Communications at Enterprise Connect

Bandwidth Releases 2025 State of Messaging Report: RCS, Deliverability and Consumer Trust Take Center Stage

Feb 25, 2025, 8:12 AM EST - 1 year ago

Bandwidth Releases 2025 State of Messaging Report: RCS, Deliverability and Consumer Trust Take Center Stage

Bandwidth: True Value In An Expensive Market

Feb 24, 2025, 11:26 AM EST - 1 year ago

Bandwidth: True Value In An Expensive Market

Bandwidth Inc. (BAND) Q4 2024 Earnings Call Transcript

Feb 20, 2025, 10:18 AM EST - 1 year ago

Bandwidth Inc. (BAND) Q4 2024 Earnings Call Transcript

Bandwidth Announces Fourth Quarter and Full Year 2024 Financial Results

Feb 20, 2025, 7:00 AM EST - 1 year ago

Bandwidth Announces Fourth Quarter and Full Year 2024 Financial Results

Bandwidth Named a Leader in IDC MarketScape for Worldwide CPaaS

Feb 11, 2025, 8:12 AM EST - 1 year ago

Bandwidth Named a Leader in IDC MarketScape for Worldwide CPaaS

Bandwidth to Report Fourth Quarter and Full Year 2024 Financial Results on February 20, 2025

Jan 21, 2025, 8:15 AM EST - 1 year ago

Bandwidth to Report Fourth Quarter and Full Year 2024 Financial Results on February 20, 2025

Bandwidth: Remains A Bargain Even As Growth Slows

Jan 20, 2025, 8:27 AM EST - 1 year ago

Bandwidth: Remains A Bargain Even As Growth Slows

Bandwidth Announces Devesh Agarwal as Chief Operating Officer To Lead Growth and Innovation

Jan 2, 2025, 8:12 AM EST - 1 year ago

Bandwidth Announces Devesh Agarwal as Chief Operating Officer To Lead Growth and Innovation

Bandwidth: Sailing Higher On Strong Election Cycle Trends

Nov 4, 2024, 8:22 AM EST - 1 year ago

Bandwidth: Sailing Higher On Strong Election Cycle Trends

Bandwidth Inc. (BAND) Q3 2024 Earnings Call Transcript

Oct 31, 2024, 10:52 AM EDT - 1 year ago

Bandwidth Inc. (BAND) Q3 2024 Earnings Call Transcript

Bandwidth Announces Third Quarter 2024 Financial Results

Oct 31, 2024, 6:29 AM EDT - 1 year ago

Bandwidth Announces Third Quarter 2024 Financial Results

Bandwidth to Report Third Quarter 2024 Financial Results on October 31, 2024

Oct 17, 2024, 4:29 PM EDT - 1 year ago

Bandwidth to Report Third Quarter 2024 Financial Results on October 31, 2024

Bandwidth and its Employees Announce Hurricane Relief For Western North Carolina and Invite Customers To Participate

Oct 17, 2024, 8:14 AM EDT - 1 year ago

Bandwidth and its Employees Announce Hurricane Relief For Western North Carolina and Invite Customers To Participate

Bandwidth Announces the Largest BYOC Ecosystem, Giving Enterprises More Ways To Solve Complex Challenges

Sep 12, 2024, 12:01 PM EDT - 1 year ago

Bandwidth Announces the Largest BYOC Ecosystem, Giving Enterprises More Ways To Solve Complex Challenges

Bandwidth Will Livestream Its Universal Platform Launch TODAY at 10:30 am EDT, With Registration Still Available

Sep 12, 2024, 8:03 AM EDT - 1 year ago

Bandwidth Will Livestream Its Universal Platform Launch TODAY at 10:30 am EDT, With Registration Still Available

Bandwidth To Livestream Next-Gen Universal Platform Launch Sept. 12 at 10:30 am EDT, With Registration Now Open

Aug 28, 2024, 8:12 AM EDT - 1 year ago

Bandwidth To Livestream Next-Gen Universal Platform Launch Sept. 12 at 10:30 am EDT, With Registration Now Open

Bandwidth: Amid Undue Pessimism, Now Is A Great Time To Step In

Aug 5, 2024, 9:58 PM EDT - 1 year ago

Bandwidth: Amid Undue Pessimism, Now Is A Great Time To Step In

Bandwidth Q2 Earnings: Minor Growth Concerns But The Post-Earnings Sell-Off Is Unjustified

Aug 2, 2024, 12:01 PM EDT - 1 year ago

Bandwidth Q2 Earnings: Minor Growth Concerns But The Post-Earnings Sell-Off Is Unjustified

mykiss
mykiss Mar. 18 at 4:08 PM
$BAND Needham reiterates Buy/$20 on $BAND after a Maestro AI demo with CPO. He's underestimating. This isn't commodity telecom, it's carrier-grade AI voice infrastructure with a moat no one's replicated in 15 years. ~5x fwd EBITDA. 🤔 long
0 · Reply
Ftruck
Ftruck Mar. 12 at 4:07 AM
$BAND Now it's Done...YES NO YES NO YES LOL
0 · Reply
Ftruck
Ftruck Mar. 5 at 2:41 PM
$BAND Guess I am wrong not DONE.
1 · Reply
mykiss
mykiss Mar. 5 at 12:23 AM
$BAND Morgan Stanley TMT takeaways: • AI voice stack turns a $0.02/m call → ~$0.10/m interaction (STT, sentiment, fraud, transcription running in parallel) • 300ms latency budget makes network quality mission-critical • Voice growth inflecting 3% → 8% → 12% exit Q4 AI voice moving from beta → production.
1 · Reply
mykiss
mykiss Mar. 3 at 7:18 PM
$BAND at Citizens JMP: Every new dollar of cloud comms revenue yields 82 cents of gross profit. Maestro attaches to 100% of enterprise deals. Enterprise voice churn over the last two years: zero. Long
0 · Reply
mykiss
mykiss Mar. 3 at 5:37 PM
$BAND 😉
0 · Reply
Ftruck
Ftruck Mar. 3 at 2:41 PM
$BAND It's Done
0 · Reply
mykiss
mykiss Mar. 2 at 5:12 PM
$BAND A lot of positives to pitch institutional investors the next two days @ citizens and Morgan Stanley tech conferences in SF
0 · Reply
mykiss
mykiss Mar. 2 at 5:08 PM
$BAND buying back $100M of their 2028 convertible notes at a discount AND fully retired their 2026 notes with cash on hand. Guiding double digit revenue growth and ~30% EBITDA growth for 2026, record profitability, and still funding an $80M share buyback plus record AI investment on top of the debt paydown. Cooking 🔥 long
0 · Reply
mykiss
mykiss Mar. 2 at 2:58 PM
TD Cowen upgrades $TWLO to Buy, PT $160 (from $125). AI agents becoming everyday interfaces. Voice adoption expected to inflect 2H26. Twilio is moving to orchestrate agents. Don't forget the infrastructure Maestro behind agent traffic,$BAND. Orchestration is sexy. Infrastructure gets paid. Long.
0 · Reply
mykiss
mykiss Feb. 26 at 5:41 PM
$BAND weird, who could possibly be buying blocks today??😉
1 · Reply
maplelakeduckslayer
maplelakeduckslayer Feb. 24 at 7:28 PM
$BAND typically stay in biotech land but this is a highly undervalued company. Been starting to accumulate
1 · Reply
mykiss
mykiss Feb. 24 at 3:07 PM
$BAND 🎯 New research: 49% of EMEA enterprises making AI comms a top priority for 2026. 99% depend on managed service providers built on platforms like Bandwidth. 75% still mid-cloud migration = years of runway. Every AI agent that makes a call pays the toll. Bandwidth IS the toll road. https://www.prnewswire.com/news-releases/new-bandwidth-cavell-research-emea-enterprises-face-a-pivotal-moment-in-ai-adoption-amid-rising-regulation-trust-pressures-302695161.html
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Cortomalt
Cortomalt Feb. 23 at 5:41 PM
$BAND $TWLO $RNG Bandwidth Share Repurchase Program Authorization. From last week results: Bandwidth today announced that its Board of Directors has authorized a share repurchase program of up to $80 million of the Company's outstanding Class A common stock, subject to market conditions, contractual restrictions and other factors. The repurchases may be made from time to time at the discretion of management through open market purchases, block trades, privately negotiated transactions, Rule 10b5-1 plans or other means.... ..That means 20 percent more for us in stock values terms
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mykiss
mykiss Feb. 23 at 3:55 PM
$BAND Piper Sandler maintains Hold, raises PT 14 ⬆️15. 🐟
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OfficialStocktwitsUser
OfficialStocktwitsUser Feb. 20 at 4:17 PM
$BAND RSI: 62.30, MACD: -0.0571 Vol: 0.68, MA20: 13.70, MA50: 14.23 🟢 BUY - Uptrend + healthy RSI 👉 https://quantumstockalerts.com Disclaimer: I am not a financial advisor. This post reflects personal analysis and opinions only. Please do your own research before investing or trading.
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Cloverxyz
Cloverxyz Feb. 20 at 3:06 PM
$EGHT > $RNG > $FIVN > $TWLO > $BAND I used all of their products. $EGHT is a strongest AI No hope on $BAND
2 · Reply
mykiss
mykiss Feb. 20 at 2:59 PM
If AI shifts value from seats → interactions, positioning looks like this: $BAND strongest (pure usage + trust layer) $TWLO close behind (API volume + platform) $EGHT solid usage tilt $FIVN strong enterprise platform + margin leverage $RNG large base + AI attach momentum If voice explodes, pipes win first. Platforms that monetize AI well win next.
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YieldOptimizer
YieldOptimizer Feb. 20 at 1:41 PM
$BAND Bandwidth provides cloud communications infrastructure. Growth depends on enterprise adoption. Margin expansion is key.
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ZacksResearch
ZacksResearch Feb. 20 at 1:39 PM
$BAND Q4: Modest beats but a tough road ahead Quarterly revenues declined to $207.7M, with weaker messaging surcharges and no political campaign boost. Adjusted earnings met estimates, but the stock carries a Zacks Rank #4 (Sell). Full analysis here 👇 https://www.zacks.com/stock/news/2872668/bandwidth-q4-earnings-meet-estimates-revenues-decline-yy?cid=sm-stocktwits-2-2872668-body-34361&ADID=SYND_STOCKTWITS_TWEET_2_2872668_BODY_34361
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ZacksResearch
ZacksResearch Feb. 20 at 12:39 PM
$BAND delivered a mixed Q4 — but the margin story stands out. Earnings met estimates and revenue beat expectations, even as messaging and political campaign revenue declined Y/Y. Cloud growth, AI solutions, and stronger margins helped offset the dips. Is this the start of a higher-quality growth phase? Full breakdown here 👉 https://www.zacks.com/stock/news/2872668/bandwidth-q4-earnings-meet-estimates-revenues-decline-yy?cid=sm-stocktwits-2-2872668-teaser-34348&ADID=SYND_STOCKTWITS_TWEET_2_2872668_TEASER_34348
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mykiss
mykiss Feb. 20 at 5:12 AM
$BAND I Guess it was Option F: Don't wait for debt retirement, buyback 80M of stock now and keep dishing out SBC internally before the ice cap(comms valuations) melts and the tide comes in. CEO yesterday: 'It may not manifest as fast as the work-from-home dynamic that occurred back in the early 2020s, but it will ultimately be far more durable and persistent as the next billion users of the global PSTN that we have a footprint for, are voice agents acting on our behalf in wonderful, delightful ways."
0 · Reply