Bandwidth IncBAND
BAND
About: Bandwidth Inc is cloud-based communications platform-as-a-service (CPaaS) provider that enables enterprises to create, scale and operate voice or messaging communications services across any mobile application or connected device. Company earns revenue through the sale of communications services offered through Application Programming Interface software solutions to enterprise customers. The majority of our revenue is generated from usage-based fees that includes voice communication and messaging communication that traverse the platform and network.
Employees: 1,100
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
379% more call options, than puts
Call options by funds: $3.04M | Put options by funds: $635K
20% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 46
13% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 23
1% more funds holding
Funds holding: 156 [Q4 2024] → 157 (+1) [Q1 2025]
2.25% less ownership
Funds ownership: 78.31% [Q4 2024] → 76.07% (-2.25%) [Q1 2025]
22% less capital invested
Capital invested by funds: $341M [Q4 2024] → $266M (-$74.8M) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$11
20%
downside
Avg. target
$21
49%
upside
High target
$36
162%
upside
4 analyst ratings
2 positive
50%
1 neutral
25%
1 negative
25%
Needham Joshua Reilly | 45%upside $20 | Buy Reiterated | 13 Jun 2025 |
JMP Securities Patrick Walravens | 162%upside $36 | Market Outperform Reiterated | 15 May 2025 |
Baird William Power | 9%upside $15 | Neutral Maintained | 8 May 2025 |
Morgan Stanley Meta Marshall | 20%downside $11 | Underweight Maintained | 16 Apr 2025 |
Financial journalist opinion
Positive
Zacks Investment Research
1 week ago
Bandwidth (BAND) Up 2.7% Since Last Earnings Report: Can It Continue?
Bandwidth (BAND) reported earnings 30 days ago. What's next for the stock?
Positive
Seeking Alpha
1 month ago
Bandwidth: Buy As Retention Stabilizes And Margins Expand
Bandwidth has shown strong growth momentum since the 2024 elections, with improving net revenue retention rates and rising customer counts, despite broader market volatility. Shares are down ~20% YTD and ~30% over the past year, presenting a compelling buy opportunity given the company's renewed growth trends and raised FY25 outlook. Bandwidth's valuation is attractive at 0.8x EV/FY25 revenue and 7.3x EV/FY25 adjusted EBITDA, with adjusted EBITDA currently rising at a ~40x pace.
Positive
Seeking Alpha
1 month ago
Bandwidth Q1: Resilient Growth Alongside Expanding Margins
Organic growth of 10% is expected for this year, adjusted for last year's political revenue. Gross margins reached 59% in Q1, compared to 57% in the prior year period, and are expected to exceed 60% next year. The business is demonstrating strong operating leverage, with FCF estimated to be $60 million for this year.
Positive
Zacks Investment Research
1 month ago
Bandwidth (BAND) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Bandwidth (BAND) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 month ago
Bandwidth Q1 Earnings Beat Estimates on Solid Revenue Growth
BAND reports a top-line growth year over year, driven by healthy demand for its cloud communication services and disciplined operating execution.
Neutral
Seeking Alpha
1 month ago
Bandwidth Inc. (BAND) Q1 2025 Earnings Call Transcript
Bandwidth Inc. (NASDAQ:BAND ) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Sarah Walas - Vice President, Investor Relations David Morken - Cofounder, Chief Executive Officer & Chairman Daryl Raiford - Chief Financial Officer John Bell - Chief Product Officer Conference Call Participants Arjun Bhatia - William Blair James Fish - Piper Sandler Will Power - Baird Pat Walravens - Citizens Operator Good morning and welcome to the Bandwidth Inc. First Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.
Positive
Zacks Investment Research
1 month ago
Bandwidth (BAND) Q1 Earnings and Revenues Beat Estimates
Bandwidth (BAND) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.27 per share a year ago.
Neutral
PRNewsWire
1 month ago
Bandwidth Announces First Quarter 2025 Financial Results
RALEIGH, N.C. , May 7, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced its financial results for the first quarter ended March 31, 2025.
Negative
Zacks Investment Research
1 month ago
New Strong Sell Stocks for May 2nd
ARCB, ACA and BAND have been added to the Zacks Rank #5 (Strong Sell) List on May 2, 2025.
Neutral
PRNewsWire
1 month ago
Bandwidth Opens Nominations for Textie Awards Celebrating the Best in Business Messaging
Honors the innovators redefining how businesses connect through text messaging RALEIGH, N.C. , May 1, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced the return of The Texties, the original award series honoring excellence and innovation in business text messaging.
Charts implemented using Lightweight Charts™