Bandwidth Inc
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 the company's revenue is generated from usage-based fees that includes voice communication and messaging communication that traverse the platform and network.
Employees: 1,100
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
235% more call options, than puts
Call options by funds: $2.11M | Put options by funds: $629K
45% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 42
27% more capital invested
Capital invested by funds: $266M [Q1] → $337M (+$70.8M) [Q2]
7% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 28
0.07% more ownership
Funds ownership: 76.07% [Q1] → 76.14% (+0.07%) [Q2]
1% less funds holding
Funds holding: 158 [Q1] → 157 (-1) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
|
Needham
Joshua Reilly
|
33%
upside
$20
|
Buy
Reiterated
|
13 Jun 2025 |
Financial journalist opinion
