Update shared on01 Aug 2025
Fair value Decreased 5.54%Despite an improved revenue growth outlook for Bandwidth, a decline in net profit margin has contributed to the consensus analyst price target falling from $20.75 to $19.60.
What's in the News
- Pennymac migrated to Bandwidth's cloud communication platform, achieving over 50% annual telecom savings and faster loan processing.
- The partnership provided Pennymac with advanced features like conversational AI, call routing, IP voice metadata, and marketplace integrations, enhancing performance and customer experience.
- Automation enabled 24/7 payment options and expedited underwriting, boosting profitability and service agility.
- Bandwidth's platform improved regulatory compliance for Pennymac by automating TCPA checks, mitigating outbound call risks.
- Bandwidth is expected to report Q2 2025 results on July 31, 2025.
Valuation Changes
Summary of Valuation Changes for Bandwidth
- The Consensus Analyst Price Target has fallen from $20.75 to $19.60.
- The Net Profit Margin for Bandwidth has fallen from 1.97% to 1.85%.
- The Consensus Revenue Growth forecasts for Bandwidth has risen from 7.7% per annum to 8.2% per annum.
Disclaimer
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