Bandwidth Inc.

Informe acción NasdaqGS:BAND

Capitalización de mercado: US$2.0b

Bandwidth Dividendos y recompras

Dividendo controles de criterios 0/6

Bandwidth no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

0.5%

Rendimiento de la recompra

Rendimiento total para el accionista0.5%
Rendimiento futuro de los dividendos0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

Recent updates

Seeking Alpha May 05

Bandwidth: AI Voice Catalyst Is Just Getting Started

Summary Bandwidth (BAND) delivered a blowout Q1 2026, with 20% revenue growth, 17% EBITDA growth, and a raised full-year outlook driven by AI voice demand. BAND's margin profile is inflecting, with non-GAAP gross margin reaching 59.5% and software services ARR climbing 67% sequentially to $25M. The Salesforce Agentforce partnership and two $2M+ financial services contracts position BAND as a critical infrastructure layer for the AI voice economy. Read the full article on Seeking Alpha
Actualización de narrativa May 03

BAND: Higher 2026 Guidance And Buyback Will Shape Balanced Outlook

Analysts have lifted their fair value estimate for Bandwidth from $36.00 to $45.00, citing updated views on revenue growth, profit margins, and a lower future P/E assumption as key drivers behind the higher price target. What's in the News Bandwidth raised full year 2026 revenue guidance to a range of US$880 million to US$900 million, up from prior guidance of US$864 million to US$884 million.
Actualización de narrativa Apr 18

BAND: AI Partnerships And Buybacks Will Support Measured Long Term Upside Potential

Analysts have lifted their Bandwidth price target from approximately $23.67 to $24.50, reflecting updated assumptions for revenue growth, profit margins, discount rate, and future P/E, which they view as better aligned with the current setup. What's in the News Bandwidth is partnering with Salesforce to provide infrastructure for Salesforce's new CRM native, AI driven Agentforce Contact Center platform.
Actualización de narrativa Jan 09

BAND: AI Voice Integrations Will Support Future Upside Potential

Analysts have maintained their Bandwidth fair value target at $23.67 while making small adjustments to their discount rate and future P/E assumptions. This reflects modest changes to their risk and earnings outlook rather than a revision to the headline price target.
Actualización de narrativa Dec 22

BAND: AI Voice Integrations Will Drive Long-Term Upside Potential

Analysts have modestly increased their price target for Bandwidth to approximately $23.67 per share, citing a slightly higher discount rate and stable expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Issued full year 2025 guidance, projecting revenue between $747 million and $760 million, signaling confidence in continued top line growth (Corporate Guidance) Announced support for OpenAI's latest Realtime API, integrating SIP-based voice calling so enterprises can deploy their own GPT powered conversational voice agents on Bandwidth's edge infrastructure (Product Related Announcement) Expanded its open, multi pathway AI strategy with options ranging from pre built integrations with platforms like Google Dialogflow and Cognigy to standards based APIs such as OpenAI's Realtime API, broadening routes to build AI enhanced communications (Product Related Announcement) Highlighted advantages of its owned and operated global cloud communications network, positioning low latency, high fidelity voice and intelligent routing as key enablers for mission critical conversational AI use cases (Product Related Announcement) Valuation Changes Fair Value: Unchanged at approximately $23.67 per share, indicating stable long term intrinsic value expectations.
Actualización de narrativa Dec 07

BAND: Expanding AI Communications Ecosystem Will Drive Future Revenue Upside

Analysts have modestly raised their price target on Bandwidth to approximately $23.67 per share. This reflects a slightly higher discount rate and future earnings multiple that together support a marginally stronger long term valuation outlook.
Actualización de narrativa Nov 23

BAND: Rising Demand for AI Voice Agents Will Drive Revenue Higher

Analysts have raised their price target for Bandwidth from $17.00 to $23.67. They cited stronger-than-expected revenue growth prospects, even though there is a lower anticipated profit margin and an increased forward P/E ratio.
Actualización de narrativa Nov 04

BAND: Future AI Voice and Trusted Communications Will Drive Business Evolution

Narrative Update on Bandwidth: Analyst Price Target Adjustment Analysts have reduced their fair value estimate for Bandwidth from $21.50 to $17.00. They cite moderating revenue growth projections and a higher discount rate as key factors driving the updated outlook.
Artículo de análisis Sep 18

Bandwidth Inc.'s (NASDAQ:BAND) Price Is Right But Growth Is Lacking After Shares Rocket 27%

Bandwidth Inc. ( NASDAQ:BAND ) shareholders have had their patience rewarded with a 27% share price jump in the last...
Actualización de narrativa Aug 31

Enterprise Cloud Migration And AI Voice Applications Will Transform Communications

The upward revision in Bandwidth’s consensus price target is driven by improved revenue growth forecasts, despite a higher future P/E multiple, resulting in a new target of $21.50. What's in the News Bandwidth expects 10% organic revenue growth for both Q3 and the full year 2025 at the midpoint.
Artículo de análisis Jul 01

Does Bandwidth (NASDAQ:BAND) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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Nueva narrativa May 30

Cloud And AI Platforms Will Drive Enterprise Communication Transformation

Accelerated cloud and AI platform adoption, coupled with digital transformation, is fueling Bandwidth's revenue growth, operating leverage, and rising margins.
Seeking Alpha Feb 24

Bandwidth: True Value In An Expensive Market

Summary Despite a 10% stock drop post-Q4 results, Bandwidth reported a healthy revenue beat and strong net revenue retention rates, making it a compelling value play. We note that Bandwidth's revenue growth is now far outstripping its better-recognized rival, Twilio, both of which benefited from political cycle revenue in FY '24. Bandwidth's robust FY '25 guidance signals ~10% organic revenue growth, alongside margin expansion toward a path of hitting ~20% adjusted EBITDA margins by FY '26. I'm reiterating my buy opinion on Bandwidth, given its solid growth rates and attractive valuation at ~8x forward adjusted EBITDA. Read the full article on Seeking Alpha
Seeking Alpha Jan 20

Bandwidth: Remains A Bargain Even As Growth Slows

Summary Shares have remained weak in recent months, despite strong growth and improving profitability in the underlying business. The market appears to be pricing in a significant growth deceleration due to the lack of political spending on the platform in 2025. Despite this headwind, I expect 8% year over year increase in Adjusted EBITDA and a 10% increase in FCF for FY25. With shares trading at just 7.8 times FCF, I maintain my Buy rating. Read the full article on Seeking Alpha
Artículo de análisis Jan 14

Why Investors Shouldn't Be Surprised By Bandwidth Inc.'s (NASDAQ:BAND) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 0.6x Bandwidth Inc. ( NASDAQ:BAND ) is a stock worth...
Artículo de análisis Dec 19

Health Check: How Prudently Does Bandwidth (NASDAQ:BAND) Use Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Nov 04

Bandwidth: Sailing Higher On Strong Election Cycle Trends

Summary Bandwidth has shown a notable turnaround in Q3 with a 28% y/y revenue growth, driven partly by election-cycle messaging, and raised its FY24 outlook. Despite recent gains, Bandwidth remains a value stock with a 1.0x FY25 revenue multiple and a 6.5x EV/FY25 adjusted EBITDA multiple. The company’s net revenue retention rate rebounded to 117% in Q3, indicating strong customer usage and upsell, with further upside potential. Risks include potential revenue deceleration post-election and macro headwinds, but the stock's low valuation and growth resurgence make it a compelling buy. Read the full article on Seeking Alpha
Artículo de análisis Aug 03

US$24.50: That's What Analysts Think Bandwidth Inc. (NASDAQ:BAND) Is Worth After Its Latest Results

Shareholders in Bandwidth Inc. ( NASDAQ:BAND ) had a terrible week, as shares crashed 32% to US$15.21 in the week since...
Seeking Alpha Aug 02

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

Summary Shares are down 30% following the Q2 earnings report. Q2 earnings showed weaker growth but improved profitability and FCF generation. Growth is expected to improve in the next two quarters, boosted by political spending. With debt concerns diminishing, I find the current valuation to be highly attractive. Read the full article on Seeking Alpha
Artículo de análisis Aug 01

Bandwidth Inc.'s (NASDAQ:BAND) 38% Price Boost Is Out Of Tune With Revenues

Bandwidth Inc. ( NASDAQ:BAND ) shareholders would be excited to see that the share price has had a great month, posting...
Artículo de análisis Jun 15

Bandwidth Inc. (NASDAQ:BAND) May Have Run Too Fast Too Soon With Recent 30% Price Plummet

Bandwidth Inc. ( NASDAQ:BAND ) shareholders won't be pleased to see that the share price has had a very rough month...
Seeking Alpha May 22

Bandwidth: 2024 Will Be The Year Of Strong Execution

Summary Bandwidth, a CPaaS vendor, is outperforming its larger rival Twilio with a stock increase of over 50% this year. The company is benefiting from cyclical growth due to election-cycle traffic and strong management execution that has substantially lifted adjusted EBITDA margins. Bandwidth has a meaningful market opportunity, revenue re-acceleration, high customer retention rate, and improved profitability. It trades at a cheap ~1x revenue multiple that has plenty of opportunity to rally. Read the full article on Seeking Alpha
Artículo de análisis May 03

Does Bandwidth (NASDAQ:BAND) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Feb 29

Bandwidth: Promising Outlook, But Risks Remain (Rating Upgrade)

Summary Bandwidth's stock jumped over 50% after reporting Q4 results and issuing robust guidance for FY24 and beyond. The company expects revenue growth to outpace its competitor Twilio, and aims for a revenue growth CAGR of 15-20% through 2026. While the outlook is positive, investors should remain cautious as Bandwidth's net revenue retention rates are dropping, and it continues to lose customers. Ability to execute is tantamount to hitting guidance, and to date, Bandwidth has seen very little progress on sales. Read the full article on Seeking Alpha
Artículo de análisis Feb 23

Many Still Looking Away From Bandwidth Inc. (NASDAQ:BAND)

When you see that almost half of the companies in the Telecom industry in the United States have price-to-sales ratios...

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de BAND han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de BAND han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Bandwidth vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de BAND con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (BAND)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Telecom)5.2%
Analista de previsiones (BAND) (hasta 3 años)0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de BAND en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de BAND en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de BAND para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que BAND no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/27 14:45
Precio de las acciones al final del día2026/05/27 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Bandwidth Inc. está cubierta por 11 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Brett KnoblauchBerenberg
Erik SuppigerB. Riley Securities, Inc.
Thomas WalkleyCanaccord Genuity