Bandwidth (BAND) Aperçu de l'action
Bandwidth Inc. est un fournisseur de plateformes de communication en tant que service, basées sur des logiciels en nuage, aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 3/6 |
| Performances passées | 2/6 |
| Santé financière | 3/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
BAND Community Fair Values
Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Bandwidth Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$56.87 |
| Plus haut sur 52 semaines | US$79.08 |
| Plus bas sur 52 semaines | US$12.50 |
| Bêta | 3.03 |
| Variation sur 1 mois | 5.37% |
| Variation sur 3 mois | 7.65% |
| Variation sur 1 an | 246.56% |
| Variation sur 3 ans | 352.43% |
| Variation sur 5 ans | -44.95% |
| Évolution depuis l'introduction en bourse | 168.38% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Aug 21
BAND: AI Infrastructure And New Guidance Will Shape Balanced Risk Reward Profile
Analysts now place Bandwidth's fair value at $52, compared with the prior $38 level, citing updated assumptions for revenue growth, profit margins, a slightly higher discount rate, and a modestly lower future P/E multiple. What’s in the News for Bandwidth Bandwidth issued new earnings guidance for the third quarter ending September 30, 2026, and now expects revenue between US$231 million and US$235 million.
Mise à jour du récit • Aug 07
BAND: Higher Guidance And AI Platform Will Support Stronger Long-Term Upside
Analysts have raised their price target for Bandwidth from $55.75 to $67.25, citing updated assumptions for revenue growth, profit margin and long term P/E that, despite a slightly higher discount rate, support a higher estimated fair value. What’s in the News for Bandwidth Bandwidth issued new earnings guidance for the third quarter of 2026, with expected revenue between US$231 million and US$235 million.Article d’analyse • Aug 06
Bandwidth's (NASDAQ:BAND) Solid Profits Have Weak Fundamentals
Last week's profit announcement from Bandwidth Inc. ( NASDAQ:BAND ) was underwhelming for investors, despite headline...Recent updates
Mise à jour du récit • Aug 21
BAND: AI Infrastructure And New Guidance Will Shape Balanced Risk Reward Profile
Analysts now place Bandwidth's fair value at $52, compared with the prior $38 level, citing updated assumptions for revenue growth, profit margins, a slightly higher discount rate, and a modestly lower future P/E multiple. What’s in the News for Bandwidth Bandwidth issued new earnings guidance for the third quarter ending September 30, 2026, and now expects revenue between US$231 million and US$235 million.Mise à jour du récit • Aug 07
BAND: Higher Guidance And AI Platform Will Support Stronger Long-Term Upside
Analysts have raised their price target for Bandwidth from $55.75 to $67.25, citing updated assumptions for revenue growth, profit margin and long term P/E that, despite a slightly higher discount rate, support a higher estimated fair value. What’s in the News for Bandwidth Bandwidth issued new earnings guidance for the third quarter of 2026, with expected revenue between US$231 million and US$235 million.Article d’analyse • Aug 06
Bandwidth's (NASDAQ:BAND) Solid Profits Have Weak Fundamentals
Last week's profit announcement from Bandwidth Inc. ( NASDAQ:BAND ) was underwhelming for investors, despite headline...Seeking Alpha • Jul 29
Bandwidth: Marquee Wins And Rallying Retention Rates, Buy The Dip
Summary Bandwidth has tripled year-to-date, driven by accelerating revenue growth and robust AI tailwinds. Despite strong Q2 results, BAND shares pulled back ~20%, presenting a buying opportunity as fundamentals remain intact. BAND benefits from consumption-based revenue, rising net retention, and key partnerships like Salesforce's Agentforce Contact Center. Adjusted EBITDA margins near 20% and consistent FCF support deleveraging, while post-dip multiples remain attractive. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 23
BAND: Convertible Notes And New Revenue Leadership Will Support Further Upside
Analysts have raised their price target on Bandwidth from $70.00 to $86.00, citing updated assumptions around slightly lower discount rates, higher revenue growth, stronger profit margins, and a higher future P/E multiple as key drivers of the change. What’s in the News for Bandwidth Bandwidth Inc.Mise à jour du récit • Jul 09
BAND: AI Build And Convertible Notes Will Limit Long Term Upside
Analysts have lifted their price target for Bandwidth from $24.50 to $55.75, citing updated assumptions around lower discount rates, adjusted revenue growth expectations, higher projected profit margins, and a richer future P/E multiple. What’s in the News for Bandwidth Bandwidth Inc.Mise à jour du récit • Jun 25
BAND: AI Infrastructure Momentum Will Eventually Collide With Rich Equity Pricing
Analysts have kept their $38.00 price target on Bandwidth unchanged, citing only modest adjustments to revenue growth, profit margin and future P/E assumptions that broadly offset one another in their valuation work. What’s in the News for Bandwidth Bandwidth reported Q1 2026 revenue of US$209 million, up 20% year over year, with adjusted EBITDA of US$26 million and a return to GAAP net income of US$4.1 million, which topped analyst expectations on revenue and EBITDA (Source: "Bandwidth Reports Record Q1 2026 Revenue and Expands Salesforce Partnership, Raising Full-Year Outlook").Article d’analyse • Jun 18
Bandwidth (BAND) Stock Could Be 108% Overvalued After Its Recent Pullback
Bandwidth (BAND) has drawn fresh attention after recent trading left the stock down around 14% over the past week and about 9% over the past month, despite strong multi year total returns. See our latest analysis for Bandwidth. The recent pullback leaves Bandwidth’s share price at US$50.84, with the 7 day share price return down 14.28% and the 30 day share price return down 9.13%. However, the 90 day share price return of about 23x suggests momentum has been very strong over the medium term...Mise à jour du récit • Jun 11
BAND: AI Hype And Earnings Momentum Will Eventually Strain Future Returns
Analysts have lifted their Bandwidth fair value estimate from $15.00 to $38.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and a lower future P/E multiple. What's in the News Q1 2026 results showed revenue growth of 19.8% year over year, with adjusted EPS and record adjusted EBITDA above analyst expectations, reinforcing Bandwidth's position as an AI focused voice and communications infrastructure platform.Mise à jour du récit • May 28
BAND: Raised 2026 Revenue Guidance And AI Partnership Will Support Upside
Analysts have lifted their fair value estimate for Bandwidth from $45.00 to $70.00, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple. What's in the News Bandwidth raised full year 2026 revenue guidance to a range of $880 million to $900 million.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Nouveau récit • 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 AlphaSeeking 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 AlphaArticle d’analyse • 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...Article d’analyse • 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 AlphaRendement pour les actionnaires
| BAND | US Telecom | US Marché | |
|---|---|---|---|
| 7D | 29.9% | 1.7% | -0.9% |
| 1Y | 246.6% | -0.4% | 14.2% |
Rendement vs Industrie: BAND a dépassé le secteur US Telecom qui a rapporté -0.4 % au cours de l'année écoulée.
Rendement vs marché: BAND a dépassé le marché US qui a rapporté 14.2 % au cours de l'année écoulée.
Volatilité des prix
| BAND volatility | |
|---|---|
| BAND Average Weekly Movement | 15.8% |
| Telecom Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: Le cours de l'action de BAND a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de BAND ( 16% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1999 | 1,100 | David Morken | www.bandwidth.com |
Bandwidth Inc. est un fournisseur de plate-forme de communications en tant que service, basée sur un logiciel dans le nuage, aux États-Unis et dans le monde entier. La plateforme de la société permet aux entreprises de créer, d'adapter et d'exploiter des services de communication vocale ou de messagerie par le biais de diverses applications mobiles ou d'appareils connectés. Sa plateforme fournit également des services vocaux via des interfaces de programmation d'applications (API) SIP ou vocales programmables ; des API logicielles pour la messagerie ; des solutions de communication avec des services d'urgence locaux intégrés ; des solutions de gestion des numéros ; des informations sur les performances vocales et de messagerie des clients pour prendre des décisions fondées sur des données ; et des services d'intégration d'opérateurs, qui comprennent des communications unifiées en tant que service, des centres de contact en tant que service, l'IA conversationnelle et des plateformes de synthèse vocale/de texte à texte.
Bandwidth Inc. Résumé des fondamentaux
| BAND statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.83b |
| Bénéfices(TTM) | US$2.26m |
| Recettes(TTM) | US$828.24m |
808.4x
Ratio P/E2.2x
Ratio P/SLe site BAND est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| BAND compte de résultat (TTM) | |
|---|---|
| Recettes | US$828.24m |
| Coût des recettes | US$519.82m |
| Marge brute | US$308.43m |
| Autres dépenses | US$306.17m |
| Les revenus | US$2.26m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.07 |
| Marge brute | 37.24% |
| Marge bénéficiaire nette | 0.27% |
| Ratio dettes/capitaux propres | 87.5% |
Quelles ont été les performances à long terme de BAND?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/13 02:11 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Bandwidth Inc. est couverte par 11 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brett Knoblauch | Berenberg |
| Erik Suppiger | B. Riley Securities, Inc. |
| Thomas Walkley | Canaccord Genuity |