Bandwidth Crescita futura
Criteri Future verificati 3/6
Si prevede che Bandwidth aumenterà gli utili e i ricavi rispettivamente del 86.2% e 10.9% all'anno, mentre si prevede che l'EPS crescerà del 113.6% all'anno.
Informazioni chiave
86.2%
Tasso di crescita degli utili
113.58%
Tasso di crescita dell'EPS
| Telecom crescita degli utili | 50.4% |
| Tasso di crescita dei ricavi | 10.9% |
| Rendimento futuro del capitale proprio | n/a |
| Copertura analitica | Low |
| Ultimo aggiornamento | 09 Jul 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • 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.Seeking Alpha • Jul 02
Bandwidth Is Building A Stronger AI Growth Story
Summary Bandwidth is entering a new growth phase, targeting 18% revenue growth to $880–900 million in 2026, driven by enterprise AI adoption. Margins and profitability are improving, with 2026 adjusted EBITDA guidance of $119–125 million and non-GAAP gross margin reaching 59% in Q1 2026. Major enterprise AI wins, including Salesforce Agentforce and financial services contracts, are fueling higher average revenue per customer and commercial momentum. Issuing a buy rating, I see upside potential if BAND sustains growth, manages capital structure risks, and achieves consistent GAAP profitability. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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").Articolo di analisi • 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...Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Nuova narrazione • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 1,114 | 54 | 149 | 184 | 2 |
| 12/31/2027 | 932 | 23 | 107 | 144 | 5 |
| 12/31/2026 | 891 | 11 | 95 | 129 | 5 |
| 3/31/2026 | 788 | -5 | 69 | 101 | N/A |
| 12/31/2025 | 754 | -13 | 57 | 89 | N/A |
| 9/30/2025 | 756 | -12 | 56 | 87 | N/A |
| 6/30/2025 | 758 | -10 | 58 | 86 | N/A |
| 3/31/2025 | 752 | -1 | 51 | 78 | N/A |
| 12/31/2024 | 748 | -7 | 60 | 84 | N/A |
| 9/30/2024 | 704 | -16 | 42 | 67 | N/A |
| 6/30/2024 | 662 | -21 | 45 | 69 | N/A |
| 3/31/2024 | 634 | -29 | 26 | 48 | N/A |
| 12/31/2023 | 601 | -16 | 19 | 39 | N/A |
| 9/30/2023 | 593 | 28 | -12 | 30 | N/A |
| 6/30/2023 | 589 | 32 | -17 | 31 | N/A |
| 3/31/2023 | 580 | 30 | -27 | 35 | N/A |
| 12/31/2022 | 573 | 20 | -29 | 35 | N/A |
| 9/30/2022 | 542 | -22 | -3 | 41 | N/A |
| 6/30/2022 | 525 | -28 | -4 | 32 | N/A |
| 3/31/2022 | 509 | -29 | 1 | 24 | N/A |
| 12/31/2021 | 491 | -27 | 16 | 41 | N/A |
| 9/30/2021 | 478 | -39 | -2 | 17 | N/A |
| 6/30/2021 | 432 | -35 | -5 | 14 | N/A |
| 3/31/2021 | 388 | -48 | 4 | 22 | N/A |
| 12/31/2020 | 343 | -44 | -10 | 5 | N/A |
| 9/30/2020 | 292 | -26 | -8 | 14 | N/A |
| 6/30/2020 | 268 | -25 | -21 | 4 | N/A |
| 3/31/2020 | 248 | -1 | -28 | 0 | N/A |
| 12/31/2019 | 233 | 2 | N/A | -1 | N/A |
| 9/30/2019 | 223 | 3 | N/A | -3 | N/A |
| 6/30/2019 | 213 | 7 | N/A | 2 | N/A |
| 3/31/2019 | 204 | 14 | N/A | 4 | N/A |
| 12/31/2018 | 204 | 18 | N/A | 25 | N/A |
| 9/30/2018 | 194 | 19 | N/A | 29 | N/A |
| 6/30/2018 | 185 | 18 | N/A | 27 | N/A |
| 3/31/2018 | 176 | 9 | N/A | 27 | N/A |
| 12/31/2017 | 163 | 5 | N/A | 15 | N/A |
| 9/30/2017 | 159 | 18 | N/A | 10 | N/A |
| 6/30/2017 | 157 | 20 | N/A | 5 | N/A |
| 3/31/2017 | 154 | 22 | N/A | 2 | N/A |
| 12/31/2016 | 152 | 22 | N/A | 5 | N/A |
| 12/31/2015 | 138 | 8 | N/A | -4 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che BAND diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che BAND diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.
Guadagni ad alta crescita: Si prevede BAND diventerà redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di BAND ( 10.9% all'anno) crescerà più lentamente rispetto al mercato US ( 13% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di BAND ( 10.9% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Dati insufficienti per determinare se il Return on Equity di BAND è previsto essere elevato tra 3 anni
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/12 04:45 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Bandwidth Inc. è coperta da 11 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brett Knoblauch | Berenberg |
| Erik Suppiger | B. Riley Securities, Inc. |
| Thomas Walkley | Canaccord Genuity |