Bandwidth（BAND）株式概要
は、クラウドベースのソフトウェアによる通信プラットフォーム・アズ・ア・サービス・プロバイダーとして、米国内外で事業を展開しています。 詳細
BAND Community Fair Values
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Analyst Price Targets
Bandwidth Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$57.66 |
| 52週高値 | US$62.24 |
| 52週安値 | US$12.50 |
| ベータ | 2.72 |
| 1ヶ月の変化 | 140.95% |
| 3ヶ月変化 | 289.07% |
| 1年変化 | 300.14% |
| 3年間の変化 | 378.11% |
| 5年間の変化 | -49.55% |
| IPOからの変化 | 172.11% |
最新ニュース
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
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...新しいナラティブ • 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 Alpha分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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...株主還元
| BAND | US Telecom | US 市場 | |
|---|---|---|---|
| 7D | -1.5% | 3.5% | 1.3% |
| 1Y | 300.1% | 4.9% | 27.7% |
業界別リターン: BAND過去 1 年間で4.9 % の収益を上げたUS Telecom業界を上回りました。
リターン対市場: BAND過去 1 年間で27.7 % の収益を上げたUS市場を上回りました。
価格変動
| BAND volatility | |
|---|---|
| BAND Average Weekly Movement | 17.4% |
| Telecom Industry Average Movement | 7.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: BANDの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: BANDの 週次ボラティリティ は、過去 1 年間で11%から17%に増加しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1999 | 1,100 | David Morken | www.bandwidth.com |
バンドウィズは、クラウドベースのソフトウェア通信プラットフォーム・アズ・ア・サービス・プロバイダーとして、米国および海外で事業を展開しています。同社のプラットフォームにより、企業はさまざまなモバイルアプリケーションや接続デバイスで音声通信やメッセージング通信サービスを作成、拡張、運用することができます。同社のプラットフォームはまた、SIPまたはプログラム可能な音声アプリケーション・プログラミング・インターフェース（API）を介した音声サービス、メッセージング用ソフトウェアAPI、地域緊急サービスを統合した通信ソリューション、番号管理ソリューション、データ駆動型の意思決定を行うための顧客の音声およびメッセージング・パフォーマンスに関する洞察、キャリア統合サービス（サービスとしてのユニファイド・コミュニケーション、サービスとしてのコンタクトセンター、会話AI、音声合成/テキスト合成プラットフォームを含む）も提供している。さらに、ハンズフリーの代替ルーティングを提供するコール・アシュア、ローカル番号、フリーダイヤル番号、ショートコードでのSMSとMMSをサポートするアプリケーション・トゥ・パーソン・メッセージング・ソリューション、エンタープライズ・クラウド・コミュニケーション・プラットフォームであるBandwidth Maestro、会話型AIインテグレーションを提供している。テクノロジー企業、企業顧客、SaaSプラットフォームにサービスを提供している。同社は以前はBandwidth.com, Inc.として知られ、2017年9月に社名をBandwidth Inc.に変更した。バンドウィズは1999年に設立され、ノースカロライナ州ローリーに本社を置いている。
Bandwidth Inc. 基礎のまとめ
| BAND 基礎統計学 | |
|---|---|
| 時価総額 | US$1.80b |
| 収益（TTM） | -US$5.05m |
| 売上高(TTM) | US$788.36m |
2.3x
P/Sレシオ-365.3x
PER（株価収益率BAND は割高か？
公正価値と評価分析を参照収益と収入
| BAND 損益計算書（TTM） | |
|---|---|
| 収益 | US$788.36m |
| 売上原価 | US$486.91m |
| 売上総利益 | US$301.45m |
| その他の費用 | US$306.51m |
| 収益 | -US$5.05m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.16 |
| グロス・マージン | 38.24% |
| 純利益率 | -0.64% |
| 有利子負債／自己資本比率 | 49.1% |
BAND の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/28 22:42 |
| 終値 | 2026/05/28 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Bandwidth Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11
| アナリスト | 機関 |
|---|---|
| Brett Knoblauch | Berenberg |
| Erik Suppiger | B. Riley Securities, Inc. |
| Thomas Walkley | Canaccord Genuity |