Bandwidth Inc.

NasdaqGS:BAND 株式レポート

時価総額：US$2.0b

Bandwidth 将来の成長

Future 基準チェック /36

Bandwidthは、86.2%と10.8%でそれぞれ年率86.2%で利益と収益が成長すると予測される一方、EPSはgrowで113.6%年率。

主要情報

86.2%

収益成長率

113.58%

EPS成長率

Telecom 収益成長47.9%
収益成長率10.8%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日15 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
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...
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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 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
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...

業績と収益の成長予測

NasdaqGS:BAND - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,114541491842
12/31/2027931231071445
12/31/202689111951295
3/31/2026788-569101N/A
12/31/2025754-135789N/A
9/30/2025756-125687N/A
6/30/2025758-105886N/A
3/31/2025752-15178N/A
12/31/2024748-76084N/A
9/30/2024704-164267N/A
6/30/2024662-214569N/A
3/31/2024634-292648N/A
12/31/2023601-161939N/A
9/30/202359328-1230N/A
6/30/202358932-1731N/A
3/31/202358030-2735N/A
12/31/202257320-2935N/A
9/30/2022542-22-341N/A
6/30/2022525-28-432N/A
3/31/2022509-29124N/A
12/31/2021491-271641N/A
9/30/2021478-39-217N/A
6/30/2021432-35-514N/A
3/31/2021388-48422N/A
12/31/2020343-44-105N/A
9/30/2020292-26-814N/A
6/30/2020268-25-214N/A
3/31/2020248-1-280N/A
12/31/20192332N/A-1N/A
9/30/20192233N/A-3N/A
6/30/20192137N/A2N/A
3/31/201920414N/A4N/A
12/31/201820418N/A25N/A
9/30/201819419N/A29N/A
6/30/201818518N/A27N/A
3/31/20181769N/A27N/A
12/31/20171635N/A15N/A
9/30/201715918N/A10N/A
6/30/201715720N/A5N/A
3/31/201715422N/A2N/A
12/31/201615222N/A5N/A
12/31/20151388N/A-4N/A

アナリストによる今後の成長予測

収入対貯蓄率: BANDは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: BAND今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: BAND今後 3 年以内に収益を上げることが予想されます。

収益対市場: BANDの収益 ( 10.8% ) US市場 ( 12.5% ) よりも低い成長が予測されています。

高い収益成長: BANDの収益 ( 10.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BANDの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/10 21:17
終値2026/06/10 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 KnoblauchBerenberg
Erik SuppigerB. Riley Securities, Inc.
Thomas WalkleyCanaccord Genuity