Bandwidth Inkomsten in het verleden
Verleden criteriumcontroles 0/6
Bandwidth is de winst gegroeid met een gemiddeld jaarlijks percentage van 22.8%, terwijl de Telecom industrie de winst jaarlijks groeide met 13.9%. De inkomsten zijn gegroeid met een gemiddelde van 12.4% per jaar.
Belangrijke informatie
22.79%
Groei van de winst
25.16%
Groei van de winst per aandeel
| Telecom Groei van de industrie | 6.72% |
| Inkomstengroei | 12.39% |
| Rendement op eigen vermogen | -1.25% |
| Nettomarge | -0.64% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • 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.
Narratiefupdate • 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 AlphaNarratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Nieuw narratief • 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 AlphaAnalyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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 AlphaAnalyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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...Opbrengsten en kosten
Opbrengsten en kosten
Hoe Bandwidth geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 788 | -5 | 175 | 140 |
| 31 Dec 25 | 754 | -13 | 176 | 133 |
| 30 Sep 25 | 756 | -12 | 179 | 127 |
| 30 Jun 25 | 758 | -10 | 180 | 124 |
| 31 Mar 25 | 752 | -1 | 179 | 120 |
| 31 Dec 24 | 748 | -7 | 181 | 119 |
| 30 Sep 24 | 704 | -16 | 177 | 116 |
| 30 Jun 24 | 662 | -21 | 174 | 111 |
| 31 Mar 24 | 634 | -29 | 173 | 107 |
| 31 Dec 23 | 601 | -16 | 167 | 104 |
| 30 Sep 23 | 593 | 28 | 169 | 102 |
| 30 Jun 23 | 589 | 32 | 168 | 102 |
| 31 Mar 23 | 580 | 30 | 167 | 101 |
| 31 Dec 22 | 573 | 20 | 165 | 98 |
| 30 Sep 22 | 542 | -22 | 157 | 91 |
| 30 Jun 22 | 525 | -28 | 156 | 83 |
| 31 Mar 22 | 509 | -29 | 152 | 75 |
| 31 Dec 21 | 491 | -27 | 147 | 70 |
| 30 Sep 21 | 478 | -39 | 147 | 63 |
| 30 Jun 21 | 432 | -35 | 134 | 56 |
| 31 Mar 21 | 388 | -48 | 124 | 49 |
| 31 Dec 20 | 343 | -44 | 98 | 55 |
| 30 Sep 20 | 292 | -26 | 102 | 37 |
| 30 Jun 20 | 268 | -25 | 99 | 35 |
| 31 Mar 20 | 248 | -1 | 97 | 33 |
| 31 Dec 19 | 233 | 2 | 94 | 31 |
| 30 Sep 19 | 223 | 3 | 89 | 30 |
| 30 Jun 19 | 213 | 7 | 82 | 28 |
| 31 Mar 19 | 204 | 14 | 75 | 25 |
| 31 Dec 18 | 204 | 18 | 68 | 21 |
| 30 Sep 18 | 194 | 19 | 63 | 17 |
| 30 Jun 18 | 185 | 18 | 59 | 14 |
| 31 Mar 18 | 176 | 9 | 53 | 12 |
| 31 Dec 17 | 163 | 5 | 48 | 11 |
| 30 Sep 17 | 159 | 18 | 46 | 10 |
| 30 Jun 17 | 157 | 20 | 43 | 10 |
| 31 Mar 17 | 154 | 22 | 43 | 9 |
| 31 Dec 16 | 152 | 22 | 42 | 9 |
| 31 Dec 15 | 138 | 8 | 43 | 7 |
Kwaliteitswinsten: BAND is momenteel verliesgevend.
Groeiende winstmarge: BAND is momenteel verliesgevend.
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: BAND is verlieslatend, maar heeft de verliezen de afgelopen 5 jaar met een snelheid van 22.8% per jaar verminderd.
Versnelling van de groei: Het is niet mogelijk om de winstgroei van BAND over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.
Winst versus industrie: BAND is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Telecom industrie ( -9.7% ).
Rendement op eigen vermogen
Hoge ROE: BAND heeft een negatief Return on Equity ( -1.25% ), omdat het momenteel verliesgevend is.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/17 07:11 |
| Aandelenkoers aan het einde van de dag | 2026/06/17 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Bandwidth Inc. wordt gevolgd door 11 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Brett Knoblauch | Berenberg |
| Erik Suppiger | B. Riley Securities, Inc. |
| Thomas Walkley | Canaccord Genuity |