Bandwidth (BAND) Aktievy
Bandwidth Inc. är verksamt som en molnbaserad mjukvarudriven kommunikationsplattform-as-a-service-leverantör i USA och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 0/6 |
BAND Community Fair Values
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Analyst Price Targets
Bandwidth Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$56.87 |
| 52 veckors högsta | US$79.08 |
| 52 veckors lägsta | US$12.50 |
| Beta | 3.03 |
| 1 månads förändring | 5.37% |
| 3 månaders förändring | 7.65% |
| 1 års förändring | 246.56% |
| 3 års förändring | 352.43% |
| 5 års förändring | -44.95% |
| Förändring sedan börsintroduktionen | 168.38% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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").Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Ny berättelse • 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 AlphaAnalysartikel • 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...Analysartikel • 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 AlphaAktieägarnas avkastning
| BAND | US Telecom | US Marknad | |
|---|---|---|---|
| 7D | 29.9% | 1.7% | -0.9% |
| 1Y | 246.6% | -0.4% | 14.2% |
Avkastning vs industri: BAND översteg US Telecom branschen som gav -0.4 % under det senaste året.
Avkastning vs Marknaden: BAND översteg US marknaden som gav 14.2 % under det senaste året.
Prisvolatilitet
| 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% |
Stabil aktiekurs: BAND s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: BAND s veckovolatilitet ( 16% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1999 | 1,100 | David Morken | www.bandwidth.com |
Bandwidth Inc. är verksamt som en molnbaserad mjukvarudriven kommunikationsplattform-as-a-service-leverantör i USA och internationellt. Företagets plattform gör det möjligt för företag att skapa, skala och driva röst- eller meddelandekommunikationstjänster över olika mobila applikationer eller anslutna enheter. Plattformen tillhandahåller även rösttjänster via SIP eller programmerbara API:er (Application Programming Interface) för röst, programvaru-API:er för meddelanden, kommunikationslösningar med integrerade lokala larmtjänster, lösningar för nummerhantering, insikter om kundens röst- och meddelandeprestanda för att fatta datadrivna beslut samt tjänster för operatörsintegration, vilket inkluderar Unified Communications as a Service, Contact Center as a Service, Conversational AI och plattformar för tal-till-text/text-till-tal.
Bandwidth Inc. Sammanfattning av grunderna
| BAND grundläggande statistik | |
|---|---|
| Börsvärde | US$1.83b |
| Vinst(TTM) | US$2.26m |
| Intäkter(TTM) | US$828.24m |
808.4x
P/E-förhållande2.2x
P/S-förhållandeÄr BAND övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| BAND resultaträkning (TTM) | |
|---|---|
| Intäkter | US$828.24m |
| Kostnad för intäkter | US$519.82m |
| Bruttovinst | US$308.43m |
| Övriga kostnader | US$306.17m |
| Intäkter | US$2.26m |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 0.07 |
| Bruttomarginal | 37.24% |
| Nettovinstmarginal | 0.27% |
| Skuld/egenkapitalförhållande | 87.5% |
Hur har BAND utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/13 03:30 |
| Aktiekurs vid dagens slut | 2026/09/11 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Bandwidth Inc. bevakas av 11 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Brett Knoblauch | Berenberg |
| Erik Suppiger | B. Riley Securities, Inc. |
| Thomas Walkley | Canaccord Genuity |