Bandwidth Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 2/6
Bandwidth yıllık ortalama 18.6% oranında kazançlarını artırırken, Telecom sektöründe kazançlar growing at 15.2% annual. Gelirler growing yılda ortalama 11.7% oranında artmaktadır. Bandwidth'in özkaynak karlılığı 0.6% ve net marjı 0.3%'dir.
Anahtar bilgiler
18.55%
Kazanç büyüme oranı
20.52%
EPS büyüme oranı
| Telecom Sektör Büyümesi | 6.72% |
| Gelir büyüme oranı | 11.73% |
| Özkaynak getirisi | 0.60% |
| Net Marj | 0.27% |
| Son Kazanç Güncellemesi | 30 Jun 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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").Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Yeni Anlatı • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Bandwidth nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Jun 26 | 828 | 2 | 177 | 146 |
| 31 Mar 26 | 788 | -5 | 175 | 140 |
| 31 Dec 25 | 754 | -13 | 176 | 133 |
| 30 Sep 25 | 756 | -12 | 180 | 127 |
| 30 Jun 25 | 758 | -10 | 181 | 124 |
| 31 Mar 25 | 752 | -1 | 180 | 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 |
Kaliteli Kazançlar: BAND büyük bir tek seferlik kazanç ile $10.6M, 30th June, 2026 tarihine ait son 12 aylık mali sonuçları etkiliyor.
Büyüyen Kar Marjı: BAND geçmişte karlı hale geldi.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: BAND son 5 yılda karlı hale geldi ve kazançlarını yıllık 18.6% oranında artırdı.
Büyüme Hızlandırma: BAND son bir yılda karlı hale geldi, bu da kazanç büyüme oranının 5 yıllık ortalamayla karşılaştırılmasını zorlaştırıyor.
Kazançlar vs. Sektör: BAND son bir yılda karlı hale geldi ve bu durum, geçmiş yıl kazanç büyümesinin Telecom sektörüyle ( -17.6% ) karşılaştırılmasını zorlaştırıyor.
Özkaynak Getirisi
Yüksek ROE: BAND 'nin Özsermaye Getirisi ( 0.6% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/31 09:42 |
| Gün Sonu Hisse Fiyatı | 2026/07/31 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Bandwidth Inc. 11 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Brett Knoblauch | Berenberg |
| Erik Suppiger | B. Riley Securities, Inc. |
| Thomas Walkley | Canaccord Genuity |