Bandwidth IncBAND
BAND
About: Bandwidth Inc is cloud-based communications platform-as-a-service (CPaaS) provider that enables enterprises to create, scale and operate voice or messaging communications services across any mobile application or connected device. Company earns revenue through the sale of communications services offered through Application Programming Interface software solutions to enterprise customers. The majority of our revenue is generated from usage-based fees that includes voice communication and messaging communication that traverse the platform and network.
Employees: 1,100
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
245% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $398K
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
34% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 41
5% more funds holding
Funds holding: 147 [Q3] → 154 (+7) [Q4]
3.77% more ownership
Funds ownership: 74.43% [Q3] → 78.2% (+3.77%) [Q4]
3% more capital invested
Capital invested by funds: $330M [Q3] → $340M (+$9.88M) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$11
7%
downside
Avg. target
$23
95%
upside
High target
$36
205%
upside
3 analyst ratings
2 positive
67%
0 neutral
0%
1 negative
33%
Morgan Stanley Meta Marshall 47% 1-year accuracy 14 / 30 met price target | 7%downside $11 | Underweight Maintained | 16 Apr 2025 |
Citizens Capital Markets Patrick Walravens 25% 1-year accuracy 29 / 114 met price target | 205%upside $36 | Market Outperform Reiterated | 21 Feb 2025 |
Barclays Ryan Macwilliams 27% 1-year accuracy 6 / 22 met price target | 86%upside $22 | Overweight Maintained | 21 Feb 2025 |
Financial journalist opinion
Neutral
PRNewsWire
1 month ago
Bandwidth Puts IT Leaders in Control With AI-Ready, Software-Powered Cloud Communications at Enterprise Connect
Bandwidth Maestro, prior winner of "Best of Enterprise Connect," highlighted as the orchestration platform for best-in-class capabilities across voice AI, CCaaS, UCaaS Bandwidth leaders to share expert insights in conference sessions Enterprise IT teams invited to experience the future of cloud communications and meet with an expert at Booth 1411 ORLANDO, Fla. , March 17, 2025 /PRNewswire/ -- At the Enterprise Connect Conference & Expo beginning today, Bandwidth Inc. (NASDAQ: BAND) is showcasing how AI-ready, software-driven cloud communications empower enterprise IT leaders to take control, simplify complexity and deliver world-class customer and employee experiences.
Positive
Zacks Investment Research
1 month ago
Here's Why Bandwidth (BAND) is a Strong Growth Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Positive
Zacks Investment Research
1 month ago
Here's Why Bandwidth (BAND) Is a Great 'Buy the Bottom' Stock Now
Bandwidth (BAND) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
Neutral
PRNewsWire
1 month ago
Bandwidth Releases 2025 State of Messaging Report: RCS, Deliverability and Consumer Trust Take Center Stage
Report is a must-read playbook for enterprises to maximize engagement, improve deliverability and future-proof their business text messaging strategies RALEIGH, N.C. , Feb. 25, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced the release of its highly anticipated 2025 State of Messaging Report , which reveals the key trends shaping business messaging for enterprises worldwide.
Positive
Seeking Alpha
1 month ago
Bandwidth: True Value In An Expensive Market
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.
Positive
Zacks Investment Research
1 month ago
Why Bandwidth (BAND) is a Top Growth Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Negative
Zacks Investment Research
1 month ago
Bandwidth Q4 Earnings Fall Short of Estimates, Revenues Rise Y/Y
BAND's fourth-quarter 2024 earnings miss estimates on solid revenue growth.
Positive
The Motley Fool
1 month ago
Bandwidth: Strong Q4 Revenue Growth
Cloud communications specialist Bandwidth (BAND -6.57%) reported mixed fourth-quarter financial results on Thursday, Feb. 20. A key highlight was generating record revenue of $210 million, up 27% year over year and exceeding analyst consensus estimates of $203 million.
Neutral
Seeking Alpha
1 month ago
Bandwidth Inc. (BAND) Q4 2024 Earnings Call Transcript
Bandwidth Inc. (NASDAQ:BAND ) Q4 2024 Earnings Conference Call February 20, 2025 8:00 AM ET Company Participants Sarah Walas - Vice President, Investor Relations David Morken - Cofounder, Chief Executive Officer and Chairman Daryl Raiford - Chief Financial Officer Conference Call Participants Arjun Bhatia - William Blair Ryan MacWilliams - Barclays Patrick Walravens - Citizens JMP Meta Marshall - Morgan Stanley Ryan Koontz - Needham Will Power - Baird Operator Good day and welcome to the Bandwidth Fourth Quarter and Full Year 2024 Earnings Conference Call. All participants will be in a listen-only mode.
Negative
Zacks Investment Research
1 month ago
Bandwidth (BAND) Q4 Earnings Miss Estimates
Bandwidth (BAND) came out with quarterly earnings of $0.37 per share, missing the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.38 per share a year ago.
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