Bandwidth Inc.
BAND
NASDAQ·Technology·Software - Infrastructure·Mkt cap $1.4B
$43.77
▼ -7.05%
P/E
710.55
Mkt Cap
$1.4B
52-Wk Range
$12.50–$79.08
52-Week Range
$12.50 - $79.08
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 178.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary cloud-based platform enabling rapid deployment and scalability
- Direct access to telecom infrastructure reducing dependency on third-party carriers
- Established customer base spanning enterprises, SMBs, and emerging technology companies
- Two decades of industry experience and technical expertise since 2000
Bear Case
2 risks
- Very high volatility (beta 3.0). Expect 3x market swings. Position size accordingly.
- Premium valuation to Cybersecurity Software peers
Growth
Stable outlook
Increasing enterprise demand for flexible, scalable communications APIs
Value
Premium valuation to Cybersecurity Software peers
Momentum
Falling
-36.4% over 3m
Quality
Stable
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying BAND right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 29, 2026
Reported EPS of $0.37 vs $0.36 consensus (+1.6% surprise). Revenue of $220.0M vs $217.6M expected (+1.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+1.6%
Revenue trend · last 8Q
—
+27%
+2%
+4%
-1%
-1%
+20%
+22%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$193.9M
$210.0M
$174.2M
$180.0M
$191.9M
$207.7M
$208.8M
$219.9M
Margins · last 8Q
Gross
35.7%
Operating
-2.1%
Profit
1.1%
Wall Street consensus
4 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Needham · Aug 20, 2026
vs Industry
How BAND stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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