Bandwidth Inc. (NASDAQ:BAND) Receives $24.75 Consensus PT from Analysts

Bandwidth Inc. (NASDAQ:BAND) has been assigned a consensus recommendation of “Moderate Buy” from the seven ratings firms that are currently covering the firm, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, one has given a hold recommendation and five have assigned a buy recommendation to the company. The average 1 year price target among brokerages that have issued a report on the stock in the last year is $31.00.

Several brokerages have recently issued reports on BAND. Citigroup restated an “outperform” rating on shares of Bandwidth in a research note on Thursday. Wall Street Zen cut Bandwidth from a “buy” rating to a “hold” rating in a research note on Sunday, April 19th. Needham & Company LLC raised their price objective on Bandwidth from $20.00 to $45.00 and gave the stock a “buy” rating in a research note on Thursday. Weiss Ratings restated a “sell (d-)” rating on shares of Bandwidth in a research note on Monday, April 20th. Finally, B. Riley Financial raised their price objective on Bandwidth from $20.00 to $27.00 and gave the stock a “buy” rating in a research note on Friday, April 17th.

Bandwidth Price Performance

Shares of NASDAQ BAND opened at $36.81 on Friday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.42 and a current ratio of 1.42. The company has a market cap of $1.16 billion, a PE ratio of -85.60 and a beta of 2.03. The business has a 50-day simple moving average of $18.14 and a two-hundred day simple moving average of $15.80. Bandwidth has a fifty-two week low of $11.93 and a fifty-two week high of $36.88.

Bandwidth (NASDAQ:BAND) last issued its quarterly earnings results on Thursday, April 30th. The company reported $0.38 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.06. Bandwidth had a positive return on equity of 0.95% and a negative net margin of 1.71%.The business had revenue of $208.78 million during the quarter, compared to the consensus estimate of $201.58 million. Bandwidth has set its FY 2026 guidance at 1.770-1.830 EPS and its Q2 2026 guidance at 0.350-0.370 EPS. As a group, equities analysts expect that Bandwidth will post 0.38 EPS for the current fiscal year.

Insider Activity

In other news, CFO Daryl E. Raiford sold 17,026 shares of the firm’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $15.47, for a total value of $263,392.22. Following the completion of the transaction, the chief financial officer directly owned 52,745 shares in the company, valued at $815,965.15. This trade represents a 24.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 6.50% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of BAND. Rhumbline Advisers raised its position in Bandwidth by 15.0% during the second quarter. Rhumbline Advisers now owns 40,927 shares of the company’s stock valued at $651,000 after acquiring an additional 5,324 shares in the last quarter. Quantbot Technologies LP purchased a new position in Bandwidth during the second quarter valued at approximately $128,000. Arrowstreet Capital Limited Partnership raised its position in Bandwidth by 26.6% during the second quarter. Arrowstreet Capital Limited Partnership now owns 373,153 shares of the company’s stock valued at $5,933,000 after acquiring an additional 78,360 shares in the last quarter. Invesco Ltd. raised its position in Bandwidth by 4.7% during the second quarter. Invesco Ltd. now owns 56,367 shares of the company’s stock valued at $896,000 after acquiring an additional 2,532 shares in the last quarter. Finally, Jump Financial LLC purchased a new position in Bandwidth during the second quarter valued at approximately $221,000. 68.53% of the stock is currently owned by hedge funds and other institutional investors.

Bandwidth News Summary

Here are the key news stories impacting Bandwidth this week:

• Positive Sentiment: Q1 results beat expectations — record quarterly revenue of $209M (+20% YoY) and adjusted EBITDA of $26M; management cited accelerating AI-driven platform adoption. Bandwidth Announces First Quarter 2026 Financial Results
• Positive Sentiment: Company raised FY?2026 guidance to $880M–$900M revenue and $1.77–$1.83 EPS (Q2 EPS guide also above consensus), signaling stronger-than-expected demand and monetization. Bandwidth projects $880M-$900M 2026 revenue as it raises guidance on AI-driven voice and messaging demand
• Positive Sentiment: AI tailwinds and a ramping Salesforce Agentforce partnership are cited as growth catalysts; consumption-based pricing, ~110% net revenue retention and ~99% gross customer retention support recurring, volume-driven upside. Bandwidth: Market Is Finally Catching On As Agentforce Partnership Ramps
• Positive Sentiment: Needham raised its price target to $45 and started/maintained a buy view, adding analyst momentum that can further boost buying interest. Bandwidth (NASDAQ:BAND) Price Target Raised to $45.00 at Needham & Company LLC
• Neutral Sentiment: Market reaction: shares hit a 52?week high and jumped sharply on the Q1 beat and guidance lift — short-term momentum is strong but could amplify volatility. Bandwidth hits 52-week high after Q1 revenue beat: Full outlook
• Neutral Sentiment: Analyst write-ups and metric reviews (Zacks coverage) provide deeper detail on key Q1 metrics vs. estimates for investors modeling forward performance. Bandwidth Q1 Earnings Beat Estimates on Strong AI-Driven Demand
• Negative Sentiment: Despite the operational beat, GAAP profitability metrics remain mixed (Company reported a negative net margin historically), so investors should watch margin trajectory and how much of the upside converts to sustained free cash flow. Bandwidth Q1 earnings and disclosures

About Bandwidth

Bandwidth Inc operates a cloud-based communications platform that provides voice, messaging and emergency services APIs for enterprises and developers. Through its proprietary network and software-as-a-service model, the company enables customers to integrate programmable voice calls, text messaging and 9-1-1 routing into their applications. Bandwidth’s solutions aim to reduce complexity and improve reliability in mission-critical communications, serving industries such as healthcare, financial services, on-demand mobility and customer engagement.

Founded in 1999 in Raleigh, North Carolina by co-founders David Morken and Henry Kaestner, Bandwidth initially focused on voice-over-IP infrastructure before evolving into a full communications API provider.