Bandwidth (NASDAQ:BAND) Releases FY 2026 Earnings Guidance

Bandwidth (NASDAQ:BAND) updated its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.710-1.790 for the period, compared to the consensus EPS estimate of 1.550. The company issued revenue guidance of $900.0 million-$910.0 million, compared to the consensus revenue estimate of $891.0 million. Bandwidth also updated its Q3 2026 guidance to 0.450-0.490 EPS.

Wall Street Analysts Forecast Growth

BAND has been the topic of several research analyst reports. Needham & Company LLC raised their target price on shares of Bandwidth from $45.00 to $60.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Citigroup reaffirmed a “market outperform” rating on shares of Bandwidth in a research note on Monday, July 20th. B. Riley Financial increased their price objective on shares of Bandwidth from $55.00 to $85.00 and gave the company a “buy” rating in a report on Thursday, July 9th. Zacks Research lowered shares of Bandwidth from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 3rd. Finally, Wall Street Zen cut Bandwidth from a “strong-buy” rating to a “buy” rating in a report on Sunday, June 28th. Five analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Bandwidth presently has an average rating of “Moderate Buy” and a consensus target price of $61.75.

Bandwidth Trading Up 1.7%

Bandwidth stock opened at $39.48 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.94 and a current ratio of 0.94. The firm has a market cap of $1.26 billion, a price-to-earnings ratio of -136.38 and a beta of 2.92. Bandwidth has a 1 year low of $12.50 and a 1 year high of $79.08. The firm’s 50 day moving average price is $61.78 and its two-hundred day moving average price is $35.67.

Bandwidth (NASDAQ:BAND) last released its quarterly earnings data on Wednesday, July 29th. The company reported $0.37 earnings per share for the quarter, topping the consensus estimate of $0.36 by $0.01. The business had revenue of $219.90 million during the quarter, compared to analyst estimates of $217.62 million. Bandwidth had a return on equity of 1.83% and a net margin of 0.27%.Bandwidth’s quarterly revenue was up 22.2% on a year-over-year basis. Bandwidth has set its Q3 2026 guidance at 0.450-0.490 EPS and its FY 2026 guidance at 1.710-1.790 EPS. On average, research analysts predict that Bandwidth will post 0.55 EPS for the current fiscal year.

Insider Buying and Selling

In other Bandwidth news, COO Devesh Agarwal sold 4,066 shares of the firm’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $58.85, for a total transaction of $239,284.10. Following the completion of the sale, the chief operating officer directly owned 68,579 shares in the company, valued at approximately $4,035,874.15. This trade represents a 5.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Kade Ross sold 1,588 shares of the company’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $58.85, for a total value of $93,453.80. Following the completion of the transaction, the insider owned 47,996 shares in the company, valued at $2,824,564.60. This represents a 3.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 117,269 shares of company stock valued at $6,876,623. 5.26% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in Bandwidth by 3.5% in the 3rd quarter. Vanguard Group Inc. now owns 1,988,533 shares of the company’s stock worth $33,149,000 after buying an additional 67,428 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of Bandwidth by 2.1% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,464,976 shares of the company’s stock valued at $24,423,000 after acquiring an additional 30,248 shares in the last quarter. State Street Corp increased its stake in shares of Bandwidth by 2.6% in the fourth quarter. State Street Corp now owns 649,426 shares of the company’s stock worth $10,034,000 after acquiring an additional 16,654 shares during the last quarter. Ameriprise Financial Inc. increased its stake in shares of Bandwidth by 10.5% in the third quarter. Ameriprise Financial Inc. now owns 642,264 shares of the company’s stock worth $10,707,000 after acquiring an additional 61,004 shares during the last quarter. Finally, Goldman Sachs Group Inc. raised its holdings in shares of Bandwidth by 12.8% during the fourth quarter. Goldman Sachs Group Inc. now owns 609,762 shares of the company’s stock worth $9,421,000 after acquiring an additional 69,418 shares in the last quarter. Institutional investors and hedge funds own 68.53% of the company’s stock.

Bandwidth Company Profile

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.