Bandwidth (NASDAQ:BAND) Updates Q3 2026 Earnings Guidance

Bandwidth (NASDAQ:BAND) updated its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 0.450-0.490 for the period, compared to the consensus EPS estimate of 0.400. The company issued revenue guidance of $231.0 million-$235.0 million, compared to the consensus revenue estimate of $223.6 million. Bandwidth also updated its FY 2026 guidance to 1.710-1.790 EPS.

Bandwidth Price Performance

Bandwidth stock opened at $52.25 on Wednesday. Bandwidth has a one year low of $12.50 and a one year high of $79.08. The business has a fifty day moving average price of $62.60 and a 200-day moving average price of $35.34. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.94 and a quick ratio of 0.94. The firm has a market capitalization of $1.67 billion, a P/E ratio of -137.50 and a beta of 2.92.

Bandwidth (NASDAQ:BAND) last announced its quarterly earnings results on Thursday, April 30th. The company reported $0.38 earnings per share for the quarter, beating the consensus estimate of $0.32 by $0.06. Bandwidth had a positive return on equity of 1.47% and a negative net margin of 0.64%.The company had revenue of $208.78 million during the quarter, compared to analysts’ expectations 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 research analysts forecast that Bandwidth will post 0.55 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Citigroup reiterated a “market outperform” rating on shares of Bandwidth in a research report on Monday, July 20th. Zacks Research cut shares of Bandwidth from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 3rd. Needham & Company LLC upped their target price on shares of Bandwidth from $45.00 to $60.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Weiss Ratings reissued a “sell (d-)” rating on shares of Bandwidth in a report on Friday, July 17th. Finally, Citizens Jmp boosted their price target on shares of Bandwidth from $70.00 to $86.00 and gave the company a “market outperform” rating in a research report on Monday, July 20th. Five equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Bandwidth currently has an average rating of “Moderate Buy” and an average price target of $61.75.

Insider Buying and Selling at Bandwidth

In other news, General Counsel Richard Brandon Asbill sold 29,214 shares of the firm’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $72.03, for a total transaction of $2,104,284.42. Following the completion of the transaction, the general counsel directly owned 3,000 shares in the company, valued at $216,090. This trade represents a 90.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Devesh Agarwal sold 15,000 shares of the company’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $57.24, for a total transaction of $858,600.00. Following the completion of the transaction, the chief operating officer owned 61,414 shares in the company, valued at approximately $3,515,337.36. The trade was a 19.63% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 127,269 shares of company stock valued at $7,192,523. 5.26% of the stock is currently owned by company insiders.

Institutional Trading of Bandwidth

Several institutional investors have recently added to or reduced their stakes in BAND. Victory Capital Management Inc. raised its stake in shares of Bandwidth by 16.5% in the third quarter. Victory Capital Management Inc. now owns 25,280 shares of the company’s stock worth $421,000 after purchasing an additional 3,584 shares during the last quarter. Numerai GP LLC increased its holdings in Bandwidth by 62.3% in the 3rd quarter. Numerai GP LLC now owns 20,430 shares of the company’s stock worth $341,000 after buying an additional 7,839 shares in the last quarter. Man Group plc raised its position in Bandwidth by 76.5% in the 2nd quarter. Man Group plc now owns 21,132 shares of the company’s stock worth $336,000 after buying an additional 9,158 shares during the last quarter. State of Wisconsin Investment Board raised its position in Bandwidth by 19.2% in the 4th quarter. State of Wisconsin Investment Board now owns 19,235 shares of the company’s stock worth $297,000 after buying an additional 3,100 shares during the last quarter. Finally, Deutsche Bank AG boosted its holdings in shares of Bandwidth by 6.0% during the 4th quarter. Deutsche Bank AG now owns 18,343 shares of the company’s stock valued at $283,000 after acquiring an additional 1,043 shares during the last quarter. 68.53% of the stock is currently owned by hedge funds and other institutional investors.

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.