TickerTalks
Browse all tickers →
TickerTalks›$BAND
BABAND

Bandwidth Inc.

$BAND·$1.6B·Software - Infrastructure·Technology
$48.43-1.2%YTD+197.5%1Y+217.6%
Mentions · last 7 days
2026-08-22: 7 posts2026-08-23: 4 posts38+3%
Price updated 5h ago·X counts updated 8d ago
BABAND
$BANDBandwidth Inc.
$48.43-1.16%38 posts+3%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BAND, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

Bandwidth Inc +198% YTD as AI-comms platform, +33.5% since Q2 — $BAND cashtag on X is entirely Band Protocol crypto.

Bandwidth Inc. is a $1.6B software-infrastructure (CPaaS) company. Real-business AI-communications setup — but the $BAND cashtag on X is entirely a Band Protocol crypto token.

How it reads:

  • Growth is real: Q1 revenue +19.8% YoY to $209M, Q4 was +3.7% — reacceleration confirms the AI-communications thesis.
  • Margins are thin: -1.8% operating margin, 3.3% FCF yield — the FCF yield is the specific floor.
  • Valuation is elevated: -453x PE (near-zero), 2.9x sales, 59.2x EV/EBITDA — priced on the AI-agent-comms mix, not TTM P&L.
  • Position is stretched: 55th percentile 52w, 13% below 50-day, 49% above 200-day on 39% baseline volume — pullback after the +198% YTD rip.
  • +33.5% since last-earnings report is the specific tape momentum.
  • Aug 20 ISO/IEC 42001 Certification for AI Management System is a real trust-anchor tell for enterprise buyers.
  • Aug 3 $20.8M share repurchase disclosure is the specific capital-return signal.
  • Insider signal is neutral: $372K S-Sale (Suriano $212K, Agarwal $160K after M-Exempt) — modest, not a cluster.
  • CRITICAL: $BAND cashtag on X is entirely a Band Protocol crypto token showing falling wedge on daily chart with $0.1795-$0.2734 upside targets — NOT equity chatter. Zero X signal on the actual company.

The Oct 29 print is the test — a specific AI-communications revenue disclosure plus reiterated FY27 EPS guide extends the run; another sub-20% growth quarter plus continued momentum breakdown drops to $40 support.

Differs from X sentimentCannot agree — the $BAND X sample is entirely a Band Protocol crypto token showing 'compression almost over' on daily wedge with $0.1795-$0.2734 upside targets, not the equity. Zero relevant X sentiment. The actual equity story is +198% YTD with a specific ISO/IEC 42001 AI-certification anchor and $20.8M repurchase disclosure — a real AI-communications compounder unrelated to the crypto token narrative.

What to watch: Oct 29 earnings — a specific AI-communications revenue disclosure plus reiterated FY27 EPS guide extends the run; another sub-20% growth quarter plus continued momentum breakdown drops to $40 support.

On the calendar: 2026-10-29 — Q3 earnings

ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-08-07

BAND chatter is entirely about the Band Protocol crypto token showing a falling wedge on the daily chart testing major resistance/50-day SMA, with upside targets at $0.1795, $0.2044, $0.2246, $0.2448 and $0.2734. Posters describe compression 'almost over' with a daily breakout implying 50%+ upside. A separate strategy-stats post ranks BAND as +20% among top winners alongside PRCH and BWEN.

Read the AI verdict + X sentiment for $BAND

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Provides cloud-native voice, messaging, and 911 communications APIs to enterprises and software builders; CPaaS infrastructure layer.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $BAND.

Software - Infrastructure · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $BAND

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is Bandwidth Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-452.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-1.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$0.37$0.37+1.3%
Q1 2026Apr 30, 2026$0.38$0.32+18.8%
Q4 2025Feb 19, 2026$0.35$0.350.0%
Q3 2025Oct 30, 2025$0.36$0.38-5.3%
Next earningsThu, Oct 29·consensus EPS $0.48

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$208.8M+19.8%34.2%-2.2%$0.13$1.7M
Q4 FY25$207.7M-1.1%34.5%-1.9%$-0.10$31.1M
Q3 FY25$191.9M-1.0%38.5%-1.0%$-0.04$16.0M
Q2 FY25$180.0M+3.7%39.8%-2.1%$-0.16$28.2M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$905.4M$892.8M – $921.3M$1.75$1.73 – $1.773
FY27$941.6M$918.7M – $974.1M$1.90$1.65 – $2.104
FY28$1.1B$1.1B – $1.1B$2.58$2.53 – $2.642

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.55%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+49.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.015-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 17Douglas A SurianoDirector4.0K sh$212KSellAug 10Devesh AgarwalCOO3.2K sh$160KSellJun 12Devin M KrupkaController, PAO14.4K sh$943KSellJun 5Asbill Richard BrandonGeneral Counsel29.2K sh$2.1MSellJun 1Daryl E RaifordCFO4.2K sh$271KSellMay 29Asbill Richard BrandonGeneral Counsel1.8K sh$105KSellMay 29Rebecca BottorffChief People Officer1.2K sh$73KSellMay 29Devesh AgarwalCOO4.1K sh$239KSellMay 29Kade RossChief Information Officer1.6K sh$93KSellMay 29Daryl E RaifordCFO2.3K sh$132K
1–10 of 31
+ 13 other (9 exempts · 3 gifts · 1 inkind) in window

See when $BAND insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 298-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

Bandwidth Inc. entered into a Third Amendment to its credit agreement on July 25, 2026, modifying the terms of the existing credit facility among the company as borrower, certain subsidiaries as guarantors, and its lenders. The amendment increases the basket for restricted payments — the cap on dividends, share repurchases, and similar cash outflows — from $20 million to $40 million, giving the company meaningfully more financial flexibility for capital returns or intercompany distributions. The filing was also accompanied by Q2 2026 earnings results and an officer compensation disclosure under Items 2.02 and 5.02 respectively, suggesting the amendment was timed to coincide with the quarterly earnings event. Together these items reflect Bandwidth's ongoing balance-sheet management alongside its communications software operating results.

8-KMaterial agreementJun 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Bandwidth Inc. (BAND) completed a $316,250,000 private placement of 0% Convertible Senior Notes due 2032 under Rule 144A, with Morgan Stanley as placement agent. The offering included full exercise of a $41,250,000 overallotment option, bringing total proceeds to $316.25M. The zero-coupon structure means no cash interest; conversion terms were not detailed in the excerpt. The company also repurchased Class A shares concurrently (Item 3.02), reducing the dilutive impact of the convert.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

BAND (BAND) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDMay 128-K — Item 7.01: Press release / Reg FD
AI summary

Bandwidth Inc. (BAND) filed an 8-K on May 12, 2026 under Item 7.01 (Regulation FD Disclosure). Bandwidth is a Raleigh, North Carolina-based cloud communications platform company listed on Nasdaq. Reg FD disclosures for a cloud communications company typically accompany investor day presentations or conference materials that may contain material guidance or business updates.

+ 12 other (3 13Gs · 3 routine 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Is Bandwidth (BAND) Up 33.5% Since Last Earnings Report?zacks.com·4d agoNvidia CEO reveals why he decided to ‘RIP THE BAND-AID OFF'youtube.com·4d agoBandwidth Achieves ISO/IEC 42001 Certification for AI Management System, Reinforcing Leadership in Trusted AI Infrastructureprnewswire.com·12d ago2 Communication Stocks Likely to Benefit From Industry Tailwindszacks.com·14d agoBandwidth Q2 Results Raise the Stakes for Its AI Growth Strategyzacks.com·20d ago

More in Software - Infrastructure

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NET$NBIS$MSFT$PLTR$CRWV$ORCL$XYZ$CRWD
Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport