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TickerTalks›$BAND
BABAND

Bandwidth Inc.

Rising onWhy it's trendingX chatter picking upBacked by solid revenue growthPrice and volume picking up
$BAND·$2.4B·Software - Infrastructure·Technology
$68.88-2.9%YTD+343.5%1Y+354.9%
Mentions · last 7 days
2026-07-10: 44 posts2026-07-11: 36 posts2026-07-12: 49 posts2026-07-13: 98 posts2026-07-14: 86 posts2026-07-15: 121 posts2026-07-16: 105 posts548+28%
Price updated 6h ago·X counts updated 6h ago
BABAND
$BANDBandwidth Inc.
$68.88-2.94%548 posts+28%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 hypeEvent coming upAI verdict · as of 2026-07-15

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Bandwidth is up 387% YTD on the AI-voice CPaaS thesis and just financed with a $316M zero-coupon convert — B. Riley's PT is $85 and Q2 is 7/29.

Bandwidth is trading like a name the market has re-priced as the AI-voice CPaaS beneficiary. Shares are at $75.77, 0.95 through the 52-week range (essentially all-time highs), up 387% YTD and 394% over twelve months, and 179% above the 200-day. This is a full-throated momentum move, and it's leaning on genuine fundamentals plus a financing that de-risks the balance sheet.

  • Q1 revenue $209M (+20% yoy) with 34% gross margin and a slight op loss — the topline reacceleration from prior quarters' -1% growth is the whole story. Analyst FY26 consensus is $891M revenue with EPS $1.80. Four-quarter EPS surprises have been positive to inline.
  • The 6/18 completion of a $316.25M 0% Convertible Senior Notes due 2032 (Rule 144A, Morgan Stanley placement) with a concurrent Class A repurchase is unambiguously bullish structuring — zero cash coupon, and the concurrent buyback offsets the dilution optics. That's why the stock kept climbing through the announcement.
  • Structural setup is squeeze-friendly: low float (29M shares), beta 2.92, position 0.95 through the 52w range, volume actually only 0.44x 30-day norm — light supply into an already-extended breakout. The move is being led by a small hot-money base.
  • X sentiment aligns with the tape: B. Riley PT raised $55 → $85 on FY27 AI-voice estimates, cup patterns forming, and traders noting hesitation to chase after a 40-55% run. That's the right instinct — expensive here.

Next dated read is Q2 earnings 7/29 — a topline reacceleration plus explicit AI-voice commentary keeps the story alive; any deceleration back to the flat quarters of late 2025 puts the multiple immediately on trial.

Agrees with X sentimentThe bullish X read (breakout, B. Riley PT raise, cup pattern, hesitation to chase) matches both the tape and the fundamentals. The hesitation flag is the honest read at these levels.

What to watch: Q2 print 7/29: revenue growth (needs to hold above 15% yoy), gross margin trend, and any explicit AI-voice/CCaaS wins with named enterprise partners. A close below $60 would break the flag structure.

On the calendar: 2026-07-29 — Q2 2026 earnings (consensus EPS $0.36)

X sentiment

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

Bullish sentiment13 posts analyzed · as of 2026-07-15

Bandwidth Inc chatter is emphatically bullish. B. Riley raised BAND PT to $85 from $55 with Buy - increasing FY27 estimates to reflect higher growth 'fueled by advances in AI voice technology.' BAND is +40-55% off recent lows and hitting new all-time highs; targets include $80.80 upside VPOC. July 50 calls printed handsomely. Community also notes BAND alongside DDOG/CRWD/RBRK as software cup-pattern breakouts. Bulls also called BAND at $15 for a 5x, calling this 'just the beginning.' Community broadly long into new highs.

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
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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

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $BAND

Neutral — Provides cloud-native voice, messaging, and 911 communications APIs to enterprises and software builders; CPaaS infrastructure layer; the cloud-native adoption and AI security spend despite multiple compression does not materially affect this business's near-term earnings.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%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
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%
Q2 2025Jul 29, 2025$0.38$0.32+18.8%
Next earningsWed, Jul 29·consensus EPS $0.36

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$890.9M$882.7M – $897.6M$1.80$1.78 – $1.824
FY27$931.7M$892.5M – $973.1M$2.26$2.00 – $2.444
FY28$1.1B$1.1B – $1.1B$2.89$2.81 – $2.972

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.85%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.+14.4%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.+152.8%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 today2.3% 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.β2.925-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

SellJun 12Devin M KrupkaController, PAO14.4K sh$943KSellJun 5Asbill Richard BrandonGeneral Counsel29.2K sh$2.1MSellJun 1Daryl E RaifordCFO4.2K sh$271KSellMay 29Daryl E RaifordCFO4.0K sh$233KSellMay 29Rebecca BottorffChief People Officer1.2K sh$73KSellMay 29Devesh AgarwalCOO4.1K sh$239KSellMay 29Kade RossChief Information Officer1.6K sh$93KSellMay 29Asbill Richard BrandonGeneral Counsel1.8K sh$105KSellMay 29Devin M KrupkaController, PAO1.2K sh$70KSellMay 20Devesh AgarwalCOO15.0K sh$859K
1–10 of 34
+ 18 other (11 exempts · 4 inkinds · 3 gifts) 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
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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 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.

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

Recent news

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

These 5 Optical Chip Stocks Are Cashing in on AI Data Center Bandwidth247wallst.com·5d agoCan Bandwidth's Financial Services Portfolio Fuel Its Growth?zacks.com·7d agoWhy Bandwidth Stock Was Rising This Weekfool.com·7d agoWhiteFiber Announces Cross-Data-Center AI Infrastructure Innovation Delivering 111.2 Tbps Bandwidth with Sub-Millisecond Latency Across 83kmprnewswire.com·8d agoGLW vs. BAND: Which AI Connectivity Stock is the Better Buy Now?zacks.com·9d ago

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Voices on X · last 7 days

No standout posts about $BAND on X in the 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.

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