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BABAND

Bandwidth Inc.

$BAND·$1.7B·Software - Infrastructure·Technology
$52.73-0.1%YTD+239.5%1Y+246.2%
Price updated 13h ago·X counts updated 3d ago
BABAND
$BANDBandwidth Inc.
$52.73-0.08%522 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BAND on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

522X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BAND's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 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 what X is saying about $BAND

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BAND — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

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

Bandwidth up 310% YTD on CPaaS/AI voice narrative — the X buzz is for Band Protocol crypto, not the stock.

Bandwidth is a US-focused cloud communications platform-as-a-service — enterprise voice and messaging APIs plus the newer AI-voice infrastructure layer. The stock has 4x'd YTD on the AI-voice narrative, with Q1 revenue showing a sharp inflection.

  • Growth re-accelerated hard: Q1 2026 revenue of $209M at +19.8% YoY after -1.1% in Q4 and -1% in Q3 — the AI-voice-infrastructure cycle is landing in the P&L, with FY27 consensus revenue above $700M.
  • Earnings beats are compounding: last four prints at +1.3%, +18.8%, 0%, -5% — the H2 2026 inflection is where consensus was wrong, and the stock has repriced.
  • The capital structure is stable: General Counsel Harlan filing a routine Form 3 plus a small SVP sale ($72K) — no significant insider selling, with Tidal Investments taking a $1.45M position in September.

An Oct 29 Q3 print with revenue growth above 20% plus the AI-voice ARR mix growing restarts the move; a growth deceleration or an AI-voice competitive loss and the stock gives back a chunk of the 310% YTD.

Differs from X sentimentThe X $BAND feed is Band Protocol crypto chatter — falling wedge on daily, 50-day SMA resistance test, upside targets $0.1795-$0.2734 — not Bandwidth Inc., the CPaaS company in this bundle. Zero equity signal; the real signal is the Q1 revenue inflection and the Tidal Investments position.

What to watch: Oct 29 Q3 earnings — revenue growth above 20%, AI-voice ARR mix contribution, operating-margin trend positive, and FY27 revenue guide. A clean beat with AI-voice growing restarts the move; an AI-voice competitive loss and the stock gives back a chunk.

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

sentiment mismatched asset

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $BAND

Partial — Provides cloud-native voice, messaging, and 911 communications APIs to enterprises and software builders; CPaaS infrastructure layer.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.2%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 $0.47

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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$905.9M$900.5M – $909.7M$1.75$1.73 – $1.775
FY27$946.2M$915.0M – $975.7M$1.92$1.69 – $2.095
FY28$1.1B$1.1B – $1.2B$2.90$2.83 – $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.0.6×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.60%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.+0.3%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.+35.3%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 today2.0% 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

SellSep 16Lukas M. RoushDirector1.5K sh$73KSellSep 2Kade RossChief Information Officer4.0K sh$193KSellSep 2Daryl E RaifordCFO7.2K sh$354KSellSep 1Devin M KrupkaController, PAO3.1K sh$151KSellAug 31Asbill Richard BrandonGeneral Counsel1.8K sh$90KSellAug 31Kade RossChief Information Officer1.6K sh$79KSellAug 31Rebecca BottorffChief People Officer2.7K sh$133KSellAug 31Devin M KrupkaController, PAO1.2K sh$60KSellAug 31Daryl E RaifordCFO4.7K sh$230KSellAug 31Devesh AgarwalCOO4.9K sh$239K
1–10 of 34
+ 18 other (16 exempts · 2 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-KPress release / Reg FDSep 158-K — Item 7.01: Press release / Reg FD
AI summary

Bandwidth Inc. (BAND) furnished investor conference presentation materials for use at Q3 2026 investor conferences, attached as Exhibit 99.1 and not deemed filed under Section 18 of the Exchange Act. Routine Reg FD investor conference disclosure with no material new financial data in the body.

3New insider — initial holdingsSep 103
AI summary

Emily C. Harlan, General Counsel at Bandwidth (BAND), filed a Form 3 disclosing 17,552 shares directly owned and 31,261 unvested RSUs across four grants. The filing is a routine Section 16 insider ownership disclosure following her appointment or change in reporting-person status.

8-KOfficer or director changeSep 48-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Bandwidth Inc. (BAND) filed an 8-K (Item 5.02) announcing the appointment of a new General Counsel. The body excerpt was truncated and does not contain the new officer's full name or effective date. Investors should refer to the full filing for details.

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.

+ 8 other (3 routine 8-Ks · 2 13Gs · 2 10-Qs · 1 earnings 8-K) in window

Recent news

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

Bandwidth to Report Third Quarter 2026 Financial Results on October 29, 2026prnewswire.com·2d agoOnto Innovation Receives Best Partner Award from SK hynix for Hidden Defect Prevention in High Bandwidth Memory Productionbusinesswire.com·2d agoWhy Bandwidth (BAND) is a Top Momentum Stock for the Long-Termzacks.com·6d agoBandwidth (BAND) is a Top-Ranked Growth Stock: Should You Buy?zacks.com·7d agoBandwidth (NASDAQ:BAND) Trading Up 9.8% – Still a Buy?defenseworld.net·20d ago

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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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