US · Technology · Software - Infrastructure
EPS came in at 0.25 against a street estimate of 0.22 — a beat of 13.6%.
Analysts rate Bandwidth Inc a buy (4 buy, 3 hold, 0 sell out of 7) with an average price target of $67.00.
CONFIDENT Bandwidth delivered record third-quarter revenue and EBITDA, raised 2026 guidance, and expressed confidence in double-digit cloud communications growth in 2027, supported by enterprise wins, Salesforce expansion, and AI-driven usage. Q3 FY26 Salesforce's BYOC relationship now extends across more than 25 countries, with additional markets expected to follow. Management also highlighted international expansion wins and global routing capabilities. Analysts focused on the timing and visibility of enterprise, Salesforce and consumer-agent growth. Management emphasized signed customer deployments, pipeline quality, global expansion and Bandwidth's differentiated network ownership. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.66% |
| Hood River Capital Management LLC | 7.13% |
| Driehaus Capital Management LLC | 4.32% |
| D. E. Shaw & Co LP | 4.07% |
| Vanguard Capital Management, LLC | 3.99% |
| State Street Corp | 2.92% |
| Dimensional Fund Advisors, Inc. | 2.92% |
| Wellington Management Company LLP | 2.83% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $234,017, up from $191,895 in the third quarter of 2025. • Nine-month 2026 revenue was $662,698, u | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was a record $234 million, up 22% year-over-year from $192 million. • Adjusted EBITDA was $35 million, up 43% yea | 2026-10-29 |
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • Bandwidth Inc. expanded its Board of Directors from 5 members to 6 members on October 28, 2026. • Charles R. Schroeder was ap | 2026-10-29 |
| Reg FD disclosure · Q3 2026 BANDWIDTH INC. (BAND) - FORM 8-K SUMMARY HEADLINE NUMBERS • No specific financial metrics provided in this Form 8-K filing • Document dated Septembe | 2026-09-15 |
| Board / officer change · Q3 2026 BANDWIDTH INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Leadership Transition: R. Brandon Asbill retiring from Bandwidth Inc. on December 31, 2026; | 2026-09-04 |
| Company announcement · Q3 2026 BANDWIDTH INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Bandwidth repurchased approximately $20.8 million aggregate principal amount of its 0.50% Conve | 2026-08-03 |
| Quarterly report · Q2 2026 BANDWIDTH INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (6M 2026): $428.7 million vs. $354.3 million (6M 2025) — growth of 21% • Revenue (Q | 2026-07-29 |
| Results announced · Q3 2026 BANDWIDTH INC. Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $220 million in Q2 2026, up 22% year-over-year (Q2 2025: $180 million) | 2026-07-29 |
Readable in the app.
| Announcement | Date |
|---|---|
| Repurchased $20.8 million of convertible senior notes at discount Bandwidth Inc. repurchased approximately $20.8 million of its convertible debt (0.50% Convertible Senior Notes due 2028) at a discount to par value using cash. This reduces the company's out | 2026-08-03 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Bandwidth Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.