Bandwidth (NASDAQ:BAND) Issues Q2 2026 Earnings Guidance

Bandwidth (NASDAQ:BAND) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.350-0.370 for the period, compared to the consensus EPS estimate of 0.280. The company issued revenue guidance of $214.0 million-$220.0 million, compared to the consensus revenue estimate of $206.2 million. Bandwidth also updated its FY 2026 guidance to 1.770-1.830 EPS.

Bandwidth Stock Up 21.9%

Shares of NASDAQ BAND opened at $44.86 on Friday. Bandwidth has a one year low of $11.93 and a one year high of $46.16. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.42 and a quick ratio of 1.42. The business’s fifty day moving average price is $18.14 and its 200-day moving average price is $15.80. The stock has a market capitalization of $1.41 billion, a PE ratio of -104.32 and a beta of 2.72.

Bandwidth (NASDAQ:BAND) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.32 by $0.06. Bandwidth had a positive return on equity of 1.49% and a negative net margin of 0.64%.The company had revenue of $208.78 million for the quarter, compared to analyst estimates 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. On average, equities research analysts anticipate that Bandwidth will post 0.38 EPS for the current year.

Wall Street Analyst Weigh In

BAND has been the topic of a number of analyst reports. Wall Street Zen upgraded Bandwidth from a “hold” rating to a “strong-buy” rating in a research note on Saturday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Bandwidth in a research note on Monday, April 20th. B. Riley Financial boosted their price objective on Bandwidth from $20.00 to $27.00 and gave the company a “buy” rating in a research note on Friday, April 17th. Citigroup reiterated an “outperform” rating on shares of Bandwidth in a research note on Thursday. Finally, Needham & Company LLC boosted their price objective on Bandwidth from $20.00 to $45.00 and gave the company a “buy” rating in a research note on Thursday. Five investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $31.00.

Insider Activity

In other Bandwidth news, insider Kade Ross sold 10,000 shares of the firm’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $31.59, for a total value of $315,900.00. Following the sale, the insider owned 63,894 shares of the company’s stock, valued at $2,018,411.46. This trade represents a 13.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Daryl E. Raiford sold 16,100 shares of the firm’s stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $15.19, for a total value of $244,559.00. Following the completion of the sale, the chief financial officer directly owned 36,645 shares in the company, valued at approximately $556,637.55. The trade was a 30.52% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 43,126 shares of company stock worth $823,851. Insiders own 6.50% of the company’s stock.

Key Bandwidth News

Here are the key news stories impacting Bandwidth this week:

• Positive Sentiment: Q1 beat and materially raised guidance — Bandwidth reported revenue of ~$209M (+20% YoY) and EPS $0.38 vs. $0.32 consensus; management raised FY26 revenue guidance to $880M–$900M and EPS to $1.77–$1.83 (Q2 EPS guided to $0.35–$0.37). This is the primary catalyst for the rally. Bandwidth Announces First Quarter 2026 Financial Results
• Positive Sentiment: AI tailwinds and strategic partnership — Management cited accelerating AI?driven platform adoption and a selection by Salesforce for Agentforce Contact Center; analysts view this as a durable demand driver that expands large?enterprise TAM and supports consumption?based revenue growth. Bandwidth: Market Is Finally Catching On As Agentforce Partnership Ramps
• Positive Sentiment: Analyst upgrade/price?target lift — Needham raised its price target to $45 and reiterated a Buy, signaling increased analyst conviction after the beat/guidance raise. Upgrades and target raises are supporting the higher share price. Bandwidth (NASDAQ:BAND) Price Target Raised to $45.00 at Needham & Company LLC
• Neutral Sentiment: Market reaction & volume — Shares hit a 52?week high and traded with sharply elevated volume as the market re?rated the company on growth and AI exposure; momentum trading amplified the move. Bandwidth hits 52-week high after Q1 revenue beat: Full outlook
• Neutral Sentiment: Underlying fundamentals — Management reported record adjusted EBITDA (~$26M) and strong retention/consumption metrics, but GAAP net margin remains negative; investors are focused on growth translating into sustained profitability. Bandwidth Q1 Earnings and Revenues Surpass Estimates
• Negative Sentiment: Insider sale disclosed — Director Kade Ross sold 10,000 shares (~$315.9k) under a pre?arranged 10b5?1 plan, reducing his stake; because it was planned sales, this is a modest negative signal but not unexpected. Insider Sale — Kade Ross

Institutional Trading of Bandwidth

Institutional investors and hedge funds have recently modified their holdings of the business. Tower Research Capital LLC TRC raised its holdings in shares of Bandwidth by 183.7% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,776 shares of the company’s stock valued at $60,000 after acquiring an additional 2,445 shares in the last quarter. Raymond James Financial Inc. purchased a new stake in shares of Bandwidth in the 2nd quarter valued at about $85,000. Quantbot Technologies LP purchased a new stake in shares of Bandwidth in the 2nd quarter valued at about $128,000. State of Wyoming raised its holdings in shares of Bandwidth by 104.6% in the 4th quarter. State of Wyoming now owns 8,756 shares of the company’s stock valued at $135,000 after acquiring an additional 4,476 shares in the last quarter. Finally, Brevan Howard Capital Management LP purchased a new stake in shares of Bandwidth in the 3rd quarter valued at about $174,000. Hedge funds and other institutional investors own 68.53% of the company’s stock.

About Bandwidth

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.