Bandwidth (NASDAQ:BAND) Releases Q3 2026 Earnings Guidance

Bandwidth (NASDAQ:BAND) updated its third quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 0.450-0.490 for the period, compared to the consensus earnings per share estimate of 0.400. The company issued revenue guidance of $231.0 million-$235.0 million, compared to the consensus revenue estimate of $223.6 million. Bandwidth also updated its FY 2026 guidance to 1.710-1.790 EPS.

Bandwidth Stock Up 1.7%

Bandwidth stock opened at $39.48 on Friday. The stock has a market cap of $1.26 billion, a PE ratio of -136.38 and a beta of 2.92. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.94 and a current ratio of 0.94. The stock has a fifty day moving average of $61.78 and a 200 day moving average of $35.67. Bandwidth has a one year low of $12.50 and a one year high of $79.08.

Bandwidth (NASDAQ:BAND) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $0.37 earnings per share for the quarter, beating analysts’ consensus estimates of $0.36 by $0.01. The firm had revenue of $219.90 million during the quarter, compared to analyst estimates of $217.62 million. Bandwidth had a return on equity of 1.83% and a net margin of 0.27%.The business’s revenue was up 22.2% on a year-over-year basis. Bandwidth has set its Q3 2026 guidance at 0.450-0.490 EPS and its FY 2026 guidance at 1.710-1.790 EPS. As a group, sell-side analysts predict that Bandwidth will post 0.55 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts recently commented on the stock. Needham & Company LLC increased their price target on shares of Bandwidth from $45.00 to $60.00 and gave the company a “buy” rating in a report on Thursday, May 14th. B. Riley Financial upped their price target on shares of Bandwidth from $55.00 to $85.00 and gave the company a “buy” rating in a report on Thursday, July 9th. Citizens Jmp upped their target price on Bandwidth from $70.00 to $86.00 and gave the company a “market outperform” rating in a research note on Monday, July 20th. Zacks Research lowered Bandwidth from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 3rd. Finally, Wall Street Zen downgraded shares of Bandwidth from a “strong-buy” rating to a “buy” rating in a research note on Sunday, June 28th. Five research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Bandwidth has a consensus rating of “Moderate Buy” and an average price target of $61.75.

Insider Buying and Selling

In other Bandwidth news, General Counsel Richard Brandon Asbill sold 29,214 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $72.03, for a total value of $2,104,284.42. Following the sale, the general counsel owned 3,000 shares in the company, valued at approximately $216,090. This represents a 90.69% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO David A. Morken sold 4,632 shares of Bandwidth stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $58.85, for a total transaction of $272,593.20. Following the transaction, the chief executive officer directly owned 7,198 shares of the company’s stock, valued at approximately $423,602.30. This trade represents a 39.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 117,269 shares of company stock valued at $6,876,623 in the last three months. 5.26% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Bandwidth

A number of institutional investors have recently modified their holdings of BAND. Tower Research Capital LLC TRC grew its holdings in Bandwidth by 183.7% in the second quarter. Tower Research Capital LLC TRC now owns 3,776 shares of the company’s stock valued at $60,000 after purchasing an additional 2,445 shares during the period. Raymond James Financial Inc. acquired a new position in Bandwidth during the second quarter worth $85,000. Quantbot Technologies LP acquired a new position in Bandwidth during the second quarter worth $128,000. State of Wyoming lifted its holdings in Bandwidth by 104.6% during the fourth quarter. State of Wyoming now owns 8,756 shares of the company’s stock valued at $135,000 after purchasing an additional 4,476 shares in the last quarter. Finally, Squarepoint Ops LLC acquired a new stake in shares of Bandwidth in the fourth quarter valued at about $174,000. 68.53% of the stock is currently owned by institutional investors and hedge funds.

Bandwidth Company Profile

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.