Bandwidth Inc. Class A (BAND)

Bandwidth's stock has experienced price movement, trading down 2.7% on February 1, 2026, with a 25.30% decline over the past year. Analyst ratings average "Hold" with a $20.83 price target, though ratings vary. Earnings reports include Q3 2025 revenue of $191.9 million and non-GAAP EPS of $0.36, Q2 2025 revenue of $180 million and adjusted EBITDA of $22 million, and full-year 2024 revenue growth of 25%. Company insiders have been net sellers of shares in the last 90 days.

Analysts anticipate demand challenges and revenue growth deceleration for Bandwidth's products and services. Election cycles can introduce seasonality to revenue streams, as seen with "political campaign revenue" in 2024 and 2025.

Bandwidth, Inc. is a cloud-based CPaaS provider that operates in the Technology sector, specifically in the Software - Infrastructure and Diversified Telecommunication Services industries. Its platform enables enterprises to integrate, scale, and manage voice and messaging communication services. The company offers programmable communications APIs for voice, messaging, and emergency calling, numbering products for phone number management, and the Maestro Platform for integrating communications tools and AI capabilities. Additionally, it provides AIBridge for voice-based AI tools, Call Assure for alternative routing, wholesale channels, and enterprise integrations for platforms like Microsoft Teams and Zoom Phone.

Bandwidth Inc. operates in the United States and internationally, utilizing its global IP voice network across over 65 countries. The company serves a diverse client base throughout North America and Europe.

Bandwidth's reputation is built on its mission to unlock global communications potential through a robust platform, emphasizing quality, scalability, and customer success. The company was named a Leader in the IDC MarketScape: Worldwide CPaaS 2025 Vendor Assessment for the fourth consecutive time. Historically, Bandwidth has been noted for incorporating Christian religion in business.

Bandwidth Inc. has a significant institutional ownership base, with 336 institutional owners holding 25,021,506 shares. Major institutional owners include BlackRock, Inc. and Vanguard Group Inc. Company insiders own 6.50% of the stock.