Bandwidth Inc. Class A (BAND)

In the past six months, Bandwidth's stock has experienced several events and trends. On July 29, 2025, Bandwidth announced its financial results for the second quarter, exceeding revenue and earnings expectations. On October 30, 2025, Bandwidth announced its third-quarter 2025 financial results, again exceeding revenue and profitability guidance. As of January 6, 2026, the share price was $14.51, representing an 11.58% decline from January 7, 2025. On January 12, 2026, the stock price increased by 1.35% to $14.27. Analysts have given Bandwidth an average rating of "Hold" with an average one-year target price of $21.00. Insider selling was reported on December 1, 2025, with CEO David Morken selling 12,584 shares.

Demand seasonality for Bandwidth's products and services is influenced by various factors. The company has noted a "very large fourth quarter messaging seasonality with Black Friday, Cyber Monday". Additionally, political campaign revenue can create cyclical surges. While the company's core voice business has shown accelerating growth, expectations for messaging surcharge growth were moderated in late 2025. Bandwidth anticipates continued momentum in its global voice plans and enterprise voice customers, as well as another robust political campaign messaging season in 2026.

Bandwidth Inc. is a global cloud communications software company providing a cloud-based CPaaS. Founded in 1999, it operates its own global IP voice network, offering APIs for voice, text messaging, and emergency services. The company operates within the Technology sector, specifically in the Communication Software industry. Its major products and services include voice services, messaging solutions, and integrated local emergency services. Bandwidth serves technology companies, enterprise customers, and SaaS platforms, including major players like Microsoft, Google, and Zoom.

Bandwidth Inc. operates in the United States and internationally, with its headquarters in Raleigh, North Carolina. The company's global IP voice network spans more than 65 countries. Its international presence includes operations and subsidiaries in countries such as Ireland, Belgium, the UK, Canada, Romania, Spain and Germany.

Bandwidth's brand reputation in the past year appears to be generally positive, particularly in its role as a cloud communications leader and innovator in AI voice. The company has been recognized as a CPaaS leader by IDC for the fourth consecutive year. One event that could be seen as impacting its reputation was the termination of its incentive agreement with the state of North Carolina on January 11, 2025. Bandwidth has also been noted for its unusual approach of incorporating Christian religion in business, including starting meetings with Christian prayers.

Bandwidth Inc.'s ownership is predominantly institutional. Major institutional shareholders include BlackRock, Inc., The Vanguard Group, Inc., and Dimensional Fund Advisors LP. Institutional investors collectively held approximately 72.86% of the company's shares as of July 25, 2025. Individual stakeholders also play a role, with CEO David Morken holding 6,964 shares as of May 29, 2025. Insider ownership was approximately 2.44% according to recent data.