Bandwidth, Inc. (BAND)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-14
$48.97-13.89%
Close 2026-09-14 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-14
Research Workspace
Put BAND beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Systems Software: fringe margins under pressure (2q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — EPS reaches at least $1.77 in 2026: EPS guidance $1.71-$1.79 vs $1.77 target.
View ThesisRevenue growth is slowing — up about 9% over the past year and decelerating.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 4% on a typical day and fell roughly 53% in its worst 12-month stretch.
View RiskBAND's growth relies on its ability to raise full-year revenue and Adjusted EBITDA outlook. Revenue grew 22% year over year, and the last quarter beat expectations significantly. It trades at 52× P/E versus a peer median of 41×, indicating the market expects strong growth. If BAND reverses and cuts guidance after recently raising it, that would damage credibility. Peer multiples imply a price about 10% below where it trades. This read is provisional.
Trailing returns as of 2026-09-14. BAND is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering BAND (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare BAND with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BAND Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Systems Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BAND next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Strengthens growth potential through strategic partnership.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Raise full-year revenue and Adjusted EBITDA outlook
Higher outlook aligns with revenue growth objectives.
Advances: Raise full-year revenue and Adjusted EBITDA outlook
Salesforce deal positively impacts revenue outlook.
Advances: Raise full-year revenue and EBITDA outlook
New CRO enhances focus on enterprise and AI growth.
Advances: Raise full-year revenue and EBITDA outlook
Price target increase reflects positive AI voice outlook.