Bandwidth, Inc. (BAND)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
$47.34-10.86%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
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 under pressure — EPS reaches at least $1.77 in 2026: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 15% over the past year.
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 RiskBandwidth’s cloud communications growth underpins the case, with revenue growth steady at 22% year over year. The company raised its 2026 outlook and projects double-digit cloud communications growth in 2027. Q3 2026 non-GAAP EPS beat consensus, reporting $0.50 versus $0.22. BAND trades at 43× P/E versus the 46× peer median; expectations look modest versus our view. The primary pillar, reaching at least $1.77 EPS in 2026, needs comparison review. A 33% next-quarter miss probability adds risk. Peer multiples imply a price roughly in line with where it trades (about fair). The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-30. BAND is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering BAND (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for BAND in the last 4 months.
Continue this research
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 10 valuation methods, at three horizons. As of 2026-10-29. 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.
Compare the value case
Put BAND next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Grow revenue and Adjusted EBITDA
Q3 beat and higher outlook support revenue and EBITDA growth, though the headline alone gives limited detail.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $47.34
The last 12 months of price, then the range of analyst 12-month targets from today’s $47.34.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle 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
Raised 2026 outlook and projected 2027 double-digit growth support management’s growth and profitability objectives.
Strengthens growth potential through strategic partnership.
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.