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Technology - Software - Infrastructure - NASDAQ - US
$ 15.46
-1.89 %
$ 460 M
Market Cap
-777.0
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one BAND stock under the worst case scenario is HIDDEN Compared to the current market price of 15.5 USD, Bandwidth Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one BAND stock under the base case scenario is HIDDEN Compared to the current market price of 15.5 USD, Bandwidth Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one BAND stock under the best case scenario is HIDDEN Compared to the current market price of 15.5 USD, Bandwidth Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart BAND

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$20.0$20.0$19.0$19.0$18.0$18.0$17.0$17.0$16.0$16.0$15.0$15.0$14.0$14.0$13.0$13.0$12.0$12.0$11.0$11.0Feb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '2515 Jul15 Jul
FINANCIALS
748 M REVENUE
24.52%
-20.1 M OPERATING INCOME
43.43%
-6.52 M NET INCOME
60.08%
83.9 M OPERATING CASH FLOW
115.08%
-1.44 M INVESTING CASH FLOW
-4.67%
-131 M FINANCING CASH FLOW
-148.74%
174 M REVENUE
-17.02%
-4.69 M OPERATING INCOME
-75.48%
-3.74 M NET INCOME
-112.62%
-3.08 M OPERATING CASH FLOW
-8.44%
-13.8 M INVESTING CASH FLOW
-341.58%
-29 M FINANCING CASH FLOW
-15.54%
Balance Sheet Bandwidth Inc.
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Current Assets 188 M
Cash & Short-Term Investments 83.8 M
Receivables 86.5 M
Other Current Assets 17.6 M
Non-Current Assets 801 M
Long-Term Investments 0
PP&E 330 M
Other Non-Current Assets 471 M
8.47 %8.74 %33.40 %47.61 %Total Assets$989.2m
Current Liabilities 140 M
Accounts Payable 28.4 M
Short-Term Debt 3.11 M
Other Current Liabilities 109 M
Non-Current Liabilities 536 M
Long-Term Debt 500 M
Other Non-Current Liabilities 35.8 M
4.19 %16.09 %73.97 %5.30 %Total Liabilities$676.6m
EFFICIENCY
Earnings Waterfall Bandwidth Inc.
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Revenue 748 M
Cost Of Revenue 469 M
Gross Profit 280 M
Operating Expenses 300 M
Operating Income -20.1 M
Other Expenses -13.5 M
Net Income -6.52 M
800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m00(100m)(100m)748m(469m)280m(300m)(20m)14m(7m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
37.40% GROSS MARGIN
37.40%
-2.68% OPERATING MARGIN
-2.68%
-0.87% NET MARGIN
-0.87%
-2.09% ROE
-2.09%
-0.66% ROA
-0.66%
-1.72% ROIC
-1.72%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Bandwidth Inc.
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70m70m60m60m50m50m40m40m30m30m20m20m10m10m00(10m)(10m)(20m)(20m)(30m)(30m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income -6.52 M
Depreciation & Amortization 49.2 M
Capital Expenditures -14 M
Stock-Based Compensation 48.4 M
Change in Working Capital 0
Others -5.96 M
Free Cash Flow 69.9 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Bandwidth Inc.
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Wall Street analysts predict an average 1-year price target for BAND of $24.8 , with forecasts ranging from a low of $19 to a high of $36 .
BAND Lowest Price Target Wall Street Target
19 USD 22.90%
BAND Average Price Target Wall Street Target
24.8 USD 60.09%
BAND Highest Price Target Wall Street Target
36 USD 132.86%
Price
Max Price Target
Min Price Target
Average Price Target
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4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 7
6. Ownership
Insider Ownership Bandwidth Inc.
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Sold
0-3 MONTHS
612 K USD 7
3-6 MONTHS
1.43 M USD 7
6-9 MONTHS
1.39 M USD 7
9-12 MONTHS
281 K USD 7
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Bandwidth to Report Second Quarter 2025 Financial Results on July 29, 2025 RALEIGH, N.C. , July 14, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced it will report its financial results for the second quarter ended June 30, 2025 before market open on Tuesday, July 29, 2025. prnewswire.com - 1 week ago
Bandwidth Powers Pennymac Cloud Migration To 50 Percent Cost Savings, Faster Loan Closings Top U.S. mortgage lender, featured in American Banker article, leverages Bandwidth's platform for dramatic efficiency gains, enhanced customer experience and improved compliance RALEIGH, N.C. , July 9, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today unveiled a customer success story with Pennymac, a premier U.S. mortgage lender and servicer trusted by millions. prnewswire.com - 2 weeks ago
Bandwidth Announces 2025 Textie Award Winners Celebrating the Best in Business Messaging From patient engagement and brand promotion, to car care and student success, innovators redefine how businesses connect through text messaging Raleigh, N.C. , June 26, 2025 /PRNewswire/ --  Bandwidth Inc.  (NASDAQ: BAND), a leading global enterprise cloud communications company, announced the winners of the second annual Texties, the original award series honoring excellence and innovation in business text messaging. prnewswire.com - 4 weeks ago
Twilio vs. Bandwidth: Which CPaaS Stock Is the Better Buy Right Now? TWLO's scale, AI focus and strong balance sheet give it the edge over BAND in the CPaaS growth race. zacks.com - 1 month ago
Why Bandwidth (BAND) is a Top Growth Stock for the Long-Term Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. zacks.com - 1 month ago
The CoWoS Chokepoint: TSMC's Quiet Monopoly On AI Memory Bandwidth TSMC's advanced CoWoS and SoIC lines have become the key bottleneck for AI memory bandwidth, giving the company commanding pricing power. The foundry is replicating this 3D-packaging and wafer capacity in Arizona and Japan, reducing geopolitical concentration while tapping generous local subsidies. A conservative discounted-cash-flow model built on current free cash flow and packaging-driven growth values the ADR near $380, suggesting about 75% upside from recent levels. seekingalpha.com - 1 month ago
2 Communication Stocks Likely to Tide Over Industry Challenges The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite near-term headwinds. ATEX and BAND are likely to benefit from the continued transition to cloud networks. zacks.com - 1 month ago
Bandwidth (BAND) Up 2.7% Since Last Earnings Report: Can It Continue? Bandwidth (BAND) reported earnings 30 days ago. What's next for the stock? zacks.com - 1 month ago
F5 Delivers Scalable and Secure Cloud-Native Network Functionality for AI and High-Bandwidth Applications SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today unveiled F5 BIG-IP Next Cloud-Native Network Functions (CNF) 2.0, an evolved solution that significantly enhances the capabilities of the F5 Application Delivery and Security Platform (ADSP) for large-scale cloud-native applications. With advanced Kubernetes-native features, F5 BIG-IP Next CNF 2.0 redefines how organizations adapt to increasingly complex and resource-intensive oper. businesswire.com - 2 months ago
Bandwidth: Buy As Retention Stabilizes And Margins Expand Bandwidth has shown strong growth momentum since the 2024 elections, with improving net revenue retention rates and rising customer counts, despite broader market volatility. Shares are down ~20% YTD and ~30% over the past year, presenting a compelling buy opportunity given the company's renewed growth trends and raised FY25 outlook. Bandwidth's valuation is attractive at 0.8x EV/FY25 revenue and 7.3x EV/FY25 adjusted EBITDA, with adjusted EBITDA currently rising at a ~40x pace. seekingalpha.com - 2 months ago
Bandwidth Q1: Resilient Growth Alongside Expanding Margins Organic growth of 10% is expected for this year, adjusted for last year's political revenue. Gross margins reached 59% in Q1, compared to 57% in the prior year period, and are expected to exceed 60% next year. The business is demonstrating strong operating leverage, with FCF estimated to be $60 million for this year. seekingalpha.com - 2 months ago
Bandwidth (BAND) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates Although the revenue and EPS for Bandwidth (BAND) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 2 months ago
8. Profile Summary

Bandwidth Inc. BAND

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COUNTRY US
INDUSTRY Software - Infrastructure
MARKET CAP $ 460 M
Dividend Yield 0.00%
Description Bandwidth Inc. operates as a cloud-based software-powered communications platform-as-a-service (CPaaS) provider in the United States. The company operates in two segments, CPaaS and Other. Its platform enables enterprises to create, scale, and operate voice or messaging communications services across various mobile applications or connected devices. The company also provides SIP trunking, data resale, and hosted voice over Internet protocol services. It serves large enterprises, communications service providers, conferencing providers, contact centers, small and medium-sized businesses, emerging technology companies, and many other businesses. Bandwidth Inc. was founded in 2000 and is headquartered in Raleigh, North Carolina.
Contact 900 Main Campus Drive, Raleigh, NC, 27606 https://www.bandwidth.com
IPO Date Nov. 9, 2017
Employees 1100
Officers Mr. Richard Brandon Asbill J.D. General Counsel & Secretary Mr. Devesh Agarwal Chief Operating Officer Mr. Daryl E. Raiford CPA Executive Vice President & Chief Financial Officer Mr. Scott T. Mullen Chief Technology Officer Mr. John Bell II Chief Product Officer Ms. Rebecca G. Bottorff Chief People Officer & Director Mr. Kade Ross Chief Information Officer Mr. David Andrew Morken J.D. Co-Founder, Chief Executive Officer, & Chairman Mr. Devin M. Krupka Principal Accounting Officer Ms. Sarah Walas Vice President of Investor Relations