Bandwidth (BAND)
Powers enterprise voice, messaging, emergency calling, and AI workflows over an owned global network.
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Sells APIs and network services for enterprise voice, messaging, phone numbers, emergency calling, and AI-enabled communications. Revenue comes mainly from usage on an owned-and-operated global network, with voice contributing most and messaging the balance.
Provides cloud communications and network services that enterprises and software platforms use to embed calling, text messaging, emergency services, and AI-enabled voice into applications. Global Voice Plans connects unified-communications and contact-center platforms; Enterprise Voice and Maestro handle cloud migrations, call-flow orchestration, integrations, and AI agents. Programmable Messaging supports SMS, MMS, RCS, alerts, authentication, and customer engagement, while Phone Numbers automates ordering, porting, and provisioning.
Runs APIs on an owned-and-operated, all-IP Communications Cloud with reach across North America, Europe, and Asia-Pacific. Direct control of network and numbering resources supports routing, onboarding, reliability, and regulatory execution across markets; voice supplies most revenue, while messaging contributes the rest.
Operates as a single reportable segment and sells through usage-based and contracted enterprise relationships. Service delivery depends on network uptime, carrier interconnections, numbering resources, licenses, emergency-calling obligations, and evolving telecommunications, messaging, privacy, and AI rules.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 16, 2026 | Bank of America Securities | Initiate | Rating: — | |
| Aug 19, 2026 | Piper Sandler | Reiterate | Rating: —Target: $19 | Target: $52 |
| Jul 9, 2026 | B.Riley Financial | Target | Target: — | Target: $85 |
| May 14, 2026 | Needham | Reiterate | Rating: —Target: — | Target: $60 |
| Oct 31, 2025 | Robert W. Baird | Target | Target: $19 | Target: $16 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $174.36B · Total debt $554.42B · Total assets $1.10T · Shareholders' equity $378.17B
- Revenue
- $219.9M
- Operating income
- −$4.6M
- Net income
- $2.4M
No dividends on record.
| Institutions | ≈ 92.53% | 29.78M shares | |
|---|---|---|---|
| 253 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 7.24% | 2.33M shares | |
| 2 holders · as of Feb 11, 2022 | |||
| Strategic holders | 4.66% | 1.50M shares | |
| 1 holder · as of May 2, 2022 | |||
| Adds to | 104.43% | ||
32.18M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 104.43%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.66% | 2.46M | as of Jun 30, 2026 |
Hood River Capital Management LLCInstitution | 7.13% | 2.30M | as of Jun 30, 2026 |
Telnyx, LLCStrategic | 4.66% | 1.50M | filed May 2, 2022 |
Driehaus Capital Management LLCInstitution | 4.32% | 1.39M | as of Jun 30, 2026 |
D. E. Shaw & Co., Inc.Institution | 4.07% | 1.31M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 16, 2026 | Lukas M. Roush | director | −1,500 | $48.60 |
| Sep 2, 2026 | Daryl E. Raiford | officer: Chief Financial Officer | −7,227 | $48.99 |
| Sep 2, 2026 | Kade Ross | officer: Chief Information Officer | −4,000 | $48.15 |
| Sep 1, 2026 | Devin M. Krupka | officer: Controller, PAO | −3,074 | $48.97 |
| Aug 31, 2026 | Rebecca Bottorff | director, officer: Chief People Officer | −2,713 | $49.15 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Bandwidth | $58.41 | +0.07% | $1.75B | — | 31.5 | 2.1 | +22.2% |
| Twilio | $284.57 | +0.03% | $40.38B | 37.1 | 46.1 | 7.2 | +22.0% |
| Ericsson (ADR) | $9.82 | −0.05% | $33.66B | 13.6 | 20.1 | 1.4 | −5.4% |
| Cisco Systems | $106.28 | −0.15% | $439.31B | 33.5 | 20.8 | 6.9 | +17.6% |
| RingCentral | $79.73 | −0.04% | $6.67B | 61.8 | 15.1 | 2.6 | +5.9% |
| 8x8 | $1.99 | −0.25% | $265.1M | 58.6 | 5.5 | 0.4 | +4.8% |
| Median | 37.1 | 20.1 | 2.6 | +5.9% |