Key Points
- COO Devesh Agarwal sold 4,869 Bandwidth shares at an average price of $49.15, generating approximately $239,311 and reducing his direct holdings by 5.8% to 79,138 shares.
- Bandwidth’s latest quarter modestly beat expectations, reporting EPS of $0.37 and revenue of $219.9 million, with revenue up 22.2% year over year. Management maintained full-year 2026 EPS guidance of $1.71–$1.79.
- Analysts maintain a broadly positive view, with a “Moderate Buy” consensus and average price target of $59.80, though recent insider selling—including sales by seven executives totaling about $1.02 million—could weigh on sentiment.
Bandwidth Inc. (NASDAQ:BAND - Get Free Report) insider Devin Krupka sold 1,219 shares of the firm's stock in a transaction on Monday, August 31st. The shares were sold at an average price of $49.15, for a total transaction of $59,913.85. Following the sale, the insider owned 15,032 shares in the company, valued at $738,822.80. The trade was a 7.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.
Bandwidth Trading Up 4.9%
Shares of Bandwidth stock opened at $50.79 on Wednesday. The company has a market capitalization of $1.63 billion, a P/E ratio of -175.14 and a beta of 2.96. The company has a debt-to-equity ratio of 0.87, a quick ratio of 2.04 and a current ratio of 2.04. The company has a fifty day moving average of $56.42 and a 200 day moving average of $41.39. Bandwidth Inc. has a fifty-two week low of $12.50 and a fifty-two week high of $79.08.
Bandwidth (NASDAQ:BAND - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $0.37 EPS for the quarter, beating analysts' consensus estimates of $0.36 by $0.01. Bandwidth had a return on equity of 1.85% and a net margin of 0.27%.The business had revenue of $219.90 million for the quarter, compared to analysts' expectations of $217.62 million. The firm's quarterly revenue was up 22.2% on a year-over-year basis. Bandwidth has set its Q3 2026 guidance at 0.450-0.490 EPS and its FY 2026 guidance at 1.710-1.790 EPS. On average, sell-side analysts anticipate that Bandwidth Inc. will post 0.65 earnings per share for the current fiscal year.
Institutional Investors Weigh In On Bandwidth
Hedge funds have recently made changes to their positions in the company. TD Waterhouse Canada Inc. purchased a new position in Bandwidth during the 2nd quarter valued at approximately $70,000. Corient Private Wealth LP purchased a new stake in shares of Bandwidth during the 2nd quarter worth approximately $238,000. Tower Research Capital LLC TRC raised its holdings in shares of Bandwidth by 183.7% during the 2nd quarter. Tower Research Capital LLC TRC now owns 3,776 shares of the company's stock worth $60,000 after acquiring an additional 2,445 shares in the last quarter. Raymond James Financial Inc. bought a new position in shares of Bandwidth during the 2nd quarter valued at approximately $85,000. Finally, Quantbot Technologies LP purchased a new position in shares of Bandwidth in the second quarter valued at $128,000. 68.53% of the stock is currently owned by hedge funds and other institutional investors.
Bandwidth News Summary
Here are the key news stories impacting Bandwidth this week:
- Positive Sentiment: Bandwidth’s latest quarterly results modestly exceeded expectations, with EPS of $0.37 versus the $0.36 consensus and revenue of $219.9 million versus $217.6 million expected. Revenue increased 22.2% year over year, and management’s full-year 2026 EPS guidance remains $1.71 to $1.79. Bandwidth stock and earnings information
- Positive Sentiment: Analyst opinion remains broadly supportive: five analysts rate Bandwidth a Buy and three rate it Hold, producing a “Moderate Buy” consensus and an average price target of $59.80. Recent institutional activity also included several new positions and a substantial increase by Tower Research Capital. Bandwidth analyst and institutional activity
- Neutral Sentiment: Director Lukas Roush sold 1,500 shares for $71,025 on August 27 under a pre-arranged Rule 10b5-1 trading plan. Because the sale was scheduled in advance and reduced his holding by only 2.5%, it may carry limited signaling value. Bandwidth director stock sale
- Negative Sentiment: Seven Bandwidth executives and insiders sold approximately 22,050 shares worth about $1.02 million on August 31. The sellers included CEO David Morken, CFO Daryl Raiford, COO Devesh Agarwal and the general counsel; several reduced their holdings by double-digit percentages. The unusually concentrated selling may weigh on investor sentiment, even though insider sales do not necessarily indicate deteriorating business prospects. Bandwidth SEC insider filing
Analyst Ratings Changes
Several analysts recently issued reports on the company. Wall Street Zen downgraded Bandwidth from a "strong-buy" rating to a "buy" rating in a research note on Sunday, June 28th. B. Riley Financial increased their price objective on shares of Bandwidth from $55.00 to $85.00 and gave the company a "buy" rating in a report on Thursday, July 9th. Zacks Research lowered shares of Bandwidth from a "strong-buy" rating to a "hold" rating in a report on Friday, July 3rd. Piper Sandler lifted their price objective on shares of Bandwidth from $38.00 to $52.00 and gave the company a "neutral" rating in a research report on Wednesday, August 19th. Finally, Needham & Company LLC reissued a "buy" rating on shares of Bandwidth in a report on Thursday, August 20th. Five investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Bandwidth currently has a consensus rating of "Moderate Buy" and a consensus price target of $59.80.
View Our Latest Analysis on BAND
Bandwidth Company Profile
(
Get Free Report)
Bandwidth Inc operates a cloud-based communications platform that provides voice, messaging and emergency services APIs for enterprises and developers. Through its proprietary network and software-as-a-service model, the company enables customers to integrate programmable voice calls, text messaging and 9-1-1 routing into their applications. Bandwidth's solutions aim to reduce complexity and improve reliability in mission-critical communications, serving industries such as healthcare, financial services, on-demand mobility and customer engagement.
Founded in 1999 in Raleigh, North Carolina by co-founders David Morken and Henry Kaestner, Bandwidth initially focused on voice-over-IP infrastructure before evolving into a full communications API provider.
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