Research Analysts Issue Forecasts for Bandwidth Q4 Earnings

Bandwidth Inc. (NASDAQ:BAND) – Research analysts at Zacks Research reduced their Q4 2026 earnings per share (EPS) estimates for Bandwidth in a report released on Tuesday, January 13th. Zacks Research analyst Team now forecasts that the company will earn $0.18 per share for the quarter, down from their previous estimate of $0.19. The consensus estimate for Bandwidth’s current full-year earnings is $0.22 per share. Zacks Research also issued estimates for Bandwidth’s Q4 2027 earnings at $0.12 EPS.

Several other equities research analysts also recently commented on BAND. Wall Street Zen downgraded Bandwidth from a “buy” rating to a “hold” rating in a report on Sunday, December 14th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Bandwidth in a research note on Wednesday, October 8th. Finally, Robert W. Baird set a $16.00 price objective on shares of Bandwidth in a research report on Friday, October 31st. Five analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $21.00.

Bandwidth Stock Down 0.1%

NASDAQ:BAND opened at $13.53 on Wednesday. The firm has a market capitalization of $412.94 million, a price-to-earnings ratio of -34.69 and a beta of 2.10. Bandwidth has a twelve month low of $11.33 and a twelve month high of $19.88. The stock’s 50 day moving average price is $14.58 and its two-hundred day moving average price is $15.21. The company has a quick ratio of 1.39, a current ratio of 1.39 and a debt-to-equity ratio of 0.63.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Numerai GP LLC boosted its holdings in shares of Bandwidth by 62.3% during the third quarter. Numerai GP LLC now owns 20,430 shares of the company’s stock worth $341,000 after acquiring an additional 7,839 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in Bandwidth by 2.1% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 53,681 shares of the company’s stock worth $895,000 after purchasing an additional 1,129 shares during the last quarter. Brevan Howard Capital Management LP bought a new stake in Bandwidth in the 3rd quarter valued at $174,000. Algert Global LLC boosted its stake in Bandwidth by 178.7% in the 3rd quarter. Algert Global LLC now owns 160,977 shares of the company’s stock valued at $2,683,000 after purchasing an additional 103,207 shares during the period. Finally, Ameriprise Financial Inc. grew its holdings in Bandwidth by 10.5% in the 3rd quarter. Ameriprise Financial Inc. now owns 642,264 shares of the company’s stock valued at $10,707,000 after buying an additional 61,004 shares in the last quarter. 68.53% of the stock is owned by institutional investors.

Insider Activity

In other news, General Counsel Richard Brandon Asbill sold 4,460 shares of the stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $14.06, for a total value of $62,707.60. Following the transaction, the general counsel directly owned 62,465 shares of the company’s stock, valued at $878,257.90. This represents a 6.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO David A. Morken sold 12,584 shares of Bandwidth stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $14.06, for a total transaction of $176,931.04. Following the sale, the chief executive officer directly owned 29,494 shares of the company’s stock, valued at $414,685.64. The trade was a 29.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 63,463 shares of company stock valued at $895,210. 6.50% of the stock is owned by company insiders.

Key Bandwidth News

Here are the key news stories impacting Bandwidth this week:

• Neutral Sentiment: Broker consensus is lukewarm — brokerages give Bandwidth an average “Hold” recommendation, which implies limited near-term upside from analyst coverage. Bandwidth Inc. (NASDAQ:BAND) Given Average Recommendation of “Hold” by Brokerages
• Neutral Sentiment: Industry context: an article on AI inference highlights how network latency and memory, not just compute, matter for real‑time applications — a thematic item that could support demand for low‑latency communications infrastructure but does not directly change Bandwidth’s near‑term fundamentals. AI inference crisis: Google engineers on why network latency and memory trump compute
• Negative Sentiment: Analyst cuts from Zacks Research — Zacks trimmed multiple EPS forecasts across quarters and fiscal years (examples: Q4 2025 to ($0.15) from ($0.14); Q1 2026 to ($0.05) from ($0.04); FY2026 to $0.23 from $0.25; FY2027 to $0.40 from $0.42). The revisions signal weaker near‑term profitability and raise uncertainty around Bandwidth’s earnings recovery, a direct negative for the stock.

About Bandwidth

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.