BAND
BandwidthDNasdaq / Telecommunication Services
Last Price
At close
2026-07-21
Current thesis
The post-print bull case improved after the April 30, 2026 earnings release: Bandwidth beat its own Q1 guide, raised full-year revenue and EBITDA guidance, and highlighted enterprise AI/contact-center wins plus improving retention and customer revenue [#8-K-2026-04-30]. Secondary analyst-tracking sources checked after the print showed Needham raising its target to $45 from $20 and Citizens JMP to $45 from $36 on April 30, 2026, indicating the Street acknowledged a real operating inflection rather than just narrative momentum.
Posture
Defensive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +0.3.
What can break
Cash and cash equivalents fell materially quarter to quarter as Bandwidth retired debt and repurchased stock, which improves capital structure but reduces near-term balance-sheet cushion [#10-Q-2026-04-30].
Momentum
99
Value
44
Sentiment
9
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $44.00 · Bull $58.00 · Bear $30.00
Data freshness
Prices
As of 2026-07-21
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-21 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-04 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-21
Investment thesis
As of 2026-07-21
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $67.25
Why
Momentum99 · Δ7d +0.3
Value44 · Δ7d +0.4
Sentiment9 · Δ7d +3.8
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Momentum · See technicals
Momentum
99
26% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
-0.2
Value
44
39% active weight
Current posture
7d trendFlat
Δ7d
+0.4
Δ21d
-0.4
Sentiment
9
34% active weight
Current posture
7d trendImproving
Δ7d
+3.8
Δ21d
-10.7
Why this grade
Composite grade D. Momentum 99.3 / Value 44.3 / Sentiment 9.0
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$2.25B
Beta
2.15
Shares Out
32.02M
P/E (TTM) · Derived
-163.5
P/S (TTM)
0.58
P/FCF (TTM)
7.85
Rev YoY
+19.8%
EPS YoY
-39.4%
Gross Margin
+35.0%
Op Margin
-1.6%
Net Debt
$368.52M
Current Ratio
0.92
As of 2026-07-21 • Updated nightlySource: Internal modelMethodology

