FY2025 EPS Estimates for Bandwidth Lowered by Zacks Research

Bandwidth Inc. (NASDAQ:BAND) – Equities researchers at Zacks Research reduced their FY2025 earnings per share estimates for shares of Bandwidth in a research note issued on Tuesday, January 13th. Zacks Research analyst Team now forecasts that the company will post earnings of ($0.07) per share for the year, down from their previous forecast of ($0.06). The consensus estimate for Bandwidth’s current full-year earnings is $0.22 per share. Zacks Research also issued estimates for Bandwidth’s Q4 2025 earnings at ($0.15) EPS, Q1 2026 earnings at ($0.05) EPS, FY2026 earnings at $0.23 EPS and FY2027 earnings at $0.40 EPS.

Several other research analysts have also weighed in on the stock. Robert W. Baird set a $16.00 price objective on shares of Bandwidth in a research note on Friday, October 31st. Wall Street Zen downgraded shares of Bandwidth from a “buy” rating to a “hold” rating in a research note on Sunday, December 14th. Wedbush reiterated an “outperform” rating on shares of Bandwidth in a report on Wednesday, September 17th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Bandwidth in a research note on Wednesday, October 8th. Five investment 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. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $21.00.

Bandwidth Stock Performance

BAND stock opened at $13.55 on Thursday. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.39 and a current ratio of 1.39. The stock has a market cap of $413.57 million, a P/E ratio of -34.74 and a beta of 2.10. The firm has a 50 day simple moving average of $14.59 and a 200 day simple moving average of $15.23. Bandwidth has a 52 week low of $11.33 and a 52 week high of $19.88.

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 stock was sold at an average price of $14.06, for a total transaction of $62,707.60. Following the transaction, the general counsel owned 62,465 shares of the company’s stock, valued at approximately $878,257.90. This represents a 6.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, COO Devesh Agarwal sold 4,202 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $14.06, for a total value of $59,080.12. Following the completion of the transaction, the chief operating officer directly owned 77,482 shares in the company, valued at $1,089,396.92. The trade was a 5.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 63,463 shares of company stock valued at $895,210. Corporate insiders own 6.50% of the company’s stock.

Hedge Funds Weigh In On Bandwidth

Several hedge funds and other institutional investors have recently added to or reduced their stakes in BAND. CX Institutional acquired a new stake in shares of Bandwidth in the second quarter valued at about $241,000. Assenagon Asset Management S.A. boosted its stake in Bandwidth by 71.4% during the 3rd quarter. Assenagon Asset Management S.A. now owns 327,942 shares of the company’s stock valued at $5,467,000 after purchasing an additional 136,624 shares during the period. Rhumbline Advisers grew its holdings in Bandwidth by 3.7% in the 1st quarter. Rhumbline Advisers now owns 35,603 shares of the company’s stock valued at $466,000 after buying an additional 1,255 shares during the last quarter. Campbell & CO Investment Adviser LLC increased its position in Bandwidth by 33.5% in the 2nd quarter. Campbell & CO Investment Adviser LLC now owns 83,388 shares of the company’s stock worth $1,326,000 after buying an additional 20,945 shares during the period. Finally, Archon Capital Management LLC lifted its holdings in shares of Bandwidth by 48.3% during the second quarter. Archon Capital Management LLC now owns 291,700 shares of the company’s stock worth $4,638,000 after buying an additional 95,000 shares during the last quarter. Institutional investors and hedge funds own 68.53% of the company’s stock.

Key Headlines Impacting Bandwidth

Here are the key news stories impacting Bandwidth this week:

• Neutral Sentiment: Brokerage consensus remains lukewarm — Bandwidth carries an average “Hold” recommendation from brokerages, signaling mixed investor sentiment despite the analyst estimate activity. Bandwidth Given Average Recommendation of “Hold”
• Neutral Sentiment: Industry context: a recent analysis on AI inference highlights network latency and memory as critical constraints for real‑time workloads — relevant background for communications and cloud infrastructure vendors but not a direct mention of Bandwidth. Investors may consider this when evaluating long‑term demand for low‑latency communications services. AI inference crisis: Google engineers on why network latency and memory trump compute
• Negative Sentiment: Zacks Research cut multiple EPS estimates for Bandwidth across quarters and fiscal years — modest but broad downgrades include Q4 2025 EPS to ($0.15) from ($0.14), Q1 2026 to ($0.05) from ($0.04), FY2025 to ($0.07) from ($0.06), FY2026 to $0.23 from $0.25, FY2027 to $0.40 from $0.42, and small trims to Q4 2026/2027. These reductions lower near-term earnings visibility and are the primary driver for the stock decline today. Zacks Research estimate revisions for Bandwidth

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.