Kade Ross Sells 10,000 Shares of Bandwidth (NASDAQ:BAND) Stock

Key Points

• Kade Ross sold 10,000 shares of Bandwidth on April 30 at an average price of $31.59 under a Rule 10b5‑1 plan, cutting his stake by 13.53% to 63,894 shares (worth ~ $2.02M).
• Bandwidth beat Q1 estimates with ~$209M in revenue (≈+20% YoY) and $0.38 EPS, and raised FY26 guidance to $880–$900M revenue and $1.77–$1.83 EPS, driving a large post‑earnings rally to a 52‑week high.
• Despite the upside, the company still shows a negative net margin and a negative trailing P/E, signaling remaining profitability and margin risks.

Bandwidth Inc. (NASDAQ:BAND - Get Free Report) insider Kade Ross sold 10,000 shares of the company's stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $31.59, for a total value of $315,900.00. Following the sale, the insider owned 63,894 shares of the company's stock, valued at approximately $2,018,411.46. This trade represents a 13.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Bandwidth Stock Performance

Shares of BAND stock traded up $8.05 during trading on Friday, reaching $44.86. The company had a trading volume of 4,111,548 shares, compared to its average volume of 491,138. The firm's 50 day simple moving average is $18.14 and its two-hundred day simple moving average is $15.80. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.42 and a quick ratio of 1.42. Bandwidth Inc. has a one year low of $11.93 and a one year high of $46.16. The company has a market capitalization of $1.41 billion, a PE ratio of -104.32 and a beta of 2.03.

Bandwidth (NASDAQ:BAND - Get Free Report) last announced its earnings results on Thursday, April 30th. The company reported $0.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.32 by $0.06. The firm had revenue of $208.78 million during the quarter, compared to analysts' expectations of $201.58 million. Bandwidth had a positive return on equity of 0.95% and a negative net margin of 1.71%.Bandwidth has set its FY 2026 guidance at 1.770-1.830 EPS and its Q2 2026 guidance at 0.350-0.370 EPS. Sell-side analysts forecast that Bandwidth Inc. will post 0.38 earnings per share for the current year.

Institutional Investors Weigh In On Bandwidth

Large investors have recently made changes to their positions in the company. Tower Research Capital LLC TRC increased its position 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 purchasing an additional 2,445 shares in the last quarter. State of Wyoming acquired a new position in Bandwidth in the third quarter valued at about $71,000. Raymond James Financial Inc. bought a new stake in Bandwidth during the second quarter worth about $85,000. Quantbot Technologies LP bought a new stake in Bandwidth during the second quarter worth about $128,000. Finally, Harbor Capital Advisors Inc. increased its holdings in shares of Bandwidth by 35.1% during the fourth quarter. Harbor Capital Advisors Inc. now owns 10,143 shares of the company's stock worth $157,000 after buying an additional 2,634 shares in the last quarter. Institutional investors own 68.53% of the company's stock.

Key Bandwidth News

Here are the key news stories impacting Bandwidth this week:

• Positive Sentiment: Delivered Q1 beat: record quarterly revenue of ~$209M (up ~20% YoY) and EPS of $0.38, topping estimates; management cited accelerating AI-driven platform adoption. Bandwidth Announces First Quarter 2026 Financial Results
• Positive Sentiment: Raised FY26 and Q2 guidance materially above consensus — FY revenue view $880M–$900M and EPS $1.77–$1.83; Q2 EPS guided to $0.35–$0.37 — signaling stronger-than-expected demand and margin leverage. Bandwidth projects $880M-$900M 2026 revenue as it raises guidance on AI-driven voice and messaging demand
• Positive Sentiment: AI tailwinds and a high‑profile Salesforce Agentforce Contact Center selection boosted investor confidence — management highlighted large enterprise wins and consumption-based demand that support durable growth. Bandwidth: Market Is Finally Catching On As Agentforce Partnership Ramps
• Positive Sentiment: Analyst support picked up: Needham upgraded/raised Band’s price target to $45 and maintained a buy stance, which likely reinforced the rally. Bandwidth NASDAQ: BAND Price Target Raised to $45.00 at Needham & Company LLC
• Positive Sentiment: Balance‑sheet and capital allocation moves — management noted debt repayment and share repurchases alongside adjusted EBITDA growth, reducing investor risk perception. Bandwidth Announces First Quarter 2026 Financial Results
• Positive Sentiment: Momentum reflected in market action — coverage and headlines note the stock hitting a 52‑week high and a large post‑earnings jump as investors re-rate growth prospects. Bandwidth hits 52-week high after Q1 revenue beat: Full outlook
• Neutral Sentiment: Detailed earnings presentation and transcript are available for deeper modeling of revenue mix, customer wins and unit economics. Bandwidth Inc. 2026 Q1 - Results - Earnings Call Presentation
• Neutral Sentiment: Analyst/coverage writeups (Zacks, Seeking Alpha) give metric-level color (net revenue retention, ARR traction) useful for valuation work but don’t change the headline beat/guidance story. Bandwidth Q1 Earnings Beat Estimates on Strong AI-Driven Demand
• Negative Sentiment: Profitability is not fully resolved — company still posts a negative net margin and a negative P/E on trailing measures, implying some execution and margin risk remains despite growth. Bandwidth earnings and metrics summary

Analysts Set New Price Targets

Several research firms have recently weighed in on BAND. Weiss Ratings reissued a "sell (d-)" rating on shares of Bandwidth in a research report on Monday, April 20th. B. Riley Financial upped their target price on shares of Bandwidth from $20.00 to $27.00 and gave the company a "buy" rating in a research note on Friday, April 17th. Wall Street Zen downgraded shares of Bandwidth from a "buy" rating to a "hold" rating in a report on Sunday, April 19th. Citigroup restated an "outperform" rating on shares of Bandwidth in a research report on Thursday. Finally, Needham & Company LLC boosted their price objective on shares of Bandwidth from $20.00 to $45.00 and gave the stock a "buy" rating in a report on Thursday. Five investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $31.00.

Bandwidth Company Profile

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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