What is Zacks Research's Estimate for Bandwidth Q4 Earnings?

Key Points

• Zacks Research downgraded its Q4 2026 earnings estimate for Bandwidth to $0.24 per share, down from a previous estimate of $0.25, while the full-year earnings consensus is at $0.22 per share.
• Bandwidth reported Q2 earnings of $0.38 per share, exceeding estimates by $0.06, and revenue of $180.01 million, which also surpassed forecasts.
• Insiders at Bandwidth, including CFO Daryl Raiford and COO Devesh Agarwal, have sold shares recently, which raises concerns about insider confidence in the company's stock performance.

Bandwidth Inc. (NASDAQ:BAND - Free Report) - Equities researchers at Zacks Research decreased their Q4 2026 earnings per share (EPS) estimates for Bandwidth in a research note issued to investors on Thursday, September 18th. Zacks Research analyst Team now anticipates that the company will post earnings of $0.24 per share for the quarter, down from their previous forecast of $0.25. The consensus estimate for Bandwidth's current full-year earnings is $0.22 per share. Zacks Research also issued estimates for Bandwidth's FY2027 earnings at $0.45 EPS.

Bandwidth (NASDAQ:BAND - Get Free Report) last issued its quarterly earnings results on Tuesday, July 29th. 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 $180.01 million during the quarter, compared to analyst estimates of $178.87 million. Bandwidth had a positive return on equity of 1.43% and a negative net margin of 1.32%.Bandwidth's quarterly revenue was up 3.4% compared to the same quarter last year. During the same period last year, the company earned $0.29 EPS. Bandwidth has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS.

A number of other analysts have also weighed in on the stock. Wall Street Zen raised shares of Bandwidth from a "buy" rating to a "strong-buy" rating in a research note on Saturday. Wedbush reissued an "outperform" rating on shares of Bandwidth in a research report on Wednesday, September 17th. Finally, Needham & Company LLC reaffirmed a "buy" rating and set a $20.00 price objective on shares of Bandwidth in a research report on Friday, June 13th. Five research 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, the company has an average rating of "Moderate Buy" and an average price target of $20.80.

Bandwidth Trading Up 2.5%

NASDAQ:BAND traded up $0.43 during midday trading on Monday, hitting $17.97. The stock had a trading volume of 240,018 shares, compared to its average volume of 282,901. Bandwidth has a one year low of $11.33 and a one year high of $23.00. The company has a market capitalization of $541.62 million, a price-to-earnings ratio of 134.92 and a beta of 1.81. The stock has a 50-day moving average of $15.10 and a 200 day moving average of $14.37. The company has a quick ratio of 1.31, a current ratio of 1.31 and a debt-to-equity ratio of 0.64.

Insider Transactions at Bandwidth

In other news, COO Devesh Agarwal sold 1,745 shares of the firm's stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $15.09, for a total value of $26,332.05. Following the completion of the transaction, the chief operating officer directly owned 67,263 shares in the company, valued at $1,014,998.67. This trade represents a 2.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Devin M. Krupka sold 7,166 shares of the company's stock in a transaction that occurred on Wednesday, September 17th. The shares were sold at an average price of $18.00, for a total value of $128,988.00. Following the completion of the sale, the insider owned 19,192 shares in the company, valued at approximately $345,456. This represents a 27.19% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 73,077 shares of company stock worth $1,139,601. Company insiders own 6.20% of the company's stock.

Institutional Trading of Bandwidth

Several large investors have recently made changes to their positions in the business. Tower Research Capital LLC TRC increased its stake in shares of Bandwidth by 183.7% in the second 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 during the period. Harbor Capital Advisors Inc. purchased a new stake in Bandwidth in the first quarter valued at $72,000. US Bancorp DE grew its position in Bandwidth by 11,281.3% during the 1st quarter. US Bancorp DE now owns 5,463 shares of the company's stock worth $72,000 after purchasing an additional 5,415 shares during the period. Raymond James Financial Inc. purchased a new position in shares of Bandwidth during the 2nd quarter valued at about $85,000. Finally, GAMMA Investing LLC lifted its holdings in shares of Bandwidth by 16,036.6% in the 1st quarter. GAMMA Investing LLC now owns 6,616 shares of the company's stock valued at $87,000 after buying an additional 6,575 shares during the period. 68.53% of the stock is owned by hedge funds and other institutional investors.

About Bandwidth

Bandwidth is a leading enterprise cloud communications company. Companies like Cisco, Google, Microsoft, RingCentral, Uber, and Zoom use Bandwidth's APIs to easily embed voice, messaging, and emergency services into software and applications. Bandwidth is the first and only CPaaS provider offering a robust selection of communications APIs built around their own IP voice network.