BAND Bandwidth Inc

$BAND My guesses based on the ER, call and analysts’ prior views: Morgan Stanley, modest PT raise; BofA...hold/slight raise; Needha...maintain Buy, possible raise; Piper..likely stays Neutral near $52; B. Riley/Citizens—likely defend $85/$86. Expect more PT tweaks than rating changes. Anyone have opinions? long

$BAND Been watching this a long time since my initial play last spring...added a lil bit back in 30's last week...not a ton giving it time to play out and see if I still like it as it plays out. But if it's revenue growth trajectory holds this is undervalued. Currently in a monthly bull flag. This would be a longer term hold Alot depends on how this current ai uncertainty plays out in overall market

$BAND I am content not excited about the band results and call. I like the fact they are deemphasizing some the 💩 legacy business like political messaging and focusing more on the opportunity in AI that lies ahead. We need to flush the financial statements of those non value add revenue such as pass through etc and really build and grow this new business. Even more important is the divergence between band stock and $TWLO in which Twilio (overvalued ) needs to meet bandwidth (dirt cheap) in the middle. In order to do this does band need to increase a lot or does Twilio need to drop a lot? On a sad note only my measley order got filled premarket and the big ones left unfilled as it dropped to the $38/39 level. Glad my big buy a week ago proved worthy

$BAND beat Q3 EBITDA/EPS guidance, but only nudged FY outlook floors higher; ceilings unchanged. Cloud revenue grew ~11%. No voice growth rate or quantified AI usage, revenue or profit contribution. 2027 double-digit cloud growth outlook is encouraging. The call needs to put numbers behind the AI story. I still expect ai voice acceleration but it's taking longer than the street wants.

$BAND just bought a huge amount under $39. Writing some $45’s and $50’s to manage risk as the message next week becomes more clear

$BAND ai voice agents pay by the minute and the message. seems like when a pilot ends, that usage goes to zero overnight, not down a little, and usage revenue priced as permanent was the bubble part

$BAND $TWLO $ZM AI phone calls have 3 tolls: carriage to connect the call (BAND, TWLO), runtime to power the AI voice (OpenAI, Zoom), and orchestration to connect data and workflows (Maestro, Segment). Zoom just entered the crowded runtime race, adding pricing pressure. But PSTN calls still need a carrier. BAND can carry anyone's AI. Bull: AI call volume explodes and Maestro captures more value. Bear: BAND collects pennies while others pocket the premium. I'm torn!

$BAND up 10% while the index gets crushed. Obviously they liked the ER. Ppl are realizing the AI race is costly. I think the narrative will switch to buy companies that use AI to build the future economy. If macro lines up, we can double in the next year.

Great ER call. Solid growth, even stronger operating leverage and cash flow. bullish for $BAND

$BAND the numbers were good and they're doing a great job on the call. They're hitting all the points i want to hear about. Will be difficult to parse out the AI trade fear w/ a good ER and the price action we see in the coming weeks. Happy to continue holding long term.

$BAND I am very interested in hearing the tone and results for tomorrows results. This ticker has always been frustrating and unpredictable. That will not change. The question is if this sitting at $50 is at an inflection point upward or will this get beat down if they show minimal substantive traction in their AI strategy. I beleive they will start to show some real results based on the years of prep for this moment. The use cases begging for their technology makes it almost impossible for them not to benefit. They should show real progress and tangible results of these big partnerships and also indicate strong forward momentum that diminishes the focus on their legacy business. Let's see what the results show

I went over this indicator yesterday in live chat. The cluster of signals seems to work best. $BAND

$BAND On the bright side, reduces a lot of fear of a big sell off after earnings release 🤦🏼‍♂️. All tech earnings have been great. Massive rev growth & spending. The set up remains great for this 1.5 bil company w/ large institutional ownership & no debt problems. Numbers need to show they're getting a larger piece of the AI pie.

$BAND reported earnings before the open: adjusted EPS of $0.50 vs. $0.47 estimated, a beat of 6.1%. I used Stock Meadow to review the results.

$BAND Is Bandwidth's record $34.8M quarter a new base when its own guide implies only about $36M next quarter? 🏢 Bandwidth, which carries voice, text and 911 traffic for clients like Microsoft and Zoom, grew Q3 revenue 22% to $234M and adjusted EBITDA 43% to $34.8M, against a market value of about $1.53B at the $48.45 close at 16:00 ET on October 28, 2026 📈 The bull case is that GAAP net income swung to $5.2M from a $1.2M loss, management guides to double-digit Cloud Communications revenue in 2027 from voice usage demand growth, and four new $1M-plus customer wins and expansions will layer in over the next twelve months 📅 Next: Earnings call October 29, 2026 at 8:00 am ET, then a Wells Fargo CEO fireside chat on December 8, 2026 Source: PR Newswire + SEC 8-K, Oct 29 + deck 8-K, Sep 15

$BAND Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.50 up 38.89% YoY • Reported revenue of $234.02M up 21.95% YoY • Bandwidth's full year 2026 guidance is revenue of $905M, Adjusted EBITDA of $124M, and Non-GAAP earnings per share of $1.73-$1.79, based on current indications and subject to change.

$BAND Heading into ER at a slightly lower price than last quarter. Can we see re-acceleration in Q3 & H2? 🧐

$BAND reports earnings tomorrow before the open. I used Stock Meadow’s earnings dashboard to review its history: BAND has beaten EPS estimates in 5 of its last 8 reports.