Bandwidth, Inc. (BAND)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
$37.80-12.86%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
QuarterlyIQ Insights · BAND
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -30.8% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 10.5% |
Growth built into the price is above our model estimate.
The price assumes 41.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 23 industry peers · Company calendar date is not available
BAND — credit agreement
Dated 2026-10-29
Entry into a Material Definitive Agreement. On October 26, 2026, Bandwidth Inc. (the “Company”) entered into a fourth amendment (the “Credit Agreement Amendment”) to that certain Credit Agreement (as amended by the Credit Agreement Amendment, the “Credit Agreement”) by and among the Company, as borrower, certain subsidiaries of the Company, as guarantors, the lenders from time to time party thereto, and Bank of America, N.A., as administrative agent, swingline lender and letters of credit iss…
Why it matters: Bandwidth is Salesforce's first certified international carrier. New markets could add voice use and platform fees.
Supportive ifSalesforce and Bandwidth name at least one new country beyond the first 25 rollout markets.
Worry ifA Salesforce update shows no new rollout markets beyond the first 25, or removes Bandwidth as carrier.
Why it matters: The tech sector is still growing, but its growth pace is easing. A drop below its median would add pressure to the demand backdrop.
Worry ifSector revenue growth falls below its median in a reported sector update.
Less concerning ifSector revenue growth stays at or above its median in a reported sector update.
Why it matters: Bandwidth raised its outlook as demand stayed strong. Revenue below the guided range would weaken that growth case.
Worry ifReported revenue for 2026 is below $905 million.
Less concerning ifFull-year 2026 revenue is at least $905 million and within the $905 million to $910 million range.
Why it matters: A recent credit agreement amendment and a stated debt-reduction focus make debt levels worth tracking. Lower debt would show progress.
Watch forA later filing reports lower total debt than the latest reported level.
Also watch forA later filing shows more total debt or new borrowing under the credit agreement.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$394 on $10,000 · ±3.9% | How much price usually moves either way. |
| Bad day | $875 loss on $10,000 · 8.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,289 loss on $10,000 · 52.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Management tied its 2027 double-digit outlook to rising voice use. Growth above 10% would support that demand case.
Supportive ifA 2027 report shows cloud communications revenue growth above 10% year over year.
Worry ifA 2027 report shows cloud communications revenue growth below 10% year over year.