Bandwidth (5XB) AI Stock Analysis
Bandwidth
(Frankfurt:5XB)
No summary available
Bandwidth (5XB) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 1.43B
- Dividend Yield
- ―
- Average Volume (3M)
- 36
- Price to Earnings (P/E)
- 386.1
- Beta (1Y)
- 0.65
- Revenue Growth
- 9.33%
- EPS Growth
- ―
- Country
- Germany
- Employees
- 1,100
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Software - Infrastructure
Bandwidth Business Overview & Revenue Model
Company Description
Bandwidth Inc. offers a sophisticated, cloud-native Communications Platform-as-a-Service (CPaaS), primarily focused on the United States market. The company's business activities are categorized into two main segments: CPaaS and "Other." Through its...
Bandwidth Earnings Call Summary
The call was strongly positive. Bandwidth delivered record revenue, adjusted EBITDA, margin, retention, and free cash flow; raised its full-year 2026 outlook; reported substantial enterprise deal activity; and expressed confidence in double-digit cloud communications growth in 2027. The main challenges were a 200-basis-point GAAP gross margin decline caused by higher carrier messaging surcharge revenue, a $3 million reduction in political campaign revenue expectations, moderate near-term Global Voice Plans growth, and the early stage of consumer voice AI adoption.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Bandwidth raised the midpoint of its full year 2026 outlook across all guidance metrics and now expects total revenue to be in the range of $905 million-$910 million, representing 20% growth year-over-year at the midpoint; cloud communications in the range of $624 million-$626 million, representing 11% growth year-over-year at the midpoint; adjusted EBITDA to be in the range of $124 million-$125 million, representing 34% growth year-over-year at the midpoint and a 20% EBITDA margin; and non-GAAP EPS to be in the range of $1.73-$1.79, implying full-year non-GAAP net income growth of 48%. Commercial cloud communications revenue was raised by $4 million, political campaign revenue was trimmed by $3 million to a total of $10 million for the year, net interest income is expected in the range of $0.6 million-$1.1 million, depreciation expense in the range of $39 million-$41 million, adjusted effective tax rate in the range of 20%-22%, weighted average diluted shares outstanding of approximately 39 million, and capital expenditures in the range of $24 million-$26 million. For 2027, management expects double-digit cloud communications revenue growth, Enterprise Voice growth to be healthy and growing, software services revenue to keep growing, Enterprise Voice to grow greater than 20% in the fourth quarter, and Global Voice Plans growth of somewhere between 3% and 8%.
Bandwidth Risk Analysis
Bandwidth disclosed 70 risk factors in its most recent earnings report. Bandwidth reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
3 New RisksBandwidth Peers Comparison
Overall Rating
GDDY76Outperform
DOX74Outperform
NET74Outperform
TWLO72Outperform
TCX44Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| GDDY | 76Outperform | $14.85B | 15.93 | 1200.87% | ― | 6.53% | 24.06% |
| DOX | 74Outperform | $6.76B | 14.89 | 13.45% | 3.56% | 0.15% | -15.59% |
| NET | 74Outperform | $99.95B | -481.39 | -13.86% | ― | 33.53% | -72.17% |
| TWLO | 72Outperform | $31.49B | 24.64 | 15.08% | ― | 19.10% | 1795.49% |
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| TCX | 44Neutral | $122.89M | -1.46 | 48.45% | ― | 4.22% | 13.24% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:5XB | Bandwidth | 45.40 | 31.67 | 230.78% | |
| DOX | Amdocs Limited | 62.83 | -18.29 | -22.55% | |
| TCX | Tucows | 10.99 | -7.87 | -41.73% | |
| GDDY | GoDaddy Inc. | 117.24 | -17.78 | -13.17% | |
| TWLO | Twilio Inc | 205.03 | 68.93 | 50.65% | |
| NET | Cloudflare Inc | 280.70 | 32.59 | 13.14% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.