8-K ·Filed Sep 15, 2026

BAND

Bandwidth Inc.
NEUTRAL
Impact 4/10
Horizonweeks Processed17d 10h ago SEC0001514416-26-000069
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

Monitor upcoming Q3 2026 earnings for execution against the 20% revenue growth and 33% Adjusted EBITDA growth guidance. The Salesforce partnership expansion is a positive long-term catalyst but has no near-term financial impact disclosed.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d ⚠ clustered
BAND ▲ +0.30% at T+5d
NEUTRAL call ✓ call won +0.30% · α vs SPY -0.52% · entry $50.08 → $50.23
Next anchor: T+20d in 11d
Latest observation: T+8 +10.58% FF3 residual α
Entry anchored
Sep 15, 2026
via day open
T+1d
-1.31%
call -1.31% · α -1.63%
$49.43
settled 16d ago
T+5d
+0.30%
call +0.30% · α -0.52%
$50.23
settled 10d ago
T+20d
—
call — · α —
—
in 11d
T+60d
—
call — · α —
—
in 2mo

Price Chart

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Executive Summary

Bandwidth Inc. filed an 8-K furnishing an investor presentation for Q3 2026 conferences. The presentation reiterates prior guidance for 20% total revenue growth and 33% Adjusted EBITDA growth for 2026, highlights a new Salesforce collaboration for global voice services, and showcases expanding gross margins and deleveraging. No new material financial information or changes to guidance were disclosed beyond what was previously announced on July 29, 2026.

Key Facts

  • Investor presentation furnished for Q3 2026 conferences, reiterating prior 2026 guidance.
  • Guided to 20% total revenue growth and 33% Adjusted EBITDA growth for 2026E.
  • Highlights new Salesforce collaboration as first certified carrier for global rollout across 25+ countries.
  • Reports 99% customer name retention and 113% net retention rate as of June 30, 2026.
  • Net leverage reduced from 8.8x in 2022 to 1.6x as of Q2 2026.
  • Non-GAAP gross margin expanded from 55% in 2022 to 58% in 2025.

Financial Impact

No new financial data or guidance changes; presentation reiterates prior 2026E guidance of 20% revenue growth and 33% Adjusted EBITDA growth.

revenueadjusted_ebitdagross_marginnet_leverage

Risk Factors

  • Forward-looking statements subject to macroeconomic and competitive risks.
  • No new financial data or guidance update beyond prior July 29, 2026 earnings release.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
82% bullish (11 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001514416-26-000069
Document: band-20260915.htm0001514416-26-000069
Document: 0001514416-26-000069-index-headers.html0001514416-26-000069
Document: 0001514416-26-000069-index.html0001514416-26-000069
Document: 0001514416-26-000069.txt0001514416-26-000069
26 reports for BAND
Performance horizon
75% Hit rate 6 of 8 directional calls best @ T+60▲ +304.90%Feb 28, 2026
Filters
Rows
Reports for BAND — sortable, filterable
TypeNow
Sep 15, 2026
17d ago
8-K
NEUTRAL ★ 4/10
$50.08 $50.23▲ +0.30%▼ −0.52%$63.74 (+27.28%)
Sep 15, 2026
17d ago
Press Release
BULLISH ★ 6/10
$50.08 $50.23▲ +0.30%▼ −0.52%$63.74 (+27.28%)
Sep 4, 2026
28d ago
8-K
NEUTRAL ★ 2/10
$43.77 $48.97▲ +11.88%▲ +13.09%$63.74 (+45.62%)
Sep 3, 2026
29d ago
Insider Cluster
NEUTRAL ★ 2/10
$47.09 $56.87▲ +20.77%▲ +21.92%$63.74 (+35.36%)
Sep 2, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$47.09 $56.87▲ +20.77%▲ +21.92%$63.74 (+35.36%)
Sep 1, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$50.79 $48.83▼ −3.86%▼ −3.94%$63.74 (+25.50%)
Aug 28, 2026
5w ago
144
NEUTRAL ★ 2/10
$49.00 $43.77▼ −10.67%▼ −10.78%$63.74 (+30.08%)
Aug 18, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$52.30 $46.89▼ −10.34%▼ −9.96%$63.74 (+21.87%)
Jul 29, 2026
9w ago
8-K
BULLISH ★ 7/10
$36.95 $45.67▲ +23.60%▲ +18.07%$63.74 (+72.50%)
Jun 16, 2026
15w ago
8-K
MIXED ★ 6/10
$51.78 $52.73▲ +1.83%▲ +4.07%$63.74 (+23.10%)
Showing 10 of 26

US Market Status

Market Closed — Opens Mon (37h 53m)

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