
Bandwidth (BAND) Stock Forecast & Price Target
Bandwidth (BAND) Analyst Ratings
Bulls say
Bandwidth Inc. is projected to achieve approximately 5% growth in Voice revenue in 2024, driven by significant increases in Enterprise Voice at 29% and modest growth in Global Voice plans at 3%. The company's revenue mix is expected to shift, with messaging revenue rising from 21% to 25% of overall Cloud Communications revenue by 2026, indicating potential for enhanced growth in this segment. Furthermore, Bandwidth is anticipated to benefit from operational leverage through its fixed cost voice infrastructure, which should lead to improved free cash flow margins over time.
Bears say
The negative outlook on Bandwidth Inc’s stock is driven by expectations of a potential decline in messaging surcharges due to reduced political revenue, which typically carries higher rates. Furthermore, bearish assumptions indicate that a global macroeconomic slowdown could adversely affect voice and messaging volumes, leading to reduced platform usage and a sustained compression of multiples. Additionally, the recent churn of 900 customers with an average revenue per user (ARPU) of approximately $2,000 suggests a strategic move to improve margins, but it also raises concerns about long-term revenue stability and customer retention.
This aggregate rating is based on analysts' research of Bandwidth and is not a guaranteed prediction by Public.com or investment advice.
Bandwidth (BAND) Analyst Forecast & Price Prediction
Start investing in Bandwidth (BAND)
Order type
Buy in
Order amount
Est. shares
0 shares