65,967 Shares in Bandwidth Inc. $BAND Purchased by GSA Capital Partners LLP

GSA Capital Partners LLP purchased a new position in Bandwidth Inc. (NASDAQ:BAND) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 65,967 shares of the company’s stock, valued at approximately $1,100,000.

Several other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. lifted its position in Bandwidth by 3.5% in the 3rd quarter. Vanguard Group Inc. now owns 1,988,533 shares of the company’s stock worth $33,149,000 after buying an additional 67,428 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. increased its stake in shares of Bandwidth by 11.3% in the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 680,945 shares of the company’s stock worth $10,827,000 after acquiring an additional 69,065 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of Bandwidth by 8.9% during the second quarter. Geode Capital Management LLC now owns 648,763 shares of the company’s stock worth $10,318,000 after acquiring an additional 52,762 shares in the last quarter. AQR Capital Management LLC boosted its position in Bandwidth by 49.1% during the second quarter. AQR Capital Management LLC now owns 587,305 shares of the company’s stock valued at $9,338,000 after purchasing an additional 193,398 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its position in Bandwidth by 26.6% during the second quarter. Arrowstreet Capital Limited Partnership now owns 373,153 shares of the company’s stock valued at $5,933,000 after purchasing an additional 78,360 shares during the last quarter. 68.53% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Bandwidth

In other Bandwidth news, General Counsel Richard Brandon Asbill sold 4,460 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $14.06, for a total value of $62,707.60. Following the completion of the sale, the general counsel owned 62,465 shares in the company, valued at approximately $878,257.90. This trade represents a 6.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Daryl E. Raiford sold 6,719 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $14.50, for a total value of $97,425.50. Following the sale, the chief financial officer owned 91,816 shares in the company, valued at approximately $1,331,332. This represents a 6.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 63,463 shares of company stock valued at $895,210 over the last quarter. Company insiders own 6.50% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on BAND shares. B. Riley Financial assumed coverage on Bandwidth in a research report on Friday, January 23rd. They issued a “buy” rating and a $20.00 target price on the stock. Robert W. Baird set a $16.00 price target on Bandwidth in a research note on Friday, October 31st. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Bandwidth in a research report on Wednesday, January 21st. Finally, Wall Street Zen cut shares of Bandwidth from a “buy” rating to a “hold” rating in a research note on Sunday, December 14th. Six investment analysts have rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $20.83.

Trending Headlines about Bandwidth

Here are the key news stories impacting Bandwidth this week:

• Positive Sentiment: Company issued FY‑2026 revenue guidance above Street expectations and cited roughly 16% revenue growth and ~29% Adjusted EBITDA growth for 2026 — a confirmation of better full‑year growth that likely underpins bullish sentiment. Bandwidth Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Board authorized an $80 million share repurchase program and the company reported record Q4 adjusted EBITDA and free cash flow — capital return and improved cash generation are supportive for the equity. Bandwidth Announces Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Reported EPS of $0.35, in line with consensus, which removes an earnings shock but offers limited upside surprise. Bandwidth (BAND) Matches Q4 Earnings Estimates
• Neutral Sentiment: Quarterly revenue was essentially flat relative to estimates ($207.7M reported vs. ~$208.3M consensus) — a slight miss but not a large divergence. Bandwidth Q4 results and materials
• Neutral Sentiment: Full Q4 earnings call transcript and analyst writeups are available for details on product traction and customer trends; these may shape near‑term sentiment as investors parse guidance detail. Bandwidth Inc. (BAND) Q4 2025 Earnings Call Transcript
• Negative Sentiment: First‑quarter 2026 revenue guidance of $200M–$203M came in below the Street’s ~$207.9M estimate, introducing short‑term revenue risk and tempering enthusiasm. Bandwidth Announces Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Short‑interest data in the feed is anomalous (shows zero / NaN changes), so there’s no clear short‑squeeze signal from reported short interest. MarketBeat BAND summary

Bandwidth Price Performance

NASDAQ BAND opened at $14.54 on Friday. The stock has a 50-day simple moving average of $14.14 and a 200 day simple moving average of $14.89. Bandwidth Inc. has a twelve month low of $11.33 and a twelve month high of $18.63. The stock has a market capitalization of $443.76 million, a PE ratio of -37.28 and a beta of 2.15. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.39 and a current ratio of 1.39.

Bandwidth Profile

Bandwidth Inc operates a cloud-based communications platform that provides voice, messaging and emergency services APIs for enterprises and developers. Through its proprietary network and software-as-a-service model, the company enables customers to integrate programmable voice calls, text messaging and 9-1-1 routing into their applications. Bandwidth’s solutions aim to reduce complexity and improve reliability in mission-critical communications, serving industries such as healthcare, financial services, on-demand mobility and customer engagement.

Founded in 1999 in Raleigh, North Carolina by co-founders David Morken and Henry Kaestner, Bandwidth initially focused on voice-over-IP infrastructure before evolving into a full communications API provider.