QM · rank #11 · 2026-09-09
BAND
NASDAQ · $1.52B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +294.24% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +0.6% |
| Profit margin Net profit margin, trailing 12 months. | +0.3% |
| Market cap (USD) Size filter: > $500M required. | $1.52B |
| Anchor (recent) Close on 2026-08-10 | $52.71 |
| Anchor (far) Close on 2025-08-08 | $13.37 |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Bandwidth Inc. is a global cloud communications (CPaaS) provider that delivers APIs and software-defined solutions for enterprise voice, messaging, and patented emergency-routing [1, 2].
Rationale
The momentum signal is validated by an inflection to positive trailing-twelve-month profitability metrics alongside a 22% year-over-year Q2 2026 revenue surge and raised full-year outlook driven by enterprise voice AI demand [1, 2].
Material risks
- 1Large enterprise customers choosing to build proprietary cloud communications and routing capabilities in-house, bypassing Bandwidth's specialized API platform [1].
- 2Intense price competition in the broader cloud communications market that could commoditize standard messaging and voice segments, offsetting specialized software margins [2].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.