Sep. 18 at 9:42 AM
$BAND
$TWLO: Today RBC Capital, led by analyst Rishi Jaluria, maintained TWLO "Underperform" ...
BAND: today Needham maintained a Buy...
BAND: today Wedbush Outperform...
P/S TWLO 3.5
P/S BAND 0.7
P/S
$RNG 1.2
Joshua Reilly of Needhamhas gives his Buy to BAND rating due to a combination of factors that highlight Bandwidth’s potential for growth in the Voice sector. After attending the company’s REVERB25 conference, he noted the promising opportunities for expansion in Voice AI solutions, which are expected to drive revenue growth significantly over the next two years.The anticipated increase in voice volumes suggests a re-acceleration of growth that Bandwidth is well-positioned to capitalize on. Additionally, Bandwidth’s ownership of a voice network enables it to offer low latency edge applications, which are crucial for advancing industry innovation.Other positive aspects: the potential in RCS messaging, the adoption of the Universal Platform, and the company’s confidence in meeti..
