May. 15 at 2:03 PM
$BAND analyst stack keeps building:
Citizens/Walravens PT to
$70 from
$45 citing Salesforce partnership, Voice AI monetization, software ARR growth, and differentiation vs
$TWLO.
Needham/JoshReilly to
$60 from
$45 focused on owned network moat, Agentforce/contact center exposure, 2H traffic ramps, and Voice AI demand.
Important part: Reilly upgraded into the post-print move, then reinforced again after conferences/checks. That’s usually where durable rerates start.
Street increasingly viewing BAND as AI voice infrastructure, not just CPaaS.
$CRM $TWLO
