$BAND 0.44 Noisy

Notable posts

• @Venu_7_ neutral 392 eng

  Quite a few software names are building cup patterns. $BAND $DDOG $CRWD $RBRK https://t.co/UlMcoqaElW

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• @Venu_7_ bullish 133 eng

  $IBM got destroyed, down 25% after earnings today, yet I'm still seeing a lot of strength across selective software and cybersecurity names. Cybersecurity: $CRWD $PANW $FTNT $RBRK $NET Data Layer: $SNOW $RDDT AI Voice: $TWLO $BAND $FIVN Observability: $DDOG $FROG $MDB $SNOW $RDDT $TWLO $FROG continue to stand out with impressive relative strength. I think it's better to focus on software names closer to the AI data layer than traditional SaaS.

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• @wallstengine bullish 36 eng

  B. Riley Raises $BAND PT to $85 from $55 - Buy Analyst comments: "We are also slightly increasing our FY27 estimates to reflect higher growth fueled by advances in AI voice technology that we believe will accelerate demand for Bandwidth. Since we first highlighted advances in AI voice technology by frontier model developers OpenAI and Google, we believe each of them has continued to advance their AI voice capabilities, and xAI has announced advances in its AI voice capabilities as well. Furthermore, developments at Microsoft suggest the company is also aggressively developing AI voice technologies for its AI models and for AI agents in Microsoft’s productivity applications. We believe the focus on AI voice technology by frontier model developers and large-scale enterprise software developers reaffirms our thesis that AI voice will become a primary mode of communication with AI software. Our previous note discussed advances that make AI voice sound more natural, whereas some of the more recent advances make voice agents work reliably in production. We believe that as AI voice expands the market for carrier-grade voice connectivity, Bandwidth's specialization in digital voice services positions the company as a primary infrastructure beneficiary." Analyst: Erik Suppiger

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