Bandwidth: Remains A Bargain Even As Growth Slows
Portfolio Pulse from
Bandwidth's shares have been weak recently despite strong growth and profitability. The market is concerned about a slowdown in growth due to reduced political spending in 2025. However, an 8% increase in Adjusted EBITDA and a 10% rise in FCF are expected for FY25.
January 20, 2025 | 1:45 pm
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Bandwidth's shares have been weak due to market concerns about growth deceleration from reduced political spending in 2025. However, the company is expected to see an 8% increase in Adjusted EBITDA and a 10% rise in FCF for FY25.
The market is pricing in a slowdown due to reduced political spending, impacting short-term sentiment. However, expected growth in EBITDA and FCF suggests underlying business strength, balancing the negative sentiment.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100