Bandwidth Inc vs PubMatic Inc — how do they compare? Bandwidth Inc trades at $52.26 (market cap $1.66B), while PubMatic Inc trades at $17.41 (market cap $804.41M). The key difference: Bandwidth Inc is far larger — about 2.1× PubMatic Inc's market cap, and PubMatic Inc is trading nearer its 52-week high, Bandwidth Inc nearer its low. Which is the better fit depends on your goals.
| BAND | PUBM | |
|---|---|---|
Market Cap | $1.66B | $804.41M |
Sector | Technology | Technology |
52-Week High | $78.44 | $17.78 |
52-Week Low | $12.82 | $6.28 |
Enterprise Value | $2.04B | $707.54M |
Signals from Pluang's Aura AI — not financial advice
Bandwidth Inc. (BAND) trades at $52.61, down 0.19% today, with a bullish technical trend per moving averages despite overbought RSI signals. Q2 2026 earnings beat expectations with $0.37 EPS, driven by 22% revenue growth and AI-driven communications demand. The company raised its 2026 outlook, highlighting strong enterprise adoption and a record 18.3% adjusted EBITDA margin.
Outlook is positive with 75% analyst buy ratings and a $75.25 consensus price target, but risks include high valuation (EV/EBITDA 34.08) and negative ROE. Earnings growth from AI integration and margin expansion supports upside, though profitability remains thin with a 0.27% net margin projected for 2026.
PubMatic trades at $17.39, down 2.08% today, with a bullish technical outlook from moving averages but overbought RSI signals. Revenue reached $282.93M in 2025, though net income was negative. Recent Q2 2026 earnings beat expectations with 10.5% revenue growth, and the company appointed a new Chief Revenue Officer to drive AI-advertising growth.
The stock offers upside to the $20.83 consensus price target, supported by analyst buy ratings and operational cash flow strength. Risks include persistent unprofitability, high P/E ratio, and CFO transition. Positive sentiment from recent earnings beats and strategic hires suggests potential for recovery if margin improvements continue.
Trailing returns across standard periods
Latest headlines on both assets
Bandwidth is a global communications software company. Its CPaaS platform allows enterprises to embed voice, messaging, and 911 emergency services directly into their software applications via robust APIs.
Read more on BAND →PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →