Bandwidth jumps 45% post-Q1 on AI growth and Salesforce deal, raises FY26 revenue guidance.

Bandwidth's stock surged over 45% following strong Q1 earnings driven by accelerating growth, AI benefits, and a key partnership with Salesforce Agentforce. The company reported robust customer retention and revenue metrics, supporting resilient growth despite macroeconomic challenges. It raised its full-year 2026 revenue guidance to $880–$900 million and adjusted EBITDA to $119–$125 million. The stock remains attractively valued, and the positive outlook is supported by AI-driven catalysts and a strong business pipeline, outweighing sector risks.