### πŸš€ WL β€” #BAND | AI Communications Infrastructure #BAND β€” $54.61 | +8% | Approx. $100M newly invested by Hood River Capital in Q2 2026. β€’ Sept. 15: Expanded collaboration with **Salesforce (#CRM)** to support the global rollout of its native AI-powered Contact Center. ([Bandwidth][1]) β€’ Q2 2026: Revenue **$220M, +22% YoY**; Adjusted EBITDA **$28M, +27% YoY**, with FY2026 guidance raised to **$900M–$910M revenue** and **$123M–$125M EBITDA**. ([Bandwidth][1]) β€’ AI catalyst: Every Q2 customer win/expansion above $1M included **Maestro or AI services**, highlighting growing AI-driven demand. β€’ Institutional support: Hood River Capital newly bought **2.30M shares (~$103M invested)** in Q2; Marshall Wace also reported a BAND position. β€’ AI infrastructure: Bandwidth's Communications Cloud, Maestro and Build platform provide voice/messaging infrastructure for AI agents. πŸ“Œ Bottom Line: #BAND combines strong Q2 growth, raised FY2026 guidance, major Salesforce collaboration and increasing AI-driven demand, while the new Hood River position adds a notable institutional catalyst. ⚠️ Do your own DD. [ThinkSabio](https://www.thinksabio.com?utm_source=chatgpt.com) #ThinkSabio #StockWatchlist #AI #AIInfrastructure #CloudCommunications #Stocks