Key Highlights

  • OneSpan is trading up 31.51% at $26.50 after raising its 2026 outlook.
  • Twilio is trading down 22.05% at $188.55 even though third-quarter Revenue rose 20% to $1.56 billion.
  • Asure Software third-quarter revenue rose 10% to $40.0 million, with first 2027 guidance issued.
  • Bandwidth posted record third-quarter revenue of $234 million, up 22%, yet shares are down 14.39%.
  • Rimini Street adjusted EBITDA climbed 52.0% to $15.1 million in the third quarter.

Which Software and Cloud-Communications Stocks Are Moving the Most Today?

Five software and cloud-communications stocks are making large moves on Oct 30, 2026, and each has recently put out third-quarter results. OneSpan (NASDAQ:OSPN) is trading up 31.51% at $26.50, Asure Software (NASDAQ:ASUR) is up 22.34% at $8.85 and Rimini Street (NASDAQ:RMNI) is up 19.55% at $4.77. On the downside, Twilio (NYSE:TWLO) is trading down 22.05% at $188.55 and Bandwidth (NASDAQ:BAND) is down 14.39% at $45.47.

The split is not a simple case of good news against bad. Twilio and Bandwidth both reported higher revenue yet are sliding, while OneSpan paired growth with a higher full-year outlook. All moves are percentage changes in the current share price, and the order of this list implies no ranking. In several cases the link between the report and the move is inferred from timing rather than confirmed.

OneSpan: why are shares surging after third-quarter results and a higher outlook?

OneSpan reported third-quarter revenue of $63.9 million on Oct 29, up 12% from $57.1 million, and lifted its 2026 guidance across revenue, annual Recurring Revenue and adjusted EBITDA. Full-year revenue is now guided to $254 million to $258 million, up from $248 million to $252 million. The company sells digital identity, authentication and e-signature products.

Adjusted EBITDA rose 10% to $19.3 million, and Net Income was $7.8 million, or $0.20 per diluted share. The filing that carried the results held only the Earnings release, which points to the numbers and guidance as the main drivers. The gain came despite a Rosenblatt downgrade to Neutral from Buy on Oct 27, which cited valuation ahead of earnings. Shares now trade above the prior 52-week high of $20.82.

Asure Software: what is behind the jump after third-quarter results and 2027 guidance?

Asure reported third-quarter revenue of $40.0 million on Oct 29, up 10%, with recurring revenue up 16% to $36.9 million. Adjusted EBITDA reached $10.5 million, a 26.1% Margin versus 22.3% a year earlier, and the net loss narrowed to $0.6 million from $5.4 million. The reaction is inferred from the timing of the report, not from separate commentary.

The company sells cloud-based payroll, tax and Human Capital management software. It gave first 2027 guidance of revenue between $183 million and $187 million and an adjusted EBITDA margin of 26% to 28%. Asure also made its Payroll Tax Management product available through Oracle (NYSE:ORCL) Marketplace and closed a $26.5 million payroll Acquisition in October, alongside a new Credit agreement of up to $115 million.

Twilio: why are shares sliding despite higher revenue and raised full-year targets?

Twilio's third-quarter revenue rose 20% to $1.56 billion, non-GAAP diluted EPS reached $1.65 versus $1.25, and free Cash Flow was $369.6 million. It also raised its full-year outlook, with organic growth now expected at 15%.

The fourth-quarter guide appears to be the focus. Revenue of $1.595 billion to $1.605 billion implies organic growth of 11% to 12%, down from 16% in the third quarter, and guided non-GAAP EPS of $1.48 to $1.53 sits below the $1.65 just posted. That reading is inferred from the filing figures, not from analyst commentary. Pre-results data showed a Market Value near $39 billion and a 52-week range of $105.00 to $308.40, and the company has used about $1.3 billion of a $2.0 billion buyback authorization.

Bandwidth: why are shares falling after record third-quarter revenue?

Bandwidth reported record third-quarter revenue of $234 million, up 22%, with adjusted EBITDA up 43% to $35 million and free cash flow of $33 million versus $13 million. Non-GAAP earnings of $0.50 per share topped its own guided range of $0.45 to $0.49. The sources reviewed did not state a specific reason for the 14.39% drop, and the link to the results is not confirmed.

The company runs a cloud communications platform for voice and messaging and owns a U.S. carrier network. It guided 2026 revenue to $905 million to $910 million and adjusted EBITDA to $124 million to $125 million, but gave no fourth-quarter outlook. Management cited AI-agent Demand and Salesforce (NYSE:CRM) certifying it as its first international carrier for contact center in more than 25 countries. Older market data was stale and is left out.

Rimini Street: what is lifting the stock after third-quarter profit growth?

Rimini Street reported third-quarter revenue of $112.1 million, up 8.3%, with GAAP net income of $6.5 million versus $2.8 million a year earlier and adjusted EBITDA up 52.0% to $15.1 million. Billings rose 21.0% to $80.5 million. The report was scheduled for Oct 29, and the timing of the release is inferred from that date.

The company provides third-party support and managed services for enterprise software. It guided fourth-quarter revenue to $117 million to $119 million and held cash of $93.3 million against $43.4 million of term Loan debt. At $4.77, the shares remain below $5 despite the gain.

Software Names Compared: Spread, Average and Price Gap

The calculated average of the five signed moves is up 7.39%, but that figure hides a wide split. The calculated spread between OneSpan's 31.51% gain and Twilio's 22.05% decline is 53.56 percentage points. The calculated average of the three gainers alone is 24.47%.

Share prices differ widely too. The calculated price ratio between Twilio at $188.55 and Asure Software at $8.85 is about 21.3 to 1. The bases also differ: OneSpan and Twilio both raised full-year targets yet moved in opposite directions, with Twilio's slowing fourth-quarter organic outlook the stated contrast. Bandwidth has no confirmed cause, and Asure and Rimini Street reactions rest on report timing.

What to Watch Next: Dated Events After the Third-Quarter Reports

OneSpan has two dated items: a free trial of DigipassONE Authenticate planned for November 2026, and a quarterly Dividend of $0.13 per share, payable Dec 4, 2026 to holders of record on Nov 13, 2026. The product trial will show whether the raised annual recurring revenue target holds.

For Asure Software, fourth-quarter revenue is guided to $42 million to $44 million, and Twilio's organic growth guide of 11% to 12% is the figure its next report will test. No dated fourth-quarter release was identified for Asure Software, Twilio, Bandwidth or Rimini Street, so each remains an open date to check.