19 stories mentioning TWLO
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Twilio (TWLO) has an average rating of overweight and mean price target of $201.80, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $199.69, Change: $-7.44, Percent Change: -3.59%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target to $259 from $211 on 35x our 2027 EPS estimate, reflecting TWLO's transformation into an AI communications infrastructure provider with rapidly improving growth and profitability metrics. We increase our 2026 and 2027 EPS views to $5.99 and $7.39, up from $5.92 and $7.02, respectively. This is driven by accelerating AI demand and ongoing margin expansion. We believe the premium valuation is warranted given the company's positioning as essential communications plumbing for AI agents and inflecting business momentum. Recent results reinforce this trajectory, with Voice revenue growth accelerating to 20% in Q1 (the highest in years), organic revenue growth reaching 16%, and DBNER expanding to 114%, trends we believe are sustainable through 2027 as AI-native companies scale operations and industrywide agentic AI adoption continues. The company's profitability inflection is equally compelling, with non-GAAP operating margins expanding to 19.8% in Q1, pushing toward the 21%-22% target by 2027.
Khozema Shipchandler, Director, Chief Executive Officer, on May 26, 2026, sold 32,158 shares in Twilio (TWLO) for $5,971,688. Following the Form 4 filing with the SEC, Shipchandler has control over a total of 235,542 Class A common shares of the company, with 235,542 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1447669/000173761026000010/xslF345X05/wk-form4_1780000294.xml
Andrew Stafman, Director, on May 27, 2026, sold 1,000,000 shares in Twilio (TWLO) for $184,140,000. Following the Form 4 filing with the SEC, Stafman has control over a total of 633,492 Class A common shares of the company, with 13,492 shares held directly and 620,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1447669/000110465926067095/xslF345X05/tm2615824-2_4seq1.xml
Twilio (TWLO) has an average rating of overweight and mean price target of $201.80, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $189.67, Change: $+0.02, Percent Change: +0.01%
Twilio (TWLO) is seeing broad-based demand across core messaging and voice consumption offerings, as well as growing agentic artificial intelligence opportunities with AI native customers, Oppenheimer said in a Monday research note.Oppenheimer noted that Voice AI is starting to expand from AI-natives to enterprise customers with AI/agent customer service use cases being a key near-term driver, while AI-natives further expand to Twilio's messaging offering.Additionally, the company's management has described good scalability and consistency in messaging growth, the brokerage said, adding that Twilio's targeted country approach is driving share gains internationally.Twilio's new Console offering is seeing encouraging early signs of adoption, further improves the company's self-serve engagement and sets the stage for cross-selling/multi-product adoption, according to the note.Oppenheimer maintained its outperform rating and a $235 price target on the company's stock.Price: $197.98, Change: $-0.31, Percent Change: -0.16%
Twilio (TWLO) is unlikely to see durable long-term benefits from generative AI, even as the company positions itself as a key infrastructure provider for the emerging agentic AI era, RBC Capital Markets said Wednesday in a report.Twilio's AI gains will be fleeting because they stem from messaging volume rather than the high-margin software leverage that creates durable AI winners, RBC said.Twilio may see some near-term lift from higher messaging volumes if customers build chat experiences over text, and the company is leaning into its customer data and communication channels to support agentic AI workloads, though management said the opportunity remains in its early stages, according to the report.Multi-product adoption is also a potential growth driver, with Twilio's redesigned Console making it easier for customers to discover and test combinations such as voice, email, and messaging, the report said.RBC maintained its underperform rating on Twilio, citing concerns on long-term margins and competition. The price target held at $120.Price: $197.60, Change: $+6.20, Percent Change: +3.24%
Erika Rottenberg, Director, on May 04, 2026, sold 1,500 shares in Twilio (TWLO) for $277,974. Following the Form 4 filing with the SEC, Rottenberg has control over a total of 32,995 Class A common shares of the company, with 32,995 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1447669/000128403826000004/xslF345X05/wk-form4_1778098906.xml
Twilio's (TWLO) robust Q1 print reinforces confidence in the company's execution and the tailwind AI represents for consumption, Oppenheimer said in a Thursday research note.Enhancements to the company's UX and back-office systems should further drive the cross-sell motion and open new pricing and packaging opportunities, analysts wrote.While robust Q1 were driven by broad-based strength across customer segments and products, 2026 gross margin forecast was guided down due to carrier fee, which is expected to intensify in Q2, according to the note.Multi-product customer count and revenue contribution gained momentum in Q1 sequentially, reflecting robust sales execution, the brokerage stated.The brokerage said it reiterated its outperform rating on the stock and boosted its price target to $200 per share from $170.Price: $180.20, Change: $+32.14, Percent Change: +21.71%
(Updates with latest stock price movement in the headline and first paragraph.)Twilio (TWLO) shares jumped about 22% in Friday afternoon trading, a day after the company reported better-than-expected Q1 results.The company reported Q1 adjusted earnings late Thursday of $1.50 per diluted share, up from $1.14 a year earlier.Analysts polled by FactSet expected $1.27.Revenue for the quarter ended March 31 was $1.41 billion, up from $1.17 billion a year earlier.Analysts surveyed by FactSet expected $1.34 billion.For Q2, the company expects adjusted EPS of $1.27 to $1.32 and revenue of $1.42 billion to $1.43 billion. Analysts expect $1.29 and $1.39 billion, respectively.Price: $180.02, Change: $+31.96, Percent Change: +21.59%
Cue Biopharma (CUE) shares soared 144% a day after the company said it signed a roughly $30 million PIPE financing with certain investors, and also appointed Shao-Lee Lin as president and chief executive.More than 16.3 million shares of the company traded intraday compared with a daily average of about 356,000.Hemab Therapeutics (COAG) said Thursday it priced its initial public offering of 16.8 million shares at $18 per share for gross proceeds of $301.5 million.Shares, which began trading on the Nasdaq Global Select Market on Friday, were up 66% intraday, with a trading volume of 1.87 million.Twilio (TWLO) delivered Q1 results that exceeded expectations, with accelerating momentum across AI-driven use cases and stronger-than-expected business performance, Morgan Stanley said Friday in a report.Shares surged 20%, with intraday trading volume at over 4.44 million from a daily average of roughly 2.44 million.Price: $34.70, Change: $+19.96, Percent Change: +135.41%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target by $54 to $211, 30x our 2027 EPS view, above TWLO's three-year average (~22x) given recent growth and margin inflections. We raise our 2026 EPS view by $0.51 to $5.92 and raise 2027's by $0.65 to $7.02. TWLO's organic sales growth forecast for 2026 jumped materially from ~8.5% to 10%, and we see a clear ability for Q1's stellar performance (+16%) to sustain all year, creating upside. Growing AI native demand is creating more multiproduct customers (+29% Y/Y vs. +26% in Q4), and we see a long growth runway as these customers rapidly scale. Improving profitability remains a key catalyst, and Q1's operating margin print was impressive across both non-GAAP (+160 bps Y/Y) and GAAP (+600 bps) figures, with SBC coming down to 10% from 11% last quarter. We think TWLO's exposure to upside from growing agentic AI activity far outweighs AI's competitive risks from "vibe-coding," with early results clearly showing a preference to utilize third parties for communications infrastructure.
Twilio (TWLO) delivered Q1 results that exceeded expectations, with accelerating momentum across AI-driven use cases and stronger-than-expected business performance, Morgan Stanley said Friday in a report.Revenue growth of 16% came in well above forecasts, marking the strongest organic growth in four years, driven by broad-based strength across voice, messaging, and third-party channels, the report said.Morgan Stanley also highlighted stronger profitability, with non-GAAP operating margins of almost 20% beating expectations, supported by efficiency gains and disciplined cost control.Accelerating AI adoption and a growing base of AI-native customers support long-term growth, and the Signal customer event next week may serve as a near-term catalyst for additional AI product announcements, the report said.Morgan Stanley raised its price target on Twilio stock to $200 from $153 and maintained its overweight rating.Price: $176.99, Change: $+28.93, Percent Change: +19.54%
Twilio (TWLO) has an average rating of overweight and mean price target of $185.40, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $172.10, Change: $+24.04, Percent Change: +16.24%
Twilio (TWLO) has an average rating of overweight and mean price target of $185.40, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $176.56, Change: $+28.50, Percent Change: +19.25%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TWLO posted Q1 2026 sales of $1.41B (+20% Y/Y), solidly beating consensus ($1.34B), with organic growth accelerating to 16% from 12% in the prior quarter, beating guidance for ~10.5% growth. Non-GAAP EPS of $1.50 (+32% Y/Y) significantly exceeded Street expectations ($1.27), while operating margin of 19.8% (+160 bps Y/Y) surpassed TWLO's guidance midpoint of 18.3%, reflecting continued efficiency improvements similar to prior periods, a key element to our bullish thesis. GAAP operating margin improved to 8% from 4% in Q4, helped by SBC coming down to 10% of revenue from 11% in Q4. For Q2, the company guided sales to $1.425B (+16% Y/Y, 2.5% above consensus) and raised its full-year organic growth guidance to ~10% from ~8.5%. We see room for continued momentum as AI products gain traction. DBNER exploded to 114% from 109% in the prior quarter, with impacts from inorganic sales. The addition of 43k new Active Customer Accounts to ~450k demonstrates strong customer acquisition trends that we expect to sustain.
Twilio (TWLO) has an average rating of overweight and mean price target of $150.68, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $142.24, Change: $+0.65, Percent Change: +0.46%
Twilio (TWLO) has an average rating of overweight and mean price target of $149.48, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Twilio (TWLO) is expected to report "solid" Q1 results, with revenue and earnings likely exceeding consensus estimates by 3% to 4% driven by "steady" sales execution and strong demand for artificial intelligence-powered products, Oppenheimer said in a note Monday.Checks indicate stable or improving net expansion rate of about 109%, strong engagement with independent software vendors, and continued momentum in voice AI, which grew more than 60% year over year in Q4, the brokerage said.Rising application-to-person messaging fees from carriers, including T-Mobile US (TMUS) and AT&T (T), are expected to have "no material disruption," with the company managing its gross profit dollars while potentially offsetting margin pressure, according to the note.Twilio's full-year 2026 revenue growth guidance of 11.5% to 12.5% is "conservative," with opportunities from cross-selling, multi-product adoption and expanding AI offerings, the brokerage said.Oppenheimer maintained an outperform rating on Twilio with a price target of $170.Price: $142.24, Change: $+2.13, Percent Change: +1.52%