Twilio Likely to Beat Q1 Estimates on 'Steady' Sales Execution, AI Demand, Oppenheimer Says
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%
