-- 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.