TwilioTWLO
Market Cap: $10.1B
About: Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
Employees: 5,867
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
10% more call options, than puts
Call options by funds: $325M | Put options by funds: $295M
0.64% more ownership
Funds ownership: 74.61% [Q1] → 75.25% (+0.64%) [Q2]
1% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 210
4% less funds holding
Funds holding: 612 [Q1] → 586 (-26) [Q2]
12% less capital invested
Capital invested by funds: $8.31B [Q1] → $7.31B (-$994M) [Q2]
21% less funds holding in top 10
Funds holding in top 10: 14 [Q1] → 11 (-3) [Q2]
25% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 105
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Bernstein Peter Weed 45% 1-year accuracy 5 / 11 met price target | 12%upside $70 | Market Perform Maintained | 28 Aug 2024 |
Bernstein Peter Weed 45% 1-year accuracy 5 / 11 met price target | 12%upside $70 | Market Perform Maintained | 27 Aug 2024 |
Tigress Financial Ivan Feinseth 73% 1-year accuracy 52 / 71 met price target | 35%upside $85 | Buy Maintained | 23 Aug 2024 |
Barclays Ryan Macwilliams 65% 1-year accuracy 11 / 17 met price target | 4%upside $65 | Equal-Weight Maintained | 5 Aug 2024 |
JP Morgan Mark Murphy 35% 1-year accuracy 9 / 26 met price target | 24%upside $78 | Overweight Maintained | 2 Aug 2024 |
Financial journalist opinion
Based on 13 articles about TWLO published over the past 30 days