TwilioTWLO
TWLO
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: 5,535
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 17 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
260% more first-time investments, than exits
New positions opened: 198 | Existing positions closed: 55
70% more capital invested
Capital invested by funds: $7.57B [Q3] → $12.8B (+$5.27B) [Q4]
22% more call options, than puts
Call options by funds: $818M | Put options by funds: $670M
21% more funds holding
Funds holding: 596 [Q3] → 724 (+128) [Q4]
14% more funds holding in top 10
Funds holding in top 10: 14 [Q3] → 16 (+2) [Q4]
5.14% more ownership
Funds ownership: 72.29% [Q3] → 77.43% (+5.14%) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 231
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$75
22%
downside
Avg. target
$151
58%
upside
High target
$185
93%
upside
17 analyst ratings
13 positive
76%
3 neutral
18%
1 negative
6%
Tigress Financial Ivan Feinseth 52% 1-year accuracy 37 / 71 met price target | 77%upside $170 | Buy Maintained | 25 Feb 2025 |
Morgan Stanley Meta Marshall 50% 1-year accuracy 14 / 28 met price target | 67%upside $160 | Overweight Upgraded | 24 Feb 2025 |
UBS Taylor McGinnis 25% 1-year accuracy 3 / 12 met price target | 83%upside $175 | Buy Maintained | 14 Feb 2025 |
Stifel Parker Lane 35% 1-year accuracy 17 / 48 met price target | 41%upside $135 | Hold Maintained | 14 Feb 2025 |
JMP Securities Patrick Walravens 32% 1-year accuracy 37 / 115 met price target | 72%upside $165 | Market Outperform Reiterated | 14 Feb 2025 |
Financial journalist opinion
Based on 36 articles about TWLO published over the past 30 days
Neutral
Seeking Alpha
1 week ago
Twilio Inc. (TWLO) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Twilio Inc. (NYSE:TWLO ) Morgan Stanley Technology, Media & Telecom Conference Transcript March 4, 2025 11:30 AM ET Company Participants Khozema Shipchandler - Chief Executive Officer Conference Call Participants Meta Marshall - Morgan Stanley Meta Marshall All right. Welcome everybody.
Neutral
Business Wire
1 week ago
Cedar and Twilio Collaborate to Improve Patient Billing Experiences with AI-Powered Solutions
SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for leading brands, and Cedar, the leading patient financial experience platform for healthcare providers, today announced Twilio is powering Cedar's patient communications across SMS and Voice, including via Twilio's AI-powered ConversationRelay service, with the goals of improving the patient financial experience, driving operational efficiency and delivering c.
Neutral
Business Wire
1 week ago
Twilio Partners With Singtel to Deliver Secure, Branded RCS Messaging for Businesses in Singapore
SINGAPORE--(BUSINESS WIRE)--Twilio partners with Singtel to deliver secure, branded RCS messaging in Singapore. Interactive RCS messaging strengthens customer engagement.
Positive
MarketBeat
2 weeks ago
Twilio, Braze: The Top 2 CEP Platforms to Own in 2025
Every investor should know the term CEP, or customer engagement platform, because it is central to businesses' use of AI. CEPs provide software services to connect and communicate with customers, which is critical to brand building, consumer loyalty, and long-term success.
Positive
Benzinga
2 weeks ago
Twilio Can Generate Around 10% Growth With Margin Expansion, Says Bullish Analyst
Shares of Twilio Inc TWLO were rising in early trading on Monday after having lost almost 15% over the past month.
Positive
Seeking Alpha
2 weeks ago
Twilio: Further Upside Ahead As Profitability Inflection Continues
Twilio has transitioned from a growth-at-any-cost model to a balanced approach that includes profitability and operational efficiency. Market leader in CPaaS; now with multiple activists on the scene and a new CEO implementing a shareholder-friendly agenda. Despite share appreciation in past year, current valuation is still attractive as free cash flow ramps to FY27.
Positive
Seeking Alpha
2 weeks ago
Twilio: Sell-Off Presents Great Buying Opportunity - Double Digit Upside Ahead
TWLO continues to benefit from the increased Enterprise adoption for AI related messaging, e-mail, and voice agents across different end markets in a booming SaaS market. It is apparent that the management's intensified R&D efforts have paid off extremely well, as observed in the double digits top-line growth and higher Dollar-Based Net Expansion Rate. TWLO continues to deliver against its original financial targets previously introduced in its Investor Day Presentation, with the lumpy FQ1 '25 numbers merely attributed to seasonality.
Neutral
Business Wire
2 weeks ago
Twilio to Participate in Morgan Stanley Technology, Media & Telecom Conference
SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that Chief Executive Officer Khozema Shipchandler will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on Tuesday, March 4, 2025 at 8:30 a.m. (PT) / 11:30 a.m. (ET). A live webcast and replay will be available on Twilio's investor relations website at investors.twilio.com.
Neutral
The Motley Fool
2 weeks ago
This Red-Hot Artificial Intelligence (AI) Stock Hits a Speed Bump. Here's Why You May Want to Buy It Hand Over Fist.
Twilio (TWLO -2.66%) stock registered stunning gains of 93% on the market in the past six months, driven by an acceleration in its growth on account of the improving demand for its artificial intelligence (AI) tools that enable its clients to communicate more efficiently with their customers.
Positive
The Motley Fool
3 weeks ago
These Were the 5 Top-Performing Stocks in the S&P 500 in January 2025
Extending its 23%-plus climb during 2024, the S&P 500 started 2025 off with a bang, rising 2.7% in January.
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