TwilioTWLO
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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
267% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 55
70% more capital invested
Capital invested by funds: $7.55B [Q3] → $12.8B (+$5.29B) [Q4]
23% more funds holding
Funds holding: 595 [Q3] → 729 (+134) [Q4]
22% more call options, than puts
Call options by funds: $818M | Put options by funds: $670M
14% more funds holding in top 10
Funds holding in top 10: 14 [Q3] → 16 (+2) [Q4]
5.38% more ownership
Funds ownership: 72.08% [Q3] → 77.45% (+5.38%) [Q4]
13% less repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 233
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
17 analyst ratings
Morgan Stanley Meta Marshall 47% 1-year accuracy 14 / 30 met price target | 31%upside $111 | Overweight Maintained | 16 Apr 2025 |
Mizuho Siti Panigrahi 48% 1-year accuracy 16 / 33 met price target | 47%upside $125 | Outperform Maintained | 15 Apr 2025 |
RBC Capital Rishi Jaluria 38% 1-year accuracy 27 / 72 met price target | 12%downside $75 | Underperform Reiterated | 19 Mar 2025 |
Tigress Financial Ivan Feinseth 46% 1-year accuracy 31 / 67 met price target | 100%upside $170 | Buy Maintained | 25 Feb 2025 |
UBS Taylor McGinnis 17% 1-year accuracy 2 / 12 met price target | 106%upside $175 | Buy Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 24 articles about TWLO published over the past 30 days
