NYSE:TWLO
Twilio Inc (TWLO)
253.63
-13.05 (4.89%)
as of Oct 22, 2026, 8:00:00 pm Market Closed.
115 watching
Financials 
Technical Analysis 0
BUY ON WEAKNESS
It soared over 400% between 2019 and 2021, but tech stocks that are unprofitable are out of favour. Shares dipped below $100 today. Last montht, they reported an earnings surprise but also guided for a larger-than-expected loss this quarter, so shares got slammed. It's a vicious market. But ever since the mid-May, the market is feeling less hostile to these stocks.
PARTIAL BUY
A lot of the stocks in this area are still getting their footing. Importantly, they have yet to be profitable. When tech rolled over, these stocks got taken out to the woodshed. Still very solid. Price target of $239. Buy in thirds here around $146, 130 and 120. Stop of between $105-110.
Kim BoltonOwned
0
HOLD
WATCH
Ripping higher today on earnings. He owns a tiny position, because it's a cool company and it's growing like a weed, but he doesn't know how to value it. Can't add or sell now. Wants to see some earnings before deciding.
Jim LebenthalOwned
0
BUY
Has owned for many years. It is a bridge between the cloud and mainframes. An excellent company with no debt. Add a part position and wait to add more if it goes up. Don't sell if you hold it. As stocks go up he tends to trim a bit at a time eg. 20%
Rick StuchberryOwned
0
BUY ON WEAKNESS
He's buying nothing now, but would add to Twilio or PayPal (owns both), and would add in Q1 on pullbacks. First, he wants to see how interest rates move (or not) in Q1. He expects rates to slowly march higher. Also, he needs to see what happens to Covid to see if they knock down the cyclicals. He's a market seller, not a buyer now.
Jim LebenthalOwned
0
BUY
Their technology helps clients like Nike, Lyft and Netflix connect with customers. After a big run last year, TWLO has stalled out this year partially because of a stock rotation of out tech, but also offering mixed (realistic) guidance despite strong quarters. For instance, shares sank 18% in one day after announcing mixed guidance, although their COO resigned. Still, it's a great growth stocks down 33% from its high.
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