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NYSE:TWLO

Twilio Inc (TWLO)

186.17
-1.94 (1.03%)
as of Jun 18, 2026, 8:00:00 pm Market Open.
113 watching
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Investor Insights
star iconJun 18, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Twilio Inc. (TWLO-N) has garnered positive attention from experts due to its expanding margins and impressive revenue growth, which has been consistently reported at double digits. Analysts are optimistic about the company's future, especially as it approaches 2026, anticipating a mean reversion trend between semiconductor companies and software firms. Notably, Twilio is being highlighted alongside other prominent players like Adobe and Salesforce, which are also showing early signs of a potential turnaround. This growth trajectory, coupled with the increasing market demand for communication-as-a-service solutions, places Twilio in a strong competitive position, suggesting a robust outlook in the tech landscape.

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Consensus
Positive
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Valuation
Undervalued
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Similar
Adobe,ADBE
BUY ON WEAKNESS
In recent weeks and today, she had sold some names and is now buying them back. They're down 45-75% from their 12-month high. But she's looking forward and these names inevitably will be higher than today.
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.
HOLD
This name has been crushed in the past couple of quarters. There's more pain to go with these names and all tech, but they are certainly more attractive now in terms of PE than a year ago. You must nimble and focus on stronger balance sheets. The next few months of the market will be difficult.
DON'T BUY
Offers fine, cutting-edge technology, but TWLO hasn't earned any money yet. So, he can't value this company--what is it worth? Shares have plunged with the other tech stocks with high valuations. He avoids such stocks.
HOLD
High-PE stocks are hard to invest during this stage of the cycle, like SHOP or Twilio, way off their highs, but bounced 15-20% this week. He owns both and believes in them long term, believes in their fundamentals.
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.
HOLD
The market is moving out of PE into price/sales. It's tough to be in long-duration assets in this market. But he's holding on, not selling, and is underweight these names. He believes in their business models, though it's tough to feel the pain on the way down. You got to right-size such holdings.
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.
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%
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.
TOP PICK
Market leader in CPaaS solutions. Customers include WhatsApp, Lyft, Deliveroo, Airbnb. Market share approaching 50%, and this may increase because their apps are so easy to integrate. Target price in $350 range. Anticipates stock 30% higher over next 18-24 months. No dividend.
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.
BUY
The leader in the space. He's built up a significant position. 12-month price target of $460.
TOP PICK
Operating system for the digital world. Lots of volatility. A trading stock. 12-month price target of $460. It would be an investment if you can pick it up between $300-350. No dividend. (Analysts’ price target is $468.63)
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