Investor Insights

This summary was created by AI, based on 4 opinions in the last 12 months.

Twilio Inc. (TWLO) is showing promising preliminary results ahead of its upcoming earnings report on February 14. Revenue growth is anticipated to rise by 11%, surpassing the 8% estimates, with fourth-quarter income expectations exceeding initial guidance. A significant $2 billion share buyback adds to investor confidence, alongside projections of a 7% to 8% organic revenue growth for 2025 and a free cash flow expectation of at least $825 million. However, mixed sentiments are reflected in recent analyst notes, with indications of potential consumer pullback impacting sentiment negatively. While some experts highlight Twilio's utility as a vital business tool and the challenges of monetizing its AI developments, there remains a cautious optimism about its longer-term performance.

Consensus
Mixed
Valuation
Fair Value
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

TWLO does not report until Feb 14, but it reported preliminary numbers. Revenue growth is expected at 11%, vs 8% estimates. 4Q income is expected to be above guidance. A $2B share buyback was approved. 2025 organic revenue growth is expected to be 7% to 8%. Free cash flow is expected to be at least $825M. These were solid prelim results and outlook. Things look good here for sure, but full details will be available next month. 
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BUY ON WEAKNESS

He can't believe how this has become a great assistant to small businesses to build business. They had a great quarter.

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DON'T BUY

There was a negative analyst's note today--business is bad and there's warning of a consumer pullback. It's sad to see this disintegrate.

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WATCH

Cloud communications. Great idea, difficult to monetize. Have to wait a couple more quarters to see how they'll monetize the AI side. He got in, and got out as the stock was climbing the "mountain" as seen on the chart.

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SELL

He bought it in December, because he thought there was a technical breakout above $75, but just sold it because shares have done nothing.

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BUY

He last bought this in 2019. It's a long-term holding. He likes it that the CEO bought $10 million in shares. This has broken above its 200-day moving average. They are cost-cutting and managing efficiencies. This has more upside than downside for a long-term investor.

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WATCH

Cloud communications platform. Caters to developers. Difficult time as interest rates went up. Usage-based payment. Sees it growing north of 30% over next 5 years. First, need to see Fed pause hikes. 12-month target of $73.50. Keep your eye on it.

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SELL
He just sold it. A high beta name with no profits, and down 82% in 2022. An innovative communications platform, but their latest guidance was negative: slower growth in 2023. Will look at it next summer.
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DON'T BUY
He bought this before Covid, sold it during, then soon sold it again for a nice profit. A great company. Could be a take-out target.
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PAST TOP PICK
(A Top Pick Dec 15/21, Down 82%) Excellent example why you need a diversified portfolio. Unprofitable, speculative names like this should have a lower weight in your portfolio. Victim of the software apocalypse in 2022. He sold. Still a leader with 50% market share. Growth has slowed from 35% to 25%. On his radar, but not buying in the short term.
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PAST TOP PICK
(A Top Pick Sep 09/21, Down 73%) Used to be the darling. Not now. This is why professional help is so critical. Interest rate spikes are the death knell to unprofitable, highly leveraged tech.
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DON'T BUY
It's struggling, down 70% YTD. There are some strategic growth opportunities, but he has weak expectations for their report next week.
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DON'T BUY
SaaS really got punished with rate hikes, inflation, and supply chain issues. Operating system for the digital world. Story is great, but underlying metrics and free cashflow are of real concern. Loves the company, but it's unprofitable.
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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.
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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.
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Twilio Inc(TWLO-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 4

Stockchase rating for Twilio Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Twilio Inc(TWLO-N) Frequently Asked Questions

What is Twilio Inc stock symbol?

Twilio Inc is a American stock, trading under the symbol TWLO-N on the New York Stock Exchange (TWLO). It is usually referred to as NYSE:TWLO or TWLO-N

Is Twilio Inc a buy or a sell?

In the last year, 4 stock analysts published opinions about TWLO-N. 2 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Twilio Inc.

Is Twilio Inc a good investment or a top pick?

Twilio Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Twilio Inc.

Why is Twilio Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Twilio Inc worth watching?

4 stock analysts on Stockchase covered Twilio Inc In the last year. It is a trending stock that is worth watching.

What is Twilio Inc stock price?

On 2025-02-20, Twilio Inc (TWLO-N) stock closed at a price of $118.