Twilio Inc (TWLO-N)
NYSE:TWLO
103.45
1.66
(1.63%) 1d
Financials
Technical Analysis
Buy, Sell or Hold?
This summary was created by AI, based on 4 opinions in the last 12 months.
Twilio Inc. (TWLO) has generated a mix of opinions among experts, reflecting both optimism and caution. Recent preliminary numbers indicate an encouraging revenue growth expectation of 11%, surpassing previous estimates of 8%. Additionally, the outlook for fourth-quarter income appears positive, with a $2 billion share buyback recently approved. However, some experts express concern, pointing to a negative analyst note indicating potential difficulties in the market and warnings of a consumer pullback. Despite the promising preliminary results and a favorable future projection for organic revenue growth, particularly in the AI sector, the overall sentiment remains nuanced due to existing market challenges and the need for further clarity in upcoming earnings reports.
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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He can't believe how this has become a great assistant to small businesses to build business. They had a great quarter.
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.
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.
He bought it in December, because he thought there was a technical breakout above $75, but just sold it because shares have done nothing.
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.
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.
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
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 2025-03-21, Twilio Inc (TWLO-N) stock closed at a price of $103.45.
They hype got too big about this, and the field is too crowded.