Buy, Sell or Hold: Twilio Inc (TWLO-N) — Stock Predictions at Stockchase

Home Daily Stock Opinions and Ratings Twilio Inc (TWLO-N)

NYSE:TWLO

48.64

0.80 (1.62%) 1d

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.

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.

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.

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Twilio Inc(TWLO-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 6

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 12

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, 12 stock analysts published opinions about TWLO-N. 6 analysts recommended to BUY the stock. 3 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?

12 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 2022-12-02, Twilio Inc (TWLO-N) stock closed at a price of $48.64.

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Twilio Inc(TWLO-N) Rating

Twilio Inc(TWLO-N) Frequently Asked Questions

What is Twilio Inc stock symbol?

Is Twilio Inc a buy or a sell?

Is Twilio Inc a good investment or a top pick?

Why is Twilio Inc stock dropping?

Is Twilio Inc worth watching?

What is Twilio Inc stock price?