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.
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 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
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.
Twilio Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Twilio Inc.
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.
4 stock analysts on Stockchase covered Twilio Inc In the last year. It is a trending stock that is worth watching.
On 2025-02-20, Twilio Inc (TWLO-N) stock closed at a price of $118.
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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