Assessing Twilio: Insights From 17 Financial Analysts

Throughout the last three months, 17 analysts have evaluated Twilio TWLO, offering a diverse set of opinions from bullish to bearish.

The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.

Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish
Total Ratings 5 3 8 1 0
Last 30D 1 0 0 0 0
1M Ago 2 1 3 0 0
2M Ago 0 1 0 0 0
3M Ago 2 1 5 1 0

Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $70.41, along with a high estimate of $110.00 and a low estimate of $50.00. This current average has decreased by 3.98% from the previous average price target of $73.33.

price target chart

Deciphering Analyst Ratings: An In-Depth Analysis

A clear picture of Twilio's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target
Ryan Koontz Needham Maintains Buy $71.00 -
Frederick Havemeyer Macquarie Lowers Neutral $63.00 $69.00
Michael Walkley Canaccord Genuity Lowers Buy $85.00 $90.00
Peter Weed Bernstein Lowers Market Perform $68.00 $70.00
James Fish Piper Sandler Raises Overweight $79.00 $78.00
Ryan Koontz Needham Maintains Buy $71.00 -
William Power Baird Lowers Neutral $65.00 $70.00
Ittai Kidron Oppenheimer Maintains Outperform $75.00 $75.00
Patrick Walravens JMP Securities Maintains Market Outperform $110.00 -
Ryan Koontz Needham Maintains Buy $71.00 -
J. Derrick Wood TD Cowen Lowers Market Perform $65.00 $72.00
Taylor McGinnis UBS Lowers Buy $74.00 $82.00
Parker Lane Stifel Lowers Hold $60.00 $70.00
Rishi Jaluria RBC Capital Maintains Underperform $50.00 -
Michael Turrin Wells Fargo Lowers Equal-Weight $60.00 $70.00
Samad Samana Jefferies Lowers Hold $60.00 $65.00
Kash Rangan Goldman Sachs Raises Neutral $70.00 $69.00

Key Insights:

  • Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Twilio. This information provides a snapshot of how analysts perceive the current state of the company.
  • Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Twilio compared to the broader market.
  • Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.

Capture valuable insights into Twilio's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.

Stay up to date on Twilio analyst ratings.

Discovering Twilio: A Closer Look

Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.

A Deep Dive into Twilio's Financials

Market Capitalization: Positioned above industry average, the company's market capitalization underscores its superiority in size, indicative of a strong market presence.

Revenue Growth: Twilio displayed positive results in 3 months. As of 31 March, 2024, the company achieved a solid revenue growth rate of approximately 4.02%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.

Net Margin: Twilio's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive -5.29% net margin, the company effectively manages costs and achieves strong profitability.

Return on Equity (ROE): Twilio's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of -0.58%, the company may face hurdles in generating optimal returns for shareholders.

Return on Assets (ROA): Twilio's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive -0.48% ROA, the company effectively utilizes its assets for optimal returns.

Debt Management: With a below-average debt-to-equity ratio of 0.12, Twilio adopts a prudent financial strategy, indicating a balanced approach to debt management.

Analyst Ratings: Simplified

Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter.

Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.

This article was generated by Benzinga's automated content engine and reviewed by an editor.

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