Analysts' ratings for Twilio TWLO over the last quarter vary from bullish to bearish, as provided by 23 analysts.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 4 | 6 | 13 | 0 | 0 |
| Last 30D | 0 | 0 | 2 | 0 | 0 |
| 1M Ago | 1 | 0 | 1 | 0 | 0 |
| 2M Ago | 3 | 5 | 10 | 0 | 0 |
| 3M Ago | 0 | 1 | 0 | 0 | 0 |
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $92.87, with a high estimate of $135.00 and a low estimate of $70.00. This current average reflects an increase of 26.05% from the previous average price target of $73.68.
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 |
|---|---|---|---|---|---|
| Parker Lane | Stifel | Raises | Hold | $110.00 | $80.00 |
| Meta Marshall | Morgan Stanley | Raises | Equal-Weight | $115.00 | $77.00 |
| Siti Panigrahi | Mizuho | Raises | Neutral | $85.00 | $70.00 |
| Ivan Feinseth | Tigress Financial | Raises | Buy | $135.00 | $85.00 |
| Brian White | Monness, Crespi, Hardt | Announces | Buy | $135.00 | - |
| Michael Turrin | Wells Fargo | Raises | Overweight | $120.00 | $80.00 |
| Michael Turrin | Wells Fargo | Raises | Equal-Weight | $80.00 | $75.00 |
| Ryan Macwilliams | Barclays | Raises | Equal-Weight | $80.00 | $65.00 |
| Kash Rangan | Goldman Sachs | Raises | Neutral | $77.00 | $67.00 |
| William Power | Baird | Raises | Neutral | $80.00 | $65.00 |
| Taylor McGinnis | UBS | Raises | Buy | $88.00 | $74.00 |
| Michael Latimore | Northland Capital Markets | Raises | Market Perform | $86.00 | $66.00 |
| Ittai Kidron | Oppenheimer | Raises | Outperform | $90.00 | $85.00 |
| J. Derrick Wood | TD Cowen | Raises | Hold | $85.00 | $70.00 |
| Mark Murphy | JP Morgan | Raises | Overweight | $83.00 | $78.00 |
| Samad Samana | Jefferies | Raises | Hold | $85.00 | $60.00 |
| Siti Panigrahi | Mizuho | Raises | Neutral | $70.00 | $60.00 |
| James Fish | Piper Sandler | Raises | Overweight | $94.00 | $83.00 |
| Ryan Koontz | Needham | Raises | Buy | $91.00 | $71.00 |
| Meta Marshall | Morgan Stanley | Raises | Equal-Weight | $77.00 | $70.00 |
| Michael Turrin | Wells Fargo | Raises | Equal-Weight | $75.00 | $65.00 |
| Ittai Kidron | Oppenheimer | Raises | Outperform | $85.00 | $65.00 |
| Patrick Walravens | JMP Securities | Maintains | Market Outperform | $110.00 | $110.00 |
Key Insights:
- Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Twilio. This offers insight into analysts' perspectives on the current state of the company.
- Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Twilio compared to the broader market.
- Price Targets: Analysts predict movements in price targets, offering estimates for Twilio's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Twilio's market standing. Stay informed and make data-driven decisions with our Ratings Table.
Stay up to date on Twilio analyst ratings.
About Twilio
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.
Financial Insights: Twilio
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Revenue Growth: Over the 3 months period, Twilio showcased positive performance, achieving a revenue growth rate of 9.67% as of 30 September, 2024. This reflects a substantial 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: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of -0.86%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of -0.11%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Twilio's ROA excels beyond industry benchmarks, reaching -0.09%. This signifies efficient management of assets and strong financial health.
Debt Management: Twilio's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.14.
The Significance of Analyst Ratings Explained
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.
© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
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