Peeling Back The Layers: Exploring Twilio Through Analyst Insights

Ratings for Twilio TWLO were provided by 9 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.

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 3 2 4 0 0
Last 30D 0 0 1 0 0
1M Ago 1 0 0 0 0
2M Ago 2 2 3 0 0
3M Ago 0 0 0 0 0

The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $70.78, a high estimate of $85.00, and a low estimate of $60.00. This current average has decreased by 4.07% from the previous average price target of $73.78.

price target chart

Investigating Analyst Ratings: An Elaborate Study

The perception of Twilio by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target
Meta Marshall Morgan Stanley Lowers Equal-Weight $60.00 $70.00
Ryan Koontz Needham Maintains Buy $71.00 $71.00
Ryan Koontz Needham Maintains Buy $71.00 $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
William Power Baird Lowers Neutral $65.00 $70.00
Ittai Kidron Oppenheimer Maintains Outperform $75.00 $75.00

Key Insights:

  • Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Twilio. This information provides a snapshot of how analysts perceive the current state of the company.
  • Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey 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.

Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Twilio's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.

Stay up to date on Twilio analyst ratings.

All You Need to Know 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.

Twilio's Financial Performance

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 stands out, surpassing industry averages. With an impressive ROA of -0.48%, the company demonstrates effective utilization of assets and strong financial performance.

Debt Management: Twilio's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.12.

The Core of Analyst Ratings: What Every Investor Should Know

Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.

Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.

Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.

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

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