Across the recent three months, 25 analysts have shared their insights on Twilio TWLO, expressing a variety of opinions spanning from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 4 | 7 | 14 | 0 | 0 |
| Last 30D | 0 | 0 | 1 | 0 | 0 |
| 1M Ago | 0 | 2 | 2 | 0 | 0 |
| 2M Ago | 1 | 0 | 1 | 0 | 0 |
| 3M Ago | 3 | 5 | 10 | 0 | 0 |
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $96.96, a high estimate of $140.00, and a low estimate of $70.00. This upward trend is evident, with the current average reflecting a 27.09% increase from the previous average price target of $76.29.
Interpreting Analyst Ratings: A Closer Look
The analysis of recent analyst actions sheds light on the perception of Twilio by financial experts. 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 | Raises | Equal-Weight | $118.00 | $115.00 |
| Siti Panigrahi | Mizuho | Raises | Outperform | $140.00 | $85.00 |
| Michael Turrin | Wells Fargo | Raises | Overweight | $140.00 | $120.00 |
| 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 |
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: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Twilio compared to the broader market.
- Price Targets: Delving into movements, analysts provide estimates for the future value of Twilio's stock. This analysis reveals shifts in analysts' expectations over time.
To gain a panoramic view of Twilio's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using 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.
Financial Insights: Twilio
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Positive Revenue Trend: Examining Twilio's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 9.67% as of 30 September, 2024, showcasing a substantial increase in 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 excels beyond industry benchmarks, reaching -0.86%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Twilio's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive -0.11% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Twilio's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of -0.09%, the company showcases efficient use of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.14.
Analyst Ratings: What Are They?
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.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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