In the preceding three months, 24 analysts have released ratings for Twilio TWLO, presenting a wide array of perspectives from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 5 | 11 | 5 | 3 | 0 |
| Last 30D | 0 | 0 | 0 | 1 | 0 |
| 1M Ago | 1 | 1 | 0 | 0 | 0 |
| 2M Ago | 4 | 8 | 4 | 2 | 0 |
| 3M Ago | 0 | 2 | 1 | 0 | 0 |
Analysts have recently evaluated Twilio and provided 12-month price targets. The average target is $140.42, accompanied by a high estimate of $185.00 and a low estimate of $50.00. Marking an increase of 29.17%, the current average surpasses the previous average price target of $108.71.
Breaking Down Analyst Ratings: A Detailed Examination
An in-depth analysis of recent analyst actions unveils how financial experts perceive Twilio. The following summary 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 |
|---|---|---|---|---|---|
| Rishi Jaluria | RBC Capital | Maintains | Underperform | $75.00 | $75.00 |
| Ivan Feinseth | Tigress Financial | Raises | Buy | $170.00 | $135.00 |
| Meta Marshall | Morgan Stanley | Raises | Overweight | $160.00 | $144.00 |
| Taylor McGinnis | UBS | Raises | Buy | $175.00 | $145.00 |
| Parker Lane | Stifel | Raises | Hold | $135.00 | $130.00 |
| Patrick Walravens | JMP Securities | Maintains | Market Outperform | $165.00 | $165.00 |
| Ryan Macwilliams | Barclays | Raises | Equal-Weight | $140.00 | $120.00 |
| Samad Samana | Jefferies | Raises | Hold | $145.00 | $105.00 |
| Ryan Koontz | Needham | Raises | Buy | $165.00 | $91.00 |
| Kash Rangan | Goldman Sachs | Raises | Buy | $185.00 | $77.00 |
| Nick Altmann | Scotiabank | Raises | Sector Outperform | $160.00 | $90.00 |
| Rishi Jaluria | RBC Capital | Raises | Underperform | $75.00 | $50.00 |
| Siti Panigrahi | Mizuho | Raises | Outperform | $150.00 | $140.00 |
| James Fish | Piper Sandler | Raises | Overweight | $142.00 | $94.00 |
| Ittai Kidron | Oppenheimer | Raises | Outperform | $160.00 | $90.00 |
| Parker Lane | Stifel | Raises | Hold | $130.00 | $110.00 |
| Michael Turrin | Wells Fargo | Raises | Overweight | $155.00 | $140.00 |
| Taylor McGinnis | UBS | Raises | Buy | $145.00 | $140.00 |
| Mark Murphy | JP Morgan | Raises | Overweight | $130.00 | $83.00 |
| William Power | Baird | Raises | Outperform | $160.00 | $115.00 |
| Rishi Jaluria | RBC Capital | Maintains | Underperform | $50.00 | $50.00 |
| 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 |
Key Insights:
- Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Twilio. This information offers a snapshot of how analysts perceive 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 provide insights into price targets, offering estimates for the future value of Twilio's stock. This comparison reveals trends in analysts' expectations over time.
For valuable insights into Twilio's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent 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.
Breaking Down Twilio's Financial Performance
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Revenue Growth: Twilio's revenue growth over a period of 3 months has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 11.05%. This indicates 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: Twilio's net margin excels beyond industry benchmarks, reaching -1.04%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Twilio's ROE stands out, surpassing industry averages. With an impressive ROE of -0.15%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of -0.13%, the company showcases effective utilization of assets.
Debt Management: Twilio's debt-to-equity ratio is below the industry average. With a ratio of 0.14, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
The Core of Analyst Ratings: What Every Investor Should Know
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
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.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.
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