TwilioTWLO
About: 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.
Employees: 5,535
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
267% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 55
70% more capital invested
Capital invested by funds: $7.55B [Q3] → $12.8B (+$5.29B) [Q4]
23% more funds holding
Funds holding: 595 [Q3] → 729 (+134) [Q4]
22% more call options, than puts
Call options by funds: $818M | Put options by funds: $670M
14% more funds holding in top 10
Funds holding in top 10: 14 [Q3] → 16 (+2) [Q4]
5.38% more ownership
Funds ownership: 72.08% [Q3] → 77.45% (+5.38%) [Q4]
13% less repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 233
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
Baird William Power 39% 1-year accuracy 9 / 23 met price target | 34%upside $130 | Outperform Maintained | 30 Apr 2025 |
JMP Securities Greg Miller 36% 1-year accuracy 10 / 28 met price target | 71%upside $165 | Market Outperform Reiterated | 29 Apr 2025 |
Needham Joshua Reilly 38% 1-year accuracy 30 / 78 met price target | 29%upside $125 | Buy Maintained | 29 Apr 2025 |
Jefferies Samad Samana 39% 1-year accuracy 7 / 18 met price target | 12%upside $108 | Hold Maintained | 28 Apr 2025 |
Scotiabank Nick Altmann 28% 1-year accuracy 5 / 18 met price target | 34%upside $130 | Sector Outperform Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 19 articles about TWLO published over the past 30 days
