TwilioTWLO
TWLO
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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 16 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
69% more call options, than puts
Call options by funds: $780M | Put options by funds: $462M
44% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 89
3% more funds holding
Funds holding: 734 [Q4 2024] → 758 (+24) [Q1 2025]
3% more repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 256
0.17% more ownership
Funds ownership: 77.5% [Q4 2024] → 77.67% (+0.17%) [Q1 2025]
10% less capital invested
Capital invested by funds: $12.9B [Q4 2024] → $11.6B (-$1.25B) [Q1 2025]
19% less funds holding in top 10
Funds holding in top 10: 16 [Q4 2024] → 13 (-3) [Q1 2025]
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$75
34%
downside
Avg. target
$132
16%
upside
High target
$170
50%
upside
16 analyst ratings
13 positive
81%
2 neutral
13%
1 negative
6%
Keybanc Thomas Blakey | 29%upside $146 | Overweight Initiated | 6 Jun 2025 |
Needham Joshua Reilly | 10%upside $125 | Buy Reiterated | 16 May 2025 |
Tigress Financial Ivan Feinseth | 50%upside $170 | Buy Maintained | 8 May 2025 |
HSBC Stephen Bersey | 13%downside $99 | Hold Upgraded | 5 May 2025 |
UBS Taylor McGinnis | 32%upside $150 | Buy Maintained | 2 May 2025 |
Financial journalist opinion
Based on 20 articles about TWLO published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Can Twilio's Cross-Sell Strategy Unlock Higher Profitability?
Twilio aims to boost profit through cross-selling, with large customers rising 37% in the first quarter.
Neutral
Market Watch
2 days ago
Momentum stocks that helped drive the market's epic recovery are stalling. Get ready for a ‘buyable' pullback.
After helping to power the U.S. stock market's historic recovery from April's tariff-induced selloff, many of the momentum names popular with individual investors are showing signs of exhaustion.
Neutral
Business Wire
4 days ago
Twilio and Orange to Bring Secure and Interactive RCS Messaging to Businesses in France
LONDON--(BUSINESS WIRE)--Today at Transform London, Twilio announced that it is partnering with Orange, one of the world's leading telecommunications operators, to scale the use of RCS Business Messaging across France. This partnership represents a major milestone in the evolution of mobile messaging in the country, providing French and international businesses with a rich, interactive, and secure communications experience directly in their messaging app. RCS already covers over 70% of the mobi.
Positive
Zacks Investment Research
1 week ago
Here is What to Know Beyond Why Twilio Inc. (TWLO) is a Trending Stock
Zacks.com users have recently been watching Twilio (TWLO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Positive
Zacks Investment Research
1 week ago
Twilio Soars 19% in a Month: Should Investors Buy the Stock Now?
TWLO rises nearly 19% in a month, outpacing rivals, as AI, strong cash flow and undervaluation fuel investor confidence.
Neutral
Seeking Alpha
1 week ago
Twilio Inc. (TWLO) Annual William Blair Growth Stock Conference (Transcript)
Twilio Inc. (NYSE:TWLO ) Annual William Blair Growth Stock Conference Call June 4, 2025 9:40 AM ET Company Participants Khozema Z. Shipchandler - CEO & Director Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C.
Neutral
Business Wire
1 week ago
AI Alone Won't Cut It: Twilio's 6th Annual Report Finds Trust and Timing Drive Customer Loyalty
SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for leading brands, today released its sixth annual State of Customer Engagement Report. Based on a global survey of more than 7,600 consumers and 600+ business leaders across 18 countries, the report underscores a powerful trend: AI is driving clear ROI—but unless businesses also earn consumer trust and deliver relevance in the moment, they risk leaving real val.
Positive
Seeking Alpha
1 week ago
Twilio: Improving Customer Monetization (Rating Upgrade)
Twilio is experiencing strong double-digit revenue growth, robust enterprise customer acquisition, and improving profitability, supporting an upgrade to strong buy. Customer monetization trends are highly favorable, with a rising dollar-based net expansion rate indicating organic revenue growth potential. The Cloud platform is on track to be operating income profitable on a GAAP basis in FY 2025. Twilio maintained high free cash flow margins in Q1 as well.
Positive
Zacks Investment Research
1 week ago
Tech Shines as Markets Defy "Sell in May and Go Away" Adage: 5 Picks
Tech giants like INTU, APH, AVGO, TWLO and UI surged over 11% in May, powering markets past the "Sell in May" adage with standout gains.
Neutral
Zacks Investment Research
2 weeks ago
Should You Invest in Twilio (TWLO) Based on Bullish Wall Street Views?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
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