Twilio

TWLO

Market cap $19.7B

The software sector has been a meaningful laggard this year, and Baird analysts say plenty of stocks are now on sale.

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CNBC's "Closing Bell" team discusses the setup for stocks going into year-end with Tom Lee of Fundstrat.

From a technical perspective, Twilio (TWLO) is looking like an interesting pick, as it just reached a key level of support. TWLO recently overtook the 20-day moving average, and this suggests a short-term bullish trend.

TWLO has outperformed with an outsized rally, thanks to the improved cross-selling/upselling trends of its multichannel communication offerings. The same has been observed in the richer Dollar-Based Net Expansion Rate, the higher Active Customer Count, and the accelerating self-serve growth profile. TWLO already reports encouraging customer traction for its new virtual agent capability, with FQ4'25 likely to bring forth improved adoption rates of its higher margin products.

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The Alger AI Enablers & Adopters ETF outperformed the S&P 500 Index during the third quarter of 2025. NVIDIA Corporation, Nebius Group N.V., and Talen Energy Corp were among the top contributors to performance. Netflix, Inc., Twilio, Inc., and Spotify Technology were among the top detractors from performance.

The Alger Mid Cap 40 ETF outperformed the Russell Midcap Growth Index during the third quarter of 2025. AppLovin Corp. (APP), Talen Energy Corp (TLN), and Robinhood Markets, Inc. (HOOD), were among the top contributors to performance. Wingstop, Inc. (WING), Axon Enterprise Inc (AXON), and Twilio, Inc. (TWLO), were among the top detractors from performance.

Twilio (TWLO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

The Alger Concentrated Equity ETF outperformed the Russell 1000 Growth Index during the third quarter of 2025. NVIDIA Corporation (NVDA), Nebius Group N.V. (NBIS) and Astera Labs, Inc. (ALAB), were among the top contributors to performance. Netflix, Inc. (NFLX), GFL Environmental Inc (GFL), and Twilio, Inc. (TWLO), were among the top detractors from performance.