Argus Reiterates Buy Rating on Twilio (TWLO) Following 3Q

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Twilio (TWLO) Q3 Results Has Bulls Riled Up Despite Flat Stock Action, One Analyst Sees Revenues Heading to $5B by 2024

October 27, 2020 9:05 AM EDT

Shares of Twilio (NYSE: TWLO) are flat in pre-open after the company announced better-than-expected revenue and earnings figures for the third quarter.

Twilio posted a loss of $116.9 million, or $0.79 a share. In the same period last year, Twillio recorded a loss of $87.7 million, or $0.79 cents a share. On an adjusted basis, the company posted an adjusted profit of $0.04 per share, which beat the consensus of a $0.03 per share loss.

Revenue soared 52% to $447.9 million from $295.1 million a year ago. The Street expected revenue of $409.8 million.

Great digital engagement is becoming more critical to... More

Twilio (TWLO) PT Raised to $370 at BofA Securities

October 27, 2020 7:31 AM EDT

BofA Securities analyst Nikolay Beliov raised the price target on Twilio (NYSE: TWLO) to $370.00 (from $335.00) while maintaining a Buy rating.

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Twilio (TWLO) PT Raised to $365 at Piper Sandler After Earnings

October 27, 2020 6:53 AM EDT

Piper Sandler analyst Brent Bracelin raised the price target on Twilio (NYSE: TWLO) to $365.00 (from $315.00) after the company reported a $40M+ revenue beat due to accelerating direct to consumer (DTC) tailwinds in the post COVID era. Revenue increased 52% y/y to $448M on a... More

Twilio (TWLO) PT Raised to $400 at RBC Capital

October 27, 2020 6:20 AM EDT

RBC Capital analyst Alex Zukin raised the price target on Twilio (NYSE: TWLO) to $400.00 (from $375.00) while maintaining a Outperform rating.... More

Twilio (TWLO) PT Raised to $350 at KeyBanc

October 27, 2020 4:52 AM EDT

KeyBanc analyst Alex Kurtz raised the price target on Twilio (NYSE: TWLO) to $350.00 (from $330.00) while maintaining a Overweight rating.... More

After-Hours Movers 10/26: (LRN) (VRNS) (AIG) Higher; (CATB) (DXCM) (CHGG) Lower (more...)

October 26, 2020 6:01 PM EDT

Today's After-Hours Stock Movers

Catabasis Pharmaceuticals, Inc. (NASDAQ: CATB) 63% LOWER; announced that the Phase 3 PolarisDMD trial of edasalonexent in Duchenne muscular dystrophy (DMD) did not meet the primary endpoint, which was a change from baseline in the North Star Ambulatory Assessment (NSAA) over one year of edasalonexent compared to placebo. The secondary endpoint timed function tests (time to stand, 10-meter walk/run and 4-stair climb) also did not show statistically significant improvements. Edasalonexent was observed to be generally safe and well-tolerated in this trial. Catabasis is stopping activities related to the... More

Twilio (TWLO) Said Starting Next Year, They Will No Longer Break Out WhatsApp Revenue

October 26, 2020 5:31 PM EDT

Twilio (NYSE: TWLO) said starting in 2021, they will no longer break out WhatsApp as a percentage of revenue.

WhatsApp contributed approximately 6% of Twilio revenue in the quarter, down from 7% last quarter.

"We continue to have a great relationship with WhatsApp," CFO Khozema... More

Twilio posts surprise profit on remote-work boost

October 26, 2020 5:29 PM EDT

(Reuters) - Twilio Inc (NYSE: TWLO) on Monday posted a surprise third-quarter profit and forecast sales above estimates for the fourth, as a switch to remote working and learning due to the COVID-19 pandemic boosted demand for cloud services.

The cloud... More

Twilio (TWLO) Tops Q3 EPS by 7c, Revenue Beats, Q4 EPS Guidance Misses

October 26, 2020 4:06 PM EDT

Twilio (NYSE: TWLO) reported Q3 EPS of $0.04, $0.07 better than the analyst estimate of ($0.03). Revenue for the quarter came in at $448 million versus the consensus estimate of $409.79 million.

GUIDANCE:

Twilio sees Q4 2020 EPS of ($0.11)-($0.08), versus the consensus of $0.01. Twilio sees Q4... More

Twilio (TWLO) IV into SAP (SAP) lowers guidance

October 26, 2020 4:45 AM EDT

Twilio (NYSE: TWLO) 30-day option implied volatility is at 61; compared to its 52-week range of 33 to 97 into SAP (SAP) lowers guidance.

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Twilio (TWLO) call put ratio 2.9 calls to 1 put with focus on October weekly calls expiring today

October 23, 2020 10:22 AM EDT

Twilio (NYSE: TWLO) October weekly call option implied volatility is at 84, November is at 60; compared to its 52-week range of 33 to 97 into the expected release of quarter results after the bell on October 26. Call put ratio 2.9 calls to 1 put with focus on October weekly calls expiring today.

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Twilio (TWLO) calls expiring today active

October 23, 2020 10:18 AM EDT

Twilio (NYSE: TWLO) October weekly call option implied volatility is at 63, November is at 60; compared to its 52-week range of 33 to 97 into the expected release of quarter results after the bell on October 26. Call put ratio 2.9 calls to 1 put with focus on October weekly calls expiring today.

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