Twilio (TWLO) PT Raised to $165 at Needham

Goldman Sachs Upgrades Twilio (TWLO) to Buy

Goldman Sachs analyst Kash Rangan upgraded Twilio (NYSE: TWLO) from Neutral to Buy with a price target of $185.00 (from $77.00).

The analyst comments: "We are upgrading Twilio to Buy (from Neutral) with a PT of $185 (from $77) after the companys 2025 Analyst Day and ahead of F4Q results (2/13). Following multiple years of growth compression and several... More

Street Calls of the Week

Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week.

Twilio (TWLO) PT Raised to $77 at BofA Securities

BofA Securities analyst Michael Funk raised the price target on Twilio (NYSE: TWLO) to $77.00 (from $65.00) while maintaining a Underperform rating.

The analyst comments "Stripping out the 50% of FCF to offset stock grants (deferred compensation) implies TWLO trades at 50x 2025E... More

Increasing unusual put option volume: AMKR BBWI BTG HOG DB QSR ISRG TWLO EA HIMX

Increasing unusual put option volume: AMKR BBWI BTG HOG DB QSR ISRG TWLO EA HIMX

Twilio (TWLO) PT Raised to $140 at TD Cowen; 'New Framework Is Encouraging, FCF Was a Surprise'

TD Cowen analyst Derrick Wood raised the price target on Twilio (NYSE: TWLO) to $140.00 (from $120.00) while maintaining a Hold rating.

The analyst commented: "As Expected, New Framework Is Encouraging; FCF Was a Surprise; We attended TWLO's 2025 Investor Day in SF. Mgmt... More

Twilio (TWLO) PT Raised to $144 at Morgan Stanley

Morgan Stanley analyst Meta Marshall raised the price target on Twilio (NYSE: TWLO) to $144.00 (from $118.00) while maintaining a Equalweight rating.... More

Twilio (TWLO) PT Raised to $145 at UBS

UBS analyst Taylor McGinnis raised the price target on Twilio (NYSE: TWLO) to $145.00 (from $140.00) while maintaining a Buy rating.... More

Twilio (TWLO) PT Raised to $75 but RBC Capital 'Remains Cautious'

RBC Capital analyst Rishi Jaluria raised the price target on Twilio (NYSE: TWLO) to $75.00 (from $50.00) while maintaining an Underperform rating.

The analyst commented: "Positive Q4 and Conservative Targets, Underwhelming AI Details; We attended Twilios Investor Day in San Francisco. The company unveiled new... More

Twilio (TWLO) PT Raised to $130 at Stifel

(Updated - January 24, 2025 10:15 AM EST)

Stifel analyst J. Parker Lane raised the price target on Twilio (NYSE: TWLO) to $130.00 (from $110.00) while maintaining a Hold rating.

The analyst said, "Twilio's upbeat Analyst Day and prelim 4Q results sent shares ~15% higher AH.... More

Twilio (TWLO) PT Raised to $160 at Scotiabank

(Updated - January 24, 2025 7:13 AM EST)

Scotiabank analyst Nick Altmann raised the price target on Twilio (NYSE: TWLO) to $160.00 (from $90.00) while maintaining a Sector Outperform rating.

The analyst commented: "Positive 4Q prelim results (11% growth vs. 8% cons), attractive forward-looking margin targets (21%-22%... More

Twilio (TWLO) PT Raised to $155 at Wells Fargo

Wells Fargo analyst Michael Turrin raised the price target on Twilio (NYSE: TWLO) to $155.00 (from $140.00) while maintaining a Overweight rating.... More

4Q Software Preview: JMP

Patrick Walravens at JMP released a 4Q earning preview of companies in the software sector.

The analyst said, our private company checks suggest marginal improvement from 3Q to 4Q. So far, we have spoken to 13 private companies that were kind enough to share with us their sales attainments for the December quarter, nine of whom (69%) made or exceeded their sales plans. By comparison, in 3Q we had 16... More

Twilio (TWLO) PT Raised to $160 at Oppenheimer

Oppenheimer analyst Ittai Kidron raised the price target on Twilio (NYSE: TWLO) to $160.00 (from $90.00) while maintaining a Outperform rating.

The analyst comments: "We come away from Twilios Investor Day positive on its direction and more confident in its ability to accelerate growth. While... More

Baird Upgrades Twilio (TWLO) to Outperform

Baird analyst William Power upgraded Twilio (NYSE: TWLO) from Neutral to Outperform with a price target of $160.00 (from $115.00).

The analyst comments: "Yesterday we attended TWLO's investor day and driven by the pre-released Q4 upside and broad-based strength, came away more confident in the... More

Twilio (TWLO) PT Raised to $150 at Mizuho

Mizuho analyst Siti Panigrahi raised the price target on Twilio (NYSE: TWLO) to $150.00 (from $140.00) while maintaining a Outperform rating.

The analyst comments: "TWLO Investor Day depicted the Twilio 2.0 story that emphasizes the focus on innovation and driving double-digit revenue growth after achieving operating-model... More

Twilio (TWLO) PT Raised to $120 at Barclays

Barclays analyst Ryan MacWilliams raised the price target on Twilio (NYSE: TWLO) to $120.00 (from $80.00) while maintaining a Equalweight rating.... More

Twilio (TWLO) PT Raised to $165 at JMP Securities

JMP Securities analyst Patrick Walravens raised the price target on Twilio (NYSE: TWLO) to $165.00 (from $110.00) while maintaining a Market Outperform rating.

The analyst comments: "We maintain our Market Outperform rating on Twilio and increase our price target to $165 from $110 after attending the... More

Twilio (TWLO) PT Raised to $142 at Piper Sandler

Piper Sandler analyst James Fish raised the price target on Twilio (NYSE: TWLO) to $142.00 (from $94.00) while maintaining a Overweight rating.

The analyst comments: "After the market close, Twilio hosted its first analyst day since Nov-2022, which has sent shares higher AH given a positive... More