Stifel lifts Twilio to Buy, calls it key infrastructure for AI-era communications

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This name is seen as the "plumber" of AI-era communications

July 14, 2026 2:30 PM EDT

Stifel upgraded one cloudbased communications platform to Buy from Hold and raised its price target on the stock to $260 in a note on Tuesday, arguing the company is positioned to capitalize on the AI cycle through its Conversations, Communications and Data offerings.

Analyst J. Parker Lane stated that customers increasingly treat Twilio (NYSE: TWLO) not as a channel... More