Analysts Offer Insights on Technology Companies: Twilio (TWLO) and Itron (ITRI)
Analysts have provided new ratings for technology companies Twilio (TWLO) and Itron (ITRI). Twilio received a Moderate Buy consensus with a price target of $153.00, implying a 37.8% upside, despite a recent downgrade to Hold by TipRanks – OpenAI. Itron maintained a Strong Buy consensus, with Roth MKM analyst Chip Moore reiterating a Buy rating and setting a $150.00 price target.
Is Twilio (TWLO) Pricing Reflect Its Repositioning And Recent Share Price Swings
This article analyzes Twilio's (TWLO) current share price in relation to its intrinsic value, considering its recent repositioning within the software sector and share price fluctuations. Using Discounted Cash Flow (DCF) and Price-to-Sales (P/S) ratio models, Simply Wall St suggests Twilio appears modestly undervalued. The article also introduces "Narratives" as a tool for investors to develop their own valuation based on personal assumptions regarding future growth and profitability.
Twilio Earnings Review: Q4 Summary
Twilio (NYSE: TWLO) released its Q4 earnings report, beating estimated earnings by 44.57% with an EPS of $1.33 against an estimate of $0.92. The company's revenue increased by $171.00 million compared to the same period last year. This positive performance follows a trend where the company previously beat EPS estimates, leading to a share price increase.
(TWLO) Twilio Inc. Expects Q1 Revenue Range $1.34B - $1.35B
Twilio Inc. (TWLO) has provided guidance for its first quarter, expecting revenue to be in the range of $1.34 billion to $1.35 billion. This announcement follows their Q4 2025 earnings which saw adjusted earnings and revenue rise above expectations. The company also reported Q4 revenue of $1.37 billion and adjusted EPS of $1.33 per share, both surpassing FactSet estimates.
Twilio Is Dialing Up Execution and Innovation
Twilio is recognized as a leader in communication platform as a service (CPaaS), leveraging its cloud-native platform and APIs to empower software developers. The company's strategic acquisitions and innovation efforts are expected to drive robust growth, despite initially impacting returns. Morningstar anticipates improved returns as Twilio scales and its applications expand.
Did Powering Genspark’s AI Voice Agent Quietly Reframe Twilio’s (TWLO) Role in Applied AI?
Twilio's recent partnership with Genspark, where Twilio's Programmable Voice powers Genspark's "Call for Me" AI agent, highlights its growing role in real-world AI applications beyond text generation. While this isn't a short-term catalyst for Twilio's stock, it's a significant proof point for the company's infrastructure in action-oriented AI. Investors should consider this against Twilio's recent share price weakness and improving earnings, and note the wide range of fair value estimates.
Analysts Offer Insights on Technology Companies: Twilio (TWLO), Intapp (INTA) and Western Digital (WDC)
Oppenheimer analysts Ittai Kidron and Brian Schwartz provided insights on Twilio and Intapp, respectively. Kidron maintained a Buy rating on Twilio with a $170.00 price target, while Schwartz maintained a Hold rating on Intapp. Morgan Stanley analyst Erik Woodring reiterated a Buy rating on Western Digital with a $369.00 price target, highlighting the varied analyst sentiments and price targets for these technology companies.
Twilio And Genspark Link AI Voice Agents To Real World Calls
Twilio has partnered with Genspark to integrate its Programmable Voice service with Genspark's AI-driven "Call for Me" agent. This collaboration highlights Twilio's platform as a crucial tool for AI agents that need to operate over real-world voice networks in multiple languages, extending beyond just text chat. The partnership demonstrates Twilio's role in complex, automated, multilingual AI workflows for both personal and enterprise use cases, providing investors with a fresh example of Twilio's potential in the evolving AI-powered communication market.
Twilio Shares Fall 10% Following Genspark AI Partnership Announcement
Twilio (NYSE: TWLO) shares dropped over 10% following its announcement of a partnership with AI workspace platform Genspark. Genspark will utilize Twilio Programmable Voice for its "Call for Me" AI agent, enabling automated phone-based tasks globally. Despite strong adoption metrics reported by Genspark, Twilio's stock exhibited a bearish short-term trend and is trading near its 52-week lows, with investors awaiting its upcoming earnings report.
Is Twilio (TWLO) Fairly Priced After Recent Share Price Declines?
This article analyzes Twilio's (TWLO) valuation after recent share price declines, using Discounted Cash Flow (DCF) and Price/Sales (P/S) metrics. The DCF model suggests Twilio is fairly valued, approximately 3.3% overvalued, while the P/S ratio indicates the stock is undervalued compared to its "Fair Ratio." The article also introduces "Narratives" as a personalized valuation tool for investors.
Twilio (TWLO) Valuation Check As Bullish Analyst Call And Voice AI Position Draw Investor Interest
Twilio (TWLO) shares rose following a bullish analyst reiteration, citing strong user engagement and its position in voice AI. While Simply Wall St's narrative suggests Twilio is 3% undervalued at roughly $138 per share, its discounted cash flow model suggests the stock is currently overvalued at $133.85 compared to a $120.30 estimated future cash flow value. Investors are encouraged to consider both perspectives and conduct further research.
Analysts Offer Insights on Technology Companies: Vontier (VNT) and Twilio (TWLO)
Analysts have provided bullish sentiments on technology companies Vontier (VNT) and Twilio (TWLO). UBS maintained a Buy rating for Vontier with a $45.00 price target, while Mizuho Securities reiterated a Buy rating for Twilio with a $150.00 price target. Both companies received a Moderate Buy consensus rating from analysts, with Vontier having an average target of $46.60 and Twilio an average target of $147.11.
Why Twilio (TWLO) Is Up 7.8% After New AEG Arena Fan-Engagement Partnership - And What's Next
Twilio's stock was up 7.8% following the announcement of a multi-year partnership with AEG, aiming to deploy Twilio's fan-engagement technology across Crypto.com Arena, the LA Kings, and AXS ticketing. This partnership is viewed as a branding and proof point rather than an immediate financial game-changer, reinforcing Twilio's focus on higher-value data-driven use cases. Investors are now looking to February's results, 2026 guidance updates, and continued buybacks as bigger short-term catalysts.
TWLO Stock Price, Forecast & Analysis | TWILIO INC - A (NYSE:TWLO)
This article provides an analysis of TWILIO INC - A (NYSE:TWLO), covering its stock price, forecast, and various financial metrics. It details key statistics, short-term and long-term performance, technical and fundamental analysis ratings from ChartMill, financial highlights, and analyst estimates. The piece also includes an overview of the company's business, its recent stock performance, and upcoming earnings date.
Twilio AEG Partnership Showcases Customer Data Platform As Stock Tests Valuation
Twilio has partnered with AEG to deploy its customer data platform across key sports and entertainment properties like Crypto.com Arena and the LA Kings, aiming to personalize fan engagement. This collaboration serves as a real-world demonstration of Twilio's technology at scale, even as the stock (NYSE:TWLO) faces mixed returns and short-term declines. Investors are advised to watch revenue trends from customer engagement products and acknowledge the stock's high P/E ratio relative to the IT industry average.
Do Mixed Signals Around Twilio (TWLO) Mask a Shift in Its AI Communications Narrative?
Twilio (TWLO) is experiencing mixed signals from the market, with analysts and investors reacting to positive earnings forecasts alongside cautious ratings, insider share sales, and rising short interest. The core of Twilio's investment narrative hinges on its ability to capitalize on the growing demand for AI-enhanced communications, with the biggest risk being competitors capturing this market before Twilio can gain traction. The article highlights the contrast between strong fundamental forecasts and skeptical sentiment, emphasizing the importance of Twilio's execution on AI-focused products.
A Look At Twilio (TWLO) Valuation After Analyst Downgrade And Earnings Expectations
Twilio (TWLO) is experiencing volatility following an analyst downgrade to "Neutral" despite expectations for strong upcoming earnings. The stock has seen recent price declines, but Simply Wall St's analysis suggests it is 13.7% undervalued with a narrative fair value of US$138.04 against its current price of US$119.07. However, the article also notes potential challenges from lower-margin messaging and increased regulatory demands.
What's Driving the Market Sentiment Around Twilio Inc?
Twilio Inc.'s short interest has increased by 14.71% since its last report, now standing at 5.09 million shares, representing 3.82% of its float. This rise in short interest signals a more bearish sentiment among investors, though it is still lower than the peer group average of 8.40%. It would take traders approximately 2.42 days to cover their short positions.
Price-Driven Insight from (TWLO) for Rule-Based Strategy
This article provides a price-driven insight into Twilio Inc. Class A (NASDAQ: TWLO) for rule-based trading strategies. It highlights weak near and mid-term sentiment, a neutral long-term outlook, and identifies resistance being tested. The analysis includes institutional trading strategies with specific entry, target, and stop-loss zones for position trading, momentum breakout, and risk hedging, alongside a multi-timeframe signal analysis.
Is It Time To Reassess Twilio (TWLO) After Its Volatile Multi Year Share Performance
This article analyzes Twilio's (TWLO) valuation after its volatile share performance, which has seen significant shifts over the past five years. Using Discounted Cash Flow (DCF) analysis, the stock appears 11.4% overvalued, while a Price-to-Sales (P/S) ratio analysis suggests it is undervalued compared to Simply Wall St's "Fair Ratio." The article introduces various "Narratives" with different assumptions about AI, margins, and competition, leading to vastly different fair value estimates for Twilio.
A Look At Twilio (TWLO) Valuation After Piper Sandler Downgrade And Growth Concerns
Piper Sandler recently downgraded Twilio (TWLO) to a Neutral rating, citing valuation concerns and potential growth slowdown, which has influenced investor focus despite 3-month and 1-year positive share price returns. The stock is currently trading near analysts' target prices and intrinsic value estimates, suggesting it is fairly valued based on assumptions of future profit growth and higher margins. The article encourages investors to consider these factors and potentially explore other high-growth tech, AI, or undervalued stocks.
Will Conflicting Analyst Calls and Insider Sales Around AI Push Change Twilio's (TWLO) Narrative?
Twilio (TWLO) is experiencing conflicting sentiments from analysts and investors regarding its AI push, ongoing business momentum, and sustainability of growth. While the company highlights AI-driven customer engagement, insider selling and differing opinions on valuation raise questions. Despite raised 2025 guidance, concerns persist over profitability due to low-margin messaging and rising carrier fees.
Twilio (TWLO) CEO Shipchandler sells $1.79 million in stock By Investing.com
Twilio CEO Khozema Shipchandler sold 13,336 shares of Class A Common Stock for approximately $1.79 million on January 6, 2026, under a pre-arranged trading plan. Following these transactions, Shipchandler directly owns 193,781 shares. The company has also recently been the subject of varied analyst ratings and announced a multi-year partnership with the LA Kings.
Twilio (TWLO) CEO Shipchandler sells $1.79 million in stock By Investing.com
Twilio CEO Khozema Shipchandler sold 13,336 shares of Class A Common Stock for approximately $1.79 million on January 6, 2026, as part of a pre-arranged trading plan. Following these transactions, Shipchandler directly owns 193,781 shares. This news comes amid varied analyst assessments for Twilio, with some raising price targets and others expressing growth concerns, and the company recently announced a multi-year partnership with the LA Kings.
Twilio (TWLO) CEO Shipchandler sells $1.79 million in stock
Twilio CEO Khozema Shipchandler sold 13,336 shares of Class A Common Stock for approximately $1.79 million on January 6, 2026, under a pre-arranged trading plan. Following these transactions, Shipchandler directly owns 193,781 Twilio shares. This news comes amidst varied analyst ratings and a new partnership with the LA Kings, reflecting a period of strategic activity for the company.
Twilio (TWLO) CEO Shipchandler sells $1.79 million in stock By Investing.com
Twilio (TWLO) CEO Khozema Shipchandler sold 13,336 shares of Class A Common Stock for approximately $1.79 million on January 6, 2026, under a pre-arranged 10b5-1 trading plan. The sales were executed in three transactions with prices ranging from $133.1823 to $134.86 per share, leaving him with 193,781 directly owned shares. This follows various analyst ratings and Twilio's recent partnership with the LA Kings.
Twilio Executives Sell Shares to Cover Tax Obligations
Twilio's CEO, Khozema Shipchandler, and CFO, Aidan Viggiano, sold shares of Class A Common Stock to cover tax obligations from vested Restricted Stock Units. Shipchandler sold 13,266 shares for over $1.9 million, while Viggiano sold 8,109 shares for over $1.1 million. Both executives retain significant holdings in the company after these transactions.
Twilio (NYSE:TWLO) Is Doing The Right Things To Multiply Its Share Price
The article highlights that Twilio (NYSE: TWLO) is showing positive signs for future growth due to an increasing return on capital employed (ROCE) and an expanding capital base. After being loss-making five years ago, the company is now generating profits and reinvesting in its business, which is seen as a strong indicator for potential share price multiplication despite a recent 62% decline in stock value. Investors are encouraged to further investigate Twilio given these promising trends.
Analysts Are Bullish on Top Technology Stocks: Netskope, Inc. (NTSK), Unity Software (U)
Analysts are expressing bullish sentiments on several technology stocks, including Netskope, Inc. (NTSK), Unity Software (U), and Twilio (TWLO). BTIG analysts have reiterated Buy ratings for these companies, with specific price targets set for each. The consensus among analysts ranges from Strong Buy for Netskope to Moderate Buy for Unity Software and Twilio, indicating positive outlooks but varying levels of projected upside.
Microsoft, Netflix, Twilio And A Health Care Stock On CNBC's 'Final Trades'
CNBC's "Halftime Report Final Trades" featured investment picks from various experts. Joseph M. Terranova named Twilio Inc., Rob Sechan chose AbbVie Inc., Jason Snipe liked Microsoft Corporation, and Stephen Weiss selected Netflix, Inc. The article also provides recent stock performances and upcoming financial result dates for Netflix.
Twilio Stock Is Rising Tuesday: What's Going On?
Twilio Inc. (NYSE: TWLO) shares are rising after the company announced a multi-year partnership with the LA Kings, marking its first major deal with an NHL team. The agreement includes Twilio becoming the official away helmet sponsor for the 2025-26 season and leveraging Twilio's customer engagement tools to enhance fan communication. Technically, the stock shows solid upward momentum and is trading closer to its 52-week highs, suggesting potential for further gains.
Options Corner: How The Smart Money Could Be Quietly Loading Up On Twilio Stock
During the COVID-19 pandemic, Twilio Inc (NYSE: TWLO) experienced significant growth, but its stock crashed afterwards. Recent price action suggests potential stealth accumulation by smart money despite past insider selling. A quantitative analysis reveals an unusual risk geometry indicating robust upside, with a 145/150 bull call spread expiring Feb. 20, 2026, identified as a potentially sensible options trade for high-risk, high-reward speculators.
How Twilio Inc. Class A (TWLO) Affects Rotational Strategy Timing
This article analyzes Twilio Inc. Class A (TWLO) providing key findings for traders, including resistance and support levels. It outlines three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, alongside a multi-timeframe signal analysis. The report highlights a positive sentiment for TWLO and an exceptional risk-reward short setup.
Twilio (TWLO): Reassessing Valuation as Slower Billings Growth and Thin Margins Test the Turnaround Narrative
This article examines Twilio's valuation in light of slowing billings growth and persistent thin margins, questioning whether the market has already factored in its turnaround. While a common narrative suggests Twilio is undervalued at $138.04, a discounted cash flow model suggests it might be slightly overvalued at its current price. The author encourages investors to explore high-growth tech and AI stocks that might better fit their strategy.
What Does the Market Think About Twilio Inc?
Twilio Inc.'s short interest has increased by 5.54% since its last report, with 5.59 million shares sold short, representing 4.19% of its float. This rise in short interest indicates a more bearish sentiment among investors, although the stock's short interest is still lower than its peer group average of 7.68%. Traders would take an average of 2.94 days to cover their short positions.
What Twilio (TWLO)'s Q3 Rebound, AI Push, and Insider Sale Mean For Shareholders
Twilio (TWLO) recently reported strong Q3 2025 results with 15% revenue growth and 23% non-GAAP EPS growth, alongside the acquisition of AI-based identity platform Stytch. This positive operational momentum is further highlighted by a raised full-year revenue outlook, even as a significant insider share sale by Director Andrew Stafman occurred. The article explores how Twilio's improved performance and AI strategy, combined with insider activity, reshape its investment narrative.
Twilio director Stafman sells $129 million in shares
Andrew Stafman, a director at Twilio Inc. (NASDAQ:TWLO), sold 1,000,000 shares of Class A Common Stock for $129 million on December 2, 2025. This transaction occurred at a price of $129.0 per share, with Twilio currently trading near $129.77 and holding a market capitalization of roughly $19.7 billion. Despite this director's sale, InvestingPro tips indicate that management has been actively buying back shares, and the company maintains a strong financial position with significant cash reserves and liquidity.
Twilio director Stafman sells $129 million in shares By Investing.com
Twilio director Andrew Stafman sold 1,000,000 shares of Class A Common Stock for $129 million on December 2, 2025. Despite this sale, Twilio maintains a strong financial position, trading below its Fair Value with significant cash reserves and strong year-over-year revenue growth. Analyst firms generally hold positive outlooks, with several increasing price targets for Twilio due to robust third-quarter performance and advancements in its voice services and AI.
Twilio director Stafman sells $129 million in shares By Investing.com
Twilio director Andrew Stafman sold 1,000,000 shares of Class A Common Stock for $129 million on December 2, 2025, at $129.0 per share. Despite this sale, InvestingPro data indicates Twilio holds more cash than debt, has a strong financial health score, and management is actively buying back shares. The company recently reported robust Q3 performance with revenue growth of 15% year-over-year, leading several analysts to raise their price targets.
Twilio (TWLO) Is Up 5.7% After AI Launch Drives Record Free Cash Flow Is the Shift Sustainable?
Twilio's recent expansion into AI-powered communication solutions has driven record free cash flow and attracted institutional interest, despite ongoing insider selling. The company's push into voice AI is crucial for diversifying revenue beyond low-margin messaging and improving profitability. Twilio forecasts significant revenue and earnings growth by 2028, with a projected fair value of $138.04.
Twilio (TWLO): Evaluating Valuation After Growth in AI Customer Revenue and Free Cash Flow
Twilio (TWLO) has garnered investor attention due to significant growth in its AI-powered customer engagement platform, with voice AI customer revenue increasing by nearly 60% and record free cash flow. Despite some past volatility, the stock has delivered a 15.5% total shareholder return over the past year, reflecting investor confidence in its execution and growth strategy. Simply Wall St's analysis suggests Twilio is currently undervalued, with a fair value of $138.04 driven by the expanding adoption of AI-powered communications, although potential gross margin pressures and regulatory hurdles could pose challenges.
Will Twilio’s (TWLO) AI-Powered Expansion Redefine Its Competitive Edge in Customer Engagement?
Twilio (TWLO) has expanded its customer engagement platform with AI-powered communication solutions, leading to significant growth in voice AI revenue and record free cash flow. This AI-driven expansion is fueling rising customer adoption and reinforcing the company's investment profile, with analysts highlighting its innovation and product expansion as key strengths. Twilio projects strong revenue and earnings growth with a fair value indicating a 14% upside to its current price, despite some investor divergence regarding its long-term prospects.
Twilio (TWLO) Gets a Buy from Morgan Stanley
Morgan Stanley analyst Elizabeth Porter maintained a Buy rating on Twilio (TWLO) with a price target of $154.00, following the company's shares closing at $112.86. KeyBanc also issued a Buy rating, while Bank of America Securities reiterated a Sell rating on the stock. Twilio recently reported strong Q3 2025 results with EPS of $1.25, surpassing the consensus of $1.07.
TWLO’s Unexpected Surge: Analyzing the Impact
Twilio Inc. (NYSE: TWLO) experienced a significant 17.96% stock surge following its Q3 earnings report, which exceeded revenue and EPS expectations and provided an optimistic Q4 outlook. The company's strong financial performance is attributed to enhanced customer engagement and strategic innovations in digital transformation. Analysts have responded positively, revising their forecasts upward and maintaining an "Overweight" rating, underscoring confidence in Twilio's continued growth trajectory.
Analysts Offer Insights on Technology Companies: Twilio (TWLO), Lam Research (LRCX) and Apple (AAPL)
Analysts have provided insights into several technology companies. Twilio (TWLO) received a "Buy" rating from Mizuho Securities, while Lam Research (LRCX) was maintained as "Hold" by both Mizuho Securities and Morgan Stanley. Apple (AAPL) also received a "Buy" rating from J.P. Morgan and was upgraded to "Buy" by Loop Capital Markets.
Twilio Inc. $TWLO Shares Bought by Pinnacle Wealth Management LLC - MarketBeat
Pinnacle Wealth Management LLC significantly increased its stake in Twilio Inc. by 172.5% in the second quarter, now owning 16,303 shares valued at over $2 million. Other institutional investors also adjusted their positions in TWLO, which recently reported strong quarterly earnings and received updated price targets from analysts. Twilio's stock is currently trading at $106.67 with a market capitalization of $16.37 billion.
VIRGINIA RETIREMENT SYSTEMS ET Al Invests $37.61 Million in Twilio Inc. $TWLO
VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in Twilio Inc. (NYSE:TWLO) during the second quarter, purchasing 302,400 shares valued at approximately $37.61 million. This investment represents about 0.20% of Twilio's stock. Other hedge funds have also adjusted their holdings, with institutional investors collectively owning 84.27% of the company's stock.
Atria Wealth Solutions Inc. Makes New Investment in Twilio Inc. $TWLO
Atria Wealth Solutions Inc. has made a new investment in Twilio Inc. by purchasing 5,851 shares valued at approximately $721,000 during the second quarter. Other institutional investors have also adjusted their stakes in Twilio, which reported strong quarterly earnings, beating analyst expectations with $1.19 EPS and $1.23 billion in revenue. The stock has a market cap of $16.37 billion and a P/E ratio of 888.98, with analysts maintaining a "buy" rating.
Stanley Laman Group Ltd. Acquires Shares of 49,014 Twilio Inc. $TWLO
Stanley Laman Group Ltd. has acquired a new stake of 49,014 shares in Twilio Inc. (NYSE:TWLO) during the second quarter, valued at approximately $6.095 million. This purchase makes Twilio the 20th largest holding in Stanley Laman Group Ltd.'s portfolio. Other institutional investors have also significantly increased their holdings in Twilio, while analysts have issued various ratings and price targets for the stock.
Nordea Investment Management AB Grows Stake in Twilio Inc. $TWLO - MarketBeat
Nordea Investment Management AB significantly increased its stake in Twilio Inc. by 4,231.2% in the second quarter, bringing its total holdings to 1,123,638 shares valued at $139.7 million. This increase follows Twilio's better-than-expected Q2 earnings, with EPS of $1.19 and revenue of $1.23 billion. Despite substantial institutional investment, the article also notes significant insider stock sales.
