JMP Securities analyst Patrick Walravens maintains $Twilio (TWLO.US)$ with a buy rating, and maintains the target price at $110.
According to TipRanks data, the analyst has a success rate of 47.5% and a total average return of 0.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Twilio (TWLO.US)$'s main analysts recently are as follows:
The firm observes a strengthening momentum in the company's core channels presently.
The company's strong performance in Q2, surpassing expectations on all fronts such as revenue, operating margin, and free cash flow, has been noted. There's also an increased optimism regarding the company's exceptional performance in Diversified Communications and the initial indications of significant returns on investment from AI products.
Twilio's return to double-digit revenue growth arrived sooner than anticipated, as evidenced by a third-quarter revenue increase to 10% year-over-year, an improvement from the 7% organic growth observed in the first half of the preceding year. The company credited this better-than-expected performance to robustness in its Messaging and email services, along with growth efforts focused on Independent Software Vendors (ISVs), self-service options, and cross-selling opportunities. The shares are regarded as appealing due to the potential for maintaining a growth rate exceeding 10% and prospects for continued improvement in margins. Expectations are set on the upcoming Investor Day, which could act as a significant event if Twilio presents an engaging narrative on Artificial Intelligence and evidences to support the sustainability of its current growth trajectory.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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JMP Securities分析师Patrick Walravens维持$Twilio (TWLO.US)$买入评级，维持目标价110美元。
根据TipRanks数据显示，该分析师近一年总胜率为47.5%，总平均回报率为0.6%。
此外，综合报道，$Twilio (TWLO.US)$近期主要分析师观点如下：
公司目前观察到核心渠道的增强势头。
公司在第二季度表现强劲，超过营业收入、营业利润率和自由现金流等所有方面的预期。对公司在多元化通信领域的出色表现和人工智能产品带来的显著投资回报的初步迹象也引起了增加的乐观情绪。
twilio的双位数营业收入增长比预期提前到来，第三季度营收同比增长10%，较前一年上半年观察到的7%有机增长有所改善。公司将这一超预期表现归功于其消息传递和电子邮件服务的稳固性，以及对独立软件供应商（ISV）、自助式选项以及跨销售机会的增长努力。由于维持超过10%的增长率和持续改善利润率的潜力，这些股票被视为具有吸引力。对即将举行的投资者日有着期望，如果twilio能提出有关人工智能的引人注目叙述并提供支持其当前增长轨迹的可持续性的证据，那么这可能会成为一项重要活动。
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