On Oct 31, major Wall Street analysts update their ratings for $Twilio (TWLO.US)$, with price targets ranging from $50 to $94.
Morgan Stanley analyst Meta Marshall maintains with a hold rating, and adjusts the target price from $65 to $77.
J.P. Morgan analyst Mark Murphy maintains with a buy rating, and adjusts the target price from $78 to $83.
BofA Securities analyst Michael Funk maintains with a sell rating, and adjusts the target price from $55 to $65.
Jefferies analyst Samad Samana maintains with a hold rating, and adjusts the target price from $60 to $85.
TD Cowen analyst Derrick Wood maintains with a hold rating, and adjusts the target price from $65 to $85.
Furthermore, according to the comprehensive report, the opinions of $Twilio (TWLO.US)$'s main analysts recently are as follows:
The anticipation of a return to double-digit revenue growth for Twilio has materialized sooner than projected, as evidenced by a third-quarter revenue increase to 10% year-over-year, a rise from the 7% organic growth seen in the first half of the year. This surge is attributed to robust performance in the Messaging and Email sectors, alongside growth plans related to Independent Software Vendors, self-service, and cross-selling opportunities. The shares are viewed favorably due to the potential for over 10% growth and ongoing margin improvement. The upcoming Investor Day could further act as a catalyst, especially if the company presents a convincing narrative around Artificial Intelligence and provides evidence that supports the sustainability of the current growth trajectory.
Twilio reported a robust third quarter, returning to double-digit revenue growth complemented by continued operating leverage. The outlook towards 2025 appears increasingly achievable, leaving room for valuation considerations. However, there is a need for greater clarity on the forward growth outlook.
Following Twilio's third-quarter report, there is a recognition of the potential for growth acceleration. The company's positive progress in the third quarter is seen as a significant move towards achieving the overarching ambition of consistently high, double-digit revenue growth.
Twilio's third-quarter performance was robust, surpassing revenue expectations by 4%, bolstered by a 10% year-over-year acceleration in Communications segment revenue, primarily driven by core messaging and email. However, persistent lag in Segment revenue was evident with a deceleration to flat year-over-year growth, coupled with an operating loss that did not show sequential improvement. The reasons behind the third-quarter acceleration were not distinctly communicated, making it challenging to pinpoint immediate catalysts for notable outperformance.
Twilio's third-quarter performance surpassed expectations, buoyed by increased messaging volumes, robust email revenue, and effective cost control contributing to impressive operating margin results. Despite this, the picture was tempered by uneven outcomes from Segment, which exhibited a 2-point sequential decrease in NDER to 91%. While there is an acknowledgment of Segment's ongoing improvements, there is also a recognition that revitalizing this part of the business will require time. Nevertheless, there is optimism surrounding the Communications segment's escalating progress, and the initial revenue growth projections for FY25, ranging between 7% and 8%, are seen as indicative of the management's belief in the company's enduring momentum.
Here are the latest investment ratings and price targets for $Twilio (TWLO.US)$ from 10 analysts:
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美東時間10月31日，多家華爾街大行更新了$Twilio (TWLO.US)$的評級，目標價介於50美元至94美元。
摩根士丹利分析師Meta Marshall維持持有評級，並將目標價從65美元上調至77美元。
摩根大通分析師Mark Murphy維持買入評級，並將目標價從78美元上調至83美元。
美銀證券分析師Michael Funk維持賣出評級，並將目標價從55美元上調至65美元。
富瑞集團分析師Samad Samana維持持有評級，並將目標價從60美元上調至85美元。
TD Cowen分析師Derrick Wood維持持有評級，並將目標價從65美元上調至85美元。
此外，綜合報道，$Twilio (TWLO.US)$近期主要分析師觀點如下：
Twilio的營業收入在第三季度顯示了10%的年度增長，超出了7%的有機增長，這一增長早於預期。這一激增歸功於通信-半導體和電子郵件領域的強勁表現，以及與獨立軟件供應商、自助服務和交叉銷售機會有關的增長計劃。由於增長的潛力超過10%且利潤率持續改善，該股被看好。即將到來的投資者日可能進一步作爲催化劑，特別是如果公司圍繞人工智能提出令人信服的故事，並提供支持當前增長軌跡可持續性的證據。
Twilio報告了強勁的第三季度，實現了雙位數營業收入增長，並繼續保持運營槓桿。對2025年的展望似乎越來越可實現，給出了估值考慮的空間。然而，需要更清晰地了解未來增長前景。
在Twilio第三季度報告後，認識到了增長加速的潛力。該公司在第三季度取得的積極進展被視爲朝着實現持續高雙位數營業收入增長的宏偉目標邁出的重要一步。
Twilio第三季度的表現強勁，營收超出預期4%，主要受核心短信和電子郵件驅動的通信部門營收同比增速加快10%提振。然而，與營收相關的環節仍然存在明顯的滯後，同比增速衰減至持平，營業虧損並未出現順序性改善。第三季度加速背後的原因沒有明確傳達，使得很難確定顯著跑贏市場的直接催化劑。
Twilio第三季度的表現超出預期，增加的短信量、強勁的電子郵件營收和有效的成本控制有助於令人印象深刻的營業利潤率結果。儘管如此，由於營收相關環節的結果不穩定，導致NDR降至91%，環比下降了2個百分點。雖然人們承認營收相關環節的持續改善，但也認識到，使這一業務部分復甦將需要時間。儘管如此，人們對通信部門不斷加強的進展充滿樂觀，並且對FY25的初步營收增長預測（在7%到8%之間）被視爲公司對持續勢頭的信心的體現。
以下爲今日10位分析師對$Twilio (TWLO.US)$的最新投資評級及目標價：
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