On Nov 01, major Wall Street analysts update their ratings for $Twilio (TWLO.US)$, with price targets ranging from $50 to $110.
Morgan Stanley analyst Meta Marshall maintains with a hold rating, and adjusts the target price from $65 to $77.
Goldman Sachs analyst Kash Rangan maintains with a hold rating, and sets the target price at $77.
J.P. Morgan analyst Mark Murphy maintains with a buy rating, and adjusts the target price from $78 to $83.
UBS analyst Taylor McGinnis maintains with a buy rating, and adjusts the target price from $74 to $88.
Wells Fargo analyst Michael Turrin maintains with a hold rating, and adjusts the target price from $75 to $80.
Furthermore, according to the comprehensive report, the opinions of $Twilio (TWLO.US)$'s main analysts recently are as follows:
The company is witnessing an upswing in momentum within its primary channels currently.
The company's robust second-quarter performance exceeded expectations in all areas, encompassing revenue, operating margin, and free cash flow. Analyst sentiment has improved regarding the company's notable success in Diversified Communications and the initial indications of substantial returns on investment from AI products.
Twilio's return to double-digit revenue growth has come sooner than anticipated, as evidenced by a reported acceleration to 10% year-over-year growth in Q3, an increase from the 7% year-over-year organic growth observed in the first half of the year. This performance surge is credited to robust areas like Messaging, email, and various growth endeavors involving Independent Software Vendors, self-service options, and cross-selling opportunities. The shares are perceived as holding appeal due to prospects of sustaining over 10% growth and ongoing margin improvement. Furthermore, an upcoming Investor Day could serve as a pivotal moment should the company present an effective AI narrative and affirm that the growth can maintain its current rate.
Following a 'strong' Q3 performance, Twilio has shown a return to double-digit revenue growth alongside continued operating leverage. The forecast for 2025 appears increasingly plausible. Although there is potential in terms of valuation, a more solid perspective on the forward growth outlook is necessary.
The anticipation of potential growth acceleration has been a key focus, and Twilio's recent uptick in growth during Q3 is seen as a significant positive move, aligning with the overall objective of returning to a consistent double-digit revenue growth trajectory.
Here are the latest investment ratings and price targets for $Twilio (TWLO.US)$ from 17 analysts:
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美東時間11月1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110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。
高盛集團分析師Kash Rangan維持持有評級，目標價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。
瑞士銀行分析師Taylor McGinnis維持買入評級，並將目標價從74美元上調至88美元。
富國集團分析師Michael Turrin維持持有評級，並將目標價從75美元上調至80美元。
此外，綜合報道，$Twilio (TWLO.US)$近期主要分析師觀點如下：
公司目前在其主要渠道中正經歷勢頭上升。
公司強勁的第二季度表現在所有領域均超出預期，包括營業收入、營業利潤率和自由現金流。分析師情緒已經改善，認爲公司在多元通信方面取得的顯著成功以及人工智能產品初期顯示的可觀投資回報跡象令人印象深刻。
twilio提前實現了兩位數的營業收入增長，這一點比預期的早，據報道，Q3年同比增長率加速至10%，相比上半年觀察到的7%的有機增長有所增加。這一業績飆升歸因於強勁的消息傳遞、電子郵件等領域，以及涉及獨立軟件供應商、自助式選項和交叉銷售機會的各種增長努力。股票被認爲具有吸引力，因爲有望維持超過10%的增長並持續改善利潤率。此外，即將舉行的投資者日可能成爲一個關鍵時刻，如果公司提出有效的人工智能故事，並確認增長可以保持目前的速度。
在表現'強勁'的Q3之後，twilio顯示出了兩位數的營業收入增長並繼續保持營運槓桿。2025年的預測看起來越來越可信。儘管在估值方面存在潛力，但對未來增長前景更爲堅定的看法是必要的。
潛在增長加速的預期一直是關注的焦點，twilio在Q3期間的增長上升被視爲重要的積極舉措，與重返穩定的兩位數營業收入增長軌跡的整體目標相一致。
以下爲今日17位分析師對$Twilio (TWLO.US)$的最新投資評級及目標價：
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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