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:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
JMP Securities分析師Patrick Walravens維持$Twilio (TWLO.US)$買入評級，維持目標價110美元。
根據TipRanks數據顯示，該分析師近一年總勝率為47.5%，總平均回報率為0.6%。
此外，綜合報道，$Twilio (TWLO.US)$近期主要分析師觀點如下：
該公司目前注意到核心渠道正不斷增強勢頭。
該公司在Q2表現強勁，超出預期的營業收入、營業利潤率和自由現金流。對該公司在多樣化通信領域表現優異以及人工智能產品投資回報的初步跡象也引起了增加的樂觀情緒。
twilio的營業收入增長率重新回到兩位數增長，比預期提前到達，第三季度營業收入同比增長10%，較上一年上半年觀察到的7%有機增長有所改善。公司將這一超出預期表現歸因於其短信和電子郵件服務的強勁勢頭，以及在獨立軟件供應商（ISV）、自助選項和跨銷售機會上的增長努力。由於保持超過10%的增長率和持續改善利潤率的潛力，這些股票被認爲具有吸引力。對即將到來的投資者日有期待，如果twilio提出關於人工智能的引人注目敘述以及支持其當前增長軌跡可持續性的證據，此次活動可能成爲一件重要事件。
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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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