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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美东时间10月31日，多家华尔街大行更新了$Twilio (TWLO.US)$的评级，目标价介于50美元至94美元。
摩根士丹利分析师Meta Marshall维持持有评级，并将目标价从65美元上调至77美元。
摩根大通分析师Mark Murphy维持买入评级，并将目标价从78美元上调至83美元。
美银证券分析师Michael Funk维持卖出评级，并将目标价从55美元上调至65美元。
富瑞集团分析师Samad Samana维持持有评级，并将目标价从60美元上调至85美元。
TD Cowen分析师Derrick Wood维持持有评级，并将目标价从65美元上调至85美元。
此外，综合报道，$Twilio (TWLO.US)$近期主要分析师观点如下：
Twilio的期待回归两位数的营业收入增长比预期提前实现，这在第三季度的营收增长中得到了体现，同比增长10%，高于上半年7%的有机增长。这一激增归功于消息和电子邮件行业的强劲表现，同时也得益于与独立软件供应商、自助服务和交叉销售机会相关的增长计划。由于存在超过10%的增长潜力以及持续的利润率改善，股票备受青睐。即将到来的投资者日可能进一步作为催化剂，特别是如果公司围绕人工智能提出令人信服的叙事，并提供支持当前增长轨迹可持续性的证据。
Twilio报告了强劲的第三季度，实现了双位数的营业收入增长，并持续发挥杠杆效应。对于2025年的展望看似日益可实现，留有考虑估值的空间。然而，对未来增长前景需要更大的明晰度。
在Twilio的第三季度报告后，人们认识到增速可能加快。该公司在第三季度的积极进展被视为朝着持续高且稳定的双位数营收增长的宏伟目标迈出的重要一步。
Twilio的第三季度表现强劲，营收超出预期4%，主要得益于通信部门营收同比增长10%，主要由核心消息和电子邮件推动。然而，随着部门营收的持续滞后，出现了同比持平的增长趋势，再加上未显示顺序改善的营业亏损，第三季度加速背后的原因并未明确传达，这使得很难找到引发明显超额表现的即时催化剂。
Twilio第三季度表现超出预期，增加的消息量、强劲的电子邮件营收和有效的成本控制促成了令人印象深刻的营业利润率结果。尽管如此，部门表现的不稳定导致NDER下降2个百分点至91%。虽然对部门持续改进的认可始终存在，但也认识到重振业务这一部分将需要时间。尽管如此，对通信部门不断增长的进展充满乐观，FY25初期的营收增长预期在7%至8%之间，被视为管理层对公司持续势头的信心的指标。
以下为今日10位分析师对$Twilio (TWLO.US)$的最新投资评级及目标价：
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