AI applications are accelerating their penetration, and the stocks of software companies like Microsoft (MSFT.US) and ServiceNow (NOW.US) continue to rise.
Stifel indicates that Microsoft and some Software companies are expected to continue their growth through AI monetization by 2025.
Express News | Shares of Companies Within the Broader Tech Sector Are Trading Lower Amid Overall Market Weakness Following the Fed's Rate Decision to Cut Rates by 25 Basis Points
Stifel Maintains Twilio(TWLO.US) With Hold Rating, Raises Target Price to $110
Demystifying Twilio: Insights From 23 Analyst Reviews
Twilio Is Maintained at Hold by Stifel
Express News | Stifel Maintains Hold on Twilio, Raises Price Target to $110
Twilio, Nice Among Key Growth Picks in Communication Software, Morgan Stanley Says
UBS Raises Price Target on Twilio to $140 From $88, Keeps Buy Rating
Nice Remains Favored Name as Morgan Stanley Highlights 2025 Outlook for Communication Software Stocks
Microsoft and More Big Software Names Look to Grow in 2025 on AI Monetization: Stifel
Twilio Is Maintained at Equal-Weight by Morgan Stanley
Twilio Price Target Raised to $115.00/Share From $77.00 by Morgan Stanley
Morgan Stanley Maintains Twilio(TWLO.US) With Hold Rating, Raises Target Price to $115
5 Must-Buy Internet Software Stocks Now to Hold for Long Term
Behind the "monthly salary over ten thousand": What are the "AI agents" that tech giants are competing to launch?
① OpenAI is open to launching a subscription service priced at "2000 dollars/month" and mentioned that in the future, it may charge enterprise users based on the value they gain from using AI; ② At the application level, "AI agents" are viewed as the products with the most straightforward commercialization logic due to their ability to "replace workers"; ③ Even though AI agents are still in the early stages, workers need to start thinking about where their future lies.
Twilio (TWLO) and OpenAI Partnership: Revolutionizing Customer Engagement With AI
Baird Maintains Twilio(TWLO.US) With Hold Rating, Raises Target Price to $115
Mizuho Maintains Neutral on Twilio, Raises Price Target to $85
Twilio Analyst Ratings
Twilio Stock Soars to 52-week High, Reaches $114.08