Professional
Added to YB: 2025-02-26
Pitch date: 2025-02-24
TWLO [bullish]
Twilio Inc.
+12.9%
current return
Author Info
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Company Info
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally.
Market Cap
$19.4B
Pitch Price
$116.50
Price Target
160.00 (+22%)
Dividend
N/A
EV/EBITDA
60.76
P/E
609.67
EV/Sales
3.55
Sector
IT Services
Category
growth
Show full summary:
Twilio (TWLO) Upgraded by Morgan Stanley, Price Target Raised to $160
TWLO: Morgan Stanley upgrades to Overweight, PT $160. 20% post-Q4 selloff creates entry point. Analyst sees reacceleration potential, multiple expansion, estimate revisions. Channel checks show platform differentiation, go-to-market traction. Expects 10% rev CAGR, margin outperformance. 28% upside potential.
Read full article (1 min)