In the current market session, Twilio Inc. TWLO stock price is at $103.43, after a 1.67% decrease. However, over the past month, the company's stock went up by 0.97%, and in the past year, by 65.07%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. Twilio P/E Compared to CompetitorsThe P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's c ...

Twilio Inc. (NYSE:TWLO) is one of the Must-Watch AI Stocks on Wall Street. On September 17, RBC Capital analyst Rishi Jaluria reiterated an Underperform rating and $75.00 price target on the stock. The rating followed a group call with company management and investors. The firm came away positive from the call, stating that it believes Twilio will sustain its path toward double digit growth driven by messaging share gains and early traction in cross-selling and AI-enabled voice offerings. The company is ...

华尔街分析师对Twilio的评级概况 - Twilio目前平均经纪建议（ABR）为1.88 介于强力买入和买入之间 该评级基于26家经纪公司的实际建议计算得出[2] - 在26项建议中 15项为强力买入（占比57.7%） 两项为买入（占比7.7%）[2] 经纪建议的局限性 - 研究显示经纪推荐难以指导投资者选择具有价格上涨潜力的股票 因其存在强烈正向偏见[5][6] - 经纪公司每发布5个"强力买入"建议才对应1个"强力卖出"建议 利益与零售投资者不完全一致[6][7] Zacks评级体系特征 - Zacks评级基于盈利预测修订的量化模型 与短期股价走势存在强相关性 分为1至5级（强力买入至强力卖出）[8][11] - 该评级体系保持五个等级间的平衡 并能快速反映分析师对企业盈利预测的实时调整[11][12] Twilio的盈利预测与投资建议 - 当前Zacks共识预期显示Twilio年度每股盈利预测过去一个月维持在4.48美元未变[13] - 盈利预测的稳定使Twilio获得Zacks第3级（持有）评级 建议对买入等效的ABR保持谨慎[14]

Key Points The cloud-based contact center market has major growth potential. Twilio is using artificial intelligence (AI) to capitalize on this huge end-market opportunity. The company reported solid results that reaffirmed its healthy growth. It should sustain its healthy growth rate thanks to an improving customer base and higher spending by existing customers. 10 stocks we like better than Twilio › Artificial intelligence (AI) stocks have delivered impressive gains to investors on the market in ...

投资观点 - 给予Twilio Inc买入评级 基于公司转型在多方面推动增长的明确证据[1] - 公司正通过布局AI生态系统来强化市场定位[1] 投资方法论 - 采用基本面驱动和价值导向的投资策略 专注于识别具有规模化潜力和终值释放能力的企业[1] - 投资分析核心关注企业经济本质：竞争壁垒、单位经济效益、再投资空间和管理质量[1] - 重点研究具备强劲长期顺风趋势的行业领域[1] - 通过基础研究分析长期自由现金流创造能力和股东价值实现路径[1]

核心观点 - 对Twilio Inc给予买入评级 基于公司转型在多方面推动增长的明确证据 并且公司正通过布局人工智能生态系统提升战略定位 [1] 投资分析框架 - 投资方法侧重于基本面与估值驱动 核心关注具备规模化潜力和释放巨大终值的企业 [1] - 分析聚焦于企业核心经济要素：竞争壁垒、单位经济效益、再投资空间和管理质量 [1] - 研究重点在于这些因素如何转化为长期自由现金流创造和股东价值提升 [1] - 专注于具有强劲长期顺风趋势的行业领域 [1] 作者背景 - 作者为自学成才的投资者 拥有10年投资经验 目前管理来自亲友的自有资金 [1] - 撰写目的为分享投资见解并获取反馈 致力于帮助读者聚焦真正驱动长期股权价值的因素 [1]

I see Twilio Inc. (NYSE: TWLO ) at an important point in its story. The company has moved from losses into profit, with Q2 2025 showing $22.4M in net income compared with a loss a year ago. Revenue wasWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narrati ...

Twilio (TWLO) has been arguably the most volatile of the software bunch, but new analyst coverage is saying its story is just beginning to round the corner. Rosenblatt Securities initiated coverage with a “Buy” and $140 target and cited Twilio’s “critical importance as the ‘communications backbone for the AI ecosystem’ and the company’s growing focus on shareholder return.” That endorsement sent shares up slightly within last Friday’s premarket movement. The results arrive amid real financial acceleration ...

Software is facing threats from generative AI, and this is showing in valuations. Twilio (NYSE: TWLO ) is a standout name that showed it can balance an acceleration in top-line growth with a push into GAAP profitability. Amidst a frothy market, the valuationJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict val ...

行业趋势 - 生成式人工智能对软件行业构成威胁并反映在估值中 [1] 公司表现 - Twilio实现收入增长加速与GAAP盈利能力提升的平衡 [1] 投资策略 - 投资组合筛选标准为相对标普500指数有较大超额收益潜力的股票 [1] - 结合增长导向原则与严格估值门槛以增强安全边际 [1]