Currently 3 bullish, 0 bearish — stable.
Analysts are holding steady at 3 bullish to 0 bearish.
2 YouTube analysts cover TWILIO INC (TWLO).
2 analysts have covered TWLO so far…
Twilio's monthly chart transitioned completely, targeting around $250, but entry might be too soon.
The monthly chart shows a complete transition, suggesting a bullish long-term setup. Target around $250, but the stock may need more consolidation before a safe entry.
Twilio’s messaging/API revenue is re-accelerating into the low/mid-teens, while free cash flow improves as investors look past near-term AI spend.
Twilio’s messaging/API revenue growth is re-accelerating toward 20% on reported terms, with organic growth in the low-to-mid teens after excluding pass-through carrier fees. Investors are giving the company a pass on the AI-driven free-cash-flow dip because the R&D cycle should translate back into later profitability.
Twilio is a volume usage player benefiting from AI, with earnings proving the thesis.
Twilio is a volume usage player that is clearly benefiting from AI adoption. The company's earnings results are proving this thesis, making it an investable name in the software space.
No official filings surfaced for TWLO yet.
