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Added to YB: 2026-09-16

Pitch date: 2026-07-14

TWLO [bullish]

Twilio Inc.

+4.34%

current return

Author Info

JAG actively manages focused equity and fixed income portfolios for institutions, intermediaries, and individuals. Sign up for the newsletter.

Company Info

Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally.

Market Cap

$34.9B

Pitch Price

$222.23

Price Target

N/A

Dividend

N/A

EV/EBITDA

79.44

P/E

31.42

EV/Sales

5.98

Sector

IT Services

Category

growth

Show full summary:
JAG Large Cap Growth New Position: Twilio Inc.

TWLO: Twilio is a cloud communications platform that enables businesses to integrate messaging into their applications, with Uber, WhatsApp and Airbnb among its largest customers. Recent growth reacceleration, AI integration and continued profitability improvements are expected to drive outperformance over the next 6-12 months.

Read full article (1 min)