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Added to YB: 2025-01-09

Pitch date: 2025-01-08

TWLO [bullish]

Twilio Inc.

+21.96%

current return

Author Info

No bio for this author

Company Info

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

Market Cap

$19.8B

Pitch Price

$108.99

Price Target

140.00 (+5%)

Dividend

N/A

EV/EBITDA

82.39

P/E

306.69

EV/Sales

3.77

Sector

IT Services

Category

growth

Show full summary:
Mizuho Sees Significant Potential in Twilio (TWLO), Upgrades to 'Buy' with $140 Price Target

TWLO: Mizuho upgrades to Buy, $140 PT (+28%). Reasons: 1) Top-line stabilization, 7-8% 2025 growth outlook, potential double-digit growth. 2) Op margin improving (-0.1% 2022 to 16% 2024E), expected 2025 guide >22%. 3) Possible new buyback. Despite 50% 2024 gain, outlook supports outperformance.

Read full article (1 min)