Professional
Added to YB: 2025-02-26
Pitch date: 2025-02-24
TWLO [bullish]
Twilio Inc.
+57.34%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally.
Market Cap
$17.8B
Pitch Price
$116.50
Price Target
160.00 (-13%)
Dividend
N/A
EV/EBITDA
55.46
P/E
560.24
EV/Sales
3.24
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)