Added to YB: 2024-03-06
Pitch date: 2024-03-06
TWLO [bullish]
Twilio Inc.
+133.05%
current return
Author Info
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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
$59.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
82.39
P/E
306.69
EV/Sales
3.77
Sector
IT Services
Category
growth
Show full summary:
Twilio Inc.'s Strategic Moves: AI Customer Service Focus, and Growth Projections
$TWLO: Keeping Segment.io, $2B buyback (21% float) by Dec '24, reaffirmed Q1 guide. '22 FCF $415M w/ $675M SBC, targeting $550-600M in '23. $1B net cash, 38% FCF growth, 5-10% org rev growth. Fair value $157 on PSUs. Unrecog comp $1.5B. Buybacks provide support.
Read full article (2 min)