TWLO Stock Recent News

Every investor should know the term CEP, or customer engagement platform, because it is central to businesses' use of AI. CEPs provide software services to connect and communicate with customers, which is critical to brand building, consumer loyalty, and long-term success.

Shares of Twilio Inc TWLO were rising in early trading on Monday after having lost almost 15% over the past month.

Twilio has transitioned from a growth-at-any-cost model to a balanced approach that includes profitability and operational efficiency. Market leader in CPaaS; now with multiple activists on the scene and a new CEO implementing a shareholder-friendly agenda. Despite share appreciation in past year, current valuation is still attractive as free cash flow ramps to FY27.

TWLO continues to benefit from the increased Enterprise adoption for AI related messaging, e-mail, and voice agents across different end markets in a booming SaaS market. It is apparent that the management's intensified R&D efforts have paid off extremely well, as observed in the double digits top-line growth and higher Dollar-Based Net Expansion Rate. TWLO continues to deliver against its original financial targets previously introduced in its Investor Day Presentation, with the lumpy FQ1 '25 numbers merely attributed to seasonality.

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that Chief Executive Officer Khozema Shipchandler will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on Tuesday, March 4, 2025 at 8:30 a.m. (PT) / 11:30 a.m. (ET). A live webcast and replay will be available on Twilio's investor relations website at investors.twilio.com.

Twilio (TWLO -2.66%) stock registered stunning gains of 93% on the market in the past six months, driven by an acceleration in its growth on account of the improving demand for its artificial intelligence (AI) tools that enable its clients to communicate more efficiently with their customers.

Extending its 23%-plus climb during 2024, the S&P 500 started 2025 off with a bang, rising 2.7% in January.

As we progress through February, investors may notice that Roku (ROKU) and Twilio (TWLO) have been two of the hottest stocks so far this year.

Joe Terranova, Senior Managing Director for Virtus Investment Partners, joins CNBC's "Halftime Report" to explain why he's selling Twilio at these levels.

Twilio's stock remains a buy despite a 120% rally, with earnings recovery and a solid growth outlook. The recent dip offers a buying opportunity. Technically, $120-100 is a strong support zone; potential consolidation before moving higher, with a one-year price target of $150-180. Twilio's EPS growth is robust, with forward P/E around 22 and PEG ratio of 1, indicating solid value and growth potential.