TWLO Stock Recent News

AI stocks like JBL, TWLO, PATH, INTU and DELL are gaining momentum as infrastructure investments surge in H2 2025.

Twilio's revenue growth has reaccelerated, with five consecutive quarters of improvement and strong customer expansion, signaling renewed business momentum. Profitability is improving, with non-GAAP operating margins rising, though gross margin development remains a concern. The Segment business unit underperforms, requiring better growth and net dollar retention to justify its value within Twilio's broader platform.

We Initiate Strong Buy on Twilio with $194 PT, driven by AI-led messaging flywheel, robust enterprise expansion, and above-consensus growth outlook. AI automation is accelerating lead generation, customer conversion, and cross-sell, creating a compounding self-serve flywheel underappreciated by the market. Enterprise cohort momentum, multi-product adoption, and resilient messaging volumes support durable growth, margin expansion, and multiple re-rating potential.

TWLO's scale, AI focus and strong balance sheet give it the edge over BAND in the CPaaS growth race.

TWLO's AI-driven customer engagement tools and platform are likely to continue fueling communications division growth.

TWLO partners with Orange to scale RCS in France, aiming to tap rising demand for secure, branded business messaging.

AI stocks like ANET, HUBS, TWLO, ADBE, and OKTA provided negative returns last month but now offer strong short-term upside potential.

Artificial intelligence (AI) stocks have been in fine form on the market in the past few years, and that's not surprising, as this technology has supercharged the growth of many companies.

Jefferies analyst Samad Samana raised the firm's price target on Twilio to $132 from $122 and keeps a Hold rating on the shares. The investor debate for Twilio has centered around whether growth can accelerate against tough second half of the year comparisons, whether gross margins will rebound, and if healthy EBIT beats are sustainable, the analyst tells investors in a research note. Jefferies leans on the positive side and sees growth acceleration as achievable, "making for a good tactical setup" in the shares. However, the firm does not think the most bullish assumptions are achievable.

Twilio aims to boost profit through cross-selling, with large customers rising 37% in the first quarter.