TWLO Stock Recent News

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.

With AI-driven tailwinds, a differentiated product offering, solid cash flow generation and aggressive buybacks, TWLO presents an attractive buying opportunity.

Twilio's Q4 earnings miss and cautious FY2025 guidance highlight its declining organic growth potential, leading to a 'Sell' rating due to overvaluation. Despite a positive revenue surprise, declining gross margins and stagnant R&D spending indicate questionable long-term growth prospects. Valuation analysis shows Twilio is overvalued, with a fair share price of $116, despite Wall Street's more optimistic target prices.

Twilio's Q4 report showed solid improvement in key metrics, with revenue growth accelerating from previous quarters. Key metrics improved across the board, highlighted by strong customer growth and an increase in the dollar-based net expansion rate. Shares pulled back as a lack of a revenue guidance increase for 2025 led investors to sell into a tremendous recent rally.

Khozema Shipchandler, Twilio CEO, joins 'Closing Bell Overtime' to talk quarterly results, guidance, integrating AI, and more.