Twilio today
- 52-week range
- $ 52.51
▼
$ 151.95
- Value is valuable
- $ 121.75
Twilio NYSE: Twlo Reflection is the time to buy this stock, because it offers a suitable discount in high-quality technological growth with AI and automatic exposition. The price of shares increased by 50% in January, extending the trend that began in 2024 and was due to lively growth and acceleration of results.
Despite the fact that the results of the FQ4 and the Q1 leadership are cool compared to expectations, they correspond to the trends, and the rod was installed at a high level. The worst that you can expect is a reset of prices for shares, which follow higher prices at the end of the year. Since the company’s indicators include reliable cash flow, healthy financial condition and aggressive redemptions of the share, the rebound can occur quickly, and new long -term maximums can be installed until the middle of the year.
Twilio, more than a platform for interaction with clients
Twilio is a platform for interaction with customers, but even more so because it provides a developer’s tools that allow enterprises to create and manage user communication applications. The results of Q4 were cool compared to expectations, but an increase of 11% by 100% is organized, due to an increase in the number of customers by 6.5% and the deepening of penetration. More importantly, growth is accelerated compared to the last quarter and year, and compared to last year acceleration is expected in 2025. As for penetration, a pure level of expansion of the company, also known as a clean level of retention, is also accelerated, increasing by 400 bits / s to 106%, as it is. Indicates an increase in levers and potential for long -term growth.
“Clients such as Marketbeat can benefit from the optimized Twilio approach to the development of messages at one API and our universal template management system,” said Twilio KHOZEMA Shipchandler. The representative of Marketbeat says they (Twilio) are good in what they are doing.
Margin News is mixed, but corresponds to the long -term prospects of sustainable growth and increased profitability. The company’s margin was slightly weaker than expected, raised by poor debt debiting, leaving GAAP and adjusted EPS below forecasts. Nevertheless, the company recorded its first GAAP profit quarter, it is expected that the profitability of GAAP will improve, and the adjusted income from OPS has grown at a pace using borrowed funds compared to revenue, 14%. Critical details are that the cash flow and FCF were badly affected by writing off, which is expected, it is not repeated in the near future and does not affect the financial health or return of the company’s capital.
Similarly, the leadership is strong if it hoped less than analysts. The company confirmed its forecast for the year, initiating the management below the agreement for the first quarter. It is expected that the income of the 1st quarter will grow with a high level of numbers, which is expected to be supported by the end of the year. The management can be careful from the growth of the client, the penetration and trends of AI/automation, which are positive.
Twilio balance, cash flow and capital return are stable
Twilio shares forecast today
$ 124.39
1.57% growthModerate purchase
Based on 25 analysts ratings
| High forecast | $ 185.00 |
|---|---|
| Average forecast | $ 124.39 |
| Low forecast | $ 50.00 |
Details of Twilio shares forecast
Twilio cash flow and balance allowed to aggressively redeem the shares in 2024 and support them in 2025. The number of shares was reduced by almost 10% per year, having completed the previous resolution of $ 3 billion. The new permission of $ 2 billion guarantees that the number will decrease in 2025, and other activities on the sales side are optimistic.
The analyst and institutional trends confirm the ascending price in the price of shares, including an increase in the coating, a rising price, positive changes after the release of the Q1 leadership and institutions buying in equilibrium. Institutional activity deserves attention, because in the first quarter of 2025 it grew up because the profit was sold in a rally, but more shares were accumulated than sold.
Refusal of Twilio shares is the possibility of buying from the technical settings and results that do not change the prospects. Technical installation shows the market in circulation; Refusal of price is the expected support test, which is likely to confirm the market. Critical support levels are about 135, 125 and 95 dollars.
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