"The upgrade to Buy with a $160 price target suggests the firm now sees the risk/reward as sufficiently tilted in favor of bulls, based on Twilio's demonstrated financial transformation."
"Twilio is quickly becoming a foundational infrastructure layer in the age of AI, as stated by CEO Khozema Shipchandler, highlighting the company's strategic positioning."
"Full-year 2025 revenue reached $5.07 billion, growing 14% year over year, with a dollar-based net expansion rate improving to 109% from 106% a year earlier."
Jefferies upgraded Twilio from Hold to Buy, setting a price target of $160. This change follows a significant financial turnaround, with free cash flow reaching $945.4 million in 2025, a 44% increase year over year. Twilio's revenue for 2025 was $5.07 billion, growing 14% year over year. The company is positioned as a key player in AI infrastructure. The stock trades around $131, below the new target, with a consensus price target of $143.37 among analysts.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]