$TWLO 0.53 Developing

Notable posts

• @Venu_7_ bullish 138 eng

  While the market is pulling back, always pay attention to relative strength. Quite a few names continue to show impressive resilience. $SNOW $RDDT $ATEX $FTNT $OKTA $TWLO $HNGE $ATEN $FROG $LLY $RBRK $HOOD $SE $NET $MDB $DDOG $NAVN $PANW $CRWD $ANET $CHYM $IBM $OSCR $ASTH $HIMS $VSCO $PENG

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• @Venu_7_ bullish 153 eng

  Software names showing exceptional relative strength in a Stage 2 uptrend while the rest of the market pulls back. Leaders: $SNOW $RDDT $TWLO $FROG Also holding up well: $HNGE $FIVN $FTNT $RBRK $CRWD $PANW $NET $MDB $DDOG $NAVN $CART Relative strength during market weakness is often where tomorrow's leaders emerge.

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• @Venu_7_ bullish 110 eng

  Big character change from Microsoft $MSFT Reclaiming the 200-day moving average on 2.5x volume after earnings is exactly kind of action you want to see from a market leader. Names worth watching: $SNOW $NOW $ADBE $CRM $AXON $SE $IGV $MELI $DASH $SHOP $NET $MDB $DDOG $TWLO https://t.co/AzF8ILGmmo

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• @Venu_7_ bullish 133 eng

  $IBM got destroyed, down 25% after earnings today, yet I'm still seeing a lot of strength across selective software and cybersecurity names. Cybersecurity: $CRWD $PANW $FTNT $RBRK $NET Data Layer: $SNOW $RDDT AI Voice: $TWLO $BAND $FIVN Observability: $DDOG $FROG $MDB $SNOW $RDDT $TWLO $FROG continue to stand out with impressive relative strength. I think it's better to focus on software names closer to the AI data layer than traditional SaaS.

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• @stocktalkweekly bullish 72 eng

  Goldman Sachs initiates coverage on Twilio $TWLO at 'Buy', with a $300 price-target: "We initiate coverage of Twilio (TWLO) with a Buy rating and a 12-month price target of $300 (63% upside from current trading price). We see Twilio as well positioned to benefit from increased developer activity as agentic builders still require communications infrastructure to reach end users (at the 2025 investor day, Twilio disclosed that 50% of the Forbes 50 AI startups were paying customers of Twilio as of 9/30/24). This is primarily visible in Twilio’s self-service business (grew 28% YoY in 4Q25) and in Twilio’s Voice business (grew 20% YoY in 1Q26). We believe investors will increasingly focus on 1) sustained gross profit growth acceleration and the durability of AI as a tailwind, 2) the trajectory of gross margins, & 3) how to underwrite positive risk/reward given extended valuation vs. history."

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• @wallstengine bullish 42 eng

  Stifel Upgrades $TWLO to Buy from Hold, Raises PT to $260 from $175 Analyst comments: "Admittedly, we've been late to the party, but we believe the company has the right tools in place to capitalize on the AI cycle through its Conversations portfolio, Communications, and Data offerings, and drive durable growth on the back of its recently accelerating trajectory. Through a combination of significant restructuring efforts and refocusing the platform and research and development investment around its core competencies and AI innovation, Twilio finds itself in the right place at exactly the right time. We expect the seeds of agentic AI investments being made by the company's customer base to begin bearing meaningful fruit as voice agents proliferate and help solidify Twilio's positioning as the key infrastructure provider for agentic customer engagement." Analyst: J. Parker Lane

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• @wallstengine bullish 42 eng

  Goldman Sachs Initiates Coverage on $TWLO with Buy Rating, PT $300 Analyst comments: "We see Twilio as well positioned to benefit from increased developer activity as agentic builders still require communications infrastructure to reach end users. This is primarily visible in Twilio’s self-service business and Voice business. We believe investors will increasingly focus on: (1) sustained gross profit growth acceleration and the durability of AI as a tailwind; (2) the trajectory of gross margins; and (3) how to underwrite positive risk/reward given extended valuation versus history." Analyst: Callie Valenti

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