Analyst Brian White from Monness maintained a Buy rating on Twilio and keeping the price target at $175.00.
Claim 50% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Brian White has given his Buy rating due to a combination of factors tied to Twilio’s successful turnaround and attractive valuation. He highlights that the company has transitioned from a period of operational strain to one of healthier growth, with revenue re-accelerating over the past five quarters and operating margins improving meaningfully. Despite the stock’s rebound in 2025, it still trades well below its 2021 peak and at a discount to many software peers on an enterprise-value-to-revenue basis, leaving room for further upside. White also underscores that Twilio now operates with a leaner cost base, tighter execution, and clearer strategic priorities, putting it in a better position to navigate a still-challenging macro environment.
At the same time, White views Twilio’s expanding involvement in artificial intelligence as a key driver of future value. The company is seeing strong momentum with AI-focused customers, particularly in voice, where revenue growth has sharply accelerated, reinforcing management’s view that a “voice renaissance” is underway. He points to new AI-powered offerings like ConversationRelay and Conversational Intelligence, the acquisition of Stytch to bolster authentication for AI agents, and a partnership with OpenAI to build advanced conversational agents as important competitive differentiators. The global rollout of RCS messaging further strengthens Twilio’s communications platform, and collectively these AI and messaging initiatives support his view that the stock can continue to perform well in 2026 and beyond.
In another report released yesterday, Citizens JMP also maintained a Buy rating on the stock with a $185.00 price target.
Based on the recent corporate insider activity of 70 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of TWLO in relation to earlier this year.