Joshua Reilly, an analyst from Needham, maintained the Buy rating on Twilio (TWLO – Research Report). The associated price target is $125.00.
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Joshua Reilly has given his Buy rating due to a combination of factors that highlight Twilio’s strong market position and growth potential. He emphasizes Twilio’s strategic positioning to meet its financial goals for fiscal year 2027, as discussed during the company’s 2025 Analyst Day. Key elements contributing to this positive outlook include Twilio’s leadership in the Communications Platform as a Service (CPaaS) sector and its ability to enhance cross-selling opportunities.
Furthermore, Reilly points out the importance of optimizing operational efficiencies and leveraging artificial intelligence to develop new use cases. If Twilio can achieve its organic growth targets of 7-8%, with the potential to exceed them at 10%, and generate a cumulative $3 billion in free cash flow by FY27, the stock is expected to outperform the market over several years. This expectation is supported by the current valuation of the company’s enterprise value to free cash flow ratio at 15 times.
According to TipRanks, Reilly is a 3-star analyst with an average return of 1.2% and a 42.79% success rate. Reilly covers the Technology sector, focusing on stocks such as Tyler Technologies, Verint Systems, and AudioEye.
In another report released today, JMP Securities also maintained a Buy rating on the stock with a $165.00 price target.