In a report released today, Elizabeth Porter from Morgan Stanley maintained a Buy rating on Twilio, with a price target of $154.00.
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Elizabeth Porter has given her Buy rating due to a combination of factors that highlight Twilio’s strategic positioning and growth potential. One of the primary reasons is Twilio’s emerging role as a key player in the AI technology stack, particularly in customer engagement solutions. The company is poised to benefit from the increasing adoption of AI-driven communication tools, which is expected to enhance its growth trajectory.
Additionally, Twilio’s go-to-market efficiency and the potential for platform simplification are anticipated to unlock further cross-selling opportunities. These elements, combined with the company’s ability to stabilize and improve margins, contribute to a positive outlook. Despite being undervalued compared to its peers, Twilio’s robust growth prospects and strategic initiatives make it an attractive investment opportunity.