Piper Sandler analyst James Fish lowered the firm’s price target on Twilio (TWLO) to $130 from $148 and keeps a Neutral rating on the shares. Following a 20% decline year-to-date, Twilio put up a quarter and guide that was largely inline with what it expected. Positively, Voice & Messaging continued to show strong growth, up “high-teens in the quarter, with Voice AI accelerating more than 60% that could provide for durability to continued aggregate Voice acceleration into 2026.
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Read More on TWLO:
- Twilio: Durable Voice and AI-Led Growth with Expanding Profitability Supports Buy Rating
- Twilio price target lowered to $125 from $132 at Jefferies
- Twilio sees FY26 revenue growth 11.5%-12.5%
- Twilio reports Q4 adjusted EPS $1.33, consensus $1.23
- Twilio sees Q1 adjusted EPS $1.21-$1.26, consensus $1.24