KeyBanc raised the firm’s price target on Twilio (TWLO) to $156 from $146 and keeps an Overweight rating on the shares. The firm notes Voice growth is expanding from the mid-single digit at the end of 2024 to now in the mid-teens on the back of Voice AI customer revenue growth of 60% points to what may be a growing wave that is just beginning to build.
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- Twilio price target raised to $154 from $152 at Morgan Stanley
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