TD Cowen upgraded Twilio (TWLO) to Buy from Hold with a price target of $160, up from $125. The firm sees AI agents becoming a bigger part of everyday lives and says Twilio is a “key enabler” of AI-driven business-to-consumer engagements. The company provides the core telephony software across messaging and voice, and is moving up the technology stack to serve the AI orchestration and identity layers, the analyst tells investors in a research note. TD’s checks suggest Twilio’s enterprise adoption in voice could start to inflect in the second half of 2026.
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