Core Viewpoint - Twilio (NYSE: TWLO) is identified as a high-quality software company that currently presents an attractive GARP (Growth at a Reasonable Price) investment opportunity due to recent management changes and the involvement of activist investors [1]. Company Overview - Twilio has undergone significant transformation in recent years, driven by new management and the influence of several activist investors [1]. Investment Strategy - Adestella Investment Management, which is mentioned in relation to Twilio, employs a long/short equity investment strategy that combines proprietary fundamental research with behavioral finance insights to capitalize on market inefficiencies [1]. - The fund aims for superior absolute and relative returns by focusing on attractive risk-reward propositions and prudent risk management, primarily investing in North American and European companies across various market capitalizations [1].

Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Company and Industry Analysis - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock, option, or derivative positions in the companies mentioned, indicating a neutral stance from the analyst [2]. - The article does not provide any specific recommendations or advice on investment suitability for individual investors [4].

Group 1 - The last analysis of Twilio indicated that the stock was undervalued at a price range of $50-60, trading at approximately two times sales, which was considered a strong buy opportunity [1] - Current assessment suggests that Twilio is no longer considered cheap, indicating a shift in valuation perspective [1]

Twilio Inc.(TWLO) saw its stock plunge 15% following its fourth-quarter 2024 earnings release, largely due to a slight earnings miss and cautious guidance. The company reported non-GAAP EPS of $1.00, just shy of the Zacks Consensus Estimate of $1.02, while revenues of $1.19 billion narrowly beat expectations.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Management’s first-quarter 2025 EPS guidance of 88-93 cents also fell below consensus estimates of 95 cents, spooking investors. Me ...

Twilio Inc TWLO reported fourth-quarter financial results after the market close on Thursday. The following are the comments from different analysts on the company’s performance.Stifel analyst J. Parker Lane reiterated a Hold rating on the shares and raised the price forecast from $130.00 to $135.00.A few weeks after releasing preliminary results and a 2025 forecast during its analyst day, Twilio reported its fourth-quarter earnings. The only missing detail was the first-quarter guidance, with mid-points sl ...

Twilio (TWLO -13.83%) stock tumbled 16.5% through 10:55 a.m. ET Friday after a mixed earnings report last night.Heading into Q4 2024, analysts forecast Twilio would earn $1.03 per share, adjusted for one-time items, on sales of $1.18 billion. Twilio barely beat the sales target, reporting $1.19 billion, and barely missed the earnings target, reporting $1 per share, even. Twilio Q4 earningsSales grew a respectable 11% at Twilio in Q4, better than the company's 7% sales growth over all of 2024. The news on ea ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Twilio (TWLO) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Twilio currently has an average brokerage re ...

Twilio Inc.'s (TWLO) shares lost 7.3% in the extended trading session on Thursday following the company's lower-than-expected fourth-quarter 2024 bottom-line results, as well as first-quarter 2025 earnings per share (EPS) guidance that fell short of the Zacks Consensus Estimate. TWLO's fourth-quarter non-GAAP earnings of $1.00 per share missed the consensus mark of $1.02.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.However, the bottom line witnessed a robust improvement from the ...

Twilio Inc. (NYSE:TWLO) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Bryan Vaniman - Senior Vice President of Investor Relations and Corporate Development Khozema Shipchandler - Chief Executive Officer Aidan Viggiano - Chief Financial Officer Conference Call Participants James Fish - Piper Sandler Michael Turrin - Wells Fargo Securities Nicholas Altmann - Scotiabank Mark Murphy - JPMorgan Ryan Koontz - Needham & Company Meta Marshall - Morgan Stanley Arjun Bhatia - Will ...

For the quarter ended December 2024, Twilio (TWLO) reported revenue of $1.19 billion, up 11.1% over the same period last year. EPS came in at $1.00, compared to $0.86 in the year-ago quarter.The reported revenue represents a surprise of +0.11% over the Zacks Consensus Estimate of $1.19 billion. With the consensus EPS estimate being $1.02, the EPS surprise was -1.96%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ne ...