Twilio shares soared more than 20% on Friday and headed for their biggest gain since the early days of the Covid pandemic after the cloud communications software vendor issued an uplifting profit forecast for the coming years. The stock jumped to $140.12 as of mid-day trading, which would be its highest close since 2022. Twilio revealed its new guidance at a Thursday investor event, a little over a year after the company named Khozema Shipchandler as CEO. Shipchandler, who had been Twilio's president and be ...

Cloud stock Twilio Inc (NYSE:TWLO) is skyrocketing to two-year highs today, up 22.4% at $138.77 at last glance. The company issued a strong revenue forecast at yesterday's investor event, drawing an upgrade to "outperform" from "neutral" at Baird. A flood of other analysts chimed in with price-target hikes as well, including Oppenheimer to $160 from $90. Shooting past recent pressure at the $117 level, TWLO is on track for its best single-day percentage gain since May 2020. Year over year, the equity is up ...

Company Overview - Twilio Inc (NYSE: TWLO) is highlighted as a successful example of value investing in the tech sector over the past year, demonstrating the importance of patience in such strategies [1] - The company is part of the portfolio of Julian Lin, a financial analyst who focuses on undervalued companies with strong balance sheets, management teams, and long-term growth potential in sectors with significant growth runways [1] Investment Strategy - Julian Lin's investment approach combines growth-oriented principles with strict valuation hurdles, aiming to identify stocks with a high probability of delivering significant alpha relative to the S&P 500 [1] - His portfolio, Best of Breed Growth Stocks, includes exclusive access to high-conviction picks, detailed stock research reports, real-time trade alerts, macro market analysis, and industry-specific reports [1] Analyst Position - The analyst holds a beneficial long position in Twilio through stock ownership, options, or other derivatives, reflecting a positive outlook on the company's future performance [2]

Twilio Inc. (TWLO) shares soared 14.7% during Thursday’s extended trading session as the company issued an optimistic long-term financial forecast and reported preliminary results for the fourth quarter of 2024. The communications software maker’s new share repurchase announcement was another bright spot that boosted investors’ confidence.The company’s robust guidance, along with an aggressive shareholder return plan, offers compelling reasons for investors to consider holding the stock right now. These mov ...

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Twilio Inc TWLO provided preliminary financial results for the fourth quarter on Thursday.After the market close on Thursday, Twilio introduced new financial expectations in a regulatory filing. The company said it now expects fourth-quarter revenue growth of approximately 11% year-over-year, up from prior guidance of 7% to 8%.Twilio said it now expects adjusted income from operations for the fourth quarter to be above the top end of its prior guidance of $185 million to $195 million. The company also antic ...

Twilio (TWLO) stock jumped in late trading after the communications software maker gave an optimistic long-term profit forecast and reported preliminary fourth quarter results. In a filing late Thursday, Twilio said it expects to report Q4 sales growth of 11% year-over-year when it publishes full results next month. Analysts polled by FactSet are expecting Twilio to post sales of $1.16 billion, up 10%. The company also said it expects "non-GAAP income from operations for the fourth quarter of 2024 and fisca ...

Financial Guidance - The company forecasts its adjusted operating margin to widen to between 21% and 22% by 2027, higher than Visible Alpha's consensus of 19.68% [1] - The company aims to generate $3 billion in free cash flow over the next three years, compared to approximately $692 million for 2022-2024, exceeding Visible Alpha's consensus of $2.76 billion [2] - For 2025, the company expects $825 million to $850 million in free cash flow and adjusted operating income, with 7% to 8% year-over-year revenue growth, slightly above Visible Alpha's consensus [4] Stock Performance - The company's stock price rose as much as 8% in extended trading following the release of its investor event presentation [2] Strategic Focus - The company's CEO emphasized that 2025 will be a year of execution, with the goal of writing its own story from 2026 onwards [3] - The company did not provide a revenue growth target for 2027 during the investor event [3] AI and Enterprise Growth - Over 9,000 AI companies, including OpenAI, are building on the company's services, with plans to attract more large enterprises [5] - The company is open to expanding its customer base, including both AI companies and large enterprises [5]

Group 1 - Twilio's stock closed at $113.88, reflecting a +1.73% change, outperforming the S&P 500's 0.88% gain [1] - Over the past month, Twilio's stock has increased by 2.05%, while the Computer and Technology sector gained 0.37% and the S&P 500 gained 1.17% [1] Group 2 - Twilio is set to release its earnings on February 13, 2025, with projected EPS of $1, indicating a 16.28% increase year-over-year [2] - The consensus estimate for Twilio's revenue is $1.16 billion, representing a 7.56% increase compared to the same quarter last year [2] Group 3 - Recent shifts in analyst projections for Twilio are important for investors, as positive revisions indicate a favorable outlook on the company's business health and profitability [3] Group 4 - Adjustments in earnings estimates are linked to stock price performance, and investors can utilize the Zacks Rank for actionable insights [4] Group 5 - Twilio currently holds a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [5] Group 6 - Twilio's Forward P/E ratio is 25.65, which is lower than the industry's Forward P/E of 28.86, indicating a valuation discount [6] - The PEG ratio for Twilio is 0.61, compared to the Internet - Software industry's average PEG ratio of 2.19 [6] Group 7 - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 36, placing it in the top 15% of over 250 industries [7]

Company Overview - Twilio is a leading communications platform as a service (CPaaS) provider, offering cloud communication solutions for various industries and business sizes [14] - The company has been trading sideways for the past few years due to profitability challenges since its IPO in June 2016 [1] - Twilio's shares recently experienced a significant boost following its strong third-quarter earnings results [14] Financial Performance - Twilio's total revenue for Q3 2024 was $1.13 billion, a 10% year-over-year increase [8] - The company's net loss for Q3 2024 was drastically reduced to $10 million, signaling a move towards profitability [8] - Twilio updated its full-year 2024 organic revenue growth guidance to 7.5%-8%, up from previous estimates of 6%-7% [9] - For Q4 2024, Twilio expects total revenue to increase 7%-8% year-over-year [10] Business Developments - Twilio has undergone a major restructuring, including workforce reductions, cost-cutting measures, and the appointment of a new CEO [1] - The company has released new products, including integrations with OpenAI's Realtime API platform for voice translation and cloud-based solutions to enhance its Flex platform [5] - Twilio's active consumer accounts increased by over 4% year-over-year as of September 30, 2024 [6] - The company's dollar-based expansion rate was 105% in Q3 2024, compared to 101% in Q3 2023 [6] Share Repurchases - Twilio initiated a $1.0 billion share buyback program in early 2023 and approved an additional $2.0 billion in March 2024 [7] - As of September 30, 2024, the company had repurchased over $2.7 billion worth of shares [7] Market Position and Growth Potential - Twilio is one of the largest CPaaS providers, with operating revenue expected to grow over sevenfold from 2023 to 2031 [2] - The company is leveraging generative AI technology to enhance its existing products and improve its customer engagement platform [2] - Twilio's shares have nearly doubled over the past six months, driven by strong Q3 2024 earnings results [11] - The company is positioning itself as a major player in the competitive AI and online automation space [11] Investor Sentiment - Twilio's recent restructuring and focus on cost-saving measures have been viewed positively by investors [12] - The company's strong Q3 2024 earnings results have signaled a promising future outlook, with potential for net income growth [13] - Twilio is considered a solid investment option in the cloud communications industry, with its stock climbing towards previous highs [13]