Company Analysis - Twilio Inc (NYSE: TWLO) was previously rated as a "buy" in August due to stabilization in its Segment business with narrowing losses and implementation of targeted go-to-market strategies [1] Investment Strategy - Amrita leads a boutique family office fund focused on investing in sustainable, growth-driven companies that maximize shareholder equity by meeting growth-oriented goals [1] - The fund's investment strategy emphasizes democratizing financial literacy and breaking down complex financial concepts into easily digestible formats [1] Professional Background - Amrita has 5 years of experience in high-growth supply-chain startups in San Francisco, where she led strategy and worked with venture capital firms and startups to grow user acquisition businesses [1] - She has a track record of maximizing returns for clients during the pandemic and has been recognized for her award-winning newsletter, The Pragmatic Optimist, which focuses on portfolio strategy, valuation, and macroeconomics [1]

Twilio (TWLO) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this company have returned +39.4%, compared to the Zacks S&P 500 composite's +1% change. During this period, the Zacks Internet - Software industry, which Twilio falls in, has gained 3.9%. The key question now is: What could be the stock's future direction?Although media re ...

Sometimes when you research stocks you find names that are appealing in one aspect but weak on another. For instance, you find a stock with powerful momentum, but it has a premium valuation. Or you find something with a discount valuation, but it keeps trading lower. That isn’t the case here.The three stocks I have identified today hit all the important factors that I am looking for; breakout momentum, discount valuations, impressive earnings growth and top Zacks Ranks. Stride ((LRN), COHERENT CORP ((COHR) ...

Twilio Inc (NYSE:TWLO) stock is trading at two-year highs today, following an upgrade from Wells Fargo to "overweight" from "equal weight," to go with a price-target hike to $120 from $80. The firm said the stock could be the new "pick-and-shovel play" in the realm of growing artificial intelligence (AI). This is just the latest in a long string of bull notes for the recently rallying cloud stock, which has been moving higher since a 14.3% post-earnings bull gap on Oct. 31. At last glance, TWLO was up 3.3% ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Thanks to AI, this cloud stock has stepped on the gas and is attractively valued right now. Though shares of Twilio (TWLO 1.81%) have underperformed the broader market so far in 2024 with gains of 19%, compared to the 23.6% gains clocked by the S&P 500 index, a closer look at the recent stock price action will tell us that investors have become incredibly bullish about the company of late. More specifically, Twilio stock has gone parabolic since releasing its third-quarter results on Oct. 30, jumping 28% in ...

Both companies are focused on integrating AI tools into their platforms to boost their growth rates.The rapid adoption of artificial intelligence (AI) has given technology stocks a big boost in the past couple of years, which is evident from the 77% gains clocked by the Nasdaq-100 Technology Sector index during this period. But not all tech stocks have benefited from the AI-powered surge in the tech sector.Zoom Video Communications (ZM -0.08%) and Twilio (TWLO 3.13%) are two such names. While Zoom stock is ...

Core Viewpoint - Twilio's stock has shown significant performance, increasing by 21.7% over the past month and reaching a 52-week high of $83.3, outperforming both the Zacks Computer and Technology sector and the Zacks Internet - Software industry year-to-date [1][2]. Financial Performance - Twilio has consistently exceeded earnings expectations, reporting an EPS of $1.02 against a consensus estimate of $0.87 in its latest earnings report [2]. - For the current fiscal year, Twilio is projected to achieve earnings of $3.40 per share on revenues of $4.37 billion, reflecting a 39.18% increase in EPS and a 5.18% increase in revenues [3]. - The forecast for the next fiscal year indicates expected earnings of $3.88 per share on $4.67 billion in revenues, representing year-over-year changes of 14.08% and 6.88%, respectively [3]. Valuation Metrics - Twilio's current valuation metrics show a Price-to-Earnings (P/E) ratio of 23.7X for the current fiscal year, below the peer industry average of 30.5X [7]. - On a trailing cash flow basis, Twilio trades at 98.7X compared to the peer group's average of 25.7X, and it has a PEG ratio of 0.72, indicating it is not among the top value stocks [7]. Zacks Rank - Twilio holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts, suggesting potential for further stock price appreciation [8]. - The combination of a Zacks Rank of 2 and a VGM Score of B indicates that Twilio aligns well with investment strategies focused on growth and momentum [6][8].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ Title of each class Trading Symbol(s) Name of each exchange on which registered Class A Common Stock, par value $0.001 per share TWLO New York Stock Exchange FORM 10-Q _____________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION ...

Core Insights - Twilio's shares surged by as much as 18% following a strong earnings report, ultimately closing with a 16% gain [1] - The company exceeded analyst expectations with third-quarter earnings of $1.02 per diluted share on revenues of $1.13 billion, marking a 10% year-over-year revenue increase and a 76% rise in adjusted earnings [2] - Twilio has been focusing on fiscal discipline and cost controls, resulting in improved profit margins, while benefiting from a stronger economy and successful feature launches [3] - Sales and cash flows are rebounding after a period of stagnation, although the stock remains down 82% from its all-time highs in 2021, currently trading at 24 times trailing earnings and 3 times sales [4]