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 ...

Twilio (TWLO) came out with quarterly earnings of $1 per share, missing the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.96%. A quarter ago, it was expected that this company would post earnings of $0.87 per share when it actually produced earnings of $1.02, delivering a surprise of 17.24%.Over the last four quarters, the company has surpasse ...

The cloud communications specialist's fourth-quarter revenue came in just above expectations, but it missed on earnings.Twilio (TWLO 1.86%), operator of a prominent cloud communications platform, released its fourth-quarter earnings results on Feb. 13. The highlight of the period was that it achieved GAAP operating profitability for the first time. However, its non-GAAP earnings per share (EPS) of $1.00 was slightly below analysts' consensus estimate of $1.03, while revenue stood at $1.195 billion, marginal ...