Core Viewpoint - The market anticipates Twilio (TWLO) to report a year-over-year increase in earnings driven by higher revenues in its upcoming earnings report for the quarter ended December 2024 [1][2]. Earnings Expectations - Twilio is expected to post quarterly earnings of $1.02 per share, reflecting an 18.6% increase year-over-year [3]. - Revenues are projected to reach $1.17 billion, which is a 9% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [4]. - The Most Accurate Estimate for Twilio is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +3.28% [10]. Zacks Rank and Predictive Power - Twilio currently holds a Zacks Rank of 1 (Strong Buy), suggesting a high likelihood of beating the consensus EPS estimate [11]. - A positive Earnings ESP combined with a strong Zacks Rank historically leads to a positive surprise nearly 70% of the time [8]. Historical Performance - In the last reported quarter, Twilio exceeded the expected earnings of $0.87 per share by delivering $1.02, resulting in a surprise of +17.24% [12]. - Over the past four quarters, Twilio has consistently beaten consensus EPS estimates [13]. Industry Context - In the Zacks Internet - Software industry, Rapid7 (RPD) is expected to report earnings of $0.50 per share, indicating a year-over-year decline of 30.6% [17]. - Rapid7's revenue is projected to be $212.25 million, reflecting a 3.4% increase from the previous year [17]. - The consensus EPS estimate for Rapid7 has been revised 1% lower in the last 30 days, resulting in a negative Earnings ESP of -0.40% [18].

Twilio (TWLO 1.54%) stock has been red-hot on the market in the past six months, rising an incredible 148% as of this writing as investors seem to have recognized the potential impact of the growing adoption of artificial intelligence (AI) on the company's business.Twilio's red-hot rally started in October 2024 when the company delivered a solid set of results along with better-than-expected guidance. The parabolic jump in Twilio's stock price in the past six months means that it has turned out to be a bett ...

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.Even ...

Twilio (TWLO) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing ear ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?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 bro ...

Have you been paying attention to shares of Twilio (TWLO) ? Shares have been on the move with the stock up 28% over the past month. The stock hit a new 52-week high of $142.31 in the previous session. Twilio has gained 28.6% since the start of the year compared to the 30.3% move for the Zacks Computer and Technology sector and the 44.6% return for the Zacks Internet - Software industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earn ...

Shares of Twilio (NYSE: TWLO ) surged more than 20% on Friday after the Cloud communications software company submitted a strong outlook for FY 2025 at its investor day, due to consistent success with the adoption of AI products. The software enterpriseI look for high-risk, high-reward situations, mainly in the technology markets. I am an early buyer of Bitcoin and my portfolio mainly focused on companies with asymmetric long-term upside. My top holdings include: Bitcoin, Tesla, Google, Amazon and Nvidia.An ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Twilio (TWLO) , which belongs to the Zacks Internet - Software industry, could be a great candidate to consider.This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 19.89%.For the last reported quarter, Twilio came o ...

Goldman Sachs analyst Kash Rangan upgraded the shares of Twilio Inc TWLO from Neutral to Buy and raised the price target from $77 to $185 ahead of its fourth-quarter earnings results.After several years of slower growth and strategic shifts, the analyst notes Twilio is now at a turning point, both in terms of its narrative and financial performance.Twilio’s significant cost-cutting efforts and ongoing efficiency initiatives are positioning the company for strong free cash flow generation.The analyst’s optim ...

Twilio (TWLO) shares rallied 20.1% in the last trading session to close at $136.23. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 1.7% gain over the past four weeks.The upswing came after the company projected an improvement in its fourth-quarter 2024 performance from its earlier expectations. In its preliminary results for the fourth quarter, Twilio stated that it expects to report an 11% year-over-year in ...