These Analysts Increase Their Forecasts On Twilio Following Strong Q3 Results

Core Insights - Twilio Inc reported third-quarter revenue of $1.3 billion, exceeding analyst estimates of $1.25 billion, and adjusted earnings of $1.25 per share, surpassing expectations of $1.08 per share [1][2] Financial Performance - The company expects fourth-quarter revenue between $1.31 billion and $1.32 billion, compared to estimates of $1.29 billion, and anticipates adjusted earnings of $1.17 to $1.22 per share against estimates of $1.14 per share [3] - Twilio projects full-year 2025 revenue growth of 12.4% to 12.6% and total free cash flow of $920 million to $930 million [3] Strategic Developments - Twilio announced a definitive agreement to acquire Stytch, Inc., an identity platform for AI agents [3] Stock Performance - Following the earnings announcement, Twilio shares rose 1.1% to close at $112.86 [4] Analyst Ratings - Needham analyst Joshua Reilly maintained a Buy rating and raised the price target from $125 to $145 [6] - B of A Securities analyst Michael Funk maintained an Underperform rating and raised the price target from $100 to $110 [6] - Mizuho analyst Siti Panigrahi maintained an Outperform rating and raised the price target from $140 to $150 [6]