Analyst Bullish on Twilio (TWLO) After Q4 Earnings Report

Core Insights - Twilio Inc. (NYSE:TWLO) is identified as one of the 12 best stocks to buy and hold for the next two years, with a Buy rating and a price target of $145 set by Needham [1]. Financial Performance - Twilio reported a fourth-quarter 2025 EPS of $1.33, exceeding the projected $1.23, and revenue of $1.37 billion, outperforming the anticipated $1.32 billion [2]. - The company achieved a 12% organic revenue growth in Q4, surpassing its midpoint guidance of 10% [1]. - For fiscal year 2027, Twilio has set an operating income target of $1.23 billion, indicating a 17% growth over its fiscal year 2025 guidance [1]. Growth Drivers - The voice business is highlighted as a key growth driver for Twilio [1]. - The company’s optimized go-to-market strategy and strong partner performance are also noted as contributing factors to its growth [1]. Future Guidance - Twilio provided initial guidance for 2026, projecting an 8.5% organic revenue growth [2].