Twilio(US:TWLO) Zacks Investment Research·2024-04-19 22:51Company Performance - Twilio (TWLO) closed at $57.55, reflecting a -1.49% change from the previous day, which is less than the S&P 500's daily loss of 0.88% [1] - Over the last month, Twilio's shares decreased by 5.07%, underperforming the Computer and Technology sector's loss of 3.33% and the S&P 500's loss of 2.57% [1] - The upcoming earnings report is scheduled for May 7, 2024, with an expected EPS of $0.60, representing a 27.66% increase from the prior-year quarter, and projected revenue of $1.03 billion, up 2.31% from the year-ago period [1] Analyst Estimates - For the full year, the Zacks Consensus Estimates project earnings of $2.71 per share and revenue of $4.37 billion, indicating changes of +10.61% and +5.17% from the prior year, respectively [2] - Recent changes to analyst estimates reflect evolving short-term business trends, with positive revisions indicating analyst optimism about Twilio's business and profitability [2] Valuation Metrics - Twilio has a Forward P/E ratio of 21.59, which is a discount compared to the industry's average Forward P/E of 27.78 [3] - The company holds a PEG ratio of 1.1, compared to the Internet - Software industry's average PEG ratio of 1.72 [3] Industry Overview - The Internet - Software industry is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 53, placing it in the top 22% of over 250 industries [4] - The Zacks Industry Rank assesses the strength of industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [4]