Have you been paying attention to shares of Twilio (TWLO) ? Shares have been on the move with the stock up 49.3% over the past month. The stock hit a new 52-week high of $108.44 in the previous session. Twilio has gained 38.9% since the start of the year compared to the 28.5% move for the Zacks Computer and Technology sector and the 33.4% 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 ea ...

公司Q3财报相关 - Q3财报季为之前挣扎的股票带来很多上行惊喜[1] 行业影响因素相关 - 利率削减和特朗普再次当选的热情推动了反弹涨势 尤其是那些有增长再加速迹象的公司[1]

Twilio (TWLO) shares have gained 34.6% in the year-to-date period, outperforming the Zacks Internet Software industry, Computer and Technology sector and the S&P 500 index’s return of 28.9%, 27.5% and 24.5%, respectively.The outperformance can be attributed to investors’ confidence in Twilio’s position in the customer engagement and communications space where it leads the market.AI-Based Solutions Fueling Twilio’s GrowthTwilio is leveraging artificial intelligence (AI) to offer greater personalization at sc ...

关于作者 - 作者加入The REIT Forum [1] - 作者曾在8月对Twilio Inc. (NYSE: TWLO )重申“买入”评级因为公司Segment业务亏损收窄趋于稳定且推行有针对性的市场进入策略 [1] - 作者Amrita在温哥华运营一家精品家族办公室基金领导投资策略目标是投资可持续增长型公司以实现股东权益最大化 [1] - 作者创办了获奖的时事通讯The Pragmatic Optimist关注投资组合策略估值和宏观经济学 [1] - 作者曾在旧金山高增长供应链初创企业工作5年领导战略并与风险投资公司和初创企业合作发展用户获取业务在疫情期间为客户实现回报最大化 [1] - 作者致力于普及金融知识将复杂概念转化为通俗易懂的形式 [1] 分析师披露 - 分析师在AMZN股票中有受益的多头头寸通过股票所有权期权或其他衍生品 [2] - 文章表达分析师自己的观点未因文章接受除Seeking Alpha之外的报酬与文中提及股票的公司无业务关系 [2] Seeking Alpha披露 - 过去表现不保证未来结果不提供投资是否适合特定投资者的建议 [3] - 文章观点可能不反映Seeking Alpha整体观点Seeking Alpha不是持牌证券交易商经纪人美国投资顾问或投资银行分析师为第三方作者包括专业和个人投资者可能未被任何机构或监管机构许可或认证 [3]

Twilio (TWLO) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this company have returned +39.4%, compared to the Zacks S&P 500 composite's +1% change. During this period, the Zacks Internet - Software industry, which Twilio falls in, has gained 3.9%. The key question now is: What could be the stock's future direction?Although media re ...

Sometimes when you research stocks you find names that are appealing in one aspect but weak on another. For instance, you find a stock with powerful momentum, but it has a premium valuation. Or you find something with a discount valuation, but it keeps trading lower. That isn’t the case here.The three stocks I have identified today hit all the important factors that I am looking for; breakout momentum, discount valuations, impressive earnings growth and top Zacks Ranks. Stride ((LRN), COHERENT CORP ((COHR) ...

Twilio Inc (NYSE:TWLO) stock is trading at two-year highs today, following an upgrade from Wells Fargo to "overweight" from "equal weight," to go with a price-target hike to $120 from $80. The firm said the stock could be the new "pick-and-shovel play" in the realm of growing artificial intelligence (AI). This is just the latest in a long string of bull notes for the recently rallying cloud stock, which has been moving higher since a 14.3% post-earnings bull gap on Oct. 31. At last glance, TWLO was up 3.3% ...

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.Whil ...

文章核心观点 - Twilio股票在2024年虽跑输大盘但近期投资者看涨 其自三季度财报发布后股价呈抛物线式上涨 得益于人工智能有望维持涨势 目前估值有吸引力 是值得购买的人工智能股票[1][2] 公司业绩相关 - 公司Q3营收同比增长10%达11.3亿美元 高于10.9亿美元的共识预期 每股收益同比大增76%达1.02美元 远超0.86美元的共识预期[4] - 公司上调2024年有机营收增长预期至7.5% - 8% 之前为6% - 7% 并将调整后营业利润指引从6.5 - 6.75亿美元上调至7 - 7.1亿美元 预计今年产生6.5 - 6.75亿美元自由现金流[5] - 公司本财年每股收益预计为3.67美元 较去年增长近50% 分析师预计公司未来两年盈利将实现两位数增长 未来五年年盈利增长20%[13][14] 人工智能对公司的影响 - 公司将人工智能整合进云平台 帮助客户更高效地触达客户 增加客户业务 这是营收和盈利增长加速的原因[6][7] - 公司CEO表示通过整合人工智能 能够自动化能力 提高生产力并大规模推动个性化 公司正专注于将人工智能和机器学习嵌入整个平台 已有客户受益[7] - 公司所处的通信平台即服务市场规模预计从今年的120亿美元增长到2034年的1210亿美元 人工智能工具的部署将推动该市场增长 公司客户群增长 三季度末活跃客户账户达32万个 较去年同期的30.6万个增加[8][9] - 公司上季度美元净扩张率为105% 较去年同期的101%有所提高 表明客户增加了对公司解决方案的使用或购买了额外解决方案[10][11] 公司估值相关 - 公司目前以22倍的预期市盈率交易 远低于美国科技板块49倍的平均市盈率 若未来市场因公司人工智能驱动的增长给予更高市盈率 长期来看有望为投资者带来可观收益[15]

文章核心观点 - 人工智能(AI)技术的快速发展给科技股带来了巨大推动,但并非所有科技股都从中获益[1] - Zoom和Twilio两家公司都在努力将AI工具集成到自己的平台中,以提振增长[2] Zoom Video Communications - 公司收入和利润增长放缓,但AI助手功能的引入有望提升客户支出和客户群增长[3][4][5][6][7][8][9][10] - 公司正在不断完善AI助手功能,帮助用户提高工作效率,获得客户的青睐[6][7][8][9] - 全球协作应用市场预计到2027年将翻一番,Zoom有望凭借AI技术抓住这一增长机遇[10] Twilio - 公司增长放缓,但AI相关产品正在帮助客户降低获客成本、提高客户终身价值[11][12][13][14][15] - 公司正在向新的AI领域如对话式AI助手拓展,有望带来新的增长动力[16] 总结 - Zoom和Twilio都在积极拥抱AI技术,以期重拾增长势头[17][19] - 从估值角度来看,Twilio相对Zoom更具有投资价值[17][18][19]