Twilio (TWLO) shares have gained 12.9% in the past three months, outperforming the Zacks Internet Software Industry and the S&P 500 index’s growth of 6.4% and 2.6%, respectively. TWLO stock has also outperformed the Computer and Technology sector’s decline of 3.7% in the same time frame.The outperformance can be attributed to investors’ confidence in Twilio’s position in the customer engagement and communications space where it leads the market.Recently, Twilio has enhanced its platform capabilities by part ...

Twilio (TWLO) shares have gained 14% in the past three months, outperforming the Zacks Internet Software Industry and the S&P 500 index’s growth of 6.9% and 4%, respectively. TWLO stock has also outperformed the Computer and Technology Sector’s decline of 0.9% in the same time frame.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 Integration to Aid Twilio’s GrowthOne of Twilio’s most promising ...

Twilio TodayTWLOTwilio$63.03 -0.19 (-0.30%) 52-Week Range$49.86▼$78.16Price Target$70.52Add to WatchlistTwilio Inc. NYSE: TWLO provides developers and businesses tools and products to enhance their communications with customers. Its cloud communication-as-a-service (CPaaS) platform offers basic services like voice, email, and SMS messaging to more advanced interactive services like video, artificial intelligence (AI) chatbots, voice application programming interfaces (APIs), and identity authentication. Gar ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Twilio. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Twilio (TWLO) closed at $63.22 in the latest trading session, marking a +0.94% move from the prior day. The stock's performance was ahead of the S&P 500's daily loss of 0.19%. Meanwhile, the Dow experienced a rise of 0.09%, and the technology-dominated Nasdaq saw a decrease of 0.36%.The company's stock has climbed by 6.33% in the past month, exceeding the Computer and Technology sector's loss of 0.09% and the S&P 500's gain of 2.06%.The investment community will be closely monitoring the performance of Twil ...

文章核心观点 - 该文章介绍了一名资深研究分析师Anton Zharkov,他专注于制造业公司的行业和公司研究 [1] - 他擅长利用定量模型和基本面分析,发现潜在的投资机会和风险 [1] - 他拥有丰富的从业经验,包括担任CFO和CEO,以及在券商和交易公司工作的经历 [1] - 他目标是成为顶级投资组合经理,并创办一家长/短头寸对冲基金 [1] 行业分析 - 该分析师专注于制造业公司,不包括金融公司、保险公司、房地产投资信托和银行 [1] - 他关注增长、价值和高质量等因素,并结合基本面分析 [1] - 他利用Eyestock.io的定量模型,为长/短投资组合提供详细分析 [1] 公司分析 - 该分析师会分享他在投资组合管理、基本面分析和市场策略方面的见解 [1] - 他的分析会关注他认为有增长、价值和高质量潜力的行业 [1] - 他希望为读者提供有价值的观点,帮助他们做出明智的投资决策 [1] - 他通过详细分析和对卓越的追求,希望加入到一个知情投资者的社区,并实现创办对冲基金的梦想 [1]

The stock of Twilio Inc. (NYSE: TWLO ) a CPaaS specialist (communications platform as a service), has been a source of wealth destruction for investors in 2024. On a YTD basis, when the Nasdaq has generated positive returns withinAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation fo ...

会议主要讨论的核心内容 - 公司在过去6个月内采取了一系列措施来提高运营效率,包括提高财务纪律、加强内部运营管理、聚焦创新 [8][9][10] - 公司未来5年的战略重点是将通信、数据和AI能力结合,为客户提供更个性化、更有价值的数字化交互体验 [10][11][16] - 公司正在整合Segment和通信业务,以提供更加统一的客户数据和通信能力 [22][23][24] - 公司正在大幅提升Segment业务的客户价值和合同续签率,以实现该业务的重新增长 [33][34] - 公司正在大规模内部部署生成式AI技术,以提高各种内部流程的效率和生产力 [38][39][40][41][42][43] 问答环节重要的提问和回答 - 分析师询问公司未来5年的战略重点,公司CEO表示将聚焦5个关键领域,利用通信、数据和AI的结合来为客户创造价值 [13][14][15][16] - 分析师询问公司如何利用生成式AI技术来提高内部运营效率,CEO分享了多个具体应用案例,并表示未来2-3年内这将对公司利润产生重大影响 [38][39][40][41][42][43][44][45][46][47][48][49][50] - 分析师询问公司的资本配置策略,CEO表示公司将继续大规模回购股票,未来也可能考虑一些小规模的并购,但不会进行大规模并购 [53][54] - 分析师询问公司长期提升利润率的潜力,CEO表示未来几年内通过地域优化、AI应用和流程自动化等手段,公司的利润率还有很大提升空间 [56][57]

Twilio Inc. (TWLO) is currently trading at a low price-to-earnings (P/E) multiple, far below the broader tech sector and S&P 500 averages. Twilio’s forward 12-month P/E ratio sits at 15.34, significantly lower than the Zacks Computer and Technology sector’s average of 24.76 and the S&P 500’s average of 20.88.Twilio's price-to-sales (P/S) ratio is also on the low end, reflecting investor concerns. But the real question for investors is whether this low valuation makes Twilio a bargain, or whether it reflects ...

文章核心观点 - Twilio获Zacks评级从升级为2（买入），反映盈利预期上升，或对股价产生积极影响，有望在短期内跑赢市场 [1][2] 评级依据 - Zacks评级核心是公司盈利情况变化，该系统跟踪当前和下一年度的Zacks共识预期，即覆盖该股票的卖方分析师对每股收益预期的共识指标 [1] 盈利预期与股价关系 - 公司未来盈利潜力变化与股价短期走势强相关，机构投资者用盈利和盈利预期计算公司股票公允价值，盈利预期增减会导致股票公允价值升降，进而引发机构投资者买卖操作，推动股价变动 [3] Zacks评级系统优势 - 该系统利用盈利预期修正的力量，通过四个与盈利预期相关的因素将股票分为五类，从Zacks排名1（强力买入）到Zacks排名5（强力卖出），有经外部审计的出色记录，自1988年以来Zacks排名1的股票平均年回报率达+25% [4] Twilio盈利预期情况 - 截至2024年12月的财年，公司预计每股收益3.36美元，较上年报告数字变化37.1%；过去三个月，Zacks对该公司的共识预期提高了148.6% [5] 评级结论 - Zacks评级系统对超4000只股票保持“买入”和“卖出”评级比例相等，仅前5%获“强力买入”评级，接下来15%获“买入”评级；Twilio升级到Zacks排名2，处于Zacks覆盖股票前20%，暗示短期内股价可能上涨 [6][7]