
Twilio (TWLO) Stock Forecast & Price Target
Twilio (TWLO) Analyst Ratings
Bulls say
Twilio is well-positioned for growth, particularly due to its low market penetration in international regions, where it currently commands only 10–12% market share, indicating significant expansion potential. The company's estimated market opportunity in communications and data is expected to grow from $86 billion in 2025 to $119 billion by 2028, reflecting a compound annual growth rate (CAGR) of 11%. Additionally, Twilio has demonstrated strong recent performance, marked by four consecutive quarters of accelerating messaging growth and double-digit increases in multi-product customers and international revenue, suggesting that the main challenge lies in execution rather than market availability.
Bears say
The negative outlook on Twilio's stock is primarily driven by its susceptibility to macroeconomic fluctuations, which may adversely impact revenue growth during periods of economic volatility. Additionally, Twilio faces intense competition in the highly fragmented CPaaS and CXaaS markets, encountering challenges from both established communications vendors and large hyperscale cloud providers. Finally, there are significant execution risks associated with the integration of new market strategies, the unification of sales teams, and the ongoing effort to achieve operational efficiency, all of which may hinder the company's ability to capitalize on growth opportunities.
This aggregate rating is based on analysts' research of Twilio and is not a guaranteed prediction by Public.com or investment advice.
Twilio (TWLO) Analyst Forecast & Price Prediction
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