
Twilio (TWLO) Stock Forecast & Price Target
Twilio (TWLO) Analyst Ratings
Bulls say
Twilio has demonstrated notable revenue growth, with net sales revenue increasing 7.32% year-over-year, expected to rise further to 2.36% over the next twelve months. Moreover, the company achieved a record Q4 2024 revenue of $1.19 billion, reflecting an 11% year-over-year gain, and anticipates a significant rise in communications revenue to $4.82 billion over the next twelve months. Additionally, the improvement in Return on Capital, moving from -2.46% to -0.82%, alongside the strong adoption of AI-driven and cloud-based solutions, underscores the company's enhancing revenue and cash flow growth trajectory.
Bears say
Twilio reported a 1% year-over-year decline in segment revenue, totaling $74.1 million, highlighting challenges in maintaining growth amidst increasing competition in the cloud communications market. Additionally, the company faced a $16.8 million bad debt expense due to slowed payments from a customer, which adversely affected both GAAP and non-GAAP operating income. The outlook is further clouded by potential risks including slower adoption of its emerging application portfolio and broader macroeconomic conditions that could hinder operational stability and strategic goals.
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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