
Twilio (TWLO) Stock Forecast & Price Target
Twilio (TWLO) Analyst Ratings
Bulls say
Twilio demonstrated a strong financial performance with a 7.32% year-over-year increase in net sales revenue, rising from $4.15 billion to $4.46 billion for the 12 months ending December 2024. In the fourth quarter of 2024, the company achieved record revenue of $1.19 billion, reflecting an 11% year-over-year growth, while communications revenue also increased by 12% to reach $1.12 billion. Additionally, Twilio's focus on AI-driven and cloud-based communication solutions is expected to further enhance its revenue and cash flow growth, with forecasts indicating significant increases in revenue over the next twelve months.
Bears say
Twilio reported a 1% year-over-year decline in segment revenue, totaling $74.1 million, indicating potential challenges in maintaining growth amidst increasing market competition. Additionally, the company faced a $16.8 million bad debt expense due to a slowdown in a customer's payment activity, adversely affecting its GAAP and non-GAAP operating income. These financial pressures are exacerbated by risks associated with the company's emerging engagement application portfolio adoption, competition, and broader macroeconomic conditions, which collectively raise concerns regarding Twilio's ability to achieve its strategic objectives.
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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