
Twilio (TWLO) Stock Forecast & Price Target
Twilio (TWLO) Analyst Ratings
Bulls say
Twilio's net sales revenue demonstrated a substantial year-over-year increase of 7.32%, reaching $4.46 billion for the 12 months ending December 2024, highlighting a positive growth trajectory. The company's communications revenue surged by 12% year-over-year to $1.12 billion, with forecasts indicating an anticipated rise to $4.82 billion over the next twelve months. Additionally, Twilio's Return on Capital has shown improvement, moving from -2.46% to -0.82%, signaling an upward trend in the company's operational efficiency and profitability outlook.
Bears say
Twilio's recent financial performance has shown a concerning trend, with segment revenue declining 1% year-over-year to $74.1 million and a notable $16.8 million bad debt expense impacting its operating income. There are significant risks to the company's future growth, including intense competition in the Communications Platform as a Service (CPaaS) market and a slower-than-anticipated adoption of its emerging engagement applications. Additionally, the company's outlook for the first quarter indicated top and bottom-line projections that fell slightly below market expectations, further raising concerns about operational sustainability amidst a weakening macroeconomic environment.
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
Start investing in Twilio (TWLO)
Order type
Buy in
Order amount
Est. shares
0 shares