Update shared on04 Sep 2025
Fair value Decreased 0.32%Analysts have reiterated their confidence in Twilio’s long-term growth, AI-driven product enhancements, and upcoming pricing tailwinds, reinforcing its sector leadership and raising growth expectations, though the consensus price target decreased marginally from $131.31 to $130.88.
Analyst Commentary
- Increased confidence in Twilio's ability to deliver durable, double-digit growth rates.
- Anticipated positive impact from AI-driven enhancements to Twilio's product suite and operations.
- Expectation that upcoming U.S. Messaging price increases will boost revenue.
- Reinforcement of Twilio’s standing as a top pick within its sector.
- Upward price target adjustment reflects improved growth and profitability outlook.
What's in the News
- Twilio announced the global general availability of Rich Communication Services (RCS) messaging, enabling brands to send branded, interactive, and verified messages through Twilio's Platform; following Apple's RCS adoption, the service now covers 20+ countries and 55+ carriers.
- Twilio was added to the S&P 1000, S&P 400, S&P 400 Information Technology Sector, and S&P Composite 1500 indices.
- Twilio raised fiscal 2025 organic revenue guidance to 9%-10% and reported revenue target to 10%-11%, and expects Q3 2025 revenues between $1,245 million and $1,255 million.
- Twilio completed $306.97 million in share repurchases, retiring 1.98% of outstanding shares under its current buyback program.
- Twilio introduced new product features including Event Triggered Journeys in Twilio Engage, Email Data Residency in the EU, WhatsApp Business Calling, and a PayJunction integration for AI-driven phone payments; also partnered with Orange to scale RCS in France.
Valuation Changes
Summary of Valuation Changes for Twilio
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $131.31 to $130.88.
- The Future P/E for Twilio has fallen slightly from 58.82x to 57.51x.
- The Net Profit Margin for Twilio remained effectively unchanged, moving only marginally from 7.44% to 7.58%.
Disclaimer
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