Twilio

Rising Compliance Hurdles And Tech Rivalries Will Hamper Outlook

AnalystLowTarget

Not Invested

Consensus Narrative from 27 Analysts

Published

04 Sep 25

AnalystLowTarget's Fair Value

US$85.91

26.5% overvalued

04 Sep

US$108.67

87.0%

2.9%

87.0%

2.9%

Edit anytime before Sep 4 10:33 PM. Then post Updates to your followers.

Author's Valuation

US$85.9

26.5% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$85.9

26.5% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

7.21%

IT revenue growth rate

0.50%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

9.04%

Calculation

US$323.84m

Earnings '28

52.44x

PE Ratio '28

US$16.98b

Market Cap '28

US$16.98b

Market Cap '28

153.58m

No. shares '28

US$110.58

Share Price '28

US$110.58 Share Price '28

Discounted to 2025 @ 8.91% p.a.

US$85.59

Fair Value '25