Digital, AI And IoT Trends Will Transform Enterprise Communications

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

02 Sep 25

Updated

15 Apr 26

Views

60

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

72.7%

7D

12.2%

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1Y

72.7%

7D

12.2%

You can edit this narrative until Apr 16 7:05 PM. Then, changes will post as Updates.

Author's Valuation

US$18518.7% undervalued

AnalystHighTarget Fair Value

Shared on 15 Apr 26

Fair value Increased 0.16%

TWLO: AI Engagement And Enterprise Voice Adoption Will Drive Future Upside

Twilio's updated analyst price target has edged up to about $185, with analysts pointing to slightly stronger long term growth and margin assumptions, supported by recent upgrades highlighting its role in AI driven customer engagement. Analyst Commentary Recent research points to a more constructive tone around Twilio, with several bullish analysts highlighting the company’s role in AI driven customer engagement and its potential to move further up the technology stack.

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Shared on 01 Apr 26

Fair value Decreased 0.16%

TWLO: AI Agents And Enterprise Voice Are Expected To Drive Upside

Twilio's updated analyst price target is effectively unchanged at about $185, as analysts balance more cautious P/E and fair value inputs with optimism around AI agent adoption, enterprise voice traction, and the company's role in AI-driven customer engagement. Analyst Commentary Bullish analysts are highlighting Twilio's role in AI driven customer engagement, with several research notes pointing to the company as an important software provider for messaging and voice, and as a platform that can support AI orchestration and identity services.

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Shared on 18 Mar 26

TWLO: AI Engagement And Orchestration Are Expected To Drive Future Upside

Analysts are maintaining a fair value estimate of $185.00 for Twilio, with only slight tweaks to growth, margin and discount rate assumptions. Recent price target changes on the Street reflect differing views on how quickly AI use cases and enterprise adoption could influence the story.

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Shared on 04 Mar 26

Fair value Decreased 4.82%

TWLO: AI Engagement And Margin Progress Are Expected To Drive Future Upside

Our updated narrative trims Twilio's fair value estimate to $185 from $194.38, reflecting a mix of lower modeled future P/E and a slightly higher discount rate, even as analysts highlight AI related demand, stronger organic growth, and expanding margins as key supports for the story and recent price target revisions around the $155 to $160 range. Analyst Commentary Recent Street research on Twilio has leaned constructive, with several bullish analysts highlighting AI exposure, execution on organic growth, and margin progress as key supports for current valuations and updated price targets in the mid US$150 range.

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Shared on 21 Jan 26

Fair value Increased 1.01%

TWLO: Improved Execution And Partnerships Are Expected To Support Stronger Future Returns

Twilio's updated fair value estimate has inched up to US$194.38 from US$192.44 as analysts incorporate slightly higher long term growth and margin assumptions, reflected in recent price target increases and more constructive post earnings commentary. Analyst Commentary Bullish analysts are framing the recent fair value move in the context of a more constructive view on Twilio's execution and longer term growth path, citing recent price target changes and post earnings commentary.

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Shared on 06 Jan 26

Fair value Increased 9.96%

TWLO: Improved Execution And Communication Will Support Stronger Future Share Performance

Analysts have lifted their implied fair value estimate for Twilio from about US$175 to roughly US$192, reflecting updated assumptions on growth, margins and future P/E, and pointing to recent Street research that describes the company as "sounding better than expected" following its latest earnings report. Analyst Commentary JPMorgan lifted its price target on Twilio shares from US$140 to US$145 after the latest earnings update, while maintaining an Overweight stance and describing the company as "sounding better than expected." This move sits alongside broader bullish analyst commentary that is increasingly focused on how execution and profitability assumptions tie back to fair value.

13 views

Shared on 14 Dec 25

Fair value Increased 2.94%

TWLO: Voice AI And RCS Momentum Will Drive Stronger Share Performance

Analysts modestly raised their Twilio fair value estimate to $175 from $170, citing improving post earnings sentiment, a supportive revenue outlook driven by growing voice AI and RCS infrastructure demand, and resilient profitability expectations despite a slightly higher discount rate. Analyst Commentary Bullish analysts highlighted that the latest earnings update reinforced confidence in Twilio's execution, prompting upward revisions to price targets and reaffirmation of positive ratings.

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Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$185

18.7% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

8.34%

Historical revenue growth rate

16.02%

IT revenue growth rate

0.70%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

9.12%

Calculation

US$777.81m

Earnings '29

x

45.66x

PE Ratio '29

=

US$35.51b

Market Cap '29

US$35.51b

Market Cap '29

/

148.09m

No. shares '29

=

US$239.82

Share Price '29

US$239.82 Share Price '29

Discounted to 2026 @ 9.06% p.a.

=

US$184.89

Fair Value '26