
Twilio (TWLO) Stock Forecast & Price Target
Twilio (TWLO) Analyst Ratings
Bulls say
Twilio's financial outlook remains robust, highlighted by a year-over-year net sales revenue increase of 7.32%, rising from $4.15 billion to $4.46 billion for the 12 months ending December 2024. Additionally, the company reported a significant 11% year-over-year revenue growth in Q4 2024, reaching a record $1.19 billion, with projections indicating further revenue increases in the near term. The adoption of AI-driven and cloud-based communication solutions continues to enhance Twilio's revenue streams, as evidenced by an anticipated 31.24% increase in communications revenue, underscoring strong business performance trends.
Bears say
Twilio reported a 1% year-over-year decline in segment revenue, totaling $74.1 million, indicating potential challenges in sustaining growth amidst intensified competition in the CPaaS market. The company faced a significant setback due to a $16.8 million bad debt expense that adversely affected its GAAP and non-GAAP operating income, raising concerns about customer payment reliability. Furthermore, a weaker macroeconomic environment and slower adoption of key products could hinder Twilio’s ability to achieve future growth and profitability targets, amplifying the risks associated with its operational strategy.
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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