JMP Securities analyst Patrick Walravens maintains $Twilio (TWLO.US)$ with a buy rating, and maintains the target price at $110.
According to TipRanks data, the analyst has a success rate of 47.5% and a total average return of 0.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Twilio (TWLO.US)$'s main analysts recently are as follows:
The firm observes a strengthening momentum in the company's core channels presently.
The company's strong performance in Q2, surpassing expectations on all fronts such as revenue, operating margin, and free cash flow, has been noted. There's also an increased optimism regarding the company's exceptional performance in Diversified Communications and the initial indications of significant returns on investment from AI products.
Twilio's return to double-digit revenue growth arrived sooner than anticipated, as evidenced by a third-quarter revenue increase to 10% year-over-year, an improvement from the 7% organic growth observed in the first half of the preceding year. The company credited this better-than-expected performance to robustness in its Messaging and email services, along with growth efforts focused on Independent Software Vendors (ISVs), self-service options, and cross-selling opportunities. The shares are regarded as appealing due to the potential for maintaining a growth rate exceeding 10% and prospects for continued improvement in margins. Expectations are set on the upcoming Investor Day, which could act as a significant event if Twilio presents an engaging narrative on Artificial Intelligence and evidences to support the sustainability of its current growth trajectory.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
JMP Securities分析師Patrick Walravens維持$Twilio (TWLO.US)$買入評級，維持目標價110美元。
根據TipRanks數據顯示，該分析師近一年總勝率為47.5%，總平均回報率為0.6%。
此外，綜合報道，$Twilio (TWLO.US)$近期主要分析師觀點如下：
該公司目前觀察到核心渠道的增強勢頭。
該公司在Q2表現強勁，營業收入、營業利潤率和自由現金流等各方面均超出預期，並且對通信-半導體領域的卓越表現以及人工智能產品帶來的顯著投資回報初步跡象表示樂觀。
twilio的復活早於預期地實現了兩位數的營業收入增長，第三季度營業收入同比增長10%，較去年上半年觀察到的7%的有機增長有所改善。公司歸功於其消息和電子郵件服務的強勁表現，以及專注於獨立軟件供應商（ISVs）、自助式選擇和跨銷售機會的增長努力。由於有可能維持超過10%的增長率以及邊際持續改善的前景，該股被認爲具有吸引力。人們對即將舉行的投資者日抱有期望，如果twilio在人工智能方面提出引人入勝的敘述並提供支持其當前增長軌跡可持續性的證據，那麼這可能是一個重要事件。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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