Twilio (TWLO, Financial) is seeing a surge in investor confidence, with shares up 20.89% to $137.08 as of 10:17 AM ET Friday, following strong preliminary Q4 results and an optimistic multi-year outlook presented at its Investor Day. Mizuho analysts, led by Siti Panigrahi, highlighted momentum in core products, cross-selling, and AI integration, predicting durable double-digit growth.
They raised their price target from $140 to $150 while maintaining an Outperform rating. Twilio's Q4 revenue grew 11% year-over-year, beating consensus estimates of 8%, thanks to strong messaging and email demand, along with a record-breaking Cyber Week.
Adding to investor enthusiasm, Twilio announced a $2 billion share buyback plan, reinforcing confidence in its long-term profitability. Barclays analysts also raised their price target from $80 to $120, though they maintained an Equal Weight rating, cautioning that while Twilio is moving in the right direction, broader SaaS growth expectations should remain measured despite an improving macro environment post-election.
