Stifel has revised its price target for Twilio (TWLO, Financial), lowering it from $135 to $110 while maintaining a Hold rating on the company’s shares. This adjustment comes as the firm analyzes the implications of Rich Communication Services (RCS) on Twilio's business model, especially with the company’s first-quarter results on the horizon.
Although RCS is currently not monetized any differently than traditional SMS, Stifel identifies a significant long-term opportunity through increased messaging volumes. Improved effectiveness of text messaging under the new RCS protocol could spur this growth, the firm suggests. However, given that the ecosystem is still in its nascent stages, the firm advises caution regarding the protocol's potential for immediate impact.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 27 analysts, the average target price for Twilio Inc (TWLO, Financial) is $134.76 with a high estimate of $185.00 and a low estimate of $75.00. The average target implies an upside of 58.90% from the current price of $84.81. More detailed estimate data can be found on the Twilio Inc (TWLO) Forecast page.
Based on the consensus recommendation from 30 brokerage firms, Twilio Inc's (TWLO, Financial) average brokerage recommendation is currently 2.3, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Twilio Inc (TWLO, Financial) in one year is $96.04, suggesting a upside of 13.24% from the current price of $84.81. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Twilio Inc (TWLO) Summary page.
