Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication. It also offers software products to build direct, personalized relationships with their end users, such as segment, a platform that provides tools for first-party data by unifying real-time information collected; and engage, an automation platform for the delivery of omnichannel campaigns. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.

Twilio Inc.

Twilio Inc. TWLO is scheduled to report third-quarter 2025 earnings on Oct. 30, after market close.
Twilio anticipates non-GAAP earnings per share between $1.01 and $1.06. The Zacks Consensus Estimate for third-quarter earnings has remained unchanged at $1.05 per share over the past 60 days, suggesting an improvement of 2.9% from the year-ago quarter’s $1.02.
TWLO’s earnings beat the Zacks Consensus Estimate thrice in the trailing four quarters while missing on one occasion, the average surprise being 14%.
Twilio Inc. Price and EPS Surprise
For the third quarter, the company anticipates revenues between $1.245 billion and $1.255 billion. The Zacks Consensus Estimate for revenues is pegged at $1.25 billion, indicating an increase of 10.4% from the year-ago quarter’s revenues of $1.13 billion.
Factors Likely to Influence TWLO’s Q3 Results
Twilio’s third-quarter results are likely to reflect gains from sustained digital transformation efforts as enterprises continue to reconfigure their setup for a hybrid operational environment. TWLO’s initiatives to expand its network with independent software vendors and its global partners are likely to have positively impacted the third-quarter performance.
New product launches, including rich communication services and artificial intelligence (AI) enhancements, particularly with the integration of OpenAI’s Realtime API into Twilio’s platform, are expected to contribute to the to-be-reported-quarter’s results. Previous enhancements of Twilio’s Segment and Flex platforms with new products like Agent Colpilot, Linked Audiences and the Segment Data Graph are likely to have attracted more customers in the third quarter as well.
In the last reported quarter, Twilio added more than 14,000 new clients, taking the total active customer count to 349,000 as of June 30, 2025. The trend in the growth of the customer base may have continued in the to-be-reported quarter.
Solutions like Twilio Conversations, SendGrid Ads and SendGrid’s Email Validation application programming interface are likely to have contributed to the third-quarter performance. Moreover, the company’s integration of AI in several communication and segment products is expected to have favored its third-quarter 2025 performance.
However, ongoing macroeconomic challenges are likely to have hurt TWLO’s top line in the to-be-reported quarter. Enterprises are postponing their large IT spending plans due to a weakening global economy amid ongoing macroeconomic and geopolitical issues.
What Our Model Says About TWLO’s Q3 Earnings
Our proven model does not conclusively predict an earnings beat for TWLO this season. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the exact case here.
Though Twilio carries a Zacks Rank #3, it has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:
Western Digital WDC has an Earnings ESP of +1.89% and presently sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Western Digital is set to report first-quarter fiscal 2026 results on Oct. 30. The Zacks Consensus Estimate for the first-quarter earnings is pegged at $1.59 per share, revised upward by a penny over the past seven days. Estimates for Western Digital’s EPS for the first quarter indicate a year-over-year decline of 10.7%.
Monolithic Power Systems MPWR is set to report third-quarter 2025 results on Oct. 30. The stock has an Earnings ESP of +0.77% and presently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Monolithic Power Systems’ third-quarter earnings has remained unchanged at $4.62 per share over the past 60 days. The consensus estimate for Monolithic Power Systems’ EPS for the third quarter implies a year-over-year improvement of 13.8%.
AMETEK AME is set to report third-quarter 2025 results on Oct. 30. The stock has an Earnings ESP of +1.21% and presently carries a Zacks Rank #2.
The Zacks Consensus Estimate for AMETEK’s third-quarter earnings is pegged at $1.76 per share, which has been revised upward by a penny over the past 30 days. Estimates for AMETEK’s third-quarter EPS call for year-over-year growth of 6%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Twilio Gears Up to Report Q3 Earnings: What's in Store for the Stock?

Below is Validea's guru fundamental report for TWILIO INC (TWLO). Of the 22 guru strategies we follow, TWLO rates highest using our Value Investor model based on the published strategy of Benjamin Graham. This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth.
TWILIO INC (TWLO) is a large-cap growth stock in the Software & Programming industry. The rating using this strategy is 43% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of TWILIO INC
More Information on Benjamin Graham
About Benjamin Graham: The late Benjamin Graham may be the oldest of the gurus we follow, but his impact on the investing world has lasted for decades after his death in 1976. Known as both the "Father of Value Investing" and the founder of the entire field of security analysis, Graham mentored several of history's greatest investors -- including Warren Buffett -- and inspired a slew of others, including John Templeton, Mario Gabelli, and another of Validea's gurus, John Neff. Graham built his fortune and reputation after living through some extremely difficult times, including both the Great Depression and his own family's financial woes following his father's death when Benjamin was a young man. His investment firm posted per annum returns of about 20 percent from 1936 to 1956, far outpacing the 12.2 percent average return for the market during that time.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Guru Fundamental Report for TWLO - Benjamin Graham

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Ionq Inc (Symbol: IONQ), where a total of 147,552 contracts have traded so far, representing approximately 14.8 million underlying shares. That amounts to about 44.5% of IONQ's average daily trading volume over the past month of 33.2 million shares. Especially high volume was seen for the $72 strike call option expiring October 03, 2025, with 11,240 contracts trading so far today, representing approximately 1.1 million underlying shares of IONQ. Below is a chart showing IONQ's trailing twelve month trading history, with the $72 strike highlighted in orange:
Twilio Inc (Symbol: TWLO) saw options trading volume of 12,383 contracts, representing approximately 1.2 million underlying shares or approximately 44.4% of TWLO's average daily trading volume over the past month, of 2.8 million shares. Particularly high volume was seen for the $94 strike put option expiring October 10, 2025, with 698 contracts trading so far today, representing approximately 69,800 underlying shares of TWLO. Below is a chart showing TWLO's trailing twelve month trading history, with the $94 strike highlighted in orange:
And Energy Fuels Inc (Symbol: UUUU) options are showing a volume of 81,527 contracts thus far today. That number of contracts represents approximately 8.2 million underlying shares, working out to a sizeable 44% of UUUU's average daily trading volume over the past month, of 18.5 million shares. Particularly high volume was seen for the $12.50 strike put option expiring November 07, 2025, with 5,263 contracts trading so far today, representing approximately 526,300 underlying shares of UUUU. Below is a chart showing UUUU's trailing twelve month trading history, with the $12.50 strike highlighted in orange:
For the various different available expirations for IONQ options, TWLO options, or UUUU options, visit StockOptionsChannel.com.
Also see:
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Friday Option Activity: IONQ, TWLO, UUUU

Investors in Twilio Inc (Symbol: TWLO) saw new options begin trading today, for the November 7th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the TWLO options chain for the new November 7th contracts and identified one put and one call contract of particular interest.
The put contract at the $101.00 strike price has a current bid of $6.40. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $101.00, but will also collect the premium, putting the cost basis of the shares at $94.60 (before broker commissions). To an investor already interested in purchasing shares of TWLO, that could represent an attractive alternative to paying $102.06/share today.
Because the $101.00 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 56%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 6.34% return on the cash commitment, or 53.74% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for Twilio Inc, and highlighting in green where the $101.00 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $104.00 strike price has a current bid of $6.05. If an investor was to purchase shares of TWLO stock at the current price level of $102.06/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $104.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 7.83% if the stock gets called away at the November 7th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if TWLO shares really soar, which is why looking at the trailing twelve month trading history for Twilio Inc, as well as studying the business fundamentals becomes important. Below is a chart showing TWLO's trailing twelve month trading history, with the $104.00 strike highlighted in red:
Considering the fact that the $104.00 strike represents an approximate 2% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 49%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 5.93% boost of extra return to the investor, or 50.27% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example is 59%, while the implied volatility in the call contract example is 64%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 250 trading day closing values as well as today's price of $102.06) to be 56%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Also see:
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FUSN Stock Predictions
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

November 7th Options Now Available For Twilio (TWLO)

In the latest close session, Twilio (TWLO) was down 1.23% at $105.19. This change lagged the S&P 500's daily gain of 0.44%. Elsewhere, the Dow gained 0.14%, while the tech-heavy Nasdaq added 0.7%.
Coming into today, shares of the company had gained 0.11% in the past month. In that same time, the Computer and Technology sector gained 9.59%, while the S&P 500 gained 4.03%.
The investment community will be closely monitoring the performance of Twilio in its forthcoming earnings report. In that report, analysts expect Twilio to post earnings of $1.05 per share. This would mark year-over-year growth of 2.94%. Alongside, our most recent consensus estimate is anticipating revenue of $1.25 billion, indicating a 10.4% upward movement from the same quarter last year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $4.48 per share and revenue of $4.91 billion, indicating changes of +22.07% and +10.14%, respectively, compared to the previous year.
Investors should also pay attention to any latest changes in analyst estimates for Twilio. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. As of now, Twilio holds a Zacks Rank of #3 (Hold).
From a valuation perspective, Twilio is currently exchanging hands at a Forward P/E ratio of 23.77. This signifies a discount in comparison to the average Forward P/E of 32.15 for its industry.
Meanwhile, TWLO's PEG ratio is currently 1.25. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. Internet - Software stocks are, on average, holding a PEG ratio of 2.34 based on yesterday's closing prices.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 71, this industry ranks in the top 29% of all industries, numbering over 250.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Twilio (TWLO) Stock Sinks As Market Gains: Here's Why

Below is Validea's guru fundamental report for TWILIO INC (TWLO). Of the 22 guru strategies we follow, TWLO rates highest using our Price/Sales Investor model based on the published strategy of Kenneth Fisher. This value strategy rewards stocks with low P/S ratios, long-term profit growth, strong free cash flow and consistent profit margins.
TWILIO INC (TWLO) is a large-cap growth stock in the Software & Programming industry. The rating using this strategy is 48% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of TWILIO INC
More Information on Kenneth Fisher
About Kenneth Fisher: The son of Philip Fisher, who is considered the "Father of Growth Investing", Kenneth Fisher is a money manager, bestselling author, and longtime Forbes columnist. The younger Fisher wowed Wall Street in the mid-1980s when his book Super Stocks first popularized the idea of using the price/sales ratio (PSR) as a means of identifying attractive stocks. According to his alma mater, Humboldt State University, Fisher is also one of the world's foremost experts on 19th century logging. Appropriately, Fisher's firm, Fisher Investments, is located in a lush forest preserve in Woodside, California, where the contrarian-minded Fisher says he and his employees can get away from Wall Street groupthink.
Additional Research Links
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

TWLO Quantitative Stock Analysis

The NASDAQ 100 After Hours Indicator is down -2.43 to 23,711.33. The total After hours volume is currently 129,178,808 shares traded.
The following are the most active stocks for the after hours session:
Vanguard Intermediate-Term Corporate Bond ETF (VCIT) is unchanged at $82.96, with 9,316,788 shares traded. This represents a 5.47% increase from its 52 Week Low.
Twilio Inc. (TWLO) is +0.45 at $105.50, with 7,167,052 shares traded. As reported by Zacks, the current mean recommendation for TWLO is in the "buy range".
Sitio Royalties Corp. (STR) is -0.04 at $18.08, with 6,193,205 shares traded. STR's current last sale is 66.96% of the target price of $27.
NVIDIA Corporation (NVDA) is -0.05 at $181.96, with 5,844,362 shares traded. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Opendoor Technologies Inc (OPEN) is +0.04 at $3.82, with 4,322,985 shares traded. OPEN's current last sale is 402.11% of the target price of $0.95.
Bank of America Corporation (BAC) is -0.0191 at $47.90, with 3,248,573 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2025. The consensus EPS forecast is $0.96. As reported by Zacks, the current mean recommendation for BAC is in the "buy range".
Johnson & Johnson (JNJ) is unchanged at $176.25, with 3,103,798 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2025. The consensus EPS forecast is $2.55. JNJ's current last sale is 100.71% of the target price of $175.
Neogen Corporation (NEOG) is unchanged at $5.54, with 3,027,610 shares traded. NEOG's current last sale is 85.23% of the target price of $6.5.
Palo Alto Networks, Inc. (PANW) is +9.3299 at $185.50, with 2,915,140 shares traded. As reported by Zacks, the current mean recommendation for PANW is in the "buy range".
Viper Energy, Inc. (VNOM) is +0.16 at $37.40, with 2,425,662 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2025. The consensus EPS forecast is $0.34. As reported in the last short interest update the days to cover for VNOM is 9.171964; this calculation is based on the average trading volume of the stock.
Kenvue Inc. (KVUE) is unchanged at $21.10, with 2,217,646 shares traded. KVUE's current last sale is 94.83% of the target price of $22.25.
CNH Industrial N.V. (CNH) is unchanged at $12.20, with 2,004,227 shares traded. CNH's current last sale is 81.33% of the target price of $15.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After Hours Most Active for Aug 18, 2025 : VCIT, TWLO, STR, NVDA, OPEN, BAC, JNJ, NEOG, PANW, VNOM, KVUE, CNH

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Evolv Technologies Holdings Inc (Symbol: EVLV), where a total volume of 14,992 contracts has been traded thus far today, a contract volume which is representative of approximately 1.5 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 51.2% of EVLV's average daily trading volume over the past month, of 2.9 million shares. Especially high volume was seen for the $10 strike call option expiring September 19, 2025, with 1,888 contracts trading so far today, representing approximately 188,800 underlying shares of EVLV. Below is a chart showing EVLV's trailing twelve month trading history, with the $10 strike highlighted in orange:
Twilio Inc (Symbol: TWLO) options are showing a volume of 20,695 contracts thus far today. That number of contracts represents approximately 2.1 million underlying shares, working out to a sizeable 51% of TWLO's average daily trading volume over the past month, of 4.1 million shares. Particularly high volume was seen for the $125 strike call option expiring October 17, 2025, with 1,746 contracts trading so far today, representing approximately 174,600 underlying shares of TWLO. Below is a chart showing TWLO's trailing twelve month trading history, with the $125 strike highlighted in orange:
And Chevron Corporation (Symbol: CVX) saw options trading volume of 59,739 contracts, representing approximately 6.0 million underlying shares or approximately 50.2% of CVX's average daily trading volume over the past month, of 11.9 million shares. Particularly high volume was seen for the $155 strike call option expiring August 15, 2025, with 6,622 contracts trading so far today, representing approximately 662,200 underlying shares of CVX. Below is a chart showing CVX's trailing twelve month trading history, with the $155 strike highlighted in orange:
For the various different available expirations for EVLV options, TWLO options, or CVX options, visit StockOptionsChannel.com.
DW Historical Stock Prices
Top Ten Hedge Funds Holding BSCZ
ETFs Holding EQR
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Friday Option Activity: EVLV, TWLO, CVX

Key Points
Spending on AI hardware and devices is on pace to jump impressively in 2025, which explains why Taiwan Semiconductor Manufacturing is growing sales at a healthy pace.
An acceleration in AI software and services spending has led to an improvement in the growth rate of cloud communications specialist Twilio.
A lot of money is being spent on artificial intelligence (AI) hardware and software now as organizations and governments across the globe look to benefit from the efficiency and productivity gains that this technology can deliver.
Market research firm Gartner expects spending on generative AI will jump by 76% in 2025 to a whopping $644 billion. That's why it is a good time to take a closer look at two names that are benefiting from the rapid growth in AI spending in different areas. These companies are already delivering healthy growth and are trading at attractive valuations, so buying them right now could be a smart move.
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1. Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (NYSE: TSM) is right in the middle of the AI revolution as it fabricates the high-end chips that go into devices ranging from data centers to smartphones to personal computers to cars. It's the largest third-party chip foundry in the world by far. Gartner points out that 80% of generative AI spending this year will be on hardware products, including both devices and servers.
TSMC is already benefiting from this opportunity. The foundry giant's revenue in the first seven months of 2025 increased by 38% year over year. That impressive growth can be attributed to robust chip demand from top customers such as Nvidia, Apple, AMD, and Broadcom.
The strong end-market demand led TSMC to increase its 2025 revenue growth guidance to 30% from its earlier expectation of growth in the mid-20% range. However, don't be surprised to see the Taiwan-based company exceeding even that upgraded target thanks to its AI-related catalysts.
For instance, Counterpoint Research is expecting a 68% spike in sales of generative AI-capable smartphones in 2025. Apple, which is one of TSMC's largest customers, reported a 13.5% jump in its iPhone revenue in its most recently reported fiscal quarter. Importantly, Apple is expecting sales growth in the mid to high single-digit percentages in the current quarter, suggesting that it could witness another period of robust iPhone sales ahead of the holiday season.
Moreover, TSMC's relationship with smartphone processor giant Qualcomm should pave the way for the company to grow its footprint in the smartphone market. On the other hand, TSMC's relationships with the leading AI chip designers and its focus on expanding its manufacturing capacity to serve this fast-growing market will set the stage for further healthy sales growth.
The diversity of its customer base helps explain why the foundry's revenue is anticipated to increase at healthy double-digit percentages over the next couple of years as well.
However, TSMC could end up doing better than that over the long run thanks to its improving share of the Foundry 2.0 market, which is expected to generate $298 billion in revenue this year. IDC expects Foundry 2.0 to grow at an annualized rate of 10% through 2029, and TSMC has been able to expand its market share in the space thanks to its focus on advanced chip packaging.
As such, TSMC seems capable of outperforming expectations in the long run, and that's why buying the stock while it is trading at an attractive 24 times forward earnings (a discount to the tech-laden Nasdaq-100 index's multiple of 30) looks like the right thing to do.
2. Twilio
Spending on generative AI services and software is also taking off as organizations and people adopt more applications to automate processes and increase productivity. According to estimates from Gartner, in 2025, total spending on AI services and software could jump by 119% to almost $65 billion. Twilio (NYSE: TWLO), a cloud communications specialist, is witnessing a healthy acceleration in growth thanks to the adoption of AI tools in its industry.
Twilio's application programming interfaces (APIs) enable its clients to stay in touch with their customers through multiple channels such as text, voice, email, chat, and video. The company offers AI tools that allow its clients to build voice AI solutions such as AI agents to elevate the customer service experience, along with AI-powered marketing tools to improve conversion.
The company's AI tools are helping it close bigger deals with customers. Twilio says that it saw a 57% year-over-year increase in the number of communications deals valued at $500,000 or more in the second quarter of 2025. The company's active customer accounts increased by 10% from the year-ago period, compared to a 4% increase in the same period last year.
Spending by Twilio's established customers improved as well. This is evident from an increase of 5 percentage points in its dollar-based net expansion rate to 108%. (That metric compares the spending of active customers in a quarter to the same cohort's spending in the year-ago period.) Not surprisingly, Twilio has increased its organic revenue growth estimate for 2025 by 1.5 percentage points.
It could, however, end up doing better than that thanks to its accelerating customer base growth as well as the cross-selling opportunities that its AI solutions are creating. Analysts covering the company are encouraged by its improving growth profile, and have raised their expectations for it.
Finally, this cloud stock is trading at just 3 times sales, a slight discount to the S&P 500's sales multiple. Investors, therefore, can get a good deal on an AI stock that seems capable of flying higher in the long run.
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Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Nvidia, Qualcomm, Taiwan Semiconductor Manufacturing, and Twilio. The Motley Fool recommends Broadcom and Gartner. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

What Are the 2 Top Artificial Intelligence (AI) Stocks to Buy Right Now?

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the Xtrackers MSCI USA Climate Action Equity ETF (Symbol: USCA), we found that the implied analyst target price for the ETF based upon its underlying holdings is $44.34 per unit.
With USCA trading at a recent price near $39.65 per unit, that means that analysts see 11.83% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of USCA's underlying holdings with notable upside to their analyst target prices are Twilio Inc (Symbol: TWLO), Palo Alto Networks, Inc (Symbol: PANW), and Deckers Outdoor Corp. (Symbol: DECK). Although TWLO has traded at a recent price of $98.67/share, the average analyst target is 34.79% higher at $133.00/share. Similarly, PANW has 27.43% upside from the recent share price of $167.06 if the average analyst target price of $212.89/share is reached, and analysts on average are expecting DECK to reach a target price of $128.99/share, which is 26.86% above the recent price of $101.68. Below is a twelve month price history chart comparing the stock performance of TWLO, PANW, and DECK:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
Twilio Inc
TWLO
$98.67
$133.00
34.79%
Palo Alto Networks, Inc
PANW
$167.06
$212.89
27.43%
Deckers Outdoor Corp.
DECK
$101.68
$128.99
26.86%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	0.00 28.98
Price/Sales	3.90 2.58
P/B	1.75 2.76
P/FCF	20.92 24.31

Indicator	TTM Median
Net Worth	15.71 0.98
Quick Ratio	0.00 1.53
Current Ratio	5.57 1.84

Indicator	TTM Median
Net Profit Margin	-14.01 9.71
Operating Margin	-12.59 11.07
Gross Margin	50.64 50.00

Indicator	TTM Median
EPS	0.27 0.24
EPS Forecast	0.08 0.19
Revenue	1.08B 73.00M
Gross Profit	556.00M —
EBITDA	45.00M —

Twilio Inc.

TTM metrics for the latest quarter under IFRS and their historical dynamics

Valuation

Debts

Efficiency

Other ratios

Revenue