Latest news with #TWLO
CNBC
3 days ago
- Business
- CNBC
Here are Friday's biggest analyst calls: Tesla, Nvidia, Robinhood, Microsoft, Deere, Amazon, McDonald's & more
Here are Friday's biggest calls on Wall Street: Morgan Stanley reiterates Tesla as a top pick Analyst Adam Jonas said he's sticking with Tesla despite the stock's volatility. "When putting our trading cap on, we have higher conviction in near-term volatility than near-term direction. We reiterate our $410 price target but are prepared for the stock to give up more than just the 4 weeks of performance it has sacrificed so far." KeyBanc initiates Twilio and Five9 as overweight KeyBanc said both stocks are well positioned for growth. "We are initiating both FIVN and TWLO at Overweight ratings. For different reasons, these two are outgrowing the rest of the cohort and yet we feel the stocks do not currently reflect the opportunity for this enhanced growth to continue." UBS upgrades Teradata to neutral from sell UBS said it's seeing "some signs of stabilization." "After speaking with ~15 customers/partners, we resume coverage at Neutral (from Sell) as we conclude the outlook for Teradata is still challenging but much of this appears to be priced in and we did pick up some signs of stabilization." Bank of America reiterates Broadcom as buy Bank of America said the stock remains a top pick following earnings on Thursday. "We rate Broadcom Buy due to its high-quality diversified exposure to secular product cycles in the smartphone, cloud data center, telecom and enterprise storage markets." Goldman Sachs initiates Teva as buy Goldman initiates the biopharma company with a buy on Friday and said the stock's valuation is compelling. "We initiate coverage of generic pharmaceutical stocks, with Buy ratings on TEVA and AMRX and a Neutral rating on VTRS. Overall, acknowledging recent volatility on both micro (e.g., FY25 guides) and macro (e.g., tariff and drug pricing policy) factors, we believe the group offers opportunities for exposure (at undemanding valuations." Read more about this call here. Bernstein downgrades CrowdStrike to market perform from outperform Bernstein downgraded the stock on valuation. " CrowdStrike is VERY expensive vs. our $371 PT, and this is a cybersecurity wide phenomenon." Morgan Stanley reiterates Amazon as overweight Morgan Stanley called Amazon an "under-appreciated GenAI winner." "AMZN's push into humanoid delivery another sign of GPU enabled advances set to drive more durable market share gains and FCF/order. Between fulfillment and delivery AMZN is now investing to automate $200bn of Logistics Costs. Remain OW for this under-appreciated GenAI winner." Goldman Sachs upgrades MasTec to buy from neutral Goldman said the infrastructure company has "significant new pipeline construction opportunities ahead." "We are upgrading MTZ to Buy and lowering MYRG to Neutral. While we continue to believe that both stocks will benefit from strong utility spending, the potential for estimate revisions is stronger at MTZ given the significant new pipeline construction opportunities ahead." Goldman Sachs reiterates Robinhood as buy Goldman raised its price target on the stock to $81 per share from $72. "We view the recent monthly data for HOOD positively, and remain constructive on the structural growth of the business and the retail trading backdrop." Barclays upgrades Ormat Technologies to overweight from equal weight Barclays said the geothermal energy company is a "winner" in the tax bill. "Geothermal emerged a winner from the proposed tax bill and will benefit from 'all of the above' solution with the US facing a severe power deficit over the next 5 years. Defensive in the near term with little earnings risk, Ormat should steadily capture higher PPA [power purchase agreement] pricing while expanding capacity." Barclays initiates Solaris Energy as overweight Barclays said the energy infrastructure company is a data center player. "With data centers creating an acute power gap, increasing with every new announcement, Solaris is the leading player in off-grid Distributed Power solutions, benefiting from higher electricity rates and the need for speed-to-power solutions." Morgan Stanley upgrades Applied Materials to equal weight from underweight Morgan Stanley says shares of Applied Materials are now "partially derisked." "Tough FY26 set up but partially derisked; Upgrade to EW." Jefferies upgrades Urban Outfitters to hold from underperform Jefferies said it sees a more balanced risk/reward. "Following URBN's healthy 1Q and ahead of an investor event next week, we are moving to Hold." Goldman Sachs reiterates Tesla as neutral The firm lowered its price target on the stock to $285 per share from $295 in its Tesla deliveries preview. "We believe 2Q deliveries could end up between 335K and 395K depending on how strong June results are (with factors including the degree of incentives Tesla utilizes), and our base case view is now 365K deliveries for 2Q25." Loop downgrades McDonald's to hold from buy Loop said the chicken strips launch has largely been a negative. "We are downgrading MCD to HOLD this morning given growing concerns the company's domestic comp growth profile will not rebound as much as expected over the remainder of 2025." Bernstein reiterates Microsoft as outperform The firm raised its price target on the stock to $540 per share from $520. " Microsoft's partnership with OpenAI can generate huge potential revenue upside for Azure by 2029/30, if OpenAI's projection turns into reality." UBS reiterates Nvidia as buy UBS said the stock remains a top idea. "In the US, we continue to prefer AVGO, MRVL, ARM, MU, NVDA, and TXN." Melius upgrades Deere to buy from hold Melius said Deere has a "leading position in ag tech. "After one to two years on the sidelines, we are returning to our Buy rating, and raising our two-year target price to $750. The timeline to cyclical recovery and to the market's appreciation for Deere's extraordinary position is still uncertain." Morgan Stanley upgrades MP Materials to overweight from equal weight Morgan Stanley said the rare earths company is well positioned for humanoids. "Geopolitical and trade tensions are finally pushing critical mineral supply chains to top of mind. MP is the most vertically integrated rare earths company ex-China. We upgrade MP to OW."
Yahoo
3 days ago
- Business
- Yahoo
Twilio Soars 19% in a Month: Should Investors Buy the Stock Now?
Twilio Inc. TWLO has delivered a solid 18.8% gain over the past month. This performance easily beats the Zacks Internet Software industry, which rose 15.8% in the same period. The stock has also moved ahead of big cloud communication providers, including Inc. AMZN, Cisco Systems, Inc. CSCO and Microsoft Corporation MSFT. Shares of Amazon, Cisco and Microsoft have risen 12%, 8.7% and 7.1%, respectively. This outperformance shows investors are increasingly confident about Twilio's long-term story, even during a volatile market shaped by trade conflicts and geopolitical risks. We believe this momentum is grounded in strong fundamentals, and TWLO's long-term outlook justifies a buy position for now. Image Source: Zacks Investment Research Twilio maintains its leadership position in customer engagement by enabling real-time, personalized interactions for businesses globally. Its artificial intelligence (AI)-powered solutions play a key role in driving efficiency and customer satisfaction. Twilio Verify and Voice Intelligence leverage AI to automate and optimize customer interactions, delivering better security and valuable insights. Twilio Segment, a rapidly growing customer data platform, is another growth driver. By unifying customer data from multiple touchpoints, Segment empowers businesses to run highly targeted, data-driven marketing campaigns, boosting retention and sales. As enterprises increasingly adopt AI to streamline operations and enhance customer experiences, Twilio's data-rich, AI-driven platforms will continue to benefit from this trend. The company's strategic positioning in the growing customer engagement market makes the stock worth buying despite near-term challenges. Twilio's application programming interface (API)-first approach differentiates it from larger tech rivals such as Microsoft, Amazon and Cisco. While these giants offer standardized, bundled solutions, Twilio's customizable APIs enable businesses to create tailor-made communication experiences, giving them a competitive advantage. This flexibility appeals to a wide range of customers, from startups to large enterprises, enhancing customer stickiness and loyalty. Furthermore, Twilio's global reach across 180+ countries extends its market presence beyond many regional competitors. Its deep integration across messaging, voice, email and video makes it the go-to provider for comprehensive customer engagement solutions, strengthening its long-term growth prospects. Twilio's latest financial results for the first quarter of 2025 demonstrate the company's resilient business model amid ongoing macroeconomic uncertainties. In the first quarter, the company delivered nearly 43% year-over-year EPS growth, with revenues climbing 12%. Twilio Inc. price-consensus-eps-surprise-chart | Twilio Inc. Quote Twilio's dollar-based net expansion rate improved to 107%, up from 106% in the previous quarter and 102% in the year-ago quarter, reflecting strong customer retention and upselling momentum. The company's active customer accounts grew to more than 335,000 as of March 31, 2025 compared to 325,000 in the previous quarter, highlighting its continued customer acquisition. Twilio's balance sheet remains solid, with $2.45 billion in cash, cash equivalents and short-term investments as of Dec. 31, 2024. Its free cash flow generation of $178 million in the first quarter, along with $191 million in operating cash flow, demonstrates its financial stability and ability to fund growth initiatives. Twilio's strong cash flow has helped it return cash through regular quarterly dividend payments and share repurchases. In 2024, Twilio repurchased $2.33 billion worth of shares, completing its $3 billion buyback program. In the first quarter of 2025, it bought back shares worth $126 million under the ongoing share repurchase authorization of $2 billion. Its share buyback strategy reflects management's confidence in the company's long-term value. Despite its strong growth, Twilio stock still looks reasonably priced. It trades at a forward 12-month price-to-sales (P/S) multiple of 3.69X, which is lower than the industry average of 5.66. This discount adds to the appeal for long-term investors. Image Source: Zacks Investment Research Compared with its competitors in the cloud communication space, Twilio trades at a discounted valuation multiple against Microsoft and Cisco, while at a premium against Amazon. At present, Microsoft, Cisco and Amazon have a P/S multiple of 11.09X, 4.34X and 3.05X, respectively. Twilio's strong performance demonstrates real progress in its business fundamentals, rising customer engagement, improving margins and a smart capital return program. With its AI-driven platform, flexible API-first strategy and compelling valuation, now is a good time to invest in TWLO stock. Twilio carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report Twilio Inc. (TWLO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
05-05-2025
- Business
- Yahoo
Twilio (TWLO) Stock Trades Up, Here Is Why
Shares of cloud communications infrastructure company Twilio (NYSE:TWLO) jumped 5.6% in the afternoon session after HSBC upgraded the stock from Sell to Hold and raised the price target from $77 to $99. Following TWLO's Q1 2025 earnings, the firm highlighted "signs of revenue growth revival.". The shares closed the day at $103.03, up 2.9% from previous close. Is now the time to buy Twilio? Access our full analysis report here, it's free. Twilio's shares are quite volatile and have had 17 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 11 days ago when the stock gained 7.1% on the news that stocks extended their rebound, led by strong gains in the technology sector, as renewed optimism surrounding U.S.–China trade negotiations lifted investor sentiment. Contributing to the bullish tone was a standout earnings report from enterprise software leader ServiceNow, which topped Wall Street's expectations on RPO, profit and earnings. More importantly, the company's remaining performance obligations (RPO), a key forward-looking metric for future revenue, gave investors confidence that enterprise customers were not pulling back spending amidst uncertain macro. This optimism was further reinforced by solid results from Texas Instruments and Lam Research. Their performance was especially encouraging for semiconductor stocks, which had been under pressure due to their exposure to global trade tensions. These earnings results suggested that, despite macroeconomic uncertainties, demand in key tech verticals remained resilient. Twilio is down 5.6% since the beginning of the year, and at $103 per share, it is trading 30.6% below its 52-week high of $148.35 from January 2025. Investors who bought $1,000 worth of Twilio's shares 5 years ago would now be looking at an investment worth $883.59. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. Sign in to access your portfolio
Yahoo
29-04-2025
- Business
- Yahoo
Jefferies Predicts ‘Modest' Revenue Growth for Twilio (TWLO) Ahead of Q1 Earnings
Twilio (TWLO) is gearing up to report its first-quarter earnings for 2025 on May 1. However, analysts at Jefferies have adopted a cautious tone ahead of the release. Yesterday, the firm's four-star-rated analyst Samad Samana trimmed his price target on TWLO stock from $145 to $108 and expects only 'modest' revenue growth in the upcoming Q1 earnings report. Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. While Twilio progress on cost-cutting and operational efficiency, Jefferies remains conservative on the company's revenue growth. On the other hand, Samana noted that Twilio's stock is trading well below its peak levels. He believes this sets up a positive short-term outlook, suggesting potential upside ahead. Overall, the company is facing macroeconomic headwinds, with a slowdown spreading across various sectors, including technology, social media, and cryptocurrency, and extending into retail and e-commerce. Wall Street analysts expect Twilio to report earnings of $0.96 per share for Q1, up from $0.80 per share in the same quarter last year. Meanwhile, Q1 sales are forecasted at $1.14 billion, with estimates ranging between $1.13 billion and $1.16 billion. This compares to sales of $1.19 billion reported in the previous quarter. Ahead of Twilio's upcoming earnings, it's essential to analyze the company's past performance. Key metrics from Main Street Data offer valuable insights into the trends shaping Twilio's growth and financial health. Let's take a closer look at these figures. According to Main Street Data, Twilio's active customer growth has remained relatively flat over the past few quarters. In Q4 2024, the company reported 325,000 active customers, reflecting a modest 6.5% year-over-year increase. This slow growth indicates that Twilio is facing challenges in expanding its customer base, which may impact its overall revenue growth and market positioning. Meanwhile, the company's dollar-based net expansion rate has remained flat over the last few quarters. This indicates that while Twilio isn't losing revenue from its existing customers, it's also not experiencing any growth in revenue from upselling or upgrading those customers. This flat growth indicates that the company is struggling to fully capitalize on its existing customer base. If this trend of slower growth continues in the upcoming Q1 earnings, it could further impact investor confidence. With challenges ahead, all eyes will be on how Twilio adapts and whether its strategies can drive improved performance in the coming quarters. According to TipRanks, analysts have a Moderate Buy rating on TWLO stock based on 16 Buys, six Holds, and two Sells. The average price target for Twilio is $131.26, implying a 38% upside from its current & DisclosureReport an Issue Sign in to access your portfolio
Yahoo
02-04-2025
- Business
- Yahoo
Jim Cramer Says Stay Away from Twilio Inc (TWLO) – ‘Hype is Too Great'
We recently published a list of . In this article, we are going to take a look at where Twilio Inc (NYSE:TWLO) stands against other stocks that Jim Cramer is discussing ahead of Q1 earnings season. Jim Cramer in a latest program on CNBC talked about the winning sectors so far this year and said the trends show a 'strange' pattern. Cramer specifically mentioned the oil and gas sector which he believed would underperform given President Donald Trump's plan to keep energy prices lower. 'I thought this group would be down given that the president wants to expand drill and we have a slower economy, but the stocks aren't expensive and demand for natural gas very strong,' Cramer said. Cramer also talked about healthcare and other key sectors that performed well. He believes these patterns show that investors are turning to sectors that perform well during recessions. However, Cramer thinks the state of the economy is better than feared. 'The seven stocks that make up the S&P are too big to dismiss. You need at least some of them to put together a really positive tape. But the bottom line, it's terrific to see such a broad mixture of stocks winning here, from ones that can run in a recession to ones that can rally hard in a robust economy. What it tells me is that the market may be far healthier than we think, and this backdrop simply isn't as bad as many would have you believe.' READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In For this article, we picked 10 stocks Jim Cramer recently talked about during his programs on CNBC. With each company, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Investors: 52 Jim Cramer was asked about cloud communications and technology company Twilio Inc (NYSE:TWLO). Here is what he said: 'Yeah, they did miss the quarter, and I think that I think the hype is too great on Twilio. I know everyone got all excited about it, but that's a very crowded field. I'm going to have to say no, I don't want to buy Twilio here.' Overall, TWLO ranks 5th on our list of stocks that Jim Cramer is discussing ahead of Q1 earnings season. While we acknowledge the potential of TWLO, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than TWLO but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
