
Twilio (TWLO) Stock Forecast & Price Target
Twilio (TWLO) Analyst Ratings
Bulls say
Twilio reported a 7.32% year-over-year increase in net sales revenue for the 12 months ending December 2024, rising from $4.15 billion to $4.46 billion, with Q4 2024 revenue reaching a record $1.19 billion, a growth of 11% year-over-year. The company's communications revenue also showcased robust growth, increasing 12% year-over-year to $1.12 billion, with future forecasts estimating an increase of 8.11% to $4.82 billion in the near term. Additionally, Twilio's Return on Capital (ROC) demonstrated a notable improvement, moving from -2.46% to -0.82%, reflecting the positive impact of its expanding AI-driven and cloud-based communication solutions on revenue and cash flow growth.
Bears say
Twilio experienced a 1% year-over-year decline in segment revenue, amounting to $74.1 million, indicating challenges in maintaining growth amidst increasing competition in the CPaaS market. A significant bad debt expense of $16.8 million due to a customer's payment issues further compressed both GAAP and non-GAAP operating income, revealing vulnerabilities in the company's financial stability. Additionally, the company faces multiple risks including slow adoption of its emerging engagement applications, a weakening macroeconomic environment, and potential product failures, which collectively pose threats to its operational performance and growth objectives.
This aggregate rating is based on analysts' research of Twilio and is not a guaranteed prediction by Public.com or investment advice.
Twilio (TWLO) Analyst Forecast & Price Prediction
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