2 hours ago
2
Joel South
Mon, April 6, 2026 astatine 10:42 AM CDT 4 min read
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Jefferies upgraded Twilio (TWLO) to Buy from Hold with a caller $160 terms target, citing beardown escaped currency travel maturation of 44% year-over-year to $945.4 cardinal successful 2025 and the company’s emerging relation arsenic AI infrastructure, marking a meaningful displacement from the firm’s cautious Hold stance maintained done February 2026.
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Twilio’s fiscal translation — including improved dollar-based nett enlargement astatine 109% and 2026 escaped currency travel guidance of $1.04–$1.06 cardinal — provides factual enactment for the bull thesis, though the stock’s 8% year-to-date diminution and expert statement of $143.37 suggest the marketplace has not yet afloat priced successful the company’s turnaround momentum.
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Jefferies has upgraded Twilio (NYSE:TWLO) to Buy from Hold, mounting a caller terms people of $160. The determination marks a meaningful displacement from the firm's anterior stance, which arsenic precocious arsenic February 13, 2026 carried a Hold standing and a $125 terms target. For investors who person watched Twilio rebuild its fiscal illustration implicit the past year, this expert upgrade arrives with a backdrop of accelerating escaped currency travel and a strengthening AI positioning narrative.
| TWLO | Twilio | Jefferies | Upgrade | Hold | Buy | $125 | $160 |
Jefferies expert Samad Samana had maintained a cautious Hold done overmuch of Twilio's turnaround. The upgrade to Buy with a $160 terms people suggests the steadfast present sees the risk/reward arsenic sufficiently tilted successful favour of bulls. The lawsuit rests connected Twilio's demonstrated fiscal transformation: escaped currency travel of $945.4 cardinal successful full-year 2025, up 44% twelvemonth implicit year, and non-GAAP operating income of $255.57 cardinal successful Q4 2025 alone. The company's positioning arsenic AI infrastructure besides appears cardinal to the bull thesis, with CEO Khozema Shipchandler stating that "Twilio is rapidly becoming a foundational infrastructure furniture successful the property of AI."
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Twilio operates a unreality communications level serving much than 402,000 progressive lawsuit accounts crossed 180+ countries. Full-year 2025 gross reached $5.07 billion, increasing 14% twelvemonth implicit year. The dollar-based nett enlargement complaint improved to 109% from 106% a twelvemonth earlier, signaling that existing customers are spending more. Moody's upgraded Twilio's recognition standing pursuing the Q4 results, adding organization credibility to the turnaround story. A $2.0 cardinal stock repurchase programme authorized done December 2027 has astir $1.1 cardinal remaining.
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