Mizuho Reiterates Outperform Rating on Twilio (TWLO)

Mizuho analyst Siti Panigrahi reiterated an Outperform rating and $150.00 price target on Twilio (NYSE: TWLO).

The analyst commented: "Recently, we hosted investor meetings in San Francisco with Twilio's CEO Khozema Shipchandler and IR Rodney Nelson. Key takeaways: 1) the company's focus on strong execution and financial discipline are enduring, 2) top-line momentum remains broad-based (channels, products, industry verticals, etc.), including strong BFCM results, 3) voice AI is a long-term secular tailwind (but still very early days), with Twilio poised to benefit, 4) continued revenue outperformance has a significant impact on the rest of the P&L (minimal incremental costs, expectation for flattish headcount), with management intently focused on gross profit growth. We maintain our view that Twilio is well-positioned to deliver durable double-digit revenue growth, particularly given it continues to drive accelerating momentum across all key growth levers, while delivering meaningful op. income and FCF upside along the way. Set-up remains highly attractive into 2026, in our view."

For an analyst ratings summary and ratings history on Twilio click here. For more ratings news on Twilio click here.

Shares of Twilio closed at $132.92 yesterday.

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