Needham Reiterates Buy Rating on Twilio (TWLO)

Needham analyst Joshua Reilly reiterated a Buy rating and $145.00 price target on Twilio (NYSE: TWLO).

The analyst commented: "Following our meetings at Enterprise Connect 2026 in Las Vegas, NV, we are incrementally positive around the opportunity for messaging and voice volumes in 2026 and the medium term. As we discuss below, there are a number of drivers to messaging volumes that can prove incremental, and also drive the sale of high margin software add-on products. Thus, we believe Twilio is in the early innings of benefiting from AI and new use cases that are still developing, and organic growth is set for another strong year following initial guidance by management of 8-9% for 2026. Other highlights from the event include our discussions with competitors including Infobip, and key industry trends including managing latency with voice interactions. Twilio remains an attractive asset unexposed to the seat based software headwinds impacting the broader space."

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 $125.51 yesterday.

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