
Twilio (TWLO) Stock Forecast & Price Target
Twilio (TWLO) Analyst Ratings
Bulls say
Twilio's financial reports indicate a robust trajectory, with net sales revenue rising by 7.32% year-over-year, reaching $4.46 billion for the 12 months ending December 2024. The company also achieved a record Q4 2024 revenue of $1.19 billion, marking an 11% increase year-over-year, driven by a 12% growth in communications revenue to $1.12 billion. Additionally, the return on capital improved significantly from -2.46% to -0.82%, reflecting the positive impact of Twilio's increasing adoption of AI-driven and cloud-based communication solutions on its overall business performance.
Bears say
Twilio's segment revenue experienced a 1% year-over-year decline to $74.1 million, indicating potential challenges in maintaining growth amidst a competitive CPaaS market. Additionally, the company incurred a $16.8 million bad debt expense due to a slowdown in a customer's payment activity, which negatively affected both GAAP and non-GAAP operating income, despite reporting its first quarter of GAAP profitability. The outlook is further complicated by risks stemming from competition, regulatory changes, and economic headwinds that may hinder the company's operational stability and growth trajectory.
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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