Bernstein SocGen Group lowers Twilio stock price target to $119 from $130

Published 08/08/2025, 14:24
Bernstein SocGen Group lowers Twilio stock price target to $119 from $130

Investing.com - Bernstein SocGen Group has reduced its price target on Twilio (NYSE:TWLO) to $119.00 from $130.00 while maintaining a Market Perform rating on the stock. Currently trading at $122.39, Twilio has shown remarkable strength with a 101.86% return over the past year. According to InvestingPro analysis, the stock appears undervalued, with analyst targets ranging from $75 to $170.

The research firm cited challenges in the company’s recent history, noting that previous attempts to revitalize growth had been unsuccessful.

These past efforts resulted in "expensive operational work-outs and wasted resources," according to the firm’s analysis of Twilio’s performance.

Bernstein SocGen Group expressed skepticism about Twilio’s pricing strategy, stating that "raising prices can be challenging with a product already seen as premium priced."

The firm acknowledged the stock’s appeal but emphasized that Twilio’s management faces "an uphill battle to demonstrate the top and bottom line results that build confidence in the investment."

In other recent news, Twilio Inc. reported strong financial results for the second quarter of 2025. The company achieved earnings per share of $1.19, surpassing the forecasted $1.05, marking a 13.33% increase over expectations. Additionally, Twilio’s revenue reached $1.23 billion, exceeding the anticipated $1.19 billion. Despite these positive earnings and revenue results, the company’s stock experienced a decline in premarket trading, indicating investor concerns beyond the quarterly performance. These developments highlight Twilio’s ability to outperform analyst projections, even as market sentiment remains cautious.

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