Swisscom profit drops 23% as Vodafone Italia costs weigh on results
Investing.com - Stifel raised its price target on Twilio (NYSE:TWLO) to $120.00 from $110.00 on Friday, while maintaining a Hold rating on the stock. Notably, Twilio currently trades at $131.65, already exceeding Stifel’s new target, though InvestingPro data suggests the stock is slightly undervalued based on its Fair Value assessment.
The price target increase follows Twilio’s largest top-line beat of the year, driven by key initiatives including self-serve improvements, voice services, and artificial intelligence offerings. The company has demonstrated solid revenue growth of 11.56% over the last twelve months, with analysts expecting continued profitability this year.
Twilio’s renewed focus on streamlining its self-serve channel since early 2024 continued to yield returns, with self-serve growing "well over 20%" according to Stifel’s analysis.
The company’s voice business accelerated to mid-teens growth, marking its fastest growth rate in over three years, which Stifel noted could potentially expand gross margins as momentum in this channel gains steam, particularly in AI use-cases.
Twilio’s conversational AI investments are showing early returns, with ConversationRelay call volume tripling quarter-over-quarter, demonstrating market validation for the company’s AI strategy.
In other recent news, Twilio has reported strong third-quarter 2025 financial results, achieving record revenues with a year-over-year customer account growth of 22.5%. The company’s Dollar-Based Net Expansion Rate expanded to 109%, reflecting its robust performance. Analysts have responded positively to these results, with Goldman Sachs raising its price target to $150, highlighting Twilio’s revenue surpassing consensus estimates by 3.7%. Similarly, Morgan Stanley increased its price target to $154, noting the company’s organic revenue exceeded guidance by approximately 4.5 percentage points. Needham also raised its price target to $145, citing Twilio’s 13% organic growth in Q3 and the company’s updated fiscal year 2025 growth guidance. KeyBanc adjusted its price target to $156, attributing the change to accelerating growth in Twilio’s Voice segment. Rosenblatt Securities maintained its Buy rating and $140 price target, emphasizing Twilio’s improved profitability despite gross margin challenges. These developments indicate strong confidence from various analyst firms in Twilio’s continued growth trajectory.
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