TWLO Twilio Inc

$TWLO ST had a glitch this drop 17% AH I got out of my massage almost had a heart attack 🤗😆

$TWLO earning some ice time. 🏒📈 +3% today as it works above the $238.48 prior entry. Institutions have been piling in, Q2 revenue grew 22%, and the new voice-AI story adds some spice. 👀 Strong charts get the ice time. Weak ones get chirped.

$TWLO For perspective, given HSBC's Reduce call and $211 PT. There are about 24 covering with a current COYPT of $261, many of which are older PTs and the more recent ones are in the $300 range. I plan to sell some more around $300+ and then wait for dip rebuying from sector moves or reratings down from the other analysts. Do what makes sense for your risk profile and portfolio plan.

$TWLO So if you deduct the BS tax provision this company has made 120 million in the TTM… take the market cap of 42 billionn and divide it by the earnings of 120 million and you get a P/E ratio of 350 for the Ttm… this is gonna go down so fast it will make your head spin. If your not taking profits you are a brave brave individual

$TWLO another very strong software name worth watching closely. This is acting like a leader

$TWLO $BAND More real-world AI agent use cases hitting every day. Vapi just gave personal agents the ability to call businesses, sit on hold and talk to humans. PayNearMe launched an AI collections agent doing in 1 hour what took roughly 28 staff. More agents. More calls. More minutes. More messaging. Bullish for the comms layer.

$TWLO 🚀 as Morgan Stanley finally catches up: consumer agents = MORE calls, texts, auth, bookings + follow-ups.📞🤖 Both $TWLO and $BAND are fighting a nasty tape with the 10Y at 19-year highs.💪 Meanwhile $BAND volume is increasing, $55–57 resistance is gone, and RS is screaming.👀 $META Muse and Instinct Ai are just the begining! Wall St waking up to agentic comms? Wen new 52-week highs for $BAND ?🔥 Long

$TWLO - Twilio Stock Jumps As Analysts See AI Agents Dialing Up Growth. stock having a big breakout after making that U shaped reversal on the daily. looking for $300 price target if $285 breaks and hold.

$TWLO Monthly chart so far. Price reached it's 50% fibonacci retracement. That's the level to beat in short term if you want to think in further upside. GL

$TWLO highlights stickiness after API integration. $CNET ’s SaaS faces a similar question: does the customer keep it in the workflow after adoption, or leave once the first project ends?

$TWLO drop today looks like post-S&P 500 inclusion flow. Forced index buying peaked into yesterday’s rebalance, then disappeared. Add momentum/speculative longs taking profits and you get the air pocket. Unless there’s material fundamental news I missed, this looks flow-driven?

$TWLO never listen to anybody about your holdings. I had an average price of $50 for twillio and I was quite confident about the company because they always reported good numbers. I sold every single share because people were saying this company will be gone soon. ChatGPT was saying the same.

$TWLO Twilio is joining the S&P 500 before Tuesday's open, replacing Warner Bros. Discovery (S&P announced Thursday; the Paramount deal pulls WBD out). This is the rare catalyst with a known buyer and a known deadline: index trackers have to own it, and the bulk of the buying lands at Monday's closing auction. Twilio closed Thursday at 301.23, up 3%, a new 52-week high. That is right on top of TD Cowen's 300 target from Sept 22. The AI-agent volume-bid thesis from September arrived in about nine days. Now the bid turns mechanical.

$TWLO picked up this stock years ago at 40$ and it didn’t do anything for two years and then it finally starts pumping and an analyst downgrades it - this market is such a scam truly is - they just wanna pickup cheaper shares when the company turns around so they keep it flat to acquire more - like meta bro that stock got reemed all year and then finally shows some shit going on and after they kept it down acquiring shares it rips in a day - scam market

$TWLO i predict a retrace back to the lower 260s, accumulation phase, then a slow rise back to ATH

Promoted to the S&P 500. Twilio joins the benchmark Tuesday, replacing Warner Bros. Discovery. It surged 3% Thursday to a near five-year high, and is up 200% from its $99 low. $TWLO

$TWLO - The short thesis is essentially: Twilio may be a good business priced as a better one. If it remains primarily a competitively priced communications layer rather than becoming a meaningfully higher-margin customer-engagement and AI platform, its growth and margin profile may not support today’s valuation. The principal downside catalyst would be evidence that AI monetization, software mix improvement, and retention are not progressing quickly enough to offset messaging commoditization and dilution.

$TWLO You have to remember stock anal yst are basically sales people for their firm trying to generate money one way or the other buy or sell. Most of them don’t have the brains to fit on the head of a pin otherwise they’d be on the Buy side.

$TWLO hopefully there will be a significant emotional reaction to the reduce note by HSBC and the stock sells off this morning. Great buying opportunity.

$TWLO Twilio is at its highest since November 2021, and the AI-agent bid is back in the analyst notes this week. TD Cowen raised its target to $300 from $260 (Buy) Monday; Rosenblatt followed to $290 from $275 (Buy) Tuesday. The driver, per the notes: consumer AI assistants generating higher SMS, voice, and WhatsApp volumes that flow through Twilio's platform. Morgan Stanley calls it “best exposed” to agent-driven communication volume. The one level down is the economics: this is a per-message tollbooth. Every agent verification text, voice call, or WhatsApp message pays Twilio. TD Cowen also flagged identity and security software as a second beneficiary. The catch is in the tape: at ~$301, the stock is already past both new targets. Q2 numbers: $1.50B revenue (+22% YoY), adjusted EPS $1.47 vs $1.32 expected.