TWLO Twilio Inc. Loading... : Bullish and Bearish Analyst Opinions
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18:33
Sep 03
Sep 03
Software reports soften AI bear case
Twilio, Palantir, CrowdStrike, and Okta all delivered better-than-expected reports, and together with Snowflake's numbers these results soften the AI bear case for traditional software and raise the debate on whether software companies will be replaced by AI.
MED
15:03
Aug 12
Aug 12
Author added positions in PLTR and NOW while waiting on TWLO.
Author added positions in PLTR and NOW while waiting on TWLO, showing active accumulation in software names.
LOW
00:28
Aug 08
Aug 08
Twilio turnaround driven by AI and cash flow.
Twilio delivered a blowout Q2 2026 report, raised full-year guidance, and is generating record free cash flow. The company is adding AI-powered conversational agents and routing on top of its consumption-based messaging API, which insulates it from the per-seat pricing pressure that hurt other SaaS companies. This AI embrace is turning the company around and making it a money-printing machine.
HIGH
20:19
Aug 06
Aug 06
The author dismisses the bearish narrative that AI is killing these software companies.
The author dismisses the bearish narrative that AI is killing these software companies, framing it as a rebuttal rather than a trade call.
LOW
20:11
Aug 06
Aug 06
Twilio reports strong fourth quarter results with revenue up 22 percent and record.
Twilio reports strong fourth quarter results with revenue up 22 percent and record profitability driven by organic growth acceleration.
22:40
Jul 29
Jul 29
Watch TWLO as CPaaS provider benefiting near term from increased WhatsApp messaging volumes.
Watch TWLO as CPaaS provider benefiting near term from increased WhatsApp messaging volumes but facing longer-term disintermediation risk.
MED
11:55
Jul 10
Jul 10
Premarket movers report shows mixed Magnificent 7 performance with Meta rising three percent.
Premarket movers report shows mixed Magnificent 7 performance with Meta rising three percent, while CCC Intelligent Solutions, Circle Internet Group, EquipmentShare, Twilio, and WD-40 all gain on various corporate news and Delta Air Lines slips on earnings.
03:11
Jun 26
Jun 26
Prefer TWLO and DDOG over MSFT as current software sector leaders exhibiting stronger uptrends.
Prefer TWLO and DDOG over MSFT as current software sector leaders exhibiting stronger uptrends; author's trend-following approach favors these names while MSFT remains in chop.
MED
02:20
Jun 26
Jun 26
Author explicitly selects DDOG, TWLO, CRWD, and NET as the only software names worth holding.
Author explicitly selects DDOG, TWLO, CRWD, and NET as the only software names worth holding currently, framing them as current portfolio positions within a broader stay-balanced-until-October strategy.
MED
12:00
Jun 24
Jun 24
Premarket movers include Alphabet rising on Dow replacement news.
Premarket movers include Alphabet rising on Dow replacement news, Cerebras falling on disappointing forecast, FedEx dropping on earnings miss, FuelCell Energy surging on data center deal, Hertz slumping on update, Twilio rising on Goldman Sachs buy rating, and Wendy's climbing on social media buzz.
00:20
Jun 24
Jun 24
Author advises monitoring DDOG and TWLO as technical leaders in software but does not state.
Author advises monitoring DDOG and TWLO as technical leaders in software but does not state a personal position or forward call.
LOW
00:14
Jun 24
Jun 24
Buy TWLO — author identifies it as one of the strongest software names.
Buy TWLO — author identifies it as one of the strongest software names, implying relative outperformance potential in a software relief rally scenario.
MED
16:31
Jun 23
Jun 23
Twilio combines AI growth with strong financials.
Twilio is one of the rare companies combining an AI growth mode with excellent financial characteristics: accelerating revenue growth, operating leverage, strong free cash flow generation, and reduced stock-based compensation to under 10% of revenues. The company is positioned as the essential back-end infrastructure for agentic AI communications, acting as the 'Switzerland of the AI era', with a clear path to generating over $1 billion in annual free cash flow and further stock appreciation left.
HIGH
17:52
Jun 01
Jun 01
Author names TWLO as a positively-viewed name within the AI SaaS divergence thesis.
Author names TWLO as a positively-viewed name within the AI SaaS divergence thesis, though no explicit current holding or entry disclosed.
MED
15:45
May 16
May 16
Reports David Tepper (Druck) Q1 2026 13F additions; speaker provides no personal thesis.
HIGH
20:28
May 14
May 14
Long $TWLO — beat & raise quarter; performing better than expected with upbeat forward-looking.
Long $TWLO — beat & raise quarter; performing better than expected with upbeat forward-looking commentary, defying 'software is dead' argument.
MED
18:39
May 07
May 07
Strong beat & raise from Twilio; speaker bullishly frames software sector as 'has a weird way.
Strong beat & raise from Twilio; speaker bullishly frames software sector as 'has a weird way of dying' (sarcastic dismissal of bear case).
MED
20:40
Apr 30
Apr 30
Buy BAND and TWLO as AI infrastructure drives earnings beats beyond semiconductors.
Buy BAND and TWLO as AI infrastructure drives earnings beats beyond semiconductors, with recent strong results confirming the tailwind.
HIGH
20:36
Apr 30
Apr 30
Long $TWLO — speaker cites Twilio results as evidence 'AI isn't killing software'.
Long $TWLO — speaker cites Twilio results as evidence 'AI isn't killing software', bullish framing of software sector resilience.
MED
17:18
Mar 05
Mar 05
"The winners are the endpoints, the pipes... Infrastructure companies like Stripe, Plaid... Stocks like Twilio and Shopify, these are the plumbing that agents actually run on." AI Agents do not use graphical user interfaces (GUIs); they interact via APIs and data feeds. Companies that provide the API infrastructure (Twilio for comms, Shopify for commerce) become the essential operating layer for agents. Long the "Plumbing" of the internet. AI integration execution risks; competition from private players like Stripe.
18:30
Feb 17
Feb 17
"Did the same thing with Twilio." Like Apple, this was a systematic momentum trade that failed. Terranova applied strict discipline to limit losses to ~4.5% rather than holding through the reversal. AVOID (Sold position). Momentum signals could re-ignite if broader tech sentiment improves.
00:25
Feb 11
Feb 11
Watch software names on usage-based models
Watch software infrastructure names as usage-based commit models increase revenue volatility but expand share-of-wallet opportunities in AI workloads.
MED
15:57
Feb 08
Feb 08
AI agents need to send notifications (SMS, email, push); Twilio charges per API call and sees increased usage.
HIGH
21:44
Jan 25
Jan 25
Author discloses an active short position in Twilio as part of their current portfolio.
Author discloses an active short position in Twilio as part of their current portfolio, no specific catalyst stated beyond directional conviction.
MED
About TWLO Analyst Coverage
Buzzberg tracks TWLO (Twilio Inc.) across 12 sources. 11 bullish vs 1 bearish calls from 15 analysts. Sentiment: predominantly bullish (42%). 24 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Seema Mody, Labubu Trader, Jason Calacanis.