Is TWLO bullish or bearish?

Based on 2 trade ideas from 2 analysts, TWLO sentiment is 50% bullish. There are 1 bullish and 0 bearish calls from 1 sources.

What do analysts say about Twilio Inc. (TWLO)?

2 analysts have published opinions on Twilio Inc. (TWLO) tracked on Buzzberg across 1 sources including YouTube, Twitter/X, and Substack. Current sentiment score: 50%.

TWLO Twilio Inc. : Bullish and Bearish Analyst Opinions

Sentiment & Price 2 ideas • 2 voices • 1 sources ▼

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17:18
Mar 05

Deirdre Bosa Anchor/Reporter, CNBC Tech Check CNBC

"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.

TWLO

18:30
Feb 17

Joe Terranova Senior Managing Director, Virtus Investment Partners CNBC

"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.

TWLO

About TWLO Analyst Coverage

Buzzberg tracks TWLO (Twilio Inc.) across 1 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked.