Entry243.59→Now258.69
Twilio drop overdone, pop after midterms Open original source
TWLO Twilio Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
23:50
Oct 19
Oct 19
CNBC
Fairly valued; no clear upside.
Cramer thinks Twilio is valued correctly rather than undervalued, leaving no discernible upside or downside; he also disliked its sharp drop last week, so he sees no compelling edge.
TWLO
Twilio Inc.
Avoid
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15:51
Oct 16
Oct 16
r/stocks
Twilio drop overdone, pop after midterms
The author believes Twilio's 11% drop is excessive, pointing to a solid recovery story, recent S&P 500 inclusion, and expanded service offerings. They expect the stock to pop back to the 300s after the midterm elections. No specific risks are mentioned.
TWLO
Twilio Inc.
Long
1ST
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00:20
Oct 02
Oct 02
r/stocks
S&P 500 inclusion plus AI tailwinds drive TWLO higher
The author argues Twilio's upcoming S&P 500 inclusion on October 6 sets the stock up for more growth, following a remarkable turnaround. The mechanism is index-driven demand plus tailwinds from agentic AI and Twilio's own AI products released this year, with the author pointing to 2027 and beyond as the payoff horizon. Supporting factors cited are billions in buybacks over three years, strong free cash flow, and a $46B market cap after a 105% YTD run. No specific risk is stated beyond the implicit dependence on AI tailwinds materializing.
TWLO
Twilio Inc.
Long
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About TWLO Investor Commentary
Across the available history and selected sources, Buzzberg tracks TWLO (Twilio Inc.) across 21 sources: 21 bullish vs 1 bearish calls from 27 authors. Historical directional balance: 47% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 43 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 3 other directions. Latest voices: Jim Cramer, u/oksono, u/somerhaus.