Cloud Communication Provider Twilio(NYSE: Two) He was effective in the last three months of 2024. He also started a high level in 2025, but the company’s shares went to a large fight after reaching the 52-week height on January 31.
The Twilio Foundation is 40% less than the 52-week height earned by the beginning of this year. In February, along with the mixed quarterly report, the total uncertainty in the stock exchange in the exchange rate of the Trump Administration was united to send shares of this company in recent months.
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However, the sharp retreat of Twilio is similar to an opportunity to take a company that benefits from the growing intake of investors Artificial Intelligence (AI) In mind, in the cloud communication space, especially its bestons may turn around, considering the quarterly consequences of May 1.
Let’s look at the reasons that Twilio shares can recover Mojo soon.
In February of this year, Twilio announced its strong results for the fourth quarter of 2024. His revenue was above 11% since the previous periodBe a whole Earnings increased by 16% to $ 1,00 per share. Twilio Wall Street defeated income evaluation, but the profit was lighter than $ 1.03 per share.
Investors were in a hurry to press the panic button, and it was not surprising because the management was lighter than expected. Twilio expects to increase from 8% to 9% of the highest line in the first quarter of 2025 in the first quarter of 2025. A 13% jumper for $ 0.90 per share in the middle part of the management range.
However, the income and earnings of the Twilion are likely to win before expectations. Because the company’s demand for AI-centered communication means to gain a larger share of customer wallets, to encourage them to spend more money on their proposals. This is clear from a compatibility in Twilion’s cross-sales statistics.
Investor’s Day in the presentation of this year, the Twilio leadership, the number of active customers buying an additional product for the company in the third quarter of this year, he noted that 16% of active customers received 16% during the year. This was the improvement of five percent points in the previous quarter. Important, the opportunity for cross sales is also approaching, but also considering that Twilio is more than 325,000 active customer accounts in late 2024.
Of these, 9,000 customers used the Twilio platform for the AI-centered cloud communication. Thus, there is still a large part of a Twilio customer base, which is still ai-based solutions, AI assistants, customer engagement tools and predictive analytical instruments that work in AI – to help customers improve sales converting rates.
Twilio, cloud communication and the need for the demand for serving this targeted market in the markets in the markets (CDP) markets in the Customer Information Platform (CDP). This estimates that the company’s existing markets will allow $ 119 billion worth of income to 2028. The EU is expected to add $ 39 billion to this opportunity in the next three years.
Twilio is achieved in 2024 in 2024. Thus, the AI can help you to grow more and the highest and substrings by attracting Twilio to more customers and sell AI offers to existing customers. As such, not surprised to see the results of 2025 in the first quarter of Twilio, it is planned to release the market after the market is closed on May 1, and defeated expectations.
AI’s added income opportunity for Twilio Bode is a good way for the guidance. In addition, investors should not forget that the company expects a beautiful acceleration on its edges in the next three years, which can become strong gain.
Twilio’s margin of 2024 was 16%. The company expects this number to increase from 22% to 22% to 22% in 2027. Given the above points, therefore, investors can expect a solid sub-line increase in investors.
According to the following table, Twiio’s earnings are expected to increase by 17% in 2026 and almost 22% in 2027.
Twilio’s earnings in 2027 increased by $ 6.22 per share and trade in accordance with Technological Laden Nasdaq-100 At that time, the index’s advantage of the index (using a proxy for the technological resources of the index), shares may cost $ 149. Up to 69% of the potential earnings in the next three years.
Given that Twilio has now gained 20 times ahead, the time for investors seems to be properly. Potential turning in the next month, this cloud computing fund can set the stage for a bull.
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