Technology

Report by Rosenblatt Securities

TWLO is positioned as a leader in the expanding CXaaS market, fuelled by its unique integration of communications, data and AI capabilities, which no competitor matches. The company’s disciplined shift to a unified platform is unlocking deep cross-sell opportunities among its vast customer base (63% of 349k+ customers still use only one product) and driving margin expansion, while accelerating revenue growth and robust FCF ($3bn+ cumulative by 2027) support an explicit capital return strategy (50% payout target via buybacks). Anchored by strong partnerships in the AI ecosystem and a proven go-to-market overhaul, TWLO’s compelling risk/reward profile is underpinned by durable profitability targets and margin stability, making it highly attractive for those seeking exposure to next-generation customer engagement infrastructure. TP $140 (35% upside).

Technology

Report by Smart Insider

Jeff Lawson (Co-Founder, Chairman & CEO) purchases 158k shares at $63.26, spending $10m - this marks a reversal from a series of sales, most recently at $264 (Jan 2022). His only previous buy was at $23.43 in May 2017. Donna Dubinsky (Non-Exec since 2018) purchased $251k on the same day. This is her first time buying shares in TWLO and a reversal from sells at higher prices. She didn't acquire any shares at either of her previous Non-Exec roles. These purchases follow recently posted year-end results along with a workforce reduction and $1bn buyback.