Analyst Report: Twilio Inc. (TWLO) - Buy

Professional analyst consensus for Twilio Inc. ($TWLO)

Analyst Consensus: • Rating: Buy

• Analysts Coverage: 21 analysts

• Price Target: $185.0

• Potential Upside: ↗️ 30.9%

Market Cap: 21.6B

Key Insights: Rosenblatt keeps Buy on Twilio ($180 PT), citing its move from transactional messaging to a multi-product platform (Flex, Segment, Verify) with AI add‑ons that boost revenue stability, margins and operating leverage, plus AI/data integration that makes its engagement stack hard to replicate. The report is bullish.

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Posted Jan 7, 2026, 3:04 PM UTC

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