Analyst Bullish on Twilio (TWLO) After Q4 Earnings Report

Twilio Inc. (NYSE:TWLO) is among the 12 best stocks to buy and hold for the next 2 years.

On February 13, Needham reiterated its Buy rating on Twilio Inc. (NYSE:TWLO) with a price target of $145, after the company reported its fourth-quarter 2025 performance. Needham noted that the company’s reported 12% organic revenue growth in Q4 exceeded its midpoint guidance of 10% and highlighted the company’s voice business as a key growth driver. The research firm also noted Twilio Inc.’s (NYSE:TWLO) optimized go-to-market strategy and strong partner performance, along with the company’s newly initiated fiscal year 2027 operating income target of $1.23 billion, representing 17% growth over its fiscal year 2025 guidance.

The analyst note was released following Twilio Inc. (NYSE:TWLO)’s announcement of an earnings per share (EPS) of $1.33, surpassing the projected $1.23 by analysts, as well as revenue of $1.37 billion, outperforming the anticipated $1.32 billion. For 2026, Twilio Inc. (NYSE:TWLO) provided initial guidance of 8.5% organic revenue growth

Twilio Inc. (NYSE:TWLO) develops communications software, cloud-based platforms, and services.

While we acknowledge the potential of TWLO to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TWLO and that has 100x upside potential, check out our report about this cheapest AI stock.

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