Is TWLO a good stock to buy? We came across a bullish thesis on Twilio Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on TWLO. Twilio Inc.’s share was trading at $206.62 as of June 11th. TWLO’s trailing and forward P/E were 313.77 and 37.31 respectively according to Yahoo Finance.
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Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. TWLO is emerging as a compelling artificial intelligence-driven investment opportunity following a strong earnings report that reinforced both its operational momentum and long-term growth prospects.
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The company operates a cloud-based customer engagement platform that enables developers to integrate messaging, voice, email, chat, video, and other communication capabilities directly into applications through its APIs.
Twilio’s increasing emphasis on AI-powered customer engagement solutions is proving successful, with management highlighting unprecedented demand for its voice and automation offerings, particularly in customer service applications where enterprises are seeking greater efficiency and improved user experiences. This momentum was evident in the company’s first-quarter results, which management described as a milestone. Revenue increased 20% year-over-year to $1.4 billion, or 16% on an organic basis, representing the fastest growth rate the company has delivered in years.
Earnings of $1.50 per share exceeded expectations by $0.23, further demonstrating the strength of the business model and its ability to convert growth into profitability and free cash flow. Beyond the fundamentals, the technical setup has become increasingly attractive. After breaking out in late 2024 and experiencing a significant rally, the stock spent more than a year consolidating beneath the $135 to $145 range, which repeatedly acted as resistance.
Concerns related to tariffs and broader market volatility temporarily weighed on sentiment, but the stock recently pushed decisively above this ceiling. The earnings release then triggered a massive-volume gap to new highs, signaling strong institutional demand. While short-term pullbacks remain possible following such a sharp move, the breakout from a lengthy consolidation suggests the potential for a sustained advance. With accelerating growth, rising AI adoption, strong free cash flow generation, and a powerful technical breakout, Twilio appears positioned for meaningful further upside.
Previously, we covered a bullish thesis on Twilio Inc. (TWLO) by Stefan Waldhauser in March 2025, which highlighted the company’s profitability turnaround and growing role in the AI ecosystem. TWLO’s stock price has appreciated by approximately 108.77% since our coverage. @MoneyShow shares a similar view but emphasizes on accelerating revenue growth, strong earnings results, and a technical breakout to new highs.
Twilio Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 64 hedge fund portfolios held TWLO at the end of the first quarter which was 70 in the previous quarter. While we acknowledge the risk and potential of TWLO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TWLO and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
