We came across a bullish thesis on Twilio Inc. on r/stocknear by realstocknear. In this article, we will summarize the bulls’ thesis on TWLO. Twilio Inc.’s share was trading at $120.96 as of February 27th. TWLO’s trailing and forward P/E were 576 and 22 respectively according to Yahoo Finance.
Copyright: photovibes / 123RF Stock Photo
Twilio Inc., together with its subsidiaries, offers customer engagement platform solutions in the United States and internationally. TWLO is increasingly viewed as a compelling growth opportunity following its strategic shift from transactional messaging to a comprehensive multi-product platform.
The company’s offerings—including Flex, Segment, and Verify—are now complemented by AI-powered add-ons, enhancing revenue stability, improving margins, and creating significant operating leverage. Twilio’s AI and data integration across its engagement stack provides a differentiated moat, making it difficult for competitors to replicate its capabilities.
Analysts are broadly optimistic, with a professional consensus rating of “Buy” from 21 analysts and an average price target of $185, implying a potential upside of approximately 31% from current levels. With a market capitalization of $21.6 billion, Twilio is positioned to capitalize on the ongoing digital transformation of customer engagement, leveraging its platform approach to capture greater wallet share from enterprise clients. The strategic pivot to a multi-product model also reduces reliance on transactional messaging, creating more predictable recurring revenue and enhancing the long-term attractiveness of its business.
The analyst report by Rosenblatt highlights that Twilio’s integrated AI and data capabilities strengthen its competitive position and provide a scalable foundation for future growth. Overall, the combination of platform diversification, AI-enhanced offerings, and operational leverage underpins a bullish outlook, presenting investors with a high-quality growth opportunity with significant upside potential. The company’s strategic execution and differentiated technology stack suggest that Twilio is well-positioned to deliver sustainable revenue growth, margin expansion, and value creation for shareholders over the medium to long term.
Previously, we covered a bullish thesis on Twilio Inc. (TWLO) by Stefan Waldhauser in March 2025, which highlighted the company’s financial turnaround, achieving GAAP operating profitability, strong free cash flow growth, and its critical role in AI-driven enterprise solutions. TWLO’s stock price has appreciated by approximately 11.58% since our coverage.realstocknear shares a similar perspective but emphasizes Twilio’s strategic shift to a multi-product platform with AI add-ons, improving revenue stability, margins, and competitive differentiation.
Twilio Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 55 hedge fund portfolios held TWLO at the end of the third quarter which was 67 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.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy NOW
Disclosure: None.
