Needham Reiterates Buy Rating on Twilio (TWLO)

Needham analyst Joshua Reilly reiterated a Buy rating and $145.00 price target on Twilio (NYSE: TWLO).

The analyst commented: "Twilio reported an impressive Q4 with organic revenue growth of 12% in the quarter versus guidance of 10% at the mid-point. Key to this growth is the voice business, which grew high teens for the year, and Voice AI revenue up 49% Y/Y. We believe these results are sustainable in 2026 as initial guidance calls for 8.5% organic revenue growth, which we expect is conservative by several hundred basis points with strong execution by the company. Twilio has an optimized GTM strategy, while ISV partners continue to outperform and the company has positioned the product portfolio for where the market is heading as customers increasingly adopt AI across messaging and voice. Finally, the company initiated a FY27 OI target of $1.23B, which would be 17% growth versus their current FY25 guidance."

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Shares of Twilio closed at $110.41 yesterday.

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