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Twilio

Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.

Twilio Inc

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Shares of companies within the broader tech sector are trading lower amid overall market weakness following the Fed's rate decision to cut rates by 25 basis points.

Analysts' ratings for Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) over the last quarter vary from bullish to bearish, as provided by 23 analysts.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">6</td>
<td align="right">13</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">3</td>
<td align="right">5</td>
<td align="right">10</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $92.87, with a high estimate of $135.00 and a low estimate of $70.00. This current average reflects an increase of 26.05% from the previous average price target of $73.68. 
<img src="https://www.benzinga.com/files/images/story/2024/1734548458_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
A clear picture of Twilio's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Parker Lane</td>
<td>Stifel</td>
<td>Raises</td>
<td>Hold</td>
<td>$110.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$115.00</td>
<td>$77.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Neutral</td>
<td>$85.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Raises</td>
<td>Buy</td>
<td>$135.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Brian White</td>
<td>Monness, Crespi, Hardt</td>
<td>Announces</td>
<td>Buy</td>
<td>$135.00</td>
<td>-</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$120.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$80.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Ryan Macwilliams</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$80.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Kash Rangan</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$77.00</td>
<td>$67.00</td>
</tr>
<tr>
<td>William Power</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$80.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Taylor McGinnis</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$88.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Michael Latimore</td>
<td>Northland Capital Markets</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$86.00</td>
<td>$66.00</td>
</tr>
<tr>
<td>Ittai Kidron</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$90.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>J. Derrick Wood</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Hold</td>
<td>$85.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Mark Murphy</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$83.00</td>
<td>$78.00</td>
</tr>
<tr>
<td>Samad Samana</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Hold</td>
<td>$85.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Neutral</td>
<td>$70.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>James Fish</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$94.00</td>
<td>$83.00</td>
</tr>
<tr>
<td>Ryan Koontz</td>
<td>Needham</td>
<td>Raises</td>
<td>Buy</td>
<td>$91.00</td>
<td>$71.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$77.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$75.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Ittai Kidron</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$85.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Patrick Walravens</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$110.00</td>
<td>$110.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Twilio. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Twilio compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for Twilio's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Twilio's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/TWLO/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Twilio analyst ratings.</a>
<h2>About Twilio</h2>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Financial Insights: Twilio</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Revenue Growth: Over the 3 months period, Twilio showcased positive performance, achieving a revenue growth rate of 9.67% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of -0.86%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of -0.11%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Twilio's ROA excels beyond industry benchmarks, reaching -0.09%. This signifies efficient management of assets and strong financial health.
Debt Management: Twilio's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.14.
<h2>The Significance of Analyst Ratings Explained</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Demystifying Twilio: Insights From 23 Analyst Reviews

Stifel analyst Parker Lane maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Hold and raises the price target from $80 to $110.

News

Price Target

Stifel Maintains Hold on Twilio, Raises Price Target to $110

Morgan Stanley analyst Meta Marshall maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Equal-Weight and raises the price target from $77 to $115.

Morgan Stanley Maintains Equal-Weight on Twilio, Raises Price Target to $115

Mizuho analyst Siti Panigrahi maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Neutral and raises the price target from $70 to $85.

Mizuho Maintains Neutral on Twilio, Raises Price Target to $85

DocuSign, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOCU#NASDAQ">DOCU</a>) stock climbed after the company reported better-than-expected third-quarter financial results and issued fourth-quarter and fiscal 2025 revenue guidance above estimates.
On Thursday, DocuSign reported <a target="_blank" href="https://www.benzinga.com/news/earnings/24/12/42352653/docusign-stock-soars-on-q3-earnings-beat-revenue-beat-strong-guidance" rel="noreferrer noopener">third-quarter revenue</a> of $754.8 million, up 8%, topping the&nbsp;consensus estimate of $745.26 million. It reported third-quarter adjusted EPS of 90 cents, above analyst estimates of 87 cents.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/24/12/42368303/whats-going-on-with-us-listed-chinese-stocks-alibaba-jd-nio-li-xpeng-on-friday" rel="noreferrer noopener">What&#8217;s Going On With US Listed Chinese Stocks Alibaba, JD, Nio, Li, XPeng On Friday?</a>
DocuSign forecasts fourth-quarter revenue of $758 million—$762 million, compared to analyst estimates of $755.95 million. 
Wall Street rerated the stock and raised its price targets.
<ul>
<li>RBC Capital analyst Rishi Jaluria maintained DocuSign with a Sector Perform and raised the <a target="_blank" href="https://www.benzinga.com/quote/DOCU/analyst-ratings" rel="noreferrer noopener">price target from&nbsp;$57&nbsp;to&nbsp;$90</a>.</li>
<li>Piper Sandler analyst Rob Owens reiterated DocuSign with a Neutral and raised the price target from&nbsp;$60&nbsp;to&nbsp;$90.</li>
<li>JPMorgan analyst Mark R Murphy maintained an Underweight on DocuSign with a price target of $70.</li>
</ul>
RBC Capital: Due to peer multiple expansion, the price target reflects 18x Enterprise Value/Calendar 2025 Free Cash Flow from the prior 11x.&nbsp;&nbsp;
DocuSign reported a good beat-and-raise quarter, leading to an after-hours stock rally. Billings acceleration highlighted the quarter. One-third of billings came from early renewals, but usage trends are increasing. 
The company raised its guidance well ahead of outperformance, and NRR improved. While there was improvement in the core business, the case for meaningful acceleration rests on ramping up Intelligent Agreement Management (IAM), which remains early.
Jaluria noted most of the outperformance coming from results in the third quarter as more of a function of the demand environment stabilizing. He wants to see more proof points regarding IAM adoption to get comfortable underwriting acceleration. 
Operating margin expansion was impressive, but the upside is becoming more muted. Jaluria expects this trend to continue into fiscal 2026 as management strives to accelerate growth back to double-digits. Overall, the quarter was solid, but clarity into IAM driving a sustained growth acceleration still needs improvement.
Jaluria projects fourth-quarter revenue of $760.2 million and EPS of $0.83.
Piper Sandler: The third-quarter top- and bottom-line metrics came in above expectations, with billings growth showing upside on an easy comp, driven partly by early quarterly renewals. IAM showed strength in its first full quarter, with ~80% of sales representatives closing three or more IAM deals. 
While Owens is encouraged by the acceleration, he noted it is still too early until newer products and solutions contribute meaningfully to the model &#8211; and overall growth. The analyst awaits durable signs of inflection from newer growth levers.
Owens projects fourth-quarter revenue of $760 million and EPS of $0.87.
JP Morgan: In Murphy&#8217;s preview, he expressed a positive tone heading into DocuSign&#8217;s third-quarter results while raising his price target, calling out the likelihood for positive early indications on newer product initiatives such as IAM, improvements in transactional activity including envelope and consumption patterns, and further operational refinements to the business that could support a pick-up in underlying organic growth trends. 
Overall, Murphy noted this aligns well with DocuSign results as it posts a mild uptick in third-quarter revenue growth and billings growth, which is picking up more noticeably off a very depressed second-quarter level alongside positive demand commentary. 
As a reminder, across his recent notes, he had explicitly called out DocuSign as among a group of beaten down, pandemic pull-forward stocks that could see positive share price reactions if they deliver growth rates that are stabilizing or picking up, which has primarily played out across this group, including for Twilio Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) and Zoom Communications, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) in recent months. 
Overall, Murphy remains complimentary of DocuSign&#8217;s turnaround execution and innovation efforts. However, it remains focused on a more straightforward path to recapturing sustainable, long-term double-digit growth, reiterating it as an aspirational target today, alongside a cleaner GAAP profitability framework to provide further valuation support that SBC doesn&#8217;t inflate.
While acknowledging a moderation in the pace of revenue deceleration, Murphy noted the risk/reward dynamic for DocuSign shares as inferior relative to our broader software coverage list, with revenue and billings growth continuing to show muted growth. 
The analyst noted it would take time for the company&#8217;s investments in self-serve motion and product innovation to bear fruit and regain investor confidence in its long-term ability to drive higher ARPU and steady new customer wins, particularly among large enterprises.
Murphy projects fourth-quarter revenue of $760.0 million and EPS of $0.85.
Price Action: DOCU stock is up 28% at $107.00 at last check Friday.
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Photo: Shutterstock

Reiteration

Trading Ideas

DOCU

DocuSign Stock Jumps On Strong Q3, Analysts Await Proof Of Sustained Growth

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/13/24</td>
<td>$150.00</td>
<td>$44.0K</td>
<td>50.9K</td>
<td>78.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$350.00</td>
<td>$645.9K</td>
<td>10.4K</td>
<td>9.0K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$75.00</td>
<td>$36.3K</td>
<td>28.4K</td>
<td>7.2K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/13/24</td>
<td>$46.00</td>
<td>$57.9K</td>
<td>8.7K</td>
<td>6.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$242.50</td>
<td>$38.9K</td>
<td>6.7K</td>
<td>2.3K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/06/24</td>
<td>$110.00</td>
<td>$48.8K</td>
<td>1.8K</td>
<td>1.6K</td>
</tr>
<tr>
<td>ZS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$230.00</td>
<td>$29.2K</td>
<td>890</td>
<td>1.4K</td>
</tr>
<tr>
<td>SOUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$10.00</td>
<td>$107.1K</td>
<td>11.9K</td>
<td>1.3K</td>
</tr>
<tr>
<td>LRCX</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$80.00</td>
<td>$1.3 million</td>
<td>194</td>
<td>1.1K</td>
</tr>
<tr>
<td>ASAN</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>02/21/25</td>
<td>$12.50</td>
<td>$86.7K</td>
<td>1.6K</td>
<td>1.1K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bearish sentiment. It expires in 7 day(s) on December 13, 2024. Parties traded 1000 contract(s) at a $150.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $44.0K, with a price of $44.0 per contract. There were 50995 open contracts at this strike prior to today, and today 78277 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 14 day(s) on December 20, 2024. This event was a transfer of 100 contract(s) at a $350.00 strike. The total cost received by the writing party (or parties) was $645.9K, with a price of $6460.0 per contract. There were 10446 open contracts at this strike prior to today, and today 9094 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option trade that happens to be bullish, expiring in 42 day(s) on January 17, 2025. This event was a transfer of 53 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $36.3K, with a price of $685.0 per contract. There were 28486 open contracts at this strike prior to today, and today 7216 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option sweep that happens to be bearish, expiring in 7 day(s) on December 13, 2024. This event was a transfer of 300 contract(s) at a $46.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $57.9K, with a price of $193.0 per contract. There were 8704 open contracts at this strike prior to today, and today 6759 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, expiring in 14 day(s) on December 20, 2024. This event was a transfer of 100 contract(s) at a $242.50 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $38.9K, with a price of $389.0 per contract. There were 6761 open contracts at this strike prior to today, and today 2335 contract(s) were bought and sold. 
• For TWLO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), we notice a call option sweep that happens to be bearish, is expiring today. Parties traded 192 contract(s) at a $110.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $48.8K, with a price of $258.0 per contract. There were 1809 open contracts at this strike prior to today, and today 1623 contract(s) were bought and sold. 
• Regarding ZS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), we observe a call option sweep with bullish sentiment. It expires in 14 day(s) on December 20, 2024. Parties traded 207 contract(s) at a $230.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $29.2K, with a price of $141.0 per contract. There were 890 open contracts at this strike prior to today, and today 1420 contract(s) were bought and sold. 
• Regarding SOUN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>), we observe a call option sweep with bearish sentiment. It expires in 406 day(s) on January 16, 2026. Parties traded 155 contract(s) at a $10.00 strike. This particular call needed to be split into 24 different trades to become filled. The total cost received by the writing party (or parties) was $107.1K, with a price of $690.0 per contract. There were 11988 open contracts at this strike prior to today, and today 1324 contract(s) were bought and sold. 
• Regarding LRCX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), we observe a put option trade with bearish sentiment. It expires in 252 day(s) on August 15, 2025. Parties traded 1150 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $1.3 million, with a price of $1150.0 per contract. There were 194 open contracts at this strike prior to today, and today 1186 contract(s) were bought and sold. 
• For ASAN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASAN#NYSE">ASAN</a>), we notice a call option trade that happens to be neutral, expiring in 77 day(s) on February 21, 2025. This event was a transfer of 89 contract(s) at a $12.50 strike. The total cost received by the writing party (or parties) was $86.7K, with a price of $975.0 per contract. There were 1698 open contracts at this strike prior to today, and today 1126 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

ASAN

LRCX

MSTR

NVDA

PLTR

SOUN

10 Information Technology Stocks With Whale Alerts In Today's Session

Deep-pocketed investors have adopted a bullish approach towards Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in TWLO usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 18 extraordinary options activities for Twilio. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 66% leaning bullish and 27% bearish. Among these notable options, 2 are puts, totaling $63,476, and 16 are calls, amounting to $1,156,188.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $90.0 to $145.0 for Twilio over the last 3 months. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Twilio's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Twilio's whale trades within a strike price range from $90.0 to $145.0 in the last 30 days. 
<h3>Twilio Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1733337095_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$5.5</td>
<td>$5.45</td>
<td>$5.5</td>
<td>$110.00</td>
<td>$147.4K</td>
<td>6.7K</td>
<td>3.8K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$5.5</td>
<td>$5.45</td>
<td>$5.5</td>
<td>$110.00</td>
<td>$127.6K</td>
<td>6.7K</td>
<td>4.7K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$5.5</td>
<td>$5.45</td>
<td>$5.5</td>
<td>$110.00</td>
<td>$111.6K</td>
<td>6.7K</td>
<td>3.0K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$5.5</td>
<td>$5.45</td>
<td>$5.5</td>
<td>$110.00</td>
<td>$106.1K</td>
<td>6.7K</td>
<td>4.4K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$21.1</td>
<td>$21.1</td>
<td>$21.1</td>
<td>$110.00</td>
<td>$105.5K</td>
<td>260</td>
<td>102</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Current Position of Twilio</h3>
<ul>
<li>Currently trading with a volume of 1,579,466, the TWLO's price is up by 2.96%, now at $110.48. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 70 days.</li>
</ul>
<h3>Professional Analyst Ratings for Twilio</h3>
3 market experts have recently issued ratings for this stock, with a consensus target price of $130.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Tigress Financial persists with their Buy rating on Twilio, maintaining a target price of $135. 
&#x2A; In a positive move, an analyst from Monness, Crespi, Hardt has upgraded their rating to Buy and adjusted the price target to $135. 
&#x2A; Showing optimism, an analyst from Wells Fargo upgrades its rating to Overweight with a revised price target of $120. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Twilio, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Markets

Twilio's Options: A Look at What the Big Money is Thinking

CRWD

Live On CNBC Joe Terranova Announces Bought More CrowdStrike And Twilio

Tigress Financial analyst Ivan Feinseth maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Buy and raises the price target from $85 to $135.

Tigress Financial Maintains Buy on Twilio, Raises Price Target to $135

Live On CNBC; Joe Terranova Buys More Twilio

Investors with a lot of money to spend have taken a bullish stance on Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>).
And retail traders should know.
We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with TWLO, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 8 options trades for Twilio.
This isn't normal.
The overall sentiment of these big-money traders is split between 37% bullish and 25%, bearish.
Out of all of the options we uncovered, there was 1 put, for a total amount of $28,604, and 7, calls, for a total amount of $311,820.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $75.0 to $140.0 for Twilio during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Twilio's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Twilio's whale activity within a strike price range from $75.0 to $140.0 in the last 30 days. 
<h3>Twilio Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1732216001_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$5.9</td>
<td>$5.7</td>
<td>$5.8</td>
<td>$140.00</td>
<td>$87.0K</td>
<td>0</td>
<td>150</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$6.95</td>
<td>$5.75</td>
<td>$7.0</td>
<td>$110.00</td>
<td>$70.0K</td>
<td>1.5K</td>
<td>12</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$2.02</td>
<td>$2.01</td>
<td>$2.02</td>
<td>$115.00</td>
<td>$40.4K</td>
<td>3.1K</td>
<td>414</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$39.75</td>
<td>$39.15</td>
<td>$39.15</td>
<td>$75.00</td>
<td>$31.3K</td>
<td>20</td>
<td>8</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$7.3</td>
<td>$7.15</td>
<td>$7.15</td>
<td>$105.00</td>
<td>$28.6K</td>
<td>1.1K</td>
<td>1.1K</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
In light of the recent options history for Twilio, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Where Is Twilio Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 2,724,508, with TWLO's price up by 0.68%, positioned at $99.11.</li>
<li>RSI indicators show the stock to be may be overbought.</li>
<li>Earnings announcement expected in 83 days.</li>
</ul>
<h3>Expert Opinions on Twilio</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $95.8.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from Piper Sandler continues to hold a Overweight rating for Twilio, targeting a price of $94. 
&#x2A; Consistent in their evaluation, an analyst from Baird keeps a Neutral rating on Twilio with a target price of $80. 
&#x2A; An analyst from Wells Fargo persists with their Equal-Weight rating on Twilio, maintaining a target price of $80. 
&#x2A; An analyst from Oppenheimer has decided to maintain their Outperform rating on Twilio, which currently sits at a price target of $90. 
&#x2A; In a positive move, an analyst from Monness, Crespi, Hardt has upgraded their rating to Buy and adjusted the price target to $135. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Twilio options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

A Closer Look at Twilio's Options Market Dynamics

ADBE

BILL

CHKP

DDOG

ESTC

GTLB

HUBS

INTU

IONQ

OKTA

ORCL

QUBT

RGTI

TEAM

WDAY

Shares of software, cybersecurity, and cloud companies are trading higher in possible sympathy with Snowflake, which saw gains after the company reported better-than-expected Q3 financial results and raised its FY25 product revenue guidance.

Monness, Crespi, Hardt analyst Brian White upgrades Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) from Neutral to Buy and announces $135 price target.

Upgrades

Monness, Crespi, Hardt Upgrades Twilio to Buy, Announces $135 Price Target

Live On CNBC, Joe Terranova Announces Bought Twilio

Investors with a lot of money to spend have taken a bullish stance on Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with TWLO, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 28 uncommon options trades for Twilio.
This isn't normal.
The overall sentiment of these big-money traders is split between 39% bullish and 39%, bearish.
Out of all of the special options we uncovered, 2 are puts, for a total amount of $70,258, and 26 are calls, for a total amount of $1,721,641.
<h3>What's The Price Target?</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $62.5 and $130.0 for Twilio, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Twilio's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Twilio's substantial trades, within a strike price spectrum from $62.5 to $130.0 over the preceding 30 days.
<h3>Twilio Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1731439860_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>11/15/24</td>
<td>$29.8</td>
<td>$29.0</td>
<td>$29.8</td>
<td>$67.50</td>
<td>$283.1K</td>
<td>4.2K</td>
<td align="right">100</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$14.75</td>
<td>$13.55</td>
<td>$14.65</td>
<td>$95.00</td>
<td>$146.5K</td>
<td>2.1K</td>
<td align="right">168</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$6.25</td>
<td>$6.1</td>
<td>$6.1</td>
<td>$95.00</td>
<td>$104.3K</td>
<td>2.4K</td>
<td align="right">209</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/29/24</td>
<td>$6.35</td>
<td>$5.85</td>
<td>$6.3</td>
<td>$93.00</td>
<td>$94.5K</td>
<td>1.4K</td>
<td align="right">317</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/29/24</td>
<td>$6.3</td>
<td>$6.15</td>
<td>$6.3</td>
<td>$93.00</td>
<td>$90.0K</td>
<td>1.4K</td>
<td align="right">472</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
After a thorough review of the options trading surrounding Twilio, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Present Market Standing of Twilio</h3>
<ul>
<li>With a volume of 3,030,892, the price of TWLO is up 3.43% at $97.28. </li>
<li>RSI indicators hint that the underlying stock may be overbought.</li>
<li>Next earnings are expected to be released in 92 days.</li>
</ul>
<h3>Professional Analyst Ratings for Twilio</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $82.8.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Wells Fargo persists with their Equal-Weight rating on Twilio, maintaining a target price of $80. 
&#x2A; An analyst from Oppenheimer has decided to maintain their Outperform rating on Twilio, which currently sits at a price target of $85. 
&#x2A; Consistent in their evaluation, an analyst from Mizuho keeps a Neutral rating on Twilio with a target price of $70. 
&#x2A; Consistent in their evaluation, an analyst from TD Cowen keeps a Hold rating on Twilio with a target price of $85. 
&#x2A; An analyst from Piper Sandler persists with their Overweight rating on Twilio, maintaining a target price of $94. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Twilio with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Twilio shares are trading higher after Wells Fargo upgraded the stock from Equal-Weight to Overweight and raised its price target from $80 to $120.

In the last three months, 21 analysts have published ratings on Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), offering a diverse range of perspectives from bullish to bearish.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">6</td>
<td align="right">12</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">2</td>
<td align="right">4</td>
<td align="right">10</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $84.81, a high estimate of $120.00, and a low estimate of $70.00. This current average reflects an increase of 17.17% from the previous average price target of $72.38. 
<img src="https://www.benzinga.com/files/images/story/2024/1731423641_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The perception of Twilio by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$120.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$80.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Ryan Macwilliams</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$80.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Kash Rangan</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$77.00</td>
<td>$67.00</td>
</tr>
<tr>
<td>William Power</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$80.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Taylor McGinnis</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$88.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Michael Latimore</td>
<td>Northland Capital Markets</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$86.00</td>
<td>$66.00</td>
</tr>
<tr>
<td>Ittai Kidron</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$90.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>J. Derrick Wood</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Hold</td>
<td>$85.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Mark Murphy</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$83.00</td>
<td>$78.00</td>
</tr>
<tr>
<td>Samad Samana</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Hold</td>
<td>$85.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Neutral</td>
<td>$70.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>James Fish</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$94.00</td>
<td>$83.00</td>
</tr>
<tr>
<td>Ryan Koontz</td>
<td>Needham</td>
<td>Raises</td>
<td>Buy</td>
<td>$91.00</td>
<td>$71.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$77.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$75.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Ittai Kidron</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$85.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Patrick Walravens</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$110.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Peter Weed</td>
<td>Bernstein</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$70.00</td>
<td>$68.00</td>
</tr>
<tr>
<td>Peter Weed</td>
<td>Bernstein</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$70.00</td>
<td>$68.00</td>
</tr>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Raises</td>
<td>Buy</td>
<td>$85.00</td>
<td>$75.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Twilio. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Twilio compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Twilio's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
For valuable insights into Twilio's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/TWLO/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Twilio analyst ratings.</a>
<h2>Discovering Twilio: A Closer Look</h2>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Unraveling the Financial Story of Twilio</h3>
Market Capitalization: Positioned above industry average, the company's market capitalization underscores its superiority in size, indicative of a strong market presence.
Revenue Growth: Twilio's remarkable performance in 3 months is evident. As of 30 September, 2024, the company achieved an impressive revenue growth rate of 9.67%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Twilio's net margin is impressive, surpassing industry averages. With a net margin of -0.86%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Twilio's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive -0.11% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of -0.09%, the company showcases effective utilization of assets.
Debt Management: Twilio's debt-to-equity ratio is below the industry average. With a ratio of 0.14, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>What Are Analyst Ratings?</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Beyond The Numbers: 21 Analysts Discuss Twilio Stock

Wells Fargo analyst Michael Turrin upgrades Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) from Equal-Weight to Overweight and raises the price target from $80 to $120.

Wells Fargo Upgrades Twilio to Overweight, Raises Price Target to $120

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/08/24</td>
<td>$51.00</td>
<td>$44.1K</td>
<td>4.0K</td>
<td>37.3K</td>
</tr>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/08/24</td>
<td>$139.00</td>
<td>$25.6K</td>
<td>5.9K</td>
<td>33.7K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/08/24</td>
<td>$250.00</td>
<td>$36.5K</td>
<td>4.6K</td>
<td>7.0K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>11/29/24</td>
<td>$285.00</td>
<td>$43.8K</td>
<td>1.7K</td>
<td>954</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$150.00</td>
<td>$34.2K</td>
<td>14.5K</td>
<td>940</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/20/24</td>
<td>$190.00</td>
<td>$35.7K</td>
<td>2.6K</td>
<td>498</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$111.00</td>
<td>$28.4K</td>
<td>410</td>
<td>475</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/08/24</td>
<td>$89.00</td>
<td>$26.1K</td>
<td>255</td>
<td>454</td>
</tr>
<tr>
<td>ADBE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/13/24</td>
<td>$480.00</td>
<td>$71.6K</td>
<td>9</td>
<td>395</td>
</tr>
<tr>
<td>NN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$20.00</td>
<td>$31.8K</td>
<td>2.6K</td>
<td>390</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For PLTR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on November 8, 2024. This event was a transfer of 300 contract(s) at a $51.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $44.1K, with a price of $147.0 per contract. There were 4068 open contracts at this strike prior to today, and today 37376 contract(s) were bought and sold. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a put option sweep with bullish sentiment. It expires in 3 day(s) on November 8, 2024. Parties traded 100 contract(s) at a $139.00 strike. This particular put needed to be split into 23 different trades to become filled. The total cost received by the writing party (or parties) was $25.6K, with a price of $256.0 per contract. There were 5963 open contracts at this strike prior to today, and today 33732 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option trade with bullish sentiment. It expires in 3 day(s) on November 8, 2024. Parties traded 50 contract(s) at a $250.00 strike. The total cost received by the writing party (or parties) was $36.5K, with a price of $730.0 per contract. There were 4639 open contracts at this strike prior to today, and today 7055 contract(s) were bought and sold. 
• Regarding FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we observe a call option trade with neutral sentiment. It expires in 24 day(s) on November 29, 2024. Parties traded 209 contract(s) at a $285.00 strike. The total cost received by the writing party (or parties) was $43.8K, with a price of $210.0 per contract. There were 1730 open contracts at this strike prior to today, and today 954 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bullish, expiring in 73 day(s) on January 17, 2025. This event was a transfer of 45 contract(s) at a $150.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $34.2K, with a price of $760.0 per contract. There were 14514 open contracts at this strike prior to today, and today 940 contract(s) were bought and sold. 
• Regarding TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we observe a put option trade with neutral sentiment. It expires in 45 day(s) on December 20, 2024. Parties traded 50 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $35.7K, with a price of $715.0 per contract. There were 2691 open contracts at this strike prior to today, and today 498 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a call option sweep with bearish sentiment. It expires in 10 day(s) on November 15, 2024. Parties traded 254 contract(s) at a $111.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $28.4K, with a price of $112.0 per contract. There were 410 open contracts at this strike prior to today, and today 475 contract(s) were bought and sold. 
• For TWLO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on November 8, 2024. This event was a transfer of 172 contract(s) at a $89.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $26.1K, with a price of $152.0 per contract. There were 255 open contracts at this strike prior to today, and today 454 contract(s) were bought and sold. 
• Regarding ADBE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>), we observe a call option trade with bearish sentiment. It expires in 38 day(s) on December 13, 2024. Parties traded 25 contract(s) at a $480.00 strike. The total cost received by the writing party (or parties) was $71.6K, with a price of $2865.0 per contract. There were 9 open contracts at this strike prior to today, and today 395 contract(s) were bought and sold. 
• Regarding NN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NN#NASDAQ">NN</a>), we observe a call option trade with bullish sentiment. It expires in 801 day(s) on January 15, 2027. Parties traded 60 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $31.8K, with a price of $530.0 per contract. There were 2656 open contracts at this strike prior to today, and today 390 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

FSLR

10 Information Technology Stocks Whale Activity In Today's Session

The SaaS market is rapidly growing, fueled by AI, machine learning, and low-code/no-code platforms. With innovations like these reshaping the landscape, fundamentally solid high-growth SaaS stocks like ServiceNow (NOW), DocuSign (DOCU), and Twilio (TWLO) are primed for success as the global cloud computing market expands. Read further... The rapid adoption of digital transformation is revolutionizing the software industry, with Software as a Service (SaaS) emerging as a cornerstone of cloud computing. By harnessing transformative technologies like AI, machine learning, and low-code/no-code platforms, SaaS companies are reshaping how businesses operate and innovate.
We present high-growth SaaS stocks ServiceNow, Inc. (<a href="https://stocknews.com/stock/NOW/">NOW</a>), DocuSign, Inc. (<a href="https://stocknews.com/stock/DOCU/">DOCU</a>), and Twilio Inc. (<a href="https://stocknews.com/stock/TWLO/">TWLO</a>) which are leading this revolution and redefining software delivery.
The SaaS industry's growth is fueled by digital transformation, as businesses seek scalable and flexible cloud solutions to enhance operations. Additionally, the advancements in AI, machine learning, and automation, which enable smarter, tailored offerings, along with the rise of low-code/no-code platforms that make application development accessible to non-technical users are boosting the sector.
Moreover, the shift toward remote work has amplified demand for collaborative, cloud-enabled tools, further accelerating SaaS adoption. As a result, the global SaaS market is projected to grow to $1.23 trillion by 2032, at a <a href="https://www.fortunebusinessinsights.com/software-as-a-service-saas-market-102222">CAGR of 18.4%</a>.
Given these promising trends, let's explore SaaS stocks in more detail:
ServiceNow, Inc. (<a href="https://stocknews.com/stock/NOW/">NOW</a>)
NOW offers a wide range of workflow automation solutions through its Now Platform, integrating AI, ML, and RPA for digital transformation. Its products include IT service management, risk management, customer service, and cloud observability, serving industries like government, healthcare, finance, and manufacturing globally.
NOW's normalized net income has grown at a <a href="https://www.investopedia.com/terms/c/cagr.asp">CAGR</a> of 90.1% over the past three years and its operation income has risen at a CAGR of 73.8% over the same time frame.
On December 3, 2024, NOW and Amazon.com, Inc.'s (<a href="https://stocknews.com/stock/AMZN/">AMZN</a>) AWS announced an expanded collaboration to enhance AI-driven business transformation. New integrations, including a connector for Amazon Bedrock models and automation tools for security and procurement, enhance NOW's platform capabilities, benefiting industries like telecom, finance, and retail.
On November 19, 2024, NOW expanded its partnership with Microsoft Corporation (<a href="https://stocknews.com/stock/MSFT/">MSFT</a>), integrating Now Assist with Microsoft 365 Copilot to streamline workflows and enable conversational self-service for tasks like knowledge searches and service requests.
During the fiscal third quarter that ended September 30, 2024, NOW's non-GAAP total revenues increased 22% year-over-year to $ 2.79 billion. Its non-GAAP income from operations grew 31% from the year-ago value to $ 872 million. In addition, the company's non-GAAP net income and non-GAAP EPS came in at $ 775 million and $ 3.72.
Analysts expect NOW's EPS and revenue for the fourth quarter ending December 31, 2024, to increase 17.4% and 21.6% year-over-year to $3.65 and $2.96 billion, respectively. It surpassed the Street EPS and revenue estimates in each of the trailing four quarters, which is promising.
Over the past year, the stock has gained 56.7% to close the last trading session at $1,121.10.
NOW's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect its robust outlook. The stock has an overall rating of B, equating to a Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 distinct factors, with each factor weighted to an optimal degree.
NOW has a B in Growth, Sentiment, and Quality. It is ranked #14 out of 39 stocks in the B-rated <a href="https://stocknews.com/category/software-business/">Software - Business</a> industry.
Beyond what we have stated above, we also have given NOW grades for Value, Momentum, and Stability. Get all the NOW's ratings <a href="https://stocknews.com/stock/NOW/">here</a>.
DocuSign, Inc. (<a href="https://stocknews.com/stock/DOCU/">DOCU</a>)
DOCU provides digital solutions like e-signatures, contract management, and industry-specific tools, serving businesses, government agencies, and professionals to streamline and secure agreement processes.
DOCU's revenue has grown at a CAGR of 14.2% over the past three years and its total assets have risen at a CAGR of 16.1% over the same time frame.
On November 20, 2024, DOCU launched "DocuSign for Developers" empowering developers and businesses to enhance agreement management on its Intelligent Agreement Management platform. This initiative strengthens DOCU's ecosystem and expands its integration and scalability capabilities, boosting its market appeal.
In the fiscal third quarter ended October 31, 2024 DOCU's total revenue increased 7.8% year-over-year to $754.82 million. Its non-GAAP income from operations was $223.08 million, up 19% from the year-ago value. Moreover, its non-GAAP net income and non-GAAP net income per share stood at $188.50 million and $0.90, up 15.1% and 13.9% over the prior-year quarter, respectively.
Street expects DOCU's revenue and EPS for the fourth quarter ending January 31, 2025, to increase 6.8% and 11.1% year-over-year to $760.94 million and $0.84, respectively. It surpassed the consensus EPS and revenue estimates in all of the trailing four quarters.
The stock climbed 58.9% year-to-date and has returned 68.3% over the past year, to close the last trading session at $94.48.
DOCU's POWR Ratings reflect strong prospects. The stock has an overall rating of A, equating to a Strong Buy in our proprietary rating system.
It has an A grade in Quality and a B for Growth and Value. It is ranked #4 out of 18 stocks in the A-rated <a href="https://stocknews.com/category/software-saas/">Software - SAAS</a> industry.
To access DOCU's Momentum, Stability, and Sentiment ratings, click <a href="https://stocknews.com/stock/DOCU/">here</a>.
Twilio Inc. (<a href="https://stocknews.com/stock/TWLO/">TWLO</a>)
TWLO provides communication APIs, marketing tools, and platforms like Segment and Engage for personalized customer engagement and omnichannel campaign automation.
TWLO's revenue has grown at a CAGR of 19.4% over the past three years and its levered Free Cash Flow has risen at a CAGR of 41.2% over the same time frame.
On December 2, 2024, TWLO announced the public beta of Linked Audiences in TWLO Segment for Amazon.com, Inc. (<a href="https://stocknews.com/stock/AMZN/">AMZN</a>) Redshift at AWS re:Invent 2024. This integration enhances audience building, customer profile enrichment, and scalable personalization for TWLO Segment and AWS users.
On October 1, 2024, TWLO partnered with OpenAI to integrate the Realtime API, featuring streaming speech-to-speech (S2S) capabilities. This collaboration enables Twilio's customers and developers to create advanced conversational AI agents using OpenAI's GPT-4o model.
TWLO's revenue increased 9.7% year-over-year to $1.13 billion in the fiscal third quarter that ended on September 30, 2024. Its gross profit was $ 578.63 million, up 12.1% from the year-ago value. Its non-GAAP income from operations came in at $ 182.42 million, up 33.7% year-over-year. Its non-GAAP net income and non-GAAP net income per share stood at 53.6% and 75.9% from the year-ago value to $ 163.92 million and $1.02, respectively.
Street expects TWLO's revenue for the fiscal fourth quarter (ending December 31, 2024) to increase 7.8% year-over-year to $ 1.16 billion. Its EPS for the same quarter is expected to grow 16.6% from the prior year to $1. In addition, it surpassed the consensus EPS and revenue estimates in each of the trailing four quarters.
Shares of TWLO have gained 55.6% over the past year and 48.9% year-to-date to close the last trading session at $112.98.
TWLO's bright prospects are apparent in its POWR Ratings. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
It has an A grade for Growth and a B for Value and Sentiment. Within the A-rated Software - SAAS industry, it is ranked #9 out of 18.
Click <a href="https://stocknews.com/stock/TWLO/">here</a> to see TWLO's ratings for Momentum, Stability, and Quality.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
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NOW shares were unchanged in premarket trading Monday. Year-to-date, NOW has gained 58.69%, versus a 28.32% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Kritika Sarmah</h2> <img src='https:/wp-content/uploads/2022/08/Kritika-Sarmah_Image-3.jpg' style="float:left; padding:5px;width:125px;">Her interest in risky instruments and passion for writing made Kritika an analyst and financial journalist. She earned her bachelor's degree in commerce and is currently pursuing the CFA program. With her fundamental approach, she aims to help investors identify untapped investment opportunities.<a href="https://stocknews.com/authors/?author=kritika-sarmah">More...</a>The post <a href=https://stocknews.com/news/now-docu-twlo-3-high-growth-saas-stocks-revolutionizing-software-delivery/>3 High-Growth SaaS Stocks Revolutionizing Software Delivery</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 High-Growth SaaS Stocks Revolutionizing Software Delivery

The cloud computing industry is well-positioned for unprecedented growth thanks to the increasing digital transformation across businesses. Amid this backdrop, it could be wise to invest in cloud stocks, such as ServiceNow (NOW), Nutanix (NTNX), and Twilio (TWLO), which have high growth potential. Continue reading… Advances in artificial intelligence are fueling a rise in cloud spending as organizations rely on cloud infrastructure to develop, test, and deploy AI platforms, making it essential to AI innovation. Thus, investors could consider investing in fundamentally sound cloud computing stocks ServiceNow, Inc. (<a href="https://stocknews.com/stock/NOW/">NOW</a>), Nutanix, Inc. (<a href="https://stocknews.com/stock/NTNX/">NTNX</a>), and Twilio Inc. (<a href="https://stocknews.com/stock/TWLO/">TWLO</a>) with high growth.
U.S. organizations are increasingly transitioning from traditional legacy software to cloud-based solutions to mitigate the financial impact of the pandemic and accommodate the rising adoption of advanced technologies like Artificial Intelligence (AI), Machine Learning (ML), 5G, and the Internet of Things (IoT). This transformation is anticipated to significantly contribute to the expansion of the U.S. cloud computing market.
The U.S. cloud computing market is projected to grow at a <a href="https://www.grandviewresearch.com/industry-analysis/us-cloud-computing-market-report">CAGR of 20.3%</a> from 2024 to 2030. Moreover, according to the latest update to the International Data Corporation (IDC) Worldwide Software and Public Cloud Services Spending Guide, worldwide spending on public cloud services is forecast to reach <a href="https://www.idc.com/getdoc.jsp?containerId=prUS52460024">$805 billion in 2024</a> and double in size by 2028.
Considering these factors, let's take a look at the fundamentals of the three cloud stock picks.
ServiceNow, Inc. (<a href="https://stocknews.com/stock/NOW/">NOW</a>)
NOW provides the Now Platform for digital transformation, offering workflow automation, AI, IT service management, and risk management solutions. It serves industries like government, finance, healthcare, IT, and telecom worldwide.
NOW's revenue has grown at a <a href="https://www.investopedia.com/terms/c/cagr.asp">CAGR</a> of 23.7% over the past three years, and its operation income has risen by a CAGR of 73.8% over the same time frame.
On November 19, 2024, NOW announced an expanded strategic alliance with Microsoft Corporation (<a href="https://stocknews.com/stock/MSFT/">MSFT</a>) to modernize front-office business processes using Copilot and agents. This expansion builds on their long-standing partnership, which recently led to the integration of NOW's Now Assist with Microsoft 365 Copilot.
On November 13, 2024, NOW and Five9, Inc. (<a href="https://stocknews.com/stock/FIVN/">FIVN</a>) expanded their partnership to integrate ServiceNow's CSM with Five9's Intelligent CX Platform. This AI-powered solution aimed to streamline customer support, enhance efficiency, and reduce operational costs while improving customer satisfaction.
In the fiscal third quarter ended September 30, 2024, NOW's non-GAAP total revenues increased 22% year-over-year to $2.79 billion. Its non-GAAP income from operations was $872 million, up 31% from the year-ago value. Moreover, its non-GAAP net income and non-GAAP EPS stood at $775 million and $3.72, respectively.
Street expects NOW's revenue and EPS for the fourth quarter ending December 30, 2024, to increase 21.5% and 17.5% year-over-year to $2.96 billion and $3.66, respectively. It surpassed the consensus EPS and revenue estimates in all of the trailing four quarters.
The stock climbed 59.1% year-to-date and has returned 63.8% over the past year to close the last trading session at $1124.34.
NOW's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect its robust outlook. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 different factors, with each factor weighted to an optimal degree.
It has a B grade for Growth, Sentiment, and Quality. It is ranked #13 out of 39 stocks in the B-rated <a href="https://stocknews.com/category/software-business/">Software - Business</a> industry.
Beyond what is stated above, we've also rated NOW for Stability, Momentum, Sentiment, and Value. Get all NOW ratings <a href="https://stocknews.com/stock/NOW/">here</a>.
Nutanix, Inc. (<a href="https://stocknews.com/stock/NTNX/">NTNX</a>)
NTNX provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. The company offers a hyperconverged infrastructure software stack that converges virtualization, storage, and networking services into a turnkey solution: Acropolis Hypervisor, an enterprise-grade virtualization solution.
NTNX's revenue has grown at a CAGR of 15.1% over the past three years and its levered FCF has risen at a CAGR of 21.8% over the same time frame.
On November 12, 2024, NTNX, a leader in hybrid multi-cloud computing, announced that it extended the company's AI infrastructure platform with a new cloud-native offering, Nutanix Enterprise AI (NAI), that can be deployed on any Kubernetes platform, at the edge, in core data centers, and on public cloud services like AWS EKS, Azure AKS, and Google GKE. 
NTNX's total revenue for the first quarter, which ended October 31, 2024, was $511.05 million. The company's gross profit stood at $429.10 million. Its non-GAAP net income came in at $121.77 million and $0.42 per share.
Street expects NTNX's revenue to increase 13.5% year-over-year to $641.76 million for the second quarter ending January 2025. The company's EPS for the same quarter is expected to increase 2.5% year-over-year to $0.47. Also, NTNX surpassed the consensus revenue and EPS estimates in each of the trailing four quarters, which is impressive.
The stock has gained 12.8% over the past three months to close the last trading session at $67.77.
NTNX's robust fundamentals are reflected in its POWR Ratings. It has an overall rating of A, which equates to a Strong Buy in our proprietary rating system.
The stock has an A grade for Growth and Quality and a B for Sentiment. NTNX is ranked #10 out of 127 stocks in the <a href="https://stocknews.com/category/software-application/">Software - Application</a> industry.
<a href="https://stocknews.com/stock/NTNX/">Click here</a> to access the additional NTNX ratings (Value, Momentum, and Stability).
Twilio Inc. (<a href="https://stocknews.com/stock/TWLO/">TWLO</a>)
TWLO provides a customer engagement platform comprising international communications application programming interfaces. It operates through two segments: Twilio Communications and Twilio Data &amp; Applications.
On October 1, TWLO and OpenAI collaborated to integrate OpenAI's Realtime API into its platform. This integration will enable TWLO to build conversational AI applications and agents, which will bring customers more natural interactions to the platform.
On September 9, TWLO announced expanded accessibility of Rich Communication Services (RCS) messaging via its Programmable Messaging and Verify APIs to enhance branded and verified messaging and build customer trust in its source.
The company's revenue and levered FCF have grown at CAGRs of 19.4% and 41.2% over the past three years, respectively.
In the fiscal third quarter that ended on September 30, 2024, TWLO's revenue increased 9.7% year-over-year to $1.13 billion with a GAAP gross margin of 51% (up 100 bps year-over-year). The company reported non-GAAP income from operations of $182.42 million, indicating a 33.7% increase from the prior-year quarter.
TWLO's non-GAAP net income came in at $163.92 million, up 53.6% year-over-year, while its non-GAAP net income per share grew 75.9% from the year-ago value to $1.02.
According to the financial guidance for fiscal year 2024, the company's non-GAAP income from operations is projected to be between $700 million and $710 million, with organic revenue growth anticipated to range from 7.5% to 8%.
The consensus revenue estimate of $1.16 billion for the fiscal fourth quarter (ending December 2024) represents a 7.8% increase year-over-year. The consensus EPS estimate of $1 for the same quarter indicates a 16.6% improvement year-over-year. The company has an impressive surprise history; it surpassed the consensus revenue and EPS estimates in each of the trailing four quarters.
TWLO's stock gained 25.6% over the past month to close the last trading session at $113.42.
TWLO's POWR Ratings reflect bright prospects. The stock has an overall rating of B, which equates to a Buy in our proprietary rating system.
The stock has an A grade for Growth and a B for Sentiment and Value. TWLO is ranked #7 out of 18 stocks in the <a href="https://stocknews.com/category/software-saas/">Software - SAAS</a> industry.
In addition to the POWR Ratings highlighted above, one can access TWLO's ratings (Momentum, Stability, and Quality) <a href="https://stocknews.com/stock/TWLO/">here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

<hr />
NOW shares were trading at $1,116.99 per share on Monday afternoon, down $7.35 (-0.65%). Year-to-date, NOW has gained 58.10%, versus a 28.68% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Nidhi Agarwal</h2> <img src='https:/wp-content/uploads/2023/03/Nidhi-Agarwal_Headshot-3.jpg' style="float:left; padding:5px;width:125px;">Nidhi is passionate about the capital market and wealth management, which led her to pursue a career as an investment analyst. She holds a bachelor's degree in finance and marketing and is pursuing the CFA program.

Her fundamental approach to analyzing stocks helps investors identify the best investment opportunities.<a href="https://stocknews.com/authors/?author=nidhi-agarwal">More...</a>The post <a href=https://stocknews.com/news/now-ntnx-twlo-msft-fivn-3-high-growth-cloud-computing-stocks-to-invest-in/>3 High-Growth Cloud Computing Stocks to Invest In</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 High-Growth Cloud Computing Stocks to Invest In

In a report released today, Meta Marshall from Morgan Stanley maintained a Hold rating on Twilio (TWLO – Research Report), with a price target of $...

Twilio (TWLO) Gets a Hold from Morgan Stanley

Morgan Stanley raised the firm's price target on Five9 (FIVN) to $46 from $40 and keeps an Equal Weight rating on the shares. Communication softwar...

Five9 price target raised to $46 from $40 at Morgan Stanley

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Twilio price target raised to $115 from $77 at Morgan Stanley

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Twilio price target raised to $110 from $80 at Stifel

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Jefferies analyst Samad Samana maintained a Hold rating on Twilio (TWLO – Research Report) yesterday and set a price target of $105.00. The company...

Jefferies Keeps Their Hold Rating on Twilio (TWLO)

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