La cadena de opciones muestra datos clave de las opciones de acciones de Twilio a varios precios de ejercicio y fechas de vencimiento. Los operadores utilizan esta información para analizar posibles operaciones y evaluar el sentimiento del mercado para Twilio..

Twilio (NYSE:TWLO) Bolsa, Cadena de Opciones

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

Twilio Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) shares are trading higher in Tuesday&#8217;s after-hours session after the company reported better-than-expected <a href="https://www.benzinga.com/pressreleases/24/10/b41635755/twilio-announces-third-quarter-2024-results">financial results for the third quarter</a>.
<ul>
<li>Q3 Revenue: $1.13 billion, versus <a href="https://www.benzinga.com/calendars/earnings">estimates</a> of $1.09 billion</li>
</ul>
<ul>
<li>Q3 EPS: $1.02, versus estimates of 85 cents</li>
</ul>
Third-quarter revenue was up 10% year-over-year. Communications revenue came in at $1.06 billion, up 10% year-over-year. Segment (formerly Data &amp; Applications) revenue totaled $73.4 million, flat on a year-over-year basis.
Twilio had more than 320,000 active customer accounts as of Sept. 30. 
The company said it generated $204.3 million in operating cash flow and $189.1 million in free cash flow during the third quarter. 
&#8220;Twilio continues to operate with financial discipline, operating rigor, and focused innovation, which has enabled us to deliver a strong&nbsp;third quarter&nbsp;of double-digit revenue growth and solid free cash flow generation,&#8221; said Khozema Shipchandler, CEO of Twilio. 
&#8220;Twilio is uniquely positioned to bring the power of communications, plus contextual data, plus <a href="http://benzinga.com/topic/ai">AI</a> together to drive better customer experiences. Our continued product innovation and the outsized outcomes that we are delivering for customers illustrates our ability to be a winner in the age of AI.&#8221;
Outlook: Twilio expects fourth-quarter revenue to be between $1.15 billion and $1.16 billion versus estimates of $1.15 billion, per <a href="http://pro.benzinga.com">Benzinga Pro</a>. The company anticipates fourth-quarter adjusted earnings of 95 cents to $1 per share.
Twilio expects full-year organic revenue growth of 7.5% to 8%. The company anticipates a full-year free cash flow of $650 million to $675 million.
Twilio noted it repurchased $2.7 billion of its stock since the company&#8217;s board approved a buyback earlier this year. Twilio plans to complete repurchases under the $3 billion buyback authorization by the end of the year.
TWLO Price Action: <a href="https://www.benzinga.com/quote/TWLO" target="_blank" rel="noreferrer noopener">Twilio shares</a> were up 9.11% after hours at $77 at the time of publication Wednesday, according to <a href="http://pro.benzinga.com" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/10/41636770/microsoft-q1-earnings-highlights-ai-driven-transformation-is-changing-work-company-beats-revenue-ep">Microsoft Q1 Earnings Highlights: &#8216;AI-Driven Transformation Is Changing Work,&#8217; Company Beats Revenue, EPS Estimates</a></li>
</ul>
Photo: <a href="https://www.flickr.com/photos/collisionconf/">Collision Conf</a> from Flickr.

Earnings

News

Guidance

After-Hours Center

Movers

Tech

TWLO

Twilio Stock Moves Higher On Strong Q3 Earnings, Company Highlights Ability To Be 'Winner In The Age Of AI'

WIIM

Twilio shares are trading higher after the company reported better-than-expected Q3 financial results.

<h3>Gainers</h3>
<ul>
<li>CPS Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPSH#NASDAQ">CPSH</a>) stock increased by 42.1% to $2.06 during Wednesday's after-market session. The company's market cap stands at $29.9 million. As per the news, the Q3 earnings report came out today. </li>
<li>Confluent (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CFLT#NASDAQ">CFLT</a>) stock increased by 18.11% to $27.25. The company's market cap stands at $8.7 billion. As per the news, the Q3 earnings report came out today. </li>
<li>Alkami Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALKT#NASDAQ">ALKT</a>) stock moved upwards by 7.38% to $41.0. The market value of their outstanding shares is at $4.0 billion. The company's, Q3 earnings came out today. </li>
<li>Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) stock rose 6.27% to $75.0. The company's market cap stands at $12.0 billion. As per the news, the Q3 earnings report came out today. </li>
<li>Gryphon Digital Mining (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRYP#NASDAQ">GRYP</a>) stock increased by 5.02% to $0.73. The market value of their outstanding shares is at $29.5 million. </li>
<li>Kopin (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KOPN#NASDAQ">KOPN</a>) shares rose 4.99% to $0.79. The company's market cap stands at $125.9 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Ostin Technology Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OST#NASDAQ">OST</a>) stock decreased by 20.9% to $0.34 during Wednesday's after-market session. The market value of their outstanding shares is at $5.0 million. </li>
<li>MicroStrategy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) stock fell 7.69% to $228.3. The market value of their outstanding shares is at $46.2 billion. As per the press release, Q3 earnings came out today. </li>
<li>Everspin Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRAM#NASDAQ">MRAM</a>) shares declined by 7.18% to $6.33. The company's market cap stands at $137.6 million. As per the press release, Q3 earnings came out today. </li>
<li>FormFactor (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FORM#NASDAQ">FORM</a>) shares decreased by 6.76% to $40.85. The company's market cap stands at $3.1 billion. As per the news, the Q3 earnings report came out today. </li>
<li>Aurora Innovation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUR#NASDAQ">AUR</a>) shares fell 5.88% to $6.25. The company's market cap stands at $10.6 billion. As per the news, the Q3 earnings report came out today. </li>
<li>Monolithic Power Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MPWR#NASDAQ">MPWR</a>) shares fell 5.42% to $870.0. The company's market cap stands at $42.3 billion. As per the press release, Q3 earnings came out today. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ALKT

CFLT

CPSH

FORM

GRYP

KOPN

MPWR

MRAM

MSTR

12 Information Technology Stocks Moving In Wednesday's After-Market Session

Twilio Sees Q4 2024 Revenue $1.15B-$1.16B Vs $1.15B Estimate

Outlook
Twilio is initiating guidance for the fourth quarter ending December 31, 2024 and raising its non-GAAP income from operations range for fiscal year 2024 to $700 - $710 million, up from $650 - $675 million previously. Twilio also expects its full year 2024 free cash flow to be in the range of $650 - $675 million. Lastly, Twilio is increasing its full year 2024 organic revenue growth guidance to 7.5% - 8%, compared with 6% - 7% previously.

Twilio Sees Q4 2024 Adj. Income From Operations $700M-$710M

Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) reported quarterly earnings of $1.02 per share which beat the analyst consensus estimate of $0.85 by 20 percent. The company reported quarterly sales of $1.13 billion which beat the analyst consensus estimate of $1.09 billion by 3.75 percent. This is a 9.67 percent increase over sales of $1.03 billion the same period last year.

Earnings Beats

Twilio Q3 2024 Adj EPS $1.02 Beats $0.85 Estimate, Sales $1.13B Beat $1.09B Estimate

10 analysts have expressed a variety of opinions on Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) over the past quarter, offering a diverse set of opinions 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 style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">4</td>
<td style="text-align: right;">5</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Twilio, revealing an average target of $78.6, a high estimate of $110.00, and a low estimate of $65.00. This current average has increased by 7.08% from the previous average price target of $73.40. 
<img src="https://www.benzinga.com/files/images/story/2024/1729875610_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Twilio. The following summary 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>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>
<tr>
<td>Ryan Macwilliams</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$65.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Mark Murphy</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$78.00</td>
<td>$76.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$65.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>James Fish</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$83.00</td>
<td>$77.00</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: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Twilio compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Twilio's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Twilio's market standing. Stay informed and make well-considered 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>Twilio's Financial Performance</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: Twilio displayed positive results in 3 months. As of 30 June, 2024, the company achieved a solid revenue growth rate of approximately 4.31%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Twilio's net margin excels beyond industry benchmarks, reaching -2.94%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Twilio's ROE excels beyond industry benchmarks, reaching -0.35%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Twilio's ROA excels beyond industry benchmarks, reaching -0.29%. This signifies efficient management of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.13.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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

Key Takeaways From Twilio Analyst Ratings

Wells Fargo analyst Michael Turrin 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 $65 to $75.

Price Target

Wells Fargo Maintains Equal-Weight on Twilio, Raises Price Target to $75

Oppenheimer analyst Ittai Kidron maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Outperform and raises the price target from $65 to $85.

Oppenheimer Maintains Outperform on Twilio, Raises Price Target to $85

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>TRADE</td>
<td>BULLISH</td>
<td>10/11/24</td>
<td>$133.00</td>
<td>$26.8K</td>
<td>23.2K</td>
<td>120.5K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/11/24</td>
<td>$420.00</td>
<td>$25.2K</td>
<td>6.5K</td>
<td>11.1K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/11/24</td>
<td>$182.50</td>
<td>$117.6K</td>
<td>4.0K</td>
<td>7.5K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$170.00</td>
<td>$28.5K</td>
<td>14.5K</td>
<td>7.1K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/11/24</td>
<td>$190.00</td>
<td>$62.6K</td>
<td>3.3K</td>
<td>6.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$225.00</td>
<td>$97.8K</td>
<td>17.4K</td>
<td>4.4K</td>
</tr>
<tr>
<td>WULF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$5.00</td>
<td>$104.8K</td>
<td>11.0K</td>
<td>3.5K</td>
</tr>
<tr>
<td>APLD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/11/24</td>
<td>$8.50</td>
<td>$25.0K</td>
<td>6.1K</td>
<td>2.9K</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/01/24</td>
<td>$63.00</td>
<td>$39.2K</td>
<td>40</td>
<td>2.5K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$20.00</td>
<td>$128.5K</td>
<td>27.7K</td>
<td>1.0K</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 trade with bullish sentiment. It expires in 2 day(s) on October 11, 2024. Parties traded 200 contract(s) at a $133.00 strike. The total cost received by the writing party (or parties) was $26.8K, with a price of $134.0 per contract. There were 23206 open contracts at this strike prior to today, and today 120537 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option trade with bearish sentiment. It expires in 2 day(s) on October 11, 2024. Parties traded 100 contract(s) at a $420.00 strike. The total cost received by the writing party (or parties) was $25.2K, with a price of $252.0 per contract. There were 6574 open contracts at this strike prior to today, and today 11144 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option sweep with bearish sentiment. It expires in 2 day(s) on October 11, 2024. Parties traded 293 contract(s) at a $182.50 strike. This particular call needed to be split into 22 different trades to become filled. The total cost received by the writing party (or parties) was $117.6K, with a price of $400.0 per contract. There were 4051 open contracts at this strike prior to today, and today 7539 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 trade that happens to be bearish, expiring in 9 day(s) on October 18, 2024. This event was a transfer of 50 contract(s) at a $170.00 strike. The total cost received by the writing party (or parties) was $28.5K, with a price of $570.0 per contract. There were 14540 open contracts at this strike prior to today, and today 7166 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 2 day(s) on October 11, 2024. This event was a transfer of 83 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $62.6K, with a price of $755.0 per contract. There were 3319 open contracts at this strike prior to today, and today 6781 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 trade that happens to be bearish, expiring in 72 day(s) on December 20, 2024. This event was a transfer of 75 contract(s) at a $225.00 strike. The total cost received by the writing party (or parties) was $97.8K, with a price of $1305.0 per contract. There were 17475 open contracts at this strike prior to today, and today 4459 contract(s) were bought and sold. 
• Regarding WULF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WULF#NASDAQ">WULF</a>), we observe a call option sweep with bearish sentiment. It expires in 37 day(s) on November 15, 2024. Parties traded 3495 contract(s) at a $5.00 strike. This particular call needed to be split into 23 different trades to become filled. The total cost received by the writing party (or parties) was $104.8K, with a price of $30.0 per contract. There were 11042 open contracts at this strike prior to today, and today 3586 contract(s) were bought and sold. 
• For APLD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>), we notice a call option sweep that happens to be bearish, expiring in 2 day(s) on October 11, 2024. This event was a transfer of 625 contract(s) at a $8.50 strike. This particular call needed to be split into 28 different trades to become filled. The total cost received by the writing party (or parties) was $25.0K, with a price of $40.0 per contract. There were 6172 open contracts at this strike prior to today, and today 2998 contract(s) were bought and sold. 
• Regarding TWLO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), we observe a put option sweep with bullish sentiment. It expires in 23 day(s) on November 1, 2024. Parties traded 714 contract(s) at a $63.00 strike. This particular put needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $39.2K, with a price of $55.0 per contract. There were 40 open contracts at this strike prior to today, and today 2540 contract(s) were bought and sold. 
• Regarding MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we observe a call option sweep with bearish sentiment. It expires in 100 day(s) on January 17, 2025. Parties traded 684 contract(s) at a $20.00 strike. This particular call needed to be split into 43 different trades to become filled. The total cost received by the writing party (or parties) was $128.5K, with a price of $187.0 per contract. There were 27744 open contracts at this strike prior to today, and today 1017 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.

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

Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) underwent analysis by 8 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">4</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $78.25, a high estimate of $110.00, and a low estimate of $65.00. This upward trend is apparent, with the current average reflecting a 3.64% increase from the previous average price target of $75.50.
<img src="https://www.benzinga.com/files/images/story/2024/1728421217_0_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Twilio. The following summary 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>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>
<tr>
<td>Ryan Macwilliams</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$65.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Mark Murphy</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$78.00</td>
<td>$76.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$65.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>James Fish</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$83.00</td>
<td>$77.00</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: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Twilio compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</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>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: Twilio's revenue growth over a period of 3 months has been noteworthy. As of 30 June, 2024, the company achieved a revenue growth rate of approximately 4.31%. This indicates 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: Twilio's net margin is impressive, surpassing industry averages. With a net margin of -2.94%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of -0.35%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Twilio's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive -0.29% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Twilio's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.13.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
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.
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.

Twilio Stock: A Deep Dive Into Analyst Perspectives (8 Ratings)

JMP Securities analyst Patrick Walravens reiterates Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Market Outperform and maintains $110 price target.

Reiteration

JMP Securities Reiterates Market Outperform on Twilio, Maintains $110 Price Target

Twilio shares are trading higher amid a rumor suggesting that the company has disclosed some increased executive payouts indicating that it may be attracting takeover interest.

Rumors

Trading Ideas

Watching Twilio; Traders Circulate M&A Blog Comments Suggesting 'The Co Has Disclosed Some Increased Executive Payouts In Connection With A Change In Control, Which May Indicate That The Software Company Is Attracting Takeover Interest'

Contracts

Management

Reported Friday October 4, 2024 Twilio Amended CEO And Senior Executive Severance Plans To Include Lump Sum Payments Of 24 Months' Base Salary Plus 200% Target Bonus For CEO, And 18 Months' Base Salary Plus 150% Target Bonus For Executives Upon Qualifying Termination Related To Change In Control, Along With Health Benefits And Equity Vesting

Twilio Announces Integration With OpenAI's Realtime API To Enable Over 300,000 Customers And 10M Developers To Build Conversational AI Voice Experiences Using GPT-4o

Twilio Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/twlo#NYSE">TWLO</a>) provides developers and businesses tools and products to enhance their communications with customers. Its cloud communication-as-a-service (CPaaS) platform offers basic services like voice, email, and SMS messaging to more advanced interactive services like video, artificial intelligence (AI) chatbots, voice application programming interfaces (APIs), and identity authentication. Gartner ranked it as a CPaaS leader in its Magic Quadrant for the second year in 2024. Twilio has leveraged AI into its services to provide more flexibility and enhance experiences.
The computer and technology sector leader has well-known clients, including the top streaming service Netflix Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/nflx#NASDAQ">NFLX</a>), Airbnb Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/abnb#NASDAQ">ABNB</a>), and rideshare duopolies Uber Technologies Inc.&nbsp;and Lyft Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/lyft#NASDAQ">LYFT</a>). It competes with 8X8 Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/eght#NASDAQ">EGHT</a>).
<h2>The Value Proposition of CPaaS </h2>
On the surface, CPaaS may not seem like a big deal, especially as an end user.&nbsp;However, the benefit of CPaaS, like most&nbsp;as-a-service platforms (aaS), is not having to bear the expense of in-house building, managing, maintaining, and upgrading the complex hardware and software infrastructure. This and the ability to scale the services to millions of customers are the major value propositions. Businesses use CPaaS to embed communication channels like voice calls, video, email, and text messaging into their mobile apps. Consumers often take these services for granted because they are commonplace these days.
For example, If you&#39;ve ever ordered an Uber or Lyft ride through their mobile apps, Twilio&#39;s platform enables the rideshare app to:
<ul>
<li>Send an SMS notification when a driver has been found.</li>
<li>Provide real-time location updates notifying you the driver is on the way and has arrived.</li>
<li>Enables driver and passenger communication features like calling and texting if you&#39;re wondering where the driver is.</li>
<li>Enables text, email, and voice calling options to contact customer service if there&#39;s a problem.</li>
</ul>
<h2>Rich Communication Services (RCS) Is a Game Changer</h2>
Twilio offers RCS, enabling businesses to take their text messaging to the next level without users downloading more apps. RCS enables companies to send rich media like videos, images, logos, and pictures in text messages. It can include buttons, links, or other triggers enabling the end user to take an action like making a payment, voting, or booking an appointment. It provides a more interactive and branded communication experience with customers, ultimately leading to an improved customer experience and higher conversion rates.
<h2>Twilio Leverages AI Services Like Auto Pilot and Flex Insights </h2>
Twilio offers its tools and services as APIs that companies and developers can customize to refine their brand and use cases. AI products like Autopilot let developers create, train, and customize interactive voice response (IVR) systems and intelligent AI chatbots that can engage customers, understand natural language, automate tasks, and authenticate and transfer customers to the right agents. Flex Insights monitors and analyzes conversations between customers and agents to provide data analytics, sentiment analysis, and transcription services to optimize workflows for and with agents.
<h2>Twilio&#39;s Recovery Is Taking Shape </h2>
Twilio&#39;s second-quarter of 2024 results indicate that business is recovering. The company reported a 17 cents EPS beat, coming in at 87 cents. Revenues grew 4.4% YoY to $1.08 billion, which also beat consensus estimates of $1.06 billion. They grew their active customer accounts to over 316,000 in the quarter compared to 304,000 in the year-ago period. The company has $800 million left in its $2 billion share buyback program, which it will complete by year&#39;s end.
The company issued Q3 2024 EPS of 81 to 86 cents versus 74 cents consensus estimates. Twilio expected revenues of $1.085 billion to $1.095 billion versus $1.09 billion consensus estimates. For fiscal 2024, Twilio is raising its non-GAAP income from operations, which ranges from $650 million to $670 million, up from the previous forecast of $585 million to $635 million. Organic revenue growth was narrowed to 6% to 7% compared to 5% to 10% previously forecast.
<h2>TWLO Stock Is in an Ascending Triangle Pattern </h2>
An ascending triangle is a bullish pattern comprised of a flat-top upper trendline resistance indicating the supply overhand. The ascending (rising) trendline is formed by higher lows, indicating rising demand. A breakout occurs when the stock surges through the upper trendline, whereas a breakdown occurs if the stock falls below the ascending trendline.
<img alt="Twilio TWLO stock chart" class="aligncenter" src="https://www.marketbeat.com/logos/articles/med_20240922163137_chartq-twlo.jpg" style="height:748px; width:915px" />
TWLO has an upper trendline resistance at $63.91. The stock has been recovering since the $52.51 swing low. The anchored VWAP support is steadily rising at $58.86. As TWLO rises to test the flat-top resistance, it also has the potential to reach the lower gap-fill level at $64.89. The upper gap fill would occur if TWLO rises to $68.85. The daily relative strength index (RSI) is rising to the 61-band. Fibonacci (Fib) pullback support levels are at $61.47, $59.56, $56.86, and $53.81.
Twilio&#39;s average consensus price target is $70.52, and its highest analyst price target is $110.00. &nbsp;
Bullish investors can buy on pullbacks using cash-secured puts at the fib pullback support levels to buy the dip and write covered calls at fib extensions to execute a wheel strategy for income.
By implementing a bullish call debit spread, bullish options investors can limit maximum downside and profit from modest upside gains for less capital than owning the stock.
The article &quot;<a href="https://www.marketbeat.com/originals/seize-the-growth-twilios-ai-innovations-are-driving-huge-upside/">Seize the Growth: Twilio&#39;s AI Innovations Are Driving Huge Upside</a>&quot; first appeared on MarketBeat.

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Seize the Growth: Twilio's AI Innovations Are Driving Huge Upside

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Shares of companies within the broader technology sector are trading higher amid overall market strength following Wednesday's Fed rate cut.

RCS Offers Branded Messaging, Interactive Features, And Enhanced Customer Trust To Drive Engagement And Repeat Purchases

Twilio Launches Global Availability Of Rich Communication Services (RCS) Messaging Through Programmable Messaging And Verify APIs, Enabling Businesses To Send Branded, Verified Messages With No Code Changes

Twilio's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) short percent of float has fallen 6.94% since its last report. The company recently reported that it has 2.18 million shares sold short, which is 1.61% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.03 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Twilio Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1725638421_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Twilio has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Twilio's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Twilio's peer group average for short interest as a percentage of float is 6.67%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Looking Into Twilio's Recent Short Interest

Pre-earnings options volume in Twilio (TWLO) is 1.3x normal with puts leading calls 10:9. Implied volatility suggests the market is anticipating a ...

Twilio options imply 8.5% move in share price post-earnings

Twilio Inc Non-GAAP EPS of $1.02 beats by $0.16, revenue of $1.13B beats by $40M

Twilio just reported Q3 results. Here's why the stock is jumping.

Sees Q4 revenue $1.15B-$1.16B, consensus $1.15B Published first on TheFly – the ultimate source for real-time, market-moving breaking financial new...

Twilio sees Q4 EPS 95c-$1.00, consensus 87c

Sees FY24 organic revenue growth of 7.5%-8.0%. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news...

Twilio sees FY24 free cash flow $650M-$675M

Reports Q3 revenue $1.13B, consensus $1.09B. Reports Q3: "More than 320,000 Active Customer Accounts as of September 30, 2024, compared to more tha...

Twilio reports Q3 EPS $1.02, consensus 85c

Check out this evening's top movers from around Wall Street, compiled by The Fly.&nbsp;&nbsp; HIGHER AFTER EARNINGS – Root&nbsp;(ROOT)&nbsp;up 70.4...

Closing Bell Movers: Microsoft, Meta both down about 3% despite earnings beats

Twilio, Inc. (TWLO) Q3 2024 Earnings Conference Call Transcript

Twilio Inc. 2024 Q3 - Results - Earnings Call Presentation

Companies in the Communication Services sector have received a lot of coverage today as analysts weigh in on Twilio (TWLO – Research Report) and Al...

Analysts Conflicted on These Communication Services Names: Twilio (TWLO) and Alphabet Class A (GOOGL)

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Press Releases

Twilio to Announce Second Quarter 2024 Results on August 1, 2024

Twilio Announces Second Quarter 2024 Results

Twilio Flex empowers Polaris to Aid Victims of Human Trafficking More Quickly

Twilio to Participate in Goldman Sachs Communacopia and Technology Conference

Twilio Expands Access to Rich Communication Services to Enhance Branded Messaging and Build Customer Trust

Twilio Report Reveals Nonprofits Are Adopting AI in CPaaS Faster Than the Private Sector

Twilio Announces Integration with OpenAI's Realtime API for Building Conversational AI Applications

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