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Jefferies ‘incrementally positive’ on Twilio after investor day
The Fly

Jefferies ‘incrementally positive’ on Twilio after investor day

Following Twilio’s (TWLO) investor day meeting, Jefferies says the company “did not disappoint,” providing “solid” preliminary Q4 results, guiding FY25 profitability above consensus, and announcing a FY25-FY27 financial framework with above-consensus operating margin and free cash flow targets. The analyst, who walked away from the event “incrementally positive,” has a Hold rating and $105 price target on Twilio shares.

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