Stifel analyst J. Parker Lane raised the firm’s price target on Twilio (TWLO) to $130 from $110 and keeps a Hold rating on the shares. The company’s “upbeat” analyst day served as an opportunity for management to introduce the “New Twilio” and offer an updated view on positioning and market opportunity, the analyst tells investors. Preliminary Q4 results, business updates, 2025 guidance and 2027 targets were positive and “heavily focused on profitability,” the analyst added.
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