Twilio’s AI-Driven Growth Sparks Wall Street Optimism Despite Volatility
Twilio (TWLO), a cloud communications firm specializing in APIs for multi-channel customer engagement, has seen accelerating growth fueled by AI integration. The stock's 4% decline year-to-date masks significant volatility—including a 19% post-earnings drop in August—but analysts project a 27% upside to $131 based on median price targets.
Q2 revenue climbed 13% year-over-year with earnings jumping 37%, marking an acceleration from previous quarters. The divergence between operational performance and market sentiment highlights Twilio's transitional phase as it capitalizes on AI-enhanced communication tools.