Mizuho Securities has adjusted its price target for Twilio (TWLO, Financial), reducing it from $165 to $125 while maintaining an Outperform rating on the stock. This revision is part of a broader assessment of the software sector ahead of the first-quarter earnings reports.
The adjustment reflects a recent decline in software valuations, suggesting wider industry pressure. Despite this, Mizuho's analysis presents the current market downturn as a favorable opportunity for investors to acquire Twilio shares.
Looking ahead to the first-quarter results, Mizuho anticipates robust performance but advises cautious expectations for the overall fiscal outlook. The firm reassures that ongoing tariffs are not expected to impact the core fundamentals of the software-as-a-service (SaaS) sector significantly.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 27 analysts, the average target price for Twilio Inc (TWLO, Financial) is $138.43 with a high estimate of $185.00 and a low estimate of $75.00. The average target implies an upside of 60.18% from the current price of $86.42. More detailed estimate data can be found on the Twilio Inc (TWLO) Forecast page.
Based on the consensus recommendation from 30 brokerage firms, Twilio Inc's (TWLO, Financial) average brokerage recommendation is currently 2.3, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Twilio Inc (TWLO, Financial) in one year is $96.15, suggesting a upside of 11.26% from the current price of $86.42. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Twilio Inc (TWLO) Summary page.
