Morgan Stanley has revised its price target for Twilio (TWLO, Financial), reducing it from $160 to $111. Despite the lowered target, the financial services firm continues to maintain an Overweight rating on the stock. This adjustment reflects a broader reassessment of risk and reward profiles across various software companies, driven by uncertainties related to tariff risks and their impact on share prices.
The decision underscores ongoing concerns in the market regarding how external economic factors, such as tariffs, might affect company performance and investment valuations. Morgan Stanley's recalibration of Twilio’s target price suggests that while the firm sees potential in the company, it is also factoring in the current economic landscape's complexities.
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 $136.57 with a high estimate of $185.00 and a low estimate of $75.00. The average target implies an upside of 57.22% from the current price of $86.87. 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 10.68% from the current price of $86.87. 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.
