에 대한 최신 뉴스 Twilio (NYSE:TWLO) 주식

Twilio

Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.

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TWLO

이들 10개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요? 1. 레딧(NYSE:RDDT)의 주가는 회사가 3분기 실적을 보고하고 예상보다 높은 4분기 매출 지침을 발표한 후 38.86% 상승했으며 많은 분석가들이 주가 예측을 상향했다.

레딧, 로블록스 및 가민은 지난주 최고 성과를 보여준 10개 대형주 중 일부 (10월 28일-11월 1일)

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트윌리오(NYSE:TWLO)의 주식은 회사가 3분기 실적이 예상보다 좋게 나타났다고 발표한 후 화요일 애프터 마켓에서 10% 이상 급등했다.

트윌리오의 주식이 강력한 3분기 실적으로 시간외 거래에서 10% 이상 급등

목요일 트윌리오(NYSE:TWLO)는 목요일 시장 마감 후 2분기 재무 결과를 발표한 후 주가가 상승했다. 알아야 할 모든 내용은 다음과 같다.

트윌리오: 2분기 2분기 매출 및 EPS 예상 상회, 고객 계정 성장으로 주가 상승

Twilio Inc

RBC Capital analyst Rishi Jaluria reiterates Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Underperform and maintains $50 price target.

Price Target

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Analyst Ratings

RBC Capital Reiterates Underperform on Twilio, Maintains $50 Price Target

Across the recent three months, 25 analysts have shared their insights on Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), expressing a variety of opinions spanning from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">7</td>
<td align="right">14</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">5</td>
<td align="right">10</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $96.96, a high estimate of $140.00, and a low estimate of $70.00. This upward trend is evident, with the current average reflecting a 27.09% increase from the previous average price target of $76.29.
<img src="https://www.benzinga.com/files/images/story/2025/1737144042_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
The analysis of recent analyst actions sheds light on the perception of Twilio by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$118.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$140.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$140.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Parker Lane</td>
<td>Stifel</td>
<td>Raises</td>
<td>Hold</td>
<td>$110.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$115.00</td>
<td>$77.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Neutral</td>
<td>$85.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Raises</td>
<td>Buy</td>
<td>$135.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Brian White</td>
<td>Monness, Crespi, Hardt</td>
<td>Announces</td>
<td>Buy</td>
<td>$135.00</td>
<td>-</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$120.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$80.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Ryan Macwilliams</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$80.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Kash Rangan</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$77.00</td>
<td>$67.00</td>
</tr>
<tr>
<td>William Power</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$80.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Taylor McGinnis</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$88.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Michael Latimore</td>
<td>Northland Capital Markets</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$86.00</td>
<td>$66.00</td>
</tr>
<tr>
<td>Ittai Kidron</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$90.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>J. Derrick Wood</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Hold</td>
<td>$85.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Mark Murphy</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$83.00</td>
<td>$78.00</td>
</tr>
<tr>
<td>Samad Samana</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Hold</td>
<td>$85.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Neutral</td>
<td>$70.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>James Fish</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$94.00</td>
<td>$83.00</td>
</tr>
<tr>
<td>Ryan Koontz</td>
<td>Needham</td>
<td>Raises</td>
<td>Buy</td>
<td>$91.00</td>
<td>$71.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$77.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$75.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Ittai Kidron</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$85.00</td>
<td>$65.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Twilio. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Twilio compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Twilio's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Twilio's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/TWLO/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Twilio analyst ratings.</a>
<h2>Discovering Twilio: A Closer Look</h2>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Financial Insights: Twilio</h3>
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Positive Revenue Trend: Examining Twilio's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 9.67% as of 30 September, 2024, showcasing a substantial increase in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: Twilio's net margin excels beyond industry benchmarks, reaching -0.86%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Twilio's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive -0.11% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Twilio's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of -0.09%, the company showcases efficient use of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.14.
<h2>Analyst Ratings: What Are They?</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

What Analysts Are Saying About Twilio Stock

Morgan Stanley analyst Meta Marshall maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Equal-Weight and raises the price target from $115 to $118.

Morgan Stanley Maintains Equal-Weight on Twilio, Raises Price Target to $118

Investors with a lot of money to spend have taken a bullish stance on Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>).
And retail traders should know.
We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with TWLO, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 19 options trades for Twilio.
This isn't normal.
The overall sentiment of these big-money traders is split between 42% bullish and 36%, bearish.
Out of all of the options we uncovered, there was 1 put, for a total amount of $30,640, and 18, calls, for a total amount of $777,334.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $35.0 to $130.0 for Twilio over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Twilio's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Twilio's whale activity within a strike price range from $35.0 to $130.0 in the last 30 days. 
<h3>Twilio 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737135931_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$6.4</td>
<td>$6.1</td>
<td>$6.1</td>
<td>$130.00</td>
<td>$90.8K</td>
<td>529</td>
<td align="right">150</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$45.35</td>
<td>$43.4</td>
<td>$44.32</td>
<td>$67.50</td>
<td>$70.9K</td>
<td>499</td>
<td align="right">16</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>02/21/25</td>
<td>$5.35</td>
<td>$5.3</td>
<td>$5.35</td>
<td>$120.00</td>
<td>$68.6K</td>
<td>1.4K</td>
<td align="right">190</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$63.0</td>
<td>$61.0</td>
<td>$61.0</td>
<td>$60.00</td>
<td>$61.0K</td>
<td>39</td>
<td align="right">10</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$5.25</td>
<td>$5.2</td>
<td>$5.25</td>
<td>$120.00</td>
<td>$45.6K</td>
<td>1.4K</td>
<td align="right">714</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Current Position of Twilio</h3>
<ul>
<li>Trading volume stands at 1,274,459, with TWLO's price down by -2.01%, positioned at $112.33.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 27 days.</li>
</ul>
<h3>Expert Opinions on Twilio</h3>
A total of 2 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $140.0.
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&#x2A; An analyst from Wells Fargo persists with their Overweight rating on Twilio, maintaining a target price of $140. 
&#x2A; Showing optimism, an analyst from Mizuho upgrades its rating to Outperform with a revised price target of $140. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Twilio with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Options

Markets

Twilio's Options Frenzy: What You Need to Know

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Core Scientific, Inc. - Class A Common Stock

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Shares of companies within the broader tech sector are trading higher amid overall market strength after CPI data was in line with estimates and core CPI rose by less than expected.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Piper Sandler analyst Clarke Jeffries upgraded the rating for Autodesk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADSK#NASDAQ">ADSK</a>) from Neutral to Overweight and raised the price target from $311 to $357. Autodesk shares closed at $290.82 on Tuesday. <a href="https://www.benzinga.com/quote/ADSK/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Deutsche Bank analyst Brian Bedell upgraded Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>) from Hold to Buy and raised the price target from $80 to $98. Nasdaq shares closed at $76.36 on Tuesday. <a href="https://www.benzinga.com/quote/NDAQ/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS analyst John Lovallo upgraded the rating for PulteGroup, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHM#NYSE">PHM</a>) from Neutral to Buy but lowered the price target from $154 to $148. PulteGroup shares closed at $107.83 on Monday. <a href="https://www.benzinga.com/quote/PHM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Michael Sison upgraded RPM International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RPM#NYSE">RPM</a>) from Equal-Weight to Overweight and raised the price target from $134 to $140. RPM shares closed at $121.74 on Tuesday. <a href="https://www.benzinga.com/quote/RPM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Mizuho analyst Siti Panigrahi upgraded Twilio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) from Neutral to Outperform and raised the price target from $85 to $140. Twilio shares closed at $109.82 on Tuesday. <a href="https://www.benzinga.com/quote/TWLO/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying NDAQ stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="578" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/08070637/image-44-1024x578.png" alt="" class="wp-image-723783" style="width:714px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/08070637/image-44-1024x578.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/08070637/image-44-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/08070637/image-44-768x433.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/08070637/image-44.png 1102w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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This Nasdaq Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

Mizuho analyst Siti Panigrahi upgrades Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) from Neutral to Outperform and raises the price target from $85 to $140.

Mizuho Upgrades Twilio to Outperform, Raises Price Target to $140

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WULF

ZETA

Shares of companies within the broader tech sector are trading lower amid overall market weakness following recent economic data and a rise in yields. Also, the sector may be falling in response to a recent pullback in NVIDIA as investors evaluate CES announcements.

Wells Fargo analyst Michael Turrin maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Overweight and raises the price target from $120 to $140.

Wells Fargo Maintains Overweight on Twilio, Raises Price Target to $140

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/12/26/final-trades-starbucks-uber-berkshire-hathaway-and-twilio.html">Halftime Report Final Trades</a>,&#8221; Joshua Brown of Ritholtz Wealth Management named Starbucks Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) as his<a href="https://www.benzinga.com/quote/SBUX/analyst-ratings"> final trade.</a>
On Dec. 11, Starbucks said its board of directors approved a quarterly cash dividend of 61 cents per share of outstanding Common Stock, which will be payable in cash on Feb. 28, 2025, to shareholders of record on Feb. 14, 2025.
Bryn Talkington of Requisite Capital Management said Uber Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) announced a buyback and have really gotten started. The stock has got really strong support around $61.
Taiwan's Fair Trade Commission (FTC) has reportedly blocked Uber $950 million acquisition of Delivery Hero's Foodpanda business due to anti-competitive concerns. The merger, which was initially announced in May 2023, would have significantly increased Uber Eats' dominance in Taiwan's food delivery market, giving the combined company over 90% of the<a href="https://www.benzinga.com/markets/equities/24/12/42678877/ubers-foodpanda-acquisition-blocked-in-taiwan-due-to-competition-concerns"> market share, Reuters reported.</a>
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Jim Lebenthal of Cerity Partners picked Berkshire Hathaway Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>), saying &#8220;go with the tried and true.&#8221;
On Nov. 4, UBS analyst Brian Meredith maintained Berkshire Hathaway with a Buy rating and lowered the price target from $538 to $531.
Joseph M. Terranova named Twilio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) as his final trade.
On Dec. 18, Morgan Stanley analyst Meta Marshall maintained Twilio with an Equal-Weight and raised the price target from $77 to $115, while Stifel analyst Parker Lane maintained the stock with a Hold and increased the price target from $80 to $110.
Price Action:
<ul>
<li>Starbucks shares gained by 2.2% to close at $91.86 on Tuesday.</li>
<li>Uber shares fell 0.2% to close at $61.56 during Tuesday's session.</li>
<li>Berkshire Hathaway rose 0.1% to settle at $459.08 on Tuesday.</li>
<li>Twilio shares gained 0.1% to close at $111.49 on Tuesday.</li>
</ul>
Check This Out: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42684254/top-3-utilities-stocks-youll-regret-missing-in-december">Top 3 Utilities Stocks You&#8217;ll Regret Missing In December</a></li>
</ul>
Image: Shutterstock

Long Ideas

Media

SBUX

UBER

Starbucks, Uber, Twilio And A Financial Stock On CNBC's 'Final Trades'

BRK/B

CNBC Final Trades: Starbucks, Uber, Berkshire Hathaway, Twilio

AKAM

AKTS

ALRM

APLD

BELFB

BLND

BLZE

CRSR

CTSH

CVLT

DOCN

DTST

EPAM

FFIV

FSLY

GDDY

IDAI

IMMR

INGM

KEYS

KODK

LASR

LIDR

MLGO

NOVT

NTAP

ONDS

OPTX

ORKT

PLUS

POWI

RCAT

SHOP

SIMO

SMCI

TRMB

TTMI

VNET

VSAT

Shares of companies within the broader tech sector are trading lower amid overall market weakness following the Fed's rate decision to cut rates by 25 basis points.

Analysts' ratings for Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) over the last quarter vary from bullish to bearish, as provided by 23 analysts.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">6</td>
<td align="right">13</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">3</td>
<td align="right">5</td>
<td align="right">10</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $92.87, with a high estimate of $135.00 and a low estimate of $70.00. This current average reflects an increase of 26.05% from the previous average price target of $73.68. 
<img src="https://www.benzinga.com/files/images/story/2024/1734548458_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
A clear picture of Twilio's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Parker Lane</td>
<td>Stifel</td>
<td>Raises</td>
<td>Hold</td>
<td>$110.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$115.00</td>
<td>$77.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Neutral</td>
<td>$85.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Raises</td>
<td>Buy</td>
<td>$135.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Brian White</td>
<td>Monness, Crespi, Hardt</td>
<td>Announces</td>
<td>Buy</td>
<td>$135.00</td>
<td>-</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$120.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$80.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Ryan Macwilliams</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$80.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Kash Rangan</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$77.00</td>
<td>$67.00</td>
</tr>
<tr>
<td>William Power</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$80.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Taylor McGinnis</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$88.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Michael Latimore</td>
<td>Northland Capital Markets</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$86.00</td>
<td>$66.00</td>
</tr>
<tr>
<td>Ittai Kidron</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$90.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>J. Derrick Wood</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Hold</td>
<td>$85.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Mark Murphy</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$83.00</td>
<td>$78.00</td>
</tr>
<tr>
<td>Samad Samana</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Hold</td>
<td>$85.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Neutral</td>
<td>$70.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>James Fish</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$94.00</td>
<td>$83.00</td>
</tr>
<tr>
<td>Ryan Koontz</td>
<td>Needham</td>
<td>Raises</td>
<td>Buy</td>
<td>$91.00</td>
<td>$71.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$77.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$75.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Ittai Kidron</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$85.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Patrick Walravens</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$110.00</td>
<td>$110.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Twilio. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Twilio compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for Twilio's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Twilio's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/TWLO/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Twilio analyst ratings.</a>
<h2>About Twilio</h2>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Financial Insights: Twilio</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Revenue Growth: Over the 3 months period, Twilio showcased positive performance, achieving a revenue growth rate of 9.67% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of -0.86%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of -0.11%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Twilio's ROA excels beyond industry benchmarks, reaching -0.09%. This signifies efficient management of assets and strong financial health.
Debt Management: Twilio's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.14.
<h2>The Significance of Analyst Ratings Explained</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Demystifying Twilio: Insights From 23 Analyst Reviews

Stifel analyst Parker Lane maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Hold and raises the price target from $80 to $110.

Stifel Maintains Hold on Twilio, Raises Price Target to $110

Morgan Stanley analyst Meta Marshall maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Equal-Weight and raises the price target from $77 to $115.

Morgan Stanley Maintains Equal-Weight on Twilio, Raises Price Target to $115

Mizuho analyst Siti Panigrahi maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Neutral and raises the price target from $70 to $85.

Mizuho Maintains Neutral on Twilio, Raises Price Target to $85

DocuSign, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOCU#NASDAQ">DOCU</a>) stock climbed after the company reported better-than-expected third-quarter financial results and issued fourth-quarter and fiscal 2025 revenue guidance above estimates.
On Thursday, DocuSign reported <a target="_blank" href="https://www.benzinga.com/news/earnings/24/12/42352653/docusign-stock-soars-on-q3-earnings-beat-revenue-beat-strong-guidance" rel="noreferrer noopener">third-quarter revenue</a> of $754.8 million, up 8%, topping the&nbsp;consensus estimate of $745.26 million. It reported third-quarter adjusted EPS of 90 cents, above analyst estimates of 87 cents.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/24/12/42368303/whats-going-on-with-us-listed-chinese-stocks-alibaba-jd-nio-li-xpeng-on-friday" rel="noreferrer noopener">What&#8217;s Going On With US Listed Chinese Stocks Alibaba, JD, Nio, Li, XPeng On Friday?</a>
DocuSign forecasts fourth-quarter revenue of $758 million—$762 million, compared to analyst estimates of $755.95 million. 
Wall Street rerated the stock and raised its price targets.
<ul>
<li>RBC Capital analyst Rishi Jaluria maintained DocuSign with a Sector Perform and raised the <a target="_blank" href="https://www.benzinga.com/quote/DOCU/analyst-ratings" rel="noreferrer noopener">price target from&nbsp;$57&nbsp;to&nbsp;$90</a>.</li>
<li>Piper Sandler analyst Rob Owens reiterated DocuSign with a Neutral and raised the price target from&nbsp;$60&nbsp;to&nbsp;$90.</li>
<li>JPMorgan analyst Mark R Murphy maintained an Underweight on DocuSign with a price target of $70.</li>
</ul>
RBC Capital: Due to peer multiple expansion, the price target reflects 18x Enterprise Value/Calendar 2025 Free Cash Flow from the prior 11x.&nbsp;&nbsp;
DocuSign reported a good beat-and-raise quarter, leading to an after-hours stock rally. Billings acceleration highlighted the quarter. One-third of billings came from early renewals, but usage trends are increasing. 
The company raised its guidance well ahead of outperformance, and NRR improved. While there was improvement in the core business, the case for meaningful acceleration rests on ramping up Intelligent Agreement Management (IAM), which remains early.
Jaluria noted most of the outperformance coming from results in the third quarter as more of a function of the demand environment stabilizing. He wants to see more proof points regarding IAM adoption to get comfortable underwriting acceleration. 
Operating margin expansion was impressive, but the upside is becoming more muted. Jaluria expects this trend to continue into fiscal 2026 as management strives to accelerate growth back to double-digits. Overall, the quarter was solid, but clarity into IAM driving a sustained growth acceleration still needs improvement.
Jaluria projects fourth-quarter revenue of $760.2 million and EPS of $0.83.
Piper Sandler: The third-quarter top- and bottom-line metrics came in above expectations, with billings growth showing upside on an easy comp, driven partly by early quarterly renewals. IAM showed strength in its first full quarter, with ~80% of sales representatives closing three or more IAM deals. 
While Owens is encouraged by the acceleration, he noted it is still too early until newer products and solutions contribute meaningfully to the model &#8211; and overall growth. The analyst awaits durable signs of inflection from newer growth levers.
Owens projects fourth-quarter revenue of $760 million and EPS of $0.87.
JP Morgan: In Murphy&#8217;s preview, he expressed a positive tone heading into DocuSign&#8217;s third-quarter results while raising his price target, calling out the likelihood for positive early indications on newer product initiatives such as IAM, improvements in transactional activity including envelope and consumption patterns, and further operational refinements to the business that could support a pick-up in underlying organic growth trends. 
Overall, Murphy noted this aligns well with DocuSign results as it posts a mild uptick in third-quarter revenue growth and billings growth, which is picking up more noticeably off a very depressed second-quarter level alongside positive demand commentary. 
As a reminder, across his recent notes, he had explicitly called out DocuSign as among a group of beaten down, pandemic pull-forward stocks that could see positive share price reactions if they deliver growth rates that are stabilizing or picking up, which has primarily played out across this group, including for Twilio Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) and Zoom Communications, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) in recent months. 
Overall, Murphy remains complimentary of DocuSign&#8217;s turnaround execution and innovation efforts. However, it remains focused on a more straightforward path to recapturing sustainable, long-term double-digit growth, reiterating it as an aspirational target today, alongside a cleaner GAAP profitability framework to provide further valuation support that SBC doesn&#8217;t inflate.
While acknowledging a moderation in the pace of revenue deceleration, Murphy noted the risk/reward dynamic for DocuSign shares as inferior relative to our broader software coverage list, with revenue and billings growth continuing to show muted growth. 
The analyst noted it would take time for the company&#8217;s investments in self-serve motion and product innovation to bear fruit and regain investor confidence in its long-term ability to drive higher ARPU and steady new customer wins, particularly among large enterprises.
Murphy projects fourth-quarter revenue of $760.0 million and EPS of $0.85.
Price Action: DOCU stock is up 28% at $107.00 at last check Friday.
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Photo: Shutterstock

DOCU

DocuSign Stock Jumps On Strong Q3, Analysts Await Proof Of Sustained Growth

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/13/24</td>
<td>$150.00</td>
<td>$44.0K</td>
<td>50.9K</td>
<td>78.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$350.00</td>
<td>$645.9K</td>
<td>10.4K</td>
<td>9.0K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$75.00</td>
<td>$36.3K</td>
<td>28.4K</td>
<td>7.2K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/13/24</td>
<td>$46.00</td>
<td>$57.9K</td>
<td>8.7K</td>
<td>6.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$242.50</td>
<td>$38.9K</td>
<td>6.7K</td>
<td>2.3K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/06/24</td>
<td>$110.00</td>
<td>$48.8K</td>
<td>1.8K</td>
<td>1.6K</td>
</tr>
<tr>
<td>ZS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$230.00</td>
<td>$29.2K</td>
<td>890</td>
<td>1.4K</td>
</tr>
<tr>
<td>SOUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$10.00</td>
<td>$107.1K</td>
<td>11.9K</td>
<td>1.3K</td>
</tr>
<tr>
<td>LRCX</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$80.00</td>
<td>$1.3 million</td>
<td>194</td>
<td>1.1K</td>
</tr>
<tr>
<td>ASAN</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>02/21/25</td>
<td>$12.50</td>
<td>$86.7K</td>
<td>1.6K</td>
<td>1.1K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bearish sentiment. It expires in 7 day(s) on December 13, 2024. Parties traded 1000 contract(s) at a $150.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $44.0K, with a price of $44.0 per contract. There were 50995 open contracts at this strike prior to today, and today 78277 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 14 day(s) on December 20, 2024. This event was a transfer of 100 contract(s) at a $350.00 strike. The total cost received by the writing party (or parties) was $645.9K, with a price of $6460.0 per contract. There were 10446 open contracts at this strike prior to today, and today 9094 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option trade that happens to be bullish, expiring in 42 day(s) on January 17, 2025. This event was a transfer of 53 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $36.3K, with a price of $685.0 per contract. There were 28486 open contracts at this strike prior to today, and today 7216 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option sweep that happens to be bearish, expiring in 7 day(s) on December 13, 2024. This event was a transfer of 300 contract(s) at a $46.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $57.9K, with a price of $193.0 per contract. There were 8704 open contracts at this strike prior to today, and today 6759 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, expiring in 14 day(s) on December 20, 2024. This event was a transfer of 100 contract(s) at a $242.50 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $38.9K, with a price of $389.0 per contract. There were 6761 open contracts at this strike prior to today, and today 2335 contract(s) were bought and sold. 
• For TWLO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), we notice a call option sweep that happens to be bearish, is expiring today. Parties traded 192 contract(s) at a $110.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $48.8K, with a price of $258.0 per contract. There were 1809 open contracts at this strike prior to today, and today 1623 contract(s) were bought and sold. 
• Regarding ZS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), we observe a call option sweep with bullish sentiment. It expires in 14 day(s) on December 20, 2024. Parties traded 207 contract(s) at a $230.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $29.2K, with a price of $141.0 per contract. There were 890 open contracts at this strike prior to today, and today 1420 contract(s) were bought and sold. 
• Regarding SOUN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>), we observe a call option sweep with bearish sentiment. It expires in 406 day(s) on January 16, 2026. Parties traded 155 contract(s) at a $10.00 strike. This particular call needed to be split into 24 different trades to become filled. The total cost received by the writing party (or parties) was $107.1K, with a price of $690.0 per contract. There were 11988 open contracts at this strike prior to today, and today 1324 contract(s) were bought and sold. 
• Regarding LRCX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), we observe a put option trade with bearish sentiment. It expires in 252 day(s) on August 15, 2025. Parties traded 1150 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $1.3 million, with a price of $1150.0 per contract. There were 194 open contracts at this strike prior to today, and today 1186 contract(s) were bought and sold. 
• For ASAN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASAN#NYSE">ASAN</a>), we notice a call option trade that happens to be neutral, expiring in 77 day(s) on February 21, 2025. This event was a transfer of 89 contract(s) at a $12.50 strike. The total cost received by the writing party (or parties) was $86.7K, with a price of $975.0 per contract. There were 1698 open contracts at this strike prior to today, and today 1126 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AAPL

ASAN

LRCX

MSTR

PLTR

SOUN

10 Information Technology Stocks With Whale Alerts In Today's Session

Deep-pocketed investors have adopted a bullish approach towards Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in TWLO usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 18 extraordinary options activities for Twilio. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 66% leaning bullish and 27% bearish. Among these notable options, 2 are puts, totaling $63,476, and 16 are calls, amounting to $1,156,188.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $90.0 to $145.0 for Twilio over the last 3 months. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Twilio's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Twilio's whale trades within a strike price range from $90.0 to $145.0 in the last 30 days. 
<h3>Twilio Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1733337095_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$5.5</td>
<td>$5.45</td>
<td>$5.5</td>
<td>$110.00</td>
<td>$147.4K</td>
<td>6.7K</td>
<td>3.8K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$5.5</td>
<td>$5.45</td>
<td>$5.5</td>
<td>$110.00</td>
<td>$127.6K</td>
<td>6.7K</td>
<td>4.7K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$5.5</td>
<td>$5.45</td>
<td>$5.5</td>
<td>$110.00</td>
<td>$111.6K</td>
<td>6.7K</td>
<td>3.0K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$5.5</td>
<td>$5.45</td>
<td>$5.5</td>
<td>$110.00</td>
<td>$106.1K</td>
<td>6.7K</td>
<td>4.4K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$21.1</td>
<td>$21.1</td>
<td>$21.1</td>
<td>$110.00</td>
<td>$105.5K</td>
<td>260</td>
<td>102</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Current Position of Twilio</h3>
<ul>
<li>Currently trading with a volume of 1,579,466, the TWLO's price is up by 2.96%, now at $110.48. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 70 days.</li>
</ul>
<h3>Professional Analyst Ratings for Twilio</h3>
3 market experts have recently issued ratings for this stock, with a consensus target price of $130.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Tigress Financial persists with their Buy rating on Twilio, maintaining a target price of $135. 
&#x2A; In a positive move, an analyst from Monness, Crespi, Hardt has upgraded their rating to Buy and adjusted the price target to $135. 
&#x2A; Showing optimism, an analyst from Wells Fargo upgrades its rating to Overweight with a revised price target of $120. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Twilio, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Twilio's Options: A Look at What the Big Money is Thinking

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