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

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

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수요일에 캐시 우드의 아크 인베스트(Ark Invest)는 몇 가지 중요한 거래를 했다. 그 중 가장 눈에 띄는 것은 쇼피파이(NYSE:SHOP), 레딧(NYSE:RDDT)의 주식 매수, 그리고 코인베이스 글로벌(NASDAQ:COIN)의 주식 매각이다.

아크 인베스트는 쇼피파이 주식 $3,000만 이상 매입, 레딧도 매수, 코인베이스 주식은 매도

화요일 시장 마감 후 트윌리오(NYSE:TWLO)가 1분기 재무 결과를 발표했다. 여기 주요 내용을 살펴보자. 1분기 실적 요약: 트윌리오의 1분기 매출은 전년 동기 대비 4% 증가한 10억 5천만 달러로 발표했는데, Benzinga Pro에 따르면 이는 컨센서스 추정치인 10억 3천만 달러를 넘어섰다. 이 클라우드 기반 고객 참여 회사는 분기별 주당 80센트의 이익을 보고했는데, 이는 분석가 추정치인 주당 60센트를 웃도는 수치이다.

트윌리오: 1분기 매출 및 EPS 예상치 소폭 상회, 자사주 매수 업데이트 발표 후 주가 하락

Twilio Inc

MSFT

Twilio Announces Integration With OpenAI's Realtime API To Enable Over 300,000 Customers And 10M Developers To Build Conversational AI Voice Experiences Using GPT-4o

Twilio Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/twlo#NYSE">TWLO</a>) provides developers and businesses tools and products to enhance their communications with customers. Its cloud communication-as-a-service (CPaaS) platform offers basic services like voice, email, and SMS messaging to more advanced interactive services like video, artificial intelligence (AI) chatbots, voice application programming interfaces (APIs), and identity authentication. Gartner ranked it as a CPaaS leader in its Magic Quadrant for the second year in 2024. Twilio has leveraged AI into its services to provide more flexibility and enhance experiences.
The computer and technology sector leader has well-known clients, including the top streaming service Netflix Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/nflx#NASDAQ">NFLX</a>), Airbnb Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/abnb#NASDAQ">ABNB</a>), and rideshare duopolies Uber Technologies Inc.&nbsp;and Lyft Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/lyft#NASDAQ">LYFT</a>). It competes with 8X8 Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/eght#NASDAQ">EGHT</a>).
<h2>The Value Proposition of CPaaS </h2>
On the surface, CPaaS may not seem like a big deal, especially as an end user.&nbsp;However, the benefit of CPaaS, like most&nbsp;as-a-service platforms (aaS), is not having to bear the expense of in-house building, managing, maintaining, and upgrading the complex hardware and software infrastructure. This and the ability to scale the services to millions of customers are the major value propositions. Businesses use CPaaS to embed communication channels like voice calls, video, email, and text messaging into their mobile apps. Consumers often take these services for granted because they are commonplace these days.
For example, If you&#39;ve ever ordered an Uber or Lyft ride through their mobile apps, Twilio&#39;s platform enables the rideshare app to:
<ul>
<li>Send an SMS notification when a driver has been found.</li>
<li>Provide real-time location updates notifying you the driver is on the way and has arrived.</li>
<li>Enables driver and passenger communication features like calling and texting if you&#39;re wondering where the driver is.</li>
<li>Enables text, email, and voice calling options to contact customer service if there&#39;s a problem.</li>
</ul>
<h2>Rich Communication Services (RCS) Is a Game Changer</h2>
Twilio offers RCS, enabling businesses to take their text messaging to the next level without users downloading more apps. RCS enables companies to send rich media like videos, images, logos, and pictures in text messages. It can include buttons, links, or other triggers enabling the end user to take an action like making a payment, voting, or booking an appointment. It provides a more interactive and branded communication experience with customers, ultimately leading to an improved customer experience and higher conversion rates.
<h2>Twilio Leverages AI Services Like Auto Pilot and Flex Insights </h2>
Twilio offers its tools and services as APIs that companies and developers can customize to refine their brand and use cases. AI products like Autopilot let developers create, train, and customize interactive voice response (IVR) systems and intelligent AI chatbots that can engage customers, understand natural language, automate tasks, and authenticate and transfer customers to the right agents. Flex Insights monitors and analyzes conversations between customers and agents to provide data analytics, sentiment analysis, and transcription services to optimize workflows for and with agents.
<h2>Twilio&#39;s Recovery Is Taking Shape </h2>
Twilio&#39;s second-quarter of 2024 results indicate that business is recovering. The company reported a 17 cents EPS beat, coming in at 87 cents. Revenues grew 4.4% YoY to $1.08 billion, which also beat consensus estimates of $1.06 billion. They grew their active customer accounts to over 316,000 in the quarter compared to 304,000 in the year-ago period. The company has $800 million left in its $2 billion share buyback program, which it will complete by year&#39;s end.
The company issued Q3 2024 EPS of 81 to 86 cents versus 74 cents consensus estimates. Twilio expected revenues of $1.085 billion to $1.095 billion versus $1.09 billion consensus estimates. For fiscal 2024, Twilio is raising its non-GAAP income from operations, which ranges from $650 million to $670 million, up from the previous forecast of $585 million to $635 million. Organic revenue growth was narrowed to 6% to 7% compared to 5% to 10% previously forecast.
<h2>TWLO Stock Is in an Ascending Triangle Pattern </h2>
An ascending triangle is a bullish pattern comprised of a flat-top upper trendline resistance indicating the supply overhand. The ascending (rising) trendline is formed by higher lows, indicating rising demand. A breakout occurs when the stock surges through the upper trendline, whereas a breakdown occurs if the stock falls below the ascending trendline.
<img alt="Twilio TWLO stock chart" class="aligncenter" src="https://www.marketbeat.com/logos/articles/med_20240922163137_chartq-twlo.jpg" style="height:748px; width:915px" />
TWLO has an upper trendline resistance at $63.91. The stock has been recovering since the $52.51 swing low. The anchored VWAP support is steadily rising at $58.86. As TWLO rises to test the flat-top resistance, it also has the potential to reach the lower gap-fill level at $64.89. The upper gap fill would occur if TWLO rises to $68.85. The daily relative strength index (RSI) is rising to the 61-band. Fibonacci (Fib) pullback support levels are at $61.47, $59.56, $56.86, and $53.81.
Twilio&#39;s average consensus price target is $70.52, and its highest analyst price target is $110.00. &nbsp;
Bullish investors can buy on pullbacks using cash-secured puts at the fib pullback support levels to buy the dip and write covered calls at fib extensions to execute a wheel strategy for income.
By implementing a bullish call debit spread, bullish options investors can limit maximum downside and profit from modest upside gains for less capital than owning the stock.
The article &quot;<a href="https://www.marketbeat.com/originals/seize-the-growth-twilios-ai-innovations-are-driving-huge-upside/">Seize the Growth: Twilio&#39;s AI Innovations Are Driving Huge Upside</a>&quot; first appeared on MarketBeat.

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Seize the Growth: Twilio's AI Innovations Are Driving Huge Upside

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Shares of companies within the broader technology sector are trading higher amid overall market strength following Wednesday's Fed rate cut.

RCS Offers Branded Messaging, Interactive Features, And Enhanced Customer Trust To Drive Engagement And Repeat Purchases

Twilio Launches Global Availability Of Rich Communication Services (RCS) Messaging Through Programmable Messaging And Verify APIs, Enabling Businesses To Send Branded, Verified Messages With No Code Changes

Twilio's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) short percent of float has fallen 6.94% since its last report. The company recently reported that it has 2.18 million shares sold short, which is 1.61% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.03 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Twilio Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1725638421_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Twilio has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Twilio's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Twilio's peer group average for short interest as a percentage of float is 6.67%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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Looking Into Twilio's Recent Short Interest

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page.</a>
<ul>
<li>Oppenheimer raised the price target for United Therapeutics Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UTHR#NASDAQ">UTHR</a>) from $400 to $575. Oppenheimer analyst Hartaj Singh maintained an Outperform rating. United Therapeutics shares gained 0.7% to close at $349.23 on Tuesday. <a href="https://www.benzinga.com/quote/UTHR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Mizuho lowered the price target for BILL Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BILL#NYSE">BILL</a>) from $60 to $52. Mizuho analyst Siti Panigrahi maintained a Neutral rating. BILL Holdings shares gained 7.5% to close at $53.48 on Tuesday. <a href="https://www.benzinga.com/quote/BILL/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Craig-Hallum raised Ambarella, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) price target from $80 to $85. Craig-Hallum analyst Richard Shannon maintained a Buy rating. Ambarella shares gained 3.2% to close at $52.79 on Tuesday. <a href="https://www.benzinga.com/quote/AMBA/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Evercore ISI Group cut the price target for Albemarle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALB#NYSE">ALB</a>) from $190 to $170. Evercore ISI Group analyst Stephen Richardson maintained an Outperform rating. Albemarle shares gained 0.04% to close at $88.98 on Tuesday. <a href="https://www.benzinga.com/quote/ALB/analyst-ratings">See how other analysts view this stock.</a></li>
<li>RBC Capital raised Cognizant Technology Solutions Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>) price target from $81 to $82. RBC Capital analyst Daniel Perlin maintained a Sector Perform rating. Cognizant Technology shares rose 0.4% to close at $77.15 on Tuesday.<a href="https://www.benzinga.com/quote/CTSH/analyst-ratings"> See how other analysts view this stock.</a></li>
<li>B of A Securities raised Nordstrom, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JWN#NYSE">JWN</a>) price target from $18 to $20. B of A Securities analyst Lorraine Hutchinson maintained an Underperform rating. Nordstrom shares fell 2.5% to close at $21.14 on Tuesday. <a href="https://www.benzinga.com/quote/JWN/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Baird increased the price target for The Toro Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TTC#NYSE">TTC</a>) from $100 to $102. Baird analyst Timothy Wojs maintained a Neutral rating. Toro Company shares gained 0.2% to close at $90.60 on Tuesday. <a href="https://www.benzinga.com/quote/TTC/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Bernstein boosted Twilio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) price target from $68 to $70. Bernstein analyst Peter Weed maintained a Market Perform rating. Twilio shares gained 2.2% to close at $61.99 on Tuesday. <a href="https://www.benzinga.com/quote/TWLO/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Deutsche Bank cut Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) price target from $552 to $448. Deutsche Bank analyst Krisztina Katai maintained a Buy rating. Ulta Beauty shares fell 1% to close at $371.35 on Tuesday. <a href="https://www.benzinga.com/quote/ULTA/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Citigroup raised Delek Logistics Partners, LP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKL#NYSE">DKL</a>) price target from $44 to $45. Citigroup analyst Douglas Irwin upgraded the stock from Neutral to Buy. Delek Logistics Partners shares fell 0.4% to close at $38.83 on Tuesday. <a href="https://www.benzinga.com/quote/DKL/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying AMBA stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="513" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/28091528/image-284-1024x513.png" alt="" class="wp-image-518397" style="width:541px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/28091528/image-284-1024x513.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/28091528/image-284-300x150.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/28091528/image-284-768x385.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/28091528/image-284.png 1350w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>

Pre-Market Outlook

AMBA

BILL

CTSH

ULTA

UTHR

Ambarella To Rally Around 61%? Here Are 10 Top Analyst Forecasts For Wednesday

Bernstein analyst Peter Weed maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Market Perform and raises the price target from $68 to $70.

Bernstein Maintains Market Perform on Twilio, Raises Price Target to $70

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page.</a>
<ul>
<li>Truist Securities raised the price target for AvalonBay Communities, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVB#NYSE">AVB</a>) from $213 to $230. Truist Securities analyst Michael Lewis maintained a Hold rating. AvalonBay Communities shares fell 0.8% to close at $219.92 on Monday. <a href="https://www.benzinga.com/quote/AVB/analyst-ratings">See how other analysts view this stock.</a></li>
<li>HC Wainwright &amp; Co. lowered the price target for Versus Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VS#NASDAQ">VS</a>) from $2 to $1.5. HC Wainwright &amp; Co. analyst Scott Buck maintained a Neutral rating. Versus Systems shares fell 4.3% to close at $1.35 on Monday.<a href="https://www.benzinga.com/quote/VS/analyst-ratings"> See how other analysts view this stock.</a></li>
<li>Roth MKM raised Coterra Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTRA#NYSE">CTRA</a>) price target from $25 to $29. Roth MKM analyst Leo Mariani upgraded the stock from Neutral to Buy. Coterra Energy shares gained 0.2% to close at $24.20 on Monday. <a href="https://www.benzinga.com/quote/CTRA/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Citigroup cut the price target for The Hershey Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSY#NYSE">HSY</a>) from $195 to $182. Citigroup analyst Thomas Palmer downgraded the stock from Neutral to Sell. Hershey shares gained 0.04% to close at $196.41 on Monday. <a href="https://www.benzinga.com/quote/HSY/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Bernstein raised Twilio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) price target from $68 to $70. Bernstein analyst Peter Weed maintained a Market Perform rating. Twilio shares fell 0.2% to close at $60.67 on Monday. <a href="https://www.benzinga.com/quote/TWLO/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Keybanc raised Cogent Communications Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CCOI#NASDAQ">CCOI</a>) price target from $80 to $90. Keybanc analyst Brandon Nispel maintained an Overweight rating. Cogent Communications shares fell 0.2% to close at $72.81 on Monday. <a href="https://www.benzinga.com/quote/AVB/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Needham increased the price target for Napco Security Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NSSC#NASDAQ">NSSC</a>) from $52 to $57. Needham analyst James Ricchiuti maintained a Buy rating. Napco Security shares fell 14.6% to close at $47.38 on Monday. <a href="https://www.benzinga.com/quote/NSSC/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Morgan Stanley boosted The Coca-Cola Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) price target from $70 to $78. Morgan Stanley analyst Dara Mohsenian maintained an Overweight rating. Coca-Cola shares gained 1.5% to close at $70.84 on Monday.<a href="https://www.benzinga.com/quote/KO/analyst-ratings"> See how other analysts view this stock.</a></li>
<li>Benchmark raised Frontier Communications Parent, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FYBR#NASDAQ">FYBR</a>) price target from $35 to $37. Benchmark analyst Matthew Harrigan maintained a Buy rating. Frontier Communications shares rose 2.9% to close at $29.46 on Monday. <a href="https://www.benzinga.com/quote/FYBR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Evercore ISI Group raised Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) price target from $710 to $750. Evercore ISI Group analyst Mark Mahaney maintained an Outperform rating. Netflix shares rose 0.3% to close at $688.44 on Monday. <a href="https://www.benzinga.com/quote/NFLX/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying Netflix stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="522" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/27083103/image-266-1024x522.png" alt="" class="wp-image-516014" style="width:618px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/27083103/image-266-1024x522.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/27083103/image-266-300x153.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/27083103/image-266-768x392.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/27083103/image-266.png 1327w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>

CCOI

CTRA

FYBR

NSSC

Netflix To Rally Around 9%? Here Are 10 Top Analyst Forecasts For Tuesday

8 analysts have expressed a variety of opinions on Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) over the past quarter, offering a diverse set of opinions from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $73.5, a high estimate of $85.00, and a low estimate of $60.00. Witnessing a positive shift, the current average has risen by 1.48% from the previous average price target of $72.43.
<img src="https://www.benzinga.com/files/images/story/2024/1724425247_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
A comprehensive examination of how financial experts perceive Twilio is derived from recent analyst actions. The following is a detailed summary of 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>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Raises</td>
<td>Buy</td>
<td>$85.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Ryan Macwilliams</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$65.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Mark Murphy</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$78.00</td>
<td>$76.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$65.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>James Fish</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$83.00</td>
<td>$77.00</td>
</tr>
<tr>
<td>James Fish</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$77.00</td>
<td>$79.00</td>
</tr>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Announces</td>
<td>Buy</td>
<td>$75.00</td>
<td>-</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$60.00</td>
<td>$70.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Twilio. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Twilio compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Twilio's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Twilio's market position. Stay informed and make data-driven decisions with the assistance of 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>Delving into Twilio's Background</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 Milestones: Twilio's Journey</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Twilio displayed positive results in 3 months. As of 30 June, 2024, the company achieved a solid revenue growth rate of approximately 4.31%. This indicates a notable increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Twilio's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of -2.94%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Twilio's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of -0.35%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Twilio's ROA stands out, surpassing industry averages. With an impressive ROA of -0.29%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Twilio's debt-to-equity ratio is below the industry average at 0.13, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per 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.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Beyond The Numbers: 8 Analysts Discuss Twilio Stock

Tigress Financial analyst Ivan Feinseth maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Buy and raises the price target from $75 to $85.

Tigress Financial Maintains Buy on Twilio, Raises Price Target to $85

Barclays analyst Ryan Macwilliams maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Equal-Weight and lowers the price target from $70 to $65.

Barclays Maintains Equal-Weight on Twilio, Lowers Price Target to $65

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Shares of stocks in the broader tech sector are trading lower as stocks sell off amid concerns over the US economy.

JP Morgan analyst Mark Murphy 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 $76 to $78.

JP Morgan Maintains Overweight on Twilio, Raises Price Target to $78

Wells Fargo analyst Michael Turrin 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 $60 to $65.

Wells Fargo Maintains Equal-Weight on Twilio, Raises Price Target to $65

Wall Street is experiencing a sharp decline on the last trading day of the week, with all indices in the red at noon in New York, as a cooler-than-expected July jobs report rattled risk sentiment and sparked concerns that the Federal Reserve may have erred in delaying a <a href="https://www.benzinga.com/economics/macro-economic-events/24/08/40129796/job-creation-tumbles-in-july-higher-unemployment-strengthens-case-for-interest-ra">rate cut until September.</a>
Nonfarm payrolls slowed to 114,000 in July, a decline of 65,000 from June and well below the expected 150,000. More alarmingly, the unemployment rate increased <a href="https://www.benzinga.com/economics/macro-economic-events/24/08/40129796/job-creation-tumbles-in-july-higher-unemployment-strengthens-case-for-interest-ra">from 4.1% to 4.3%.</a>
As a result, market-implied probabilities over a 50-basis-point cut in September have spiked to 73%, according to CME Group FedWatch tool. 
The tech-heavy Nasdaq 100 has <a href="https://www.benzinga.com/markets/equities/24/08/40135090/old-school-summer-risk-off-vix-up-over-50-nasdaq-100-enters-correction-chipmakers-officially-in-">entered a correction phase</a> after surpassing a 10% drawdown since its July peak. Mega-cap, high-quality tech stocks offered no refuge to investors, as the Magnificent Seven giants all suffered losses except for Apple Inc., buoyed by an upbeat earnings report. Collectively, the Magnificent Seven lost over $300 billion in market value on Friday alone.
The CBOE Volatility Index (VIX), popularly known as the market&#8217;s fear gauge, surged over 30% to reach the high-20 levels.
Small caps were again the weakest segment of the market, given their heightened sensitivity to economic fundamentals. The Russell 2000 tumbled over 3%, extending declines after a 3.4% loss on Thursday.
Consumer discretionary and technology were the worst-performing sectors, while semiconductors led the selloff among industries. The iShares Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NYSE">SMH</a>) plummeted over 5%, marking a double-digit loss in the last two sessions, its worst performance since March 2020.
Nvidia Corp. fell an additional 3.4% following a 6.7% decline on Thursday, as the chipmaker came under investigation by the U.S. Department of Justice for potential antitrust violations.
Treasuries were the biggest gainers among major assets, reflecting a broad-based flight-to-quality sentiment. The iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>) rallied 2.9%, its strongest performance since the U.S. regional bank crisis in March 2023.
The Japanese yen also gained significantly, with the Invesco CurrencyShares Japanese Yen Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXY#NYSE">FXY</a>) up 1.8%.
Gold edged down slightly by 0.6%, while oil prices fell more than 4% for the day, with West Texas Intermediate (WTI) light crude retreating to $72 a barrel.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) fell over 3%.
<h3 class="wp-block-heading">Friday&#8217;s Performance In US Major Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day Chg %</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>39,492.36</td>
<td>-2.1%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,321.21</td>
<td>-2.3%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>18,355.31</td>
<td>-2.8%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,110.14</td>
<td>-3.4%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 1:05 p.m. ET</figcaption></figure>
According to <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent080224&amp;t=be2bearmibe3na1">Benzinga Pro</a> data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)&nbsp;was 2.2% lower to $531.13.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;fell 1.9% to $395.39.</li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) fell 2.6% to $447.80.</li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) fell 3.5% to $208.99.</li>
<li>Sector-wise, the Consumer Staples Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>)&nbsp;outperformed, up 0.1%, while the&nbsp;Technology Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) tumbled by 3.4%.</li>
</ul>
<h3 class="wp-block-heading">Friday&#8217;s Stock Movers</h3>
Stocks reacting to earnings reports were: 
<ul>
<li>Amazon, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) <a href="https://www.benzinga.com/analyst-ratings/price-target/24/08/40135676/10-amazon-analysts-assess-q2-earnings-strong-aws-growth-retail-challenges">down nearly 10%.</a> </li>
<li>Apple, Inc. up by 2.9%</li>
<li>Block, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQ#NYSE">SQ</a>) up 0.5%, </li>
<li>Booking Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>) down about 8%, </li>
<li>Chevron Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) down 3.2%,</li>
<li>Cloudflare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>) up over 7%, </li>
<li>Coinbase Global Inc. down 2.8%,</li>
<li>DraftKings Inc. down over 9%,</li>
<li>EOG Resources Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EOG#NYSE">EOG</a>) down 1.9%,</li>
<li>Exxon Mobil Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), down 0.6%,</li>
<li>Intel Corporation, down nearly 28%,</li>
<li>MercadoLibre Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>) up 11%,</li>
<li>Microchip Technology Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) down over 8%, </li>
<li>Opendoor Technologies Inc. (NASDAQ: OPEN down about 10%, </li>
<li>Twilio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) up over 10%.</li>
<li>Vertex Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRTX#NASDAQ">VRTX</a>) down 2%. </li>
</ul>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/08/40135938/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet" target="_blank" rel="noreferrer noopener">Benzinga's ‘Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet</a></li>
</ul>
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iShares Trust Barclays 20+ Year Treasury Bond Fund

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Magnificent 7 Lose Over $300B As Volatility Index Surges, Traders Question Fed's Timing: What's Driving Markets Friday?

Twilio Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/twlo#NYSE">TWLO</a>) shares gained 6.7% during Thursday&#39;s extended trading session after the cloud communication company reported better-than-expected second-quarter 2024 results.
The programmable communication tool provider reported non-GAAP earnings of 87 cents per share, which surpassed the Zacks Consensus Estimate of 71 cents and came above management&#39;s guidance range of 64-68 cents.
The bottom line also witnessed a robust improvement from the year-ago quarter&#39;s earnings of 54 cents. The strong year-over-year growth in earnings was primarily driven by increased revenues, lower expenses and a reduction in the outstanding share count.
<div class="chart_embed">
<h3>Twilio Inc. Price, Consensus and EPS Surprise</h3>
<h3><img alt="Twilio Inc. Price, Consensus and EPS Surprise" src="https://staticx-tuner.zacks.com/images/charts/b2/1722594434.png" style="height:279px; width:610px" title="" /></h3>
Twilio Inc. price-consensus-eps-surprise-chart | Twilio Inc. Quote
</div>
<h3>Revenue Details</h3>
The cloud-based communications platform-as-a-service provider registered revenues of $1.08 billion, which surpassed the Zacks Consensus Estimate of $1.06 billion and came ahead of management&#39;s guidance range of $1.05-$1.06 billion. Year over year, second-quarter revenues improved 4% on a reported basis and 7% organically.
On its earnings conference call, Twilio stated that the second-quarter top-line performance was negatively impacted by the unsetting of the software component of the Zipwhip business. This resulted in a 100-basis point (bps) headwind to the company&#39;s second-quarter organic revenue growth.
Segment-wise, revenues from the Communications division came in at $1.01 billion, up 4% year over year on a reported basis and 7% organically. The Segment division&#39;s sales grew 3% year over year to $75.2 million.
Twilio&#39;s dollar-based net expansion rate was 102% in the reported quarter, flat with the previous quarter but down from 103% in the year-ago quarter. The company&#39;s second-quarter dollar-based net expansion rates for the Communications and Segment divisions were 102% and 93%, respectively.
Active customer accounts increased to more than 316,000 as of Jun 30 from 313,000 at the end of the first quarter of 2024. The figure was 304,000 as of Jun 30, 2023. As of Jun 30, 2024, Communications and Segment active customer accounts were more than 309,000 and 7,700, respectively.
<h3>Operating Results</h3>
The non-GAAP gross profit increased 6.5% year over year to $555.8 million. The non-GAAP gross margin expanded 110 bps year over year to 53.3%. The second-quarter non-GAAP gross margin for the Communications and Segment divisions came in at 51.8% and 73.4%, respectively.
The non-GAAP operating income jumped 45.9% year over year to $175.3 million. The non-GAAP operating margin of 16.2% for the second quarter expended 460 bps on a year-over-year basis.
General &amp; administrative (G&amp;A) expenses on a non-GAAP basis decreased to $70.3 million from $73 million in the year-ago quarter. G&amp;A expenses accounted for 6.5% of quarterly revenues, down from 7% in the year-ago quarter. Research &amp; development (R&amp;D) expenditures on a non-GAAP basis increased 6.2% year over year to $160 million. R&amp;D expenses accounted for 14.8% of second-quarter revenues, up from 14.5% in the year-ago quarter.
Non-GAAP sales &amp; marketing costs declined 13.3% to $171.7 million. The same represented 15.9% of second-quarter revenues, lower than 19.1% in the year-ago quarter.
<h3>Balance Sheet</h3>
The company exited the June quarter with cash and cash equivalents and short-term marketable securities of $3.12 billion, down from $3.83 billion at the end of the first quarter. As of Jun 30, 2024, TWLO&#39;s long-term debt was $989.8 million.
During the second quarter, Twilio generated operating cash flow of $213.3 million and free cash flow of $197.6 million. In the first half of 2024, it generated operating cash flow of $403.5 million.
Twilio repurchased stocks worth $1.27 billion during the first half of 2024. Moreover, the company revealed that it intends to complete the remaining $800 million of authorized repurchases by December 2024.
<h3>Guidance Update</h3>
Twilio updated its guidance for full-year 2024. The company now anticipates organic revenue growth of 6-7% in 2024, instead of 5-10% expected earlier. Non-GAAP income from operations is now projected to be in the range of $650-$675 million, up from the previous range of $585-$635 million. The Zacks Consensus Estimate for 2024 revenues is pegged at $4.35 billion, which indicates a year-over-year increase of 4.6%.
Twilio also initiated guidance for the third quarter. For the current quarter ending Sep 30, 2024, TWLO anticipates revenues between $1.085 billion and $1.095 billion, which indicates a year-over-year increase of 5-6% on a reported as well as an organic basis. The Zacks Consensus Estimate for third-quarter revenues is pegged at $1.09 billion.
Twilio projects non-GAAP income from operations in the range of $160-$170 million. It forecasts non-GAAP earnings in the range of 81-86 cents per share. The consensus mark for third-quarter earnings currently stands at 73 cents per share.
<h3>Zacks Rank &amp; Other Stocks to Consider</h3>
Twilio currently sports a Zacks Rank #1 (Strong Buy). Shares of TWLO have declined 25.8% year to date (YTD).
Some other top-ranked stocks worth considering in the broader technology sector are AudioEye (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/aeye#NASDAQ">AEYE</a>), PayPal&nbsp;and AppFolio. Currently, Twilio and PayPal each sport a Zacks Rank #1, while AppFolio carries a Zacks Rank #2 (Buy).
The consensus mark for AudioEye&#39;s 2024 earnings has been revised upward by 10 cents to 47 cents per share over the past seven days, which indicates a 327.3% increase from 2023. The stock has skyrocketed 337.1% YTD.
The Zacks Consensus Estimate for PayPal&#39;s 2024 earnings has been revised upward by 12 cents to $4.28 per share in the past seven days, which suggests a year-over-year decline of 16.1%. The stock has risen 6.4% YTD.
The Zacks Consensus Estimate for AppFolio&#39;s 2024 earnings has been revised upward by 16 cents to $4.14 per share in the past seven days, which implies an increase of 142.1% on a year-over-year basis. Shares of APPF have jumped 24.5% YTD.
<a href="https://www.zacks.com/stock/news/2314998/twilio-twlo-rises-7-as-q2-earnings-revenues-beat-estimates?cid=CS-BENZ-FT-analyst_blog|earnings_article-2314998">To read this article on Zacks.com click here.</a>

Earnings Beats

Guidance

AEYE

Twilio Rises 7% as Q2 Earnings & Revenues Beat Estimates

Piper Sandler analyst James Fish reiterates Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Overweight and raises the price target from $77 to $83.

Reiteration

Piper Sandler Reiterates Overweight on Twilio, Raises Price Target to $83

U.S. stocks were priming for more losses on Friday as traders await the key non-farm payrolls report. Tech stocks could again take the brunt of the selling amid some sector-specific concerns and the ongoing rotation out of the sector. Against the backdrop, the payroll data could be a make-or-break catalyst for the market.
Quincy Krosby, Chief Global Strategist at LPL Financial, said if the payroll report sees the unemployment rate rising despite an increase in the participation rate, the Fed is going to have a lot of explaining to do as officials hit the airwaves with their opinions.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Futures</td>
<td>Performance (+/-)</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>-1.68%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-1.10%</td>
</tr>
<tr>
<td>Dow</td>
<td>-0.84%</td>
</tr>
<tr>
<td>R2K</td>
<td>-1.86%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">In premarket trading on Friday,&nbsp;the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) moved up 0.31% to $547.16, and the&nbsp;Invesco QQQ ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) rose 0.48% to $473.35, according to&nbsp;<a href="https://benzinga.grsm.io/lxquj26b2sag" target="_blank" rel="noreferrer noopener">Benzinga Pro data</a>.</figcaption></figure>
The CBOE volatility index, aka VIX, spiked about 10% and breached the 20 mark for the first time since Oct. 2023.
Cues From Last Session:
The major averages pulled back sharply on Thursday, as traders reacted to the Institute for Supply Management&#8217;s weak manufacturing purchasing managers&#8217; index and a spike in weekly jobless claims. The ISM manufacturing PMI for July fell to the weakest since November 2023, signaling a steeper contraction than in July. The 10-year bond yield dipped below the 4% threshold following the data.
After opening slightly higher, thanks to a positive reaction to Meta Platform, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) earnings, the indices reversed course after the ISM data and fell steadily until the mid-session. They went about a consolidation move around the depressed levels in the afternoon before closing notably lower.
IT, energy and consumer discretionary stocks were among the biggest decliners, while defensive sectors such as utility, real estate, healthcare and consumer staple stocks gained some ground. Communication services stocks received support from Meta&#8217;s earnings.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Index</td>
<td> Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>-2.30%</td>
<td>17,194.15</td>
</tr>
<tr>
<td>S&amp;P 500 Index</td>
<td>-1.37%</td>
<td>5,446.68</td>
</tr>
<tr>
<td>Dow Industrials</td>
<td>-1.21%</td>
<td>40,347.97</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-3.03%</td>
<td>2,186.16</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
Chris Zaccarelli, Chief Investment Officer for Independent Advisor Alliance, sees the risk of hard-landing in the wake of the recent weak economic data. &#8220;As we get closer to the election, the market has become more volatile, and investors are still worried about growth slowing too quickly and inflation remaining sticky,&#8221; he said.&nbsp;
&#8220;The Fed has been able to orchestrate a soft landing – so far – but that could be in jeopardy if growth slows too quickly, or inflation remains stubbornly high.&#8221;
Krosby said weak data and the pullback in bond yields suggest a &#8220;looming economic growth scare and further questions whether the Fed is correct in waiting until September to begin its easing cycle.&#8221;
Upcoming Economic Data:
<ul>
<li>The monthly non-farm payrolls data due at 8:30 a.m. EDT is expected to show job gains of 185,000 for July, down from 206,000 in June. The jobless rate is expected to stay put at 4.1%, while the average hourly earnings, an inflation measure, may have risen at a slower annual rate of 3.7%, down from 3.9% in June.</li>
<li>The Commerce Department will release its June factory goods orders report at 10 a.m. EDT. The month-over-month decline in factory goods orders is expected to steepen from 0.5% in May to 3.2% in June.</li>
</ul>
See also: <a href="https://www.benzinga.com/money/best-futures-trading-software">Best Futures Trading Software</a>
Stocks In Focus:
<ul>
<li>Amazon, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) fell over 8% <a href="https://www.benzinga.com/premarket">in premarket trading,</a> Apple, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) rose about 0.80% and Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) <a href="https://www.benzinga.com/markets/equities/24/08/40127983/intel-shares-crash-21-in-pre-market-nvidia-rival-on-verge-of-losing-25b-in-market-value-in-possi">plunged over 20.50%</a>, all in reaction to earnings.</li>
<li>Other stocks moving on earnings are Block, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQ#NYSE">SQ</a>) (up over 4%), Booking Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>) (down about 7%), Cloudflare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>) (up over 7%), DraftKings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>) (down over 4%), Microchip Technology Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) (down over 7.50%), Opendoor Technologies Inc. (NASDAQ: OPEN (down about 10%), and Twilio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) (up over 5%).</li>
<li>Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>), Exxon Mobil Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), Magna International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGA#NYSE">MGA</a>), Cinemark Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) and Fluor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FLR#NYSE">FLR</a>) are among the key companies due to <a href="https://www.benzinga.com/calendars/earnings">release their earnings reports ahead of the market opening</a>, while AMC Entertainment Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) will report after the market close.</li>
<li>The<a href="https://www.benzinga.com/markets/equities/24/08/40126391/chip-stocks-staring-at-another-bloodbath-as-intel-tumbles-nvidia-dips-4-asml-crumbles-over-6-wha"> </a><a href="https://www.benzinga.com/markets/equities/24/08/40126391/chip-stocks-staring-at-another-bloodbath-as-intel-tumbles-nvidia-dips-4-asml-crumbles-over-6-wha">semiconductor space is selling off amid negative headlines,</a> with the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OXX#NASDAQ">OXX</a>) down about 2%.</li>
</ul>
Commodities, Bonds And Global Equity Markets:
Crude futures rose modestly and gold gained ground and traded firmly above the $2,500 mark, marking a fresh record. The 10-year Treasury note yield slid further below the 4% level. Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) flatlined around the $64.5K mark.
The global markets are swathed in a sea of red.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/40006542/apple-amazon-microsoft-meta-lead-the-charge-as-investors-bank-on-tech-cheer-for-ral">Apple, Amazon, Microsoft, Meta Lead The Charge As Investors Bank On Tech Cheer For Rally&#8217;s Reacceleration: Week Ahead In Earnings</a></li>
</ul>
Image Via Shutterstock

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With robust consumer demand fueled by rapid technological advancements and higher efficiency, the AI market is poised for continued growth and expansion. So, if you're looking for opportunities that could make you a fortune, consider investing in quality AI stocks like Twilio (TWLO), UiPath (PATH), and Shutterstock (SSTK). Read on… The demand for Artificial Intelligence (AI) is rapidly surging as consumers, businesses, and organizations increasingly turn to it to boost efficiency and productivity. AI has become an integral part of the continuous technology expansion, positioning the market for continued growth in the upcoming years.
Given the industry's strong outlook, investors could consider investing in fundamentally sound AI stocks such as Twilio Inc. (<a href="https://stocknews.com/stock/TWLO/">TWLO</a>), UiPath Inc. (<a href="https://stocknews.com/stock/PATH/">PATH</a>), and Shutterstock, Inc. (<a href="https://stocknews.com/stock/SSTK/">SSTK</a>) for substantial gains.
Artificial Intelligence (AI) is rapidly evolving and reshaping diverse industries and redefining methods across the globe. In recent times, the application of AI has not been limited to just technological enterprises but has branched out into aspects like aerospace, healthcare, industrial segment, and infra also, to name a few.
Besides, digital technologies like AI, IoT, and cloud computing are experiencing robust growth due to <a href="https://www.businessresearchinsights.com/market-reports/internet-service-market-104518">increasing internet penetration</a> and growing demand for digital platforms such as social media and online shopping. Key players are increasingly investing in developing 5G technologies, resulting in favorable outcomes for the internet services market.
Globally, the artificial intelligence market is projected to hit around $184 billion in 2024, with the United States expected to have the largest market size of $50.16 billion. The market is further projected to grow at an impressive <a href="https://www.statista.com/outlook/tmo/artificial-intelligence/worldwide">CAGR of 28.5%</a> during the forecast period (2024-2030), resulting in a volume of $826.70 billion by 2030.
Moreover, with the rapidly evolving landscape of technology, <a href="https://www.nu.edu/blog/ai-statistics-trends/">AI's significance is poised to expand exponentially</a>. It's becoming a go-to tool for companies seeking a competitive advantage, and AI is expected to create over 97 million jobs in 2025. Plus, it's projected to contribute up to $15.70 trillion to the global economy by 2030.
Given the industry's bright prospects, investing in fundamentally strong AI stocks such as TWLO, PATH, and SSTK could be wise for potential returns.
Let's discuss the fundamentals of these stocks in detail:
Twilio Inc. (<a href="https://stocknews.com/stock/TWLO/">TWLO</a>)
TWLO provides customer engagement platform solutions internationally. The company operates in two segments: Twilio Communications; and Twilio Segment. It offers multiple application programming interfaces and software solutions for communications between customers and end users.
On June 5, TWLO announced new product features - Linked Audiences and the Segment Data Graph, which enhances Twilio Segment's interoperability with data platforms and warehouses, offering efficiencies for businesses that manage customer data and need a real-time, unified view of their customers.
The solutions allow businesses to build audiences, enrich customer profiles, and drive more effective marketing campaigns with real-time insights. It also unlocks the transformative potential of AI, ensuring access to advanced models to drive better customer engagement results.
For the second quarter that ended on June 30, 2024, TWLO's revenue increased 4.3% year-over-year to $1.08 billion. Its <a href="https://www.investopedia.com/terms/g/grossprofit.asp#:~:text=Gross%20profit%2C%20or%20gross%20income,fluctuate%20compared%20to%20production%20output.">gross profit</a> rose 9.9% from the prior year's period to $555.85 million. Its non-GAAP income from operations of $175.32 million reflects a growth of 46% year-over-year.
Furthermore, non-GAAP net income attributable to common stockholders came in at $150.12 million and $0.87 per share, up 48.9% and 61.1% from the prior year's quarter, respectively.
The company provided guidance for the third quarter of 2024, forecasting revenue between $1.08 billion and $1.09 billion, reflecting a 5% to 6% year-over-year growth. Moreover, the company has raised its non-GAAP operating income forecast for fiscal year 2024 to $650 million - $675 million, up from the previous range of $585 million - $635 million. TWLO expects organic revenue growth of 6% to 7% for the full year.
Analysts expect TWLO's revenue for the third quarter (ending September 2024) to increase 5.8% year-over-year to $1.09 billion, and its EPS for the same quarter is expected to grow by 47.6% from the prior year period to $0.86.
TWLO's stock has surged 14.1% over the past three months to close the last trading session at $60.50.
TWLO's solid outlook is reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
It has an A grade for Growth and a B  for Value and Sentiment. Within the A-rated <a href="https://stocknews.com/category/software-saas/">Software - SAAS</a> industry, TWLO is ranked #10 among 18 stocks.
<a href="https://stocknews.com/stock/TWLO/">Click here</a> to access additional ratings for TWLO (Quality, Stability, and Momentum).
UiPath Inc. (<a href="https://stocknews.com/stock/PATH/">PATH</a>)
PATH provides an end-to-end automation platform that offers a diverse range of robotic process automation (RPA) solutions in the U.S., Romania, the United Kingdom, and the Netherlands. It provides a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization.
On July 2, PATH launched new features in its platform, which infuse GenAI deeply into the UiPath Business Automation Platform&#x2122; to help businesses achieve greater outcomes with AI and automation. UiPath Autopilot offers various advantages for developers and testers with the help of GenAI and natural language processing (NLP).
The new features allow organizations to build better, faster, and more comprehensive automation.
During the second that ended July 31, 2024, PATH's total revenue increased 10.1% year-over-year to $316.25 million. Its non-GAAP gross profit rose 6.6% from the year-ago value to $263.18 million.
The company's non-GAAP net income stood at $23.76 million and $0.04 per share, respectively. Furthermore, as of July 31, 2024, the company's non-GAAP adjusted free cash flow amounted to $149.78 million, reflecting an increase of 25.6% year-over-year.
According to the company's financial outlook for the third quarter of 2025, PATH expects revenue in the range of $345 million to $350 million. Its non-GAAP operating income is projected to be approximately $27 million.
For the fiscal full year, PATH's revenue is forecasted to be between $1.42 billion and $1.43 billion, while its non-GAAP operating income is anticipated to be nearly $170 million.
Analysts expect PATH's revenue for the third quarter (ending October 2024) to increase 6.7% year-over-year to $347.64 million. For the fiscal year (ending January 2025), its revenue is expected to grow 8.7% year-over-year to $1.42 billion. Further, the company topped the consensus revenue estimates in all trailing four quarters, which is remarkable.
Over the past month, the stock has gained 2.8% to close the last trading session at $12.30.
PATH's sound fundamentals are reflected in its POWR Ratings. The stock has an overall grade of B, translating to a Buy in our proprietary rating system.
PATH has a B grade for Quality and Growth. Out of 18 stocks in the Software - SAAS industry, it is ranked #8.
To see the other ratings of PATH for Value, Momentum, Stability, and Sentiment, <a href="https://stocknews.com/stock/PATH/">click here</a>.
Shutterstock, Inc. (<a href="https://stocknews.com/stock/SSTK/">SSTK</a>)
SSTK offers a platform to connect brands and businesses to high-quality content internationally. It provides image services, including photographs, vectors, and illustrations, used in visual communications, such as websites, digital and print marketing materials, corporate communications, books, and publications.
On July 30, SSTK introduced its generative 3D API, offering a fast and ethical way to produce realistic 3D models with AI for enterprises. The generative API, built on the multimodal NVIDIA Edify generative AI architecture, has been trained exclusively on Shutterstock content. With this, studios and developers can revolutionize their pipelines and generate realistic 3D Models in Minutes.
On July 22, SSTK completed its previously announced acquisition of Envato Pty Ltd., a leader in digital creative assets and templates. The strategic acquisition aligns well with SSTK's operations as Envato elements complement SSTK's existing offering and will expand the company's reach within faster-growing audiences.
For the second quarter that ended June 30, 2024, SSTK's revenue grew 5.4% year-over-year to $220.05 million. Its income from operations improved 137.1% from the prior-year quarter to $20.67 million. Also, the company's adjusted net income amounted to $35.90 million or $1 per common share, while its adjusted EBITDA increased by 3.4% from the year-ago value to $62.07 million.
As per the company's 2024 guidance, SSTK expects revenue between $927 million and $936 million, reflecting growth of 6% - 7% year-over-year. Its adjusted net income per share is set to range from $4.18 to $4.32, and its adjusted EBITDA is projected to be between $245 million and $248 million.
Street expects SSTK's revenue for the fourth quarter (ending December 2024) to grow 17.6% from the prior year to $255.53 million. The company's EPS for the same period is expected to increase 51.8% year-over-year to $1.09. Also, it has surpassed the consensus EPS estimates in each of the trailing four quarters.
However, the stock has plunged marginally over the past month to close the last trading session at $35.65.  
SSTK's stance is apparent in its POWR Ratings. It has a B grade for Value and is ranked #6 out of 26 stocks in the <a href="https://stocknews.com/category/internet-services/">Internet - Services</a> industry.
In addition to the POWR Ratings I've just highlighted, you can see SSTK's ratings for Growth, Quality, Stability, Momentum, and Sentiment <a href="https://stocknews.com/stock/SSTK/">here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

<hr />
TWLO shares were trading at $62.54 per share on Thursday afternoon, up $2.04 (+3.37%). Year-to-date, TWLO has declined -17.57%, versus a 21.11% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Rjkumari Saxena</h2> <img src='https:/wp-content/uploads/2024/04/Rajkumari-Saxena_Image-1.jpeg' style="float:left; padding:5px;width:125px;">Rajkumari started her career as a writer but gradually shifted her focus to financial journalism, leveraging her educational background in Commerce. Fascinated by the interplay of business and economic shifts in equities, she aspires to evolve as an analyst. With a knack for simplifying complex financial concepts, her mission is to empower investors with insights that lead to profitable decisions.<a href="https://stocknews.com/authors/?author=rajkumari-saxena">More...</a>The post <a href=https://stocknews.com/news/twlo-path-sstk-3-ai-stocks-that-could-make-you-a-fortune/>3 AI Stocks That Could Make You a Fortune</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 AI Stocks That Could Make You a Fortune

Twilio: The Picture Is Improving, But That's Not Enough To Justify An Upgrade

Twilio ( ($TWLO) ) has provided an update. Twilio Inc. has updated its severance plans for top executives, enhancing benefits in the event of termi...

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