Twilio Inc (TWLO) Gains Analyst Confidence with Strong Growth

Twilio Inc (NYSE:TWLO) is one of the best NYSE stocks to buy for the long term. On February 12, Needham reiterated its Buy rating on Twilio (NYSE:TWLO) with a $145 price target after the company’s strong Q4 results.

On February 12, Twilio Inc. reported fourth‑quarter results that beat expectations, with revenue rising 14% year‑over‑year to $1.37 billion versus the $1.32 billion consensus and adjusted EPS of $1.33 topping estimates by $0.10. Organic revenue grew 12%, while operating income and free cash flow improved sharply. CEO Khozema Shipchandler called 2025 one of Twilio’s strongest years, citing accelerated growth, margin expansion, and innovation.

For 2026, management guided to 8.5% organic growth, which Needham sees as conservative, while highlighting the company’s improved go‑to‑market strategy, strong ISV partner performance, and a new FY 2027 operating income target of $1.23 billion, up 17% from FY 2025 guidance.

On February 2, Moody’s upgraded Twilio’s rating to Ba1 from Ba2. Moody’s based the upgrade on Twilio’s stable outlook. It cited the company’s solid market position, strong growth potential, and large cash balances.

Moody’s sees Twilio growing at high single-digit or greater over the next two years. According to the firm, this will be supported by increasing usage and advances in communications software applications. Moreover, Moody’s sees potential benefits for Twilio in AI.

Moody’s further highlights Twilio’s prudent financial policy, saying the company should maintain cash exceeding debt over the next two years as share repurchases moderate.

Twilio Inc (NYSE:TWLO) is an American cloud communications provider. It provides businesses with programmable communications tools that help with functions like making calls and receiving messages.

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Disclosure: None. This article is originally published at Insider Monkey.