Analyst Bullish on Twilio (TWLO) After Q4 Earnings Report

Twilio Inc. (NYSE:TWLO) is among the 12 best stocks to buy and hold for the next 2 years.

On February 13, Needham reiterated its Buy rating on Twilio Inc. (NYSE:TWLO) with a price target of $145, after the company reported its fourth-quarter 2025 performance. Needham noted that the company’s reported 12% organic revenue growth in Q4 exceeded its midpoint guidance of 10% and highlighted the company’s voice business as a key growth driver. The research firm also noted Twilio Inc.’s (NYSE:TWLO) optimized go-to-market strategy and strong partner performance, along with the company’s newly initiated fiscal year 2027 operating income target of $1.23 billion, representing 17% growth over its fiscal year 2025 guidance.

The analyst note was released following Twilio Inc. (NYSE:TWLO)’s announcement of an earnings per share (EPS) of $1.33, surpassing the projected $1.23 by analysts, as well as revenue of $1.37 billion, outperforming the anticipated $1.32 billion. For 2026, Twilio Inc. (NYSE:TWLO) provided initial guidance of 8.5% organic revenue growth

Twilio Inc. (NYSE:TWLO) develops communications software, cloud-based platforms, and services.

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