Rosenblatt has initiated coverage on Twilio Inc (TWLO) with a Buy rating, marking the firm's first assessment of the company's investment potential. This rating is based on thorough research and analysis of Twilio's business model, industry dynamics, and growth prospects.
Twilio, headquartered in San Francisco, California, operates in the technology sector, focusing on the development of communications software and cloud-based platforms. The company employs 5,535 full-time staff and went public on June 23, 2016. Its platform equips developers with tools to build, scale, and deploy real-time communications within software applications. Twilio's segments include Twilio Communications, which offers a range of application programming interfaces (APIs) and software solutions, and Twilio Segment, a customer data platform.
As of September 4, 2025, the current price of Twilio shares stands at $119.66, with a market capitalisation of $18.1 billion. The company's price-to-earnings ratio (P/E) is 269.05, and its earnings per share (EPS) is reported at 0.42. Upcoming earnings are scheduled for August 5, 2026, with an estimated EPS of $1.33 and revenue of $1.4 billion.
Analyst ratings, such as this Buy designation, reflect professional opinions based on financial models and research. While these assessments can provide valuable insights, they are contingent on various assumptions and estimates that may not always materialise. As such, investment decisions should consider multiple factors, including company fundamentals, competitive positioning, and individual financial goals. Analyst views should serve as one of many inputs in the investment decision-making process.
It is important to note that analyst ratings can evolve over time as new information becomes available, and different analysts may have differing opinions on the same company.