Twilio: More bullish after catching up with Twilio

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Twilio: More bullish after catching up with Twilio

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Twilio

More bullish after catching up with Twilio

Maintain Rating: BUY | PO: 225.00 USD | Price: 189.33 USD

Nicely positioned as a key infrastructure software layer 20 May 2026

Earlier today, we hosted a very well attended investor session with Twilio’s VP of IR, Equity

Rodney Nelson. Overall, we come away incrementally more positive on its long-term

Koji Ikeda, CFA

growth potential powered by its core strength in messaging and voice, and emerging Research Analyst

opportunities like Voice AI. Below we discuss key topics discussed during the call. We BofAS +1 415 913 2106

continue to believe Twilio is attractively positioned as a key infrastructure software layer koji.ikeda@bofa.com

to build digital experiences that are set to accelerate with AI. No changes to our George McGreehan

estimates. Maintain Buy. Research Analyst BofAS

+1 415 913 4315

New Console experience could drive faster usage george.mcgreehan@bofa.com

The new Twilio Console, released at its customer conference Signal earlier this May, was

highlighted during as a potential growth driver. This is because the new Console has a

refreshed user experience (UX), reduces friction to try new things and expand new Stock Data

channels (like email), faster onboarding, simpler billing, better support, and most

Price 189.33 USD

importantly in our view, a unified developer workbench to diagnose issues across all

Price Objective 225.00 USD

Twilio products from a single place. If adoption continues being strong, we think it could

Date Established 1-May-2026

unlock higher usage, better cross-selling, and more revenue the future.

Investment Opinion C-1-9

Voice AI adoption set to accelerate, a positive for growth 52-Week Range 91.84 USD - 203.71 USD