Twilio (TWLO) Valuation Check As Bullish Analyst Call And Voice AI Position Draw Investor Interest

Simply Wall St.01-28

Twilio (TWLO) shares moved higher after a Citizens analyst reiterated a positive view on the company, citing strong user engagement metrics and Twilio’s position in voice AI as key drivers of investor...

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The stock has shown an 11.8% 7 day share price return, a 19.93% 90 day share price return...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4587":"ChatGPT概念","BK4528":"SaaS概念","BK4613":"AI应用软件","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","TWLO":"Twilio Inc","BK4588":"碎股","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV","BK4608":"AI应用概念股","BK4551":"寇图资本持仓","BK4023":"应用软件","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","BK4116":"互联网服务与基础架构","BK4585":"ETF&股票定投概念","AI":"C3.ai, Inc."},"translate_title":"Twilio(TWLO)估值检查，看涨分析师看涨期权和语音人工智能头寸吸引了投资者的兴趣","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TWLO":1.98,"AI":0.61},"content_text":"Twilio (TWLO) shares moved higher after a Citizens analyst reiterated a positive view on the company, citing strong user engagement metrics and Twilio’s position in voice AI as key drivers of investor attention. See our latest analysis for Twilio. That bullish call on Twilio comes after a busy stretch, including a new multi-year partnership with AEG and an upcoming earnings release on 12 February 2026. The stock has shown an 11.8% 7 day share price return, a 19.93% 90 day share price return and a 3 year total shareholder return of around 2.3x, even as the 1 year total shareholder return is negative. If voice AI and customer engagement platforms are on your radar, it can help to see what else is out there alongside Twilio, including high growth tech and AI stocks. Twilio’s shares have seen mixed recent returns, with a negative 1-year total shareholder return but a 3-year total shareholder return of about 2.3x. So is today’s price still leaving upside on the table, or already assuming strong growth ahead? AdvertisementMost Popular Narrative: 3% Undervalued Twilio’s most followed narrative puts fair value at about $138 per share, slightly above the last close of $133.85, which keeps expectations finely balanced.  Growing adoption of AI-powered communications and automation is fueling incremental demand for Twilio's programmable infrastructure and platform products (e.g., ConversationRelay, conversational intelligence). This is expanding the company's addressable market and driving higher-margin revenue growth, which supports future revenue and net margin expansion.  Read the complete narrative. Curious what sits behind that fair value call? The narrative leans on steadily rising revenue, a meaningful lift in profit margins, and a richer earnings profile than today. It also assumes the market will still pay a premium P/E multiple for those future earnings. Want to see exactly how those pieces fit together, and which forecasts do the heavy lifting in the model? Result: Fair Value of $138.04 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still real watchpoints here, including pressure from low margin messaging and the risk that AI heavyweights or in house tools might sidestep Twilio altogether. Find out about the key risks to this Twilio narrative. Another Angle On Value Our DCF model presents a different perspective compared to the $138 fair value narrative. On that framework, Twilio’s current price of $133.85 is above an estimated future cash flow value of $120.30, which suggests it is overvalued. Which interpretation do you think better reflects how Twilio actually generates cash? Look into how the SWS DCF model arrives at its fair value. TWLO Discounted Cash Flow as at Jan 2026 Build Your Own Twilio Narrative If you see the data differently or just prefer to test your own assumptions, you can spin up a personalised Twilio view in minutes. Do it your way A great starting point for your Twilio research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If Twilio is on your radar, do not stop there. Broaden your watchlist now so you are not the one hearing about the next opportunity after it moves.  Scan the market for income potential by checking out these 13 dividend stocks with yields > 3% that might fit a yield focused approach. Hunt for high conviction growth angles across these 24 AI penny stocks that are tied to artificial intelligence trends. Spot opportunities that may be mispriced by the market using these 881 undervalued stocks based on cash flows grounded in cash flow estimates.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Twilio might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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