Twilio Launches as the Nervous System for AI Communication Applications
The net binding rate improved sequentially from 109% to 114%
BofA analysts provide a new top price target of $225 (Buy)
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Twilio (TWLO, i) has already been highlighted by me as a favorite among growth stories for 2026 at the turn of the year. The pivotal news point, with the acceleration of growth from 14% to 20%, which is the highest rate in over three years, is likely to lead to a successful continuation of the trend, especially in connection with the breakout to the highest prices since 2022. The company is becoming a comprehensive platform provider for the AI era with APIs for integrating voice, text messaging, email, and video into software applications and the...
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