Twilio beat earnings estimates on the top and bottom line for the third quarter. Despite strong earnings, shares are down after the company shared a weak fourth-quarter forecast and announced the departure of COO George Hu.
Full Answer
Why is Twilio stock down today?
Oct 28, 2021 · Why Twilio Stock Plunged Today By Joe Tenebruso - Oct 28, 2021 at 6:47PM You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services.
Is TWLO stock out of favour?
Oct 28, 2021 · Twilio shares are down after the company shared a weak fourth-quarter forecast and announced the departure of COO George Hu.
Does Joe tenebruso own Twilio?
May 06, 2021 · Why Twilio Stock Was Falling Today By Jeremy Bowman - May 6, 2021 at 5:12PM You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services.
Will we see TWLO below $300?
Feb 14, 2022 · From its peak last February, the stock has lost more than $200 per share. That’s a drop that cost it around 60% of its value. TWLO stock is clearly out of favor, but I …
Why is twilio stock falling?
Shares of Twilio ( TWLO -1.65% ), a cloud-based communications platform provider, were tumbling Thursday as investors grew increasingly concerned about high inflation, upcoming interest rate hikes by the Federal Reserve, and the conflict in Europe.Mar 3, 2022
Is twilio a good buy right now?
Continued organic growth and profits are on the horizon for the company. While there are still concerns about growth rates, Twilio is worth adding to your portfolio right now.Feb 14, 2022
Is twilio losing money?
Twilio lost $283.6 million on a GAAP basis in the quarter. This is higher than the $185.3 million loss posted last year. Savvy investors will find the company's stock-based compensation almost doubled from last year. It spent $632.3 million in compensation for the year ended Dec.Mar 31, 2022
Is twilio a buy hold or sell stock?
Twilio has received a consensus rating of Buy. The company's average rating score is 3.00, and is based on 22 buy ratings, no hold ratings, and no sell ratings.
Will Twilio go up?
The 28 analysts offering 12-month price forecasts for Twilio Inc have a median target of 295.00, with a high estimate of 510.00 and a low estimate of 170.00. The median estimate represents a +140.33% increase from the last price of 122.75.
Is Twilio undervalued?
(NYSE:TWLO) Suggests It's 49% Undervalued.Jan 17, 2022
Is Twilio overvalued?
Compared to an average industry price-to-book ratio of 4.95, TWLO is valued in line with its industry peers as the stock has a price-book ratio of 4.05. It seems to be even relatively undervalued. On the other hand, I argue that TWLO is overvalued now turning to forward valuation metrics.Jan 5, 2022
Is Twilio a profitable company?
Not only did Twilio state that it now expects to be profitable on a non-GAAP basis for the calendar year 2023. The company is also projecting a robust March-quarter revenue of $855 million to $865 million, well above the old Street consensus at $803 million.Feb 10, 2022
How much debt does Twilio have?
US$985.9mWhat Is Twilio's Debt? The image below, which you can click on for greater detail, shows that at December 2021 Twilio had debt of US$985.9m, up from US$302.1m in one year. But it also has US$5.36b in cash to offset that, meaning it has US$4.37b net cash.Apr 11, 2022
Is twilio a buy Zacks?
The Zacks database contains over 10,000 stocks. All of those stocks are classified into three groups: Sector, M Industry and X Industry....Momentum Scorecard. More Info.Zacks RankDefinitionAnnualized Return1Strong Buy24.93%2Buy18.44%3Hold9.99%4Sell5.61%2 more rows
Is Roku A Buy Sell or Hold?
Roku has received a consensus rating of Buy. The company's average rating score is 2.58, and is based on 20 buy ratings, 1 hold rating, and 5 sell ratings.
Is Zoom Buy Sell or Hold?
Zoom Video Communications has received a consensus rating of Hold. The company's average rating score is 2.47, and is based on 15 buy ratings, 14 hold ratings, and 1 sell rating.
Shares of the communications software company slipped on disappointing bottom-line guidance
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What happened
Shares of Twilio ( NYSE:TWLO) were pulling back today after the cloud-based communications software company posted a strong first-quarter earnings report but offered weaker-than-expected guidance on the bottom line. With the software as a service (SaaS) stock coming into the report "priced for perfection," that was enough to send shares spiraling.
So what
Twilio reported revenue growth of 62% to $590 million, well ahead of estimates at $532.9 million. It also posted a dollar-based net expansion rate of 133%, showing that continuing customers increased their spending by 33%, though that was down slightly from 143% in the quarter a year ago.
Now what
Twilio's second-quarter guidance shows the company still expects to maintain its brisk growth rate even as it laps the beginning of the pandemic in the year-ago quarter. On the top line, it's calling for 47% to 50% revenue growth, or $591 million to $601 million, well ahead of the consensus at $577.1 million.
TWLO Stock Is a Buy
According to Yaho0! Finance, most analysts say this name is a buy. Additionally, their average price target for TWLO stock is $354 per share. However, the stock currently sits 19% below even their lowest price target of $240. Clearly, these analysts also see upside like me, but first markets need to get their courage back.
Fed Fed, Everywhere
As for the Bullard tape bomb, it’s not actual bad news. Bullard cannot make policy alone, so it’s only one man’s opinion. Nevertheless, his words opened the door for a bearish scenario where the Fed goes crazy with rate hikes. They did this in late 2018 and the markets punished them by crashing into Christmas.
Why Investors Must Be Patient With This Cloud-Based Communication Stock
It may take some time to be profitable, but there are encouraging signs ahead for Twilio (NYSE: TWLO). In this segment of "The Virtual Opportunities Show" on Motley Fool Live, recorded on Feb. 8, Fool contributor Demitri Kalogeropoulos examines a few ways the communications company is planning to grow and be attractive to investors.
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What happened
Shares of Twilio ( TWLO 1.31% ) fell 12.2% in October 2019, according to data from S&P Global Market Intelligence. The provider of business software platforms had a very bad day right after reporting strong third-quarter results, with a side order of weak next-quarter guidance. The stock fell as much as 13.8% in intraday trading that day.
So what
Twilio's earnings fell from $0.07 to $0.03 per share, still exceeding the Street's consensus estimate at $0.01 per share. Revenue rose 75% to $295 million, also ahead of analysts' projections of $288 million.
Now what
The steep discount that was applied to Twilio's shares in October was almost certainly a mistake. Earnings guidance came in low for the fourth quarter because management isn't attempting to maximize bottom-line profit at this stage in Twilio's development.
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The cloud communications leader fell hard last month even after releasing stellar quarterly results. Here's what investors need to know
As a technology and consumer goods specialist for the Fool, Steve looks for responsible businesses that positively shape our lives. Then he invests accordingly. Enjoy his work? Connect with him on Twitter & Facebook so you don't miss a thing.
What happened
Shares of Twilio ( NYSE:TWLO) fell 16.6% in November, according to data from S&P Global Market Intelligence, despite the cloud communications platform specialist posting strong third-quarter results and increasing its annual guidance.
So what
Twilio's underlying business trends were equally encouraging. Active customer accounts grew nearly 35% to 46,489, and the company struck its first-ever enterprise license agreement for its higher-level software products -- a nearly eight-figure, three-year deal with a large unnamed tech customer.
Now what
As fellow Fool Rick Munarriz pointed out shortly after the report, this was also the first time since Twilio's IPO a year and a half ago that its earnings didn't exceed expectations. So perhaps investors had simply grown accustomed to its habit of underpromising and overdelivering.
