Twilio Inc(TWLO)今日夜盘股价大涨16.46%，引发市场广泛关注。
消息面上，公司于盘后发布了第二季度财报，业绩表现全面超出市场预期。数据显示，Q2调整后每股收益为1.47美元，高于市场一致预期的1.32美元，同比增长23.5%；营收达到15.0亿美元，超出预期的14.29亿美元，同比增长约22%。此外，公司给出的第三季度指引同样强劲，预计营收在15.1亿至15.2亿美元之间，高于分析师预期的14.7亿美元；调整后每股收益预计在1.42至1.47美元之间，亦超出市场预期的1.40美元。
此前，公司已连续两个季度大幅超预期，上季度更上调了全年营收增长指引至14%-15%。AI驱动的消息及语音消费需求持续旺盛，为业绩增长提供了强劲动力。财报发布前，多家机构密集上调目标价，Stifel将目标价调至260美元并升级至买入评级，Tigress调至255美元，BofA调至235美元，整体机构观点偏积极。强劲的财报表现叠加积极的未来展望，共同推动了Twilio股价在夜盘交易时段的大幅攀升。
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