Twilio Poised to Report 'Solid' Q4 Financial Results, Oppenheimer Says

MT Newswires Live

Feb 05

Twilio (TWLO) is poised to report "solid" financial results for Q4, driven by steady sales execution and continued positive momentum in self-serve and independent software vendors, Oppenheimer analysts said in a Wednesday note.

The company is scheduled to report its Q4 results on Feb. 12.

Oppenheimer said that the company's Q4 momentum is set to carry into 2026 as multi-product adoption efforts mature, and platform integrations simplify customer engagement.

Analysts said that Twilio's initial 2026 revenue guidance may be set conservatively to account for early-year seasonality, new product contributions, and a still-evolving sales motion.

Oppenheimer said it is "bullish" on Twilio's artificial intelligence opportunity, expecting it to enable overall platform engagement and offer new product opportunities.

Analysts have an outperform rating on the stock and a $170 price target.

Twilio shares were up over 3% in recent Wednesday trading.

Price: 113.06, Change: +3.56, Percent Change: +3.25

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