Everybody has their favorite publicly traded companies, me included. My favorites, however, aren't necessarily always the names behind my best stock-buying ideas.
Artificial intelligence (AI) stocks have delivered impressive gains to investors on the market in recent times. That's not surprising, as the fast-growing adoption of this technology supercharged the growth of companies selling AI-related hardware and software.
Twilio Inc. is rated a buy as its turnaround and AI integrations are driving broad-based growth and positioning it within the AI ecosystem. TWLO's restructuring, improved go-to-market strategies, and strategic partnerships with AI leaders like OpenAI and Microsoft are fueling revenue and margin expansion. AI adoption is accelerating growth in TWLO's Voice and Messaging segments, with high-margi...
Twilio is demonstrating a strong balance between accelerating top-line growth and a clear path to GAAP profitability, despite industry pressures from generative AI. Valuation remains attractive with a net cash balance sheet and active share repurchase program, providing downside support in a volatile market. While I expect forward growth rates to moderate, Twilio's margin expansion and recurrin...
Twilio Inc. (NYSE:TWLO ) Goldman Sachs Communicopia + Technology Conference 2025 September 8, 2025 12:30 PM EDT Company Participants Khozema Shipchandler - CEO & Director Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Matthew Martino - Goldman Sachs Group, Inc., Research Division Presentation Kasthuri Rangan Head of Software Coverage Well, good morni...
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