Morgan Stanley Reduces PT on Twilio Inc. (TWLO) Stock

Twilio Inc. (NYSE:TWLO) is among the 14 Best Cloud Computing Stocks to Buy Right Now.

On February 13, Morgan Stanley reduced its price objective on the company’s stock to $153 from $169, while keeping an “Overweight” rating, as reported by The Fly. The analyst highlighted that Q4 2025 surpassed the organic revenue guidance by ~350 bps. This was supported by continued broad-based momentum throughout Twilio Inc. (NYSE:TWLO)’s business.

Furthermore, the earnings report can be seen as further validation of Twilio Inc. (NYSE:TWLO)’s capability to fuel double-digit organic revenue growth, while, at the same time, maintaining discipline on operating expenses.

In a separate release, on February 13, Piper Sandler analyst James Fish reduced the target price on Twilio Inc. (NYSE:TWLO)’s stock to $130 from $148, while keeping a “Neutral” rating. Notably, the company’s quarterly performance and guidance were largely in line with expectations. On a positive note, Voice & Messaging demonstrated strong growth.

Twilio Inc. (NYSE:TWLO) provides customer engagement platform solutions. Twilio has been built on flexible and scalable cloud infrastructure, combining communications and customer data platforms into one.

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