HSBC Says Twilio’s Meta Muse Rally Has Gone Too Far
HSBC argues that the 30% jump since Meta launched Muse overstates how much additional revenue Twilio will capture.
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AI Agents Like Muse and Instinct Could Supercharge Twilio
Meta’s Muse and Instinct can act for users. Analysts say that could raise SMS, voice and WhatsApp volume for Twilio.
Twilio Beats Wall Street Estimates, Raises Guidance as Voice AI Takes Off
Twilio beats expectations with strong Q2 growth, boosted by Voice AI demand, higher customer spending, and raised full-year forecasts.
Goldman Sachs Initiates Buy on Twilio with $300 Price Target, Sees 63% Upside
Strong AI momentum and growth metrics highlighted.
Twilio Beats Expectations and Raises 2026 Forecast as AI Push Pays Off
Twilio grew fast in Q1: $1.41B revenue (+20%), higher profits, raised outlook; AI tools boost demand; stock jumped ~20%.
BofA Turns Bullish on Twilio – Sees Strong AI Infrastructure Future
Bank of America upgraded Twilio to Buy, raised target to $190, citing AI growth, strong cash flow, and rising demand.