La vendita allo scoperto per Twilio dà agli investitori un'idea del grado in cui gli investitori stanno scommettendo sul declino delle azioni di Twilio. I dati relativi alle vendite allo scoperto vengono aggiornati ogni due settimane.

Twilio (NYSE:TWLO) Azioni, Report sulle vendite allo scoperto

Twilio

Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.

Analyst Color

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Upgrades

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TWLO

Un&#39;analisi di Morgan Stanley rivela un&#39;opportunità interessante nel settore tecnologico: è il momento di puntare su questo titolo?

Titolo in rampa di lancio: quest&#39;azienda ha un potenziale di crescita a due cifre

Twilio Inc

Investors with a lot of money to spend have taken a bullish stance on Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with TWLO, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 26 uncommon options trades for Twilio.
This isn't normal.
The overall sentiment of these big-money traders is split between 53% bullish and 34%, bearish.
Out of all of the special options we uncovered, 19 are puts, for a total amount of $1,930,766, and 7 are calls, for a total amount of $296,927.
<h3>Expected Price Movements</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $35.0 to $140.0 for Twilio over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
In terms of liquidity and interest, the mean open interest for Twilio options trades today is 289.33 with a total volume of 2,049.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Twilio's big money trades within a strike price range of $35.0 to $140.0 over the last 30 days.
<h3>Twilio Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741628735_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$9.7</td>
<td>$9.6</td>
<td>$9.6</td>
<td>$110.00</td>
<td>$576.0K</td>
<td>1.3K</td>
<td align="right">610</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$33.45</td>
<td>$32.5</td>
<td>$33.05</td>
<td>$125.00</td>
<td>$132.2K</td>
<td>117</td>
<td align="right">40</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$31.15</td>
<td>$31.0</td>
<td>$31.0</td>
<td>$130.00</td>
<td>$124.0K</td>
<td>125</td>
<td align="right">41</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$43.2</td>
<td>$41.0</td>
<td>$41.0</td>
<td>$140.00</td>
<td>$114.8K</td>
<td>143</td>
<td align="right">0</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$1.04</td>
<td>$1.03</td>
<td>$1.04</td>
<td>$85.00</td>
<td>$100.5K</td>
<td>3</td>
<td align="right">1</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Current Position of Twilio</h3>
<ul>
<li>Trading volume stands at 2,315,541, with TWLO's price down by -6.56%, positioned at $99.12.</li>
<li>RSI indicators show the stock to be may be oversold.</li>
<li>Earnings announcement expected in 57 days.</li>
</ul>
<h3>Professional Analyst Ratings for Twilio</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $161.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Stifel persists with their Hold rating on Twilio, maintaining a target price of $135. 
&#x2A; An analyst from Tigress Financial persists with their Buy rating on Twilio, maintaining a target price of $170. 
&#x2A; In a cautious move, an analyst from JMP Securities downgraded its rating to Market Outperform, setting a price target of $165. 
&#x2A; An analyst from UBS has decided to maintain their Buy rating on Twilio, which currently sits at a price target of $175. 
&#x2A; An analyst from Morgan Stanley has elevated its stance to Overweight, setting a new price target at $160. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Twilio with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Markets

Twilio Options Trading: A Deep Dive into Market Sentiment

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Next Technology Holding Inc. - Ordinary Shares

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ZETA

Shares of software stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition." Economic uncertainty could drive a rotation out of growth sectors.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/07/25</td>
<td>$109.00</td>
<td>$39.3K</td>
<td>3.7K</td>
<td>35.8K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/07/25</td>
<td>$390.00</td>
<td>$30.9K</td>
<td>2.0K</td>
<td>6.5K</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$175.00</td>
<td>$596.6K</td>
<td>8.1K</td>
<td>2.1K</td>
</tr>
<tr>
<td>MRVL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$70.00</td>
<td>$539.0K</td>
<td>5.0K</td>
<td>2.1K</td>
</tr>
<tr>
<td>DDOG</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$110.00</td>
<td>$27.0K</td>
<td>2.8K</td>
<td>1.1K</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$27.00</td>
<td>$362.5K</td>
<td>1.5K</td>
<td>1.1K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$190.00</td>
<td>$54.2K</td>
<td>6.3K</td>
<td>605</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/07/25</td>
<td>$105.00</td>
<td>$25.0K</td>
<td>11</td>
<td>504</td>
</tr>
<tr>
<td>OKTA</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/14/25</td>
<td>$115.00</td>
<td>$27.2K</td>
<td>126</td>
<td>452</td>
</tr>
<tr>
<td>ASML</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/07/25</td>
<td>$720.00</td>
<td>$66.1K</td>
<td>228</td>
<td>431</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 303 contract(s) at a $109.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $39.3K, with a price of $130.0 per contract. There were 3705 open contracts at this strike prior to today, and today 35823 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 250 contract(s) at a $390.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $30.9K, with a price of $123.0 per contract. There were 2034 open contracts at this strike prior to today, and today 6557 contract(s) were bought and sold. 
• Regarding TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we observe a put option sweep with bearish sentiment. It expires in 41 day(s) on April 17, 2025. Parties traded 489 contract(s) at a $175.00 strike. This particular put needed to be split into 48 different trades to become filled. The total cost received by the writing party (or parties) was $596.6K, with a price of $1220.0 per contract. There were 8172 open contracts at this strike prior to today, and today 2193 contract(s) were bought and sold. 
• Regarding MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we observe a put option trade with bullish sentiment. It expires in 70 day(s) on May 16, 2025. Parties traded 700 contract(s) at a $70.00 strike. The total cost received by the writing party (or parties) was $539.0K, with a price of $770.0 per contract. There were 5053 open contracts at this strike prior to today, and today 2132 contract(s) were bought and sold. 
• For DDOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>), we notice a put option trade that happens to be bearish, expiring in 14 day(s) on March 21, 2025. This event was a transfer of 50 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $27.0K, with a price of $540.0 per contract. There were 2886 open contracts at this strike prior to today, and today 1120 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a put option sweep with bullish sentiment. It expires in 105 day(s) on June 20, 2025. Parties traded 500 contract(s) at a $27.00 strike. This particular put needed to be split into 40 different trades to become filled. The total cost received by the writing party (or parties) was $362.5K, with a price of $725.0 per contract. There were 1524 open contracts at this strike prior to today, and today 1118 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option sweep with bullish sentiment. It expires in 41 day(s) on April 17, 2025. Parties traded 40 contract(s) at a $190.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $54.2K, with a price of $1355.0 per contract. There were 6338 open contracts at this strike prior to today, and today 605 contract(s) were bought and sold. 
• For TWLO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 500 contract(s) at a $105.00 strike. This particular call needed to be split into 38 different trades to become filled. The total cost received by the writing party (or parties) was $25.0K, with a price of $50.0 per contract. There were 11 open contracts at this strike prior to today, and today 504 contract(s) were bought and sold. 
• Regarding OKTA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>), we observe a put option trade with neutral sentiment. It expires in 7 day(s) on March 14, 2025. Parties traded 40 contract(s) at a $115.00 strike. The total cost received by the writing party (or parties) was $27.2K, with a price of $681.0 per contract. There were 126 open contracts at this strike prior to today, and today 452 contract(s) were bought and sold. 
• For ASML (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>), we notice a call option trade that happens to be neutral, is expiring today. Parties traded 189 contract(s) at a $720.00 strike. The total cost received by the writing party (or parties) was $66.1K, with a price of $350.0 per contract. There were 228 open contracts at this strike prior to today, and today 431 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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NVDA

10 Information Technology Stocks Whale Activity In Today's Session

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Shares of companies with the broader tech sector are trading lower amid overall market weakness following a rise in Treasury yields. Investors may be evaluating ongoing global tension related to tariffs and conflict.

Twilio enables Cedar to streamline communications, elevating patient service and reducing provider costs with AI-driven automation and empathetic support
Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), the customer engagement platform that drives real-time, personalized experiences for leading brands, and <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.cedar.com%2F%3Futm_source%3Dpress-release%26utm_medium%3Dpr%26utm_campaign%3DPR%26utm_content%3Dwp&amp;esheet=54218435&amp;newsitemid=20250304590428&amp;lan=en-US&amp;anchor=Cedar&amp;index=1&amp;md5=0bb07910cc48cc4294df65019a542dd5">Cedar</a>, the leading patient financial experience platform for healthcare providers, today announced Twilio is powering Cedar's patient communications across SMS and Voice, including via Twilio's AI-powered ConversationRelay service, with the goals of improving the patient financial experience, driving operational efficiency and delivering cost reduction.
Navigating healthcare bills can be overwhelming, particularly for patients managing multiple providers or facing the burden of being uninsured. Simultaneously, healthcare providers are inundated with thousands of daily inquiries from patients seeking clarity on their financial obligations, driving up administrative costs. Cedar is addressing this systemic challenge by leveraging Twilio's scalable communications technology, seamlessly integrating it into its platform to enhance accessibility, streamline patient interactions, and create a more intuitive financial experience—while also reducing operational expenses for providers.
Cedar is leveraging Twilio's flexible and innovative solutions to build an AI-powered patient financial experience, including:
<ul>
<li>Streamlined Communication: Cedar utilizes Twilio's SMS capabilities to enhance bill notifications and appointment reminders, ensuring patients receive timely and effective updates.</li>
<li>Seamless Payment Experience: By integrating Twilio's Voice API and Stripe Pay Connector, Cedar enables patients to make secure payments over the phone with interactive voice response (IVR), including support for Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA). With <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ebri.org%2Fhealth%2Fcontent%2Fvital-statistics-on-flexible-spending-accounts--2022--forfeitures-on-the-rise&amp;esheet=54218435&amp;newsitemid=20250304590428&amp;lan=en-US&amp;anchor=roughly+half+of+FSA+account+holders+forfeiting+funds&amp;index=2&amp;md5=3442c7b8a59c2b9c859ab57404e2ebf1">roughly half of FSA account holders forfeiting funds</a> due to lack of awareness, this will help patients maximize available resources.</li>
<li>Smart and Personalized Patient Support: Built on Twilio's ConversationRelay service, Cedar later this year will be able to automate inbound patient billing calls with AI-powered voice agents that provide quick answers, reduce wait times, and improve satisfaction.</li>
</ul>
Twilio's ConversationRelay service, which enables developers to create robust natural voice AI agents by seamlessly integrating real-time streaming, speech recognition, and interruption handling, will support HIPAA-eligible use cases in the coming weeks for healthcare providers.

News

Twilio Collaborates With Cedar to Enhance Patient Service And Reduce Costs Through AI-Driven Communication Tools

Whales with a lot of money to spend have taken a noticeably bullish stance on Twilio.
Looking at options history for Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) we detected 8 trades.
If we consider the specifics of each trade, it is accurate to state that 75% of the investors opened trades with bullish expectations and 12% with bearish.
From the overall spotted trades, 2 are puts, for a total amount of $69,250 and 6, calls, for a total amount of $263,385.
<h3>Predicted Price Range</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $105.0 to $135.0 for Twilio during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Twilio's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Twilio's substantial trades, within a strike price spectrum from $105.0 to $135.0 over the preceding 30 days.
<h3>Twilio Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1740681949_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$2.76</td>
<td>$2.53</td>
<td>$2.77</td>
<td>$135.00</td>
<td>$110.8K</td>
<td align="right">445</td>
<td align="right">420</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/14/25</td>
<td>$4.3</td>
<td>$4.15</td>
<td>$4.3</td>
<td>$120.00</td>
<td>$42.9K</td>
<td align="right">62</td>
<td align="right">101</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$4.55</td>
<td>$4.45</td>
<td>$4.55</td>
<td>$125.00</td>
<td>$34.1K</td>
<td align="right">703</td>
<td align="right">77</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$22.75</td>
<td>$22.2</td>
<td>$22.6</td>
<td>$120.00</td>
<td>$33.9K</td>
<td align="right">177</td>
<td align="right">17</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>03/28/25</td>
<td>$6.35</td>
<td>$6.1</td>
<td>$6.2</td>
<td>$120.00</td>
<td>$31.0K</td>
<td align="right">374</td>
<td align="right">51</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
After a thorough review of the options trading surrounding Twilio, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Twilio's Current Market Status</h3>
<ul>
<li>Trading volume stands at 879,376, with TWLO's price up by 1.43%, positioned at $120.92.</li>
<li>RSI indicators show the stock to be may be oversold.</li>
<li>Earnings announcement expected in 68 days.</li>
</ul>
<h3>What The Experts Say On Twilio</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $153.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from UBS has decided to maintain their Buy rating on Twilio, which currently sits at a price target of $175. 
&#x2A; Consistent in their evaluation, an analyst from Jefferies keeps a Hold rating on Twilio with a target price of $145. 
&#x2A; Maintaining their stance, an analyst from Tigress Financial continues to hold a Buy rating for Twilio, targeting a price of $170. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Equal-Weight rating for Twilio, targeting a price of $140. 
&#x2A; Consistent in their evaluation, an analyst from Stifel keeps a Hold rating on Twilio with a target price of $135. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Twilio, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

What the Options Market Tells Us About Twilio

DOCU

Shares of software stocks are trading lower amid overall market weakness. Weak consumer confidence and China uncertainty may be weighing on growth and tech-related stocks. Additionally, weak guidance from zoom may also be affecting sector sentiment.

Tigress Financial analyst Ivan Feinseth maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Buy and raises the price target from $135 to $170.

Tigress Financial Maintains Buy on Twilio, Raises Price Target to $170

Shares of Twilio Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) were rising in early trading on Monday after having <a href="https://www.benzinga.com/quote/TWLO">lost almost 15% over the past month</a>.
The company has the ability to generate double-digit growth and improve operating margins, driven by cross-sell motions, according to Morgan Stanley.
The Twilio Analyst: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58933b2143eaaa0001698f54/meta-marshall">Meta Marshall</a> upgraded Twilio&#8217;s rating from Equal-Weight to Overweight, while raising the price target from $144 to $160.
The Twilio Thesis: The sell-off of around 20% in the company's shares after the release of fourth-quarter results appears "overdone, creating attractive buying opportunity," Marshall said in the upgrade note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Channel checks indicate that Twilio's "cross-sell motions have runway to recovery, which in turn should also help drive larger deals," he added.
In the core business, messaging and email are likely to continue driving double-digit growth "on back of continued traction in self-serve / ISV / cross-sell channels," the analyst stated.
"Our base case credits ~10% CAGR and achievement of operating margin targets a year ahead, given flow through of revenue upside to 7-8% growth targets," Marshall further wrote.
TWLO Price Action: Shares of Twilio had risen by1.85% to $116.42 at the time of publication on Monday.
Read More: <a href="https://www.benzinga.com/trading-ideas/movers/25/01/43138493/hutchinson-maintains-buy-rating-on-bath-body-works-sees-continued-growth">Twilio, Coinbase And Reddit Are Among Top 10 Large Cap Losers Last Week (Feb 17-Feb 21): Are The Others In Your Portfolio?</a>
Photo: Shutterstock

Twilio Can Generate Around 10% Growth With Margin Expansion, Says Bullish Analyst

Twilio shares are trading higher after JP Morgan upgraded the stock from Equal-Weight to Overweight and raised its price target from $144 to $160.

Morgan Stanley analyst Meta Marshall upgrades Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) from Equal-Weight to Overweight and raises the price target from $144 to $160.

Morgan Stanley Upgrades Twilio to Overweight, Raises Price Target to $160

These ten large-cap stocks were the worst performers in the last week. Are they in your portfolio?
<ol>
<li>Akamai Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AKAM#NASDAQ">AKAM</a>) stock fell 23.01% following weak FY25 guidance. Several analysts lowered the <a href="https://www.benzinga.com/quote/sfm/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
<li>Axon Enterprise (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>) shares fell 22.79% after Craig-Hallum analyst Jeremy Hamblin downgraded the stock from Buy to Hold and <a href="https://www.benzinga.com/quote/axon/analyst-ratings" target="_blank" rel="noreferrer noopener">announced a $625 price forecast</a>.</li>
<li>Twilio Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) shares tumbled 22.39% after the company reported mixed fourth-quarter results and analysts revised <a href="https://www.benzinga.com//node/43742521" target="_blank" rel="noreferrer noopener">forecasts on the stock</a>.</li>
<li>EPAM Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) stock declined 21.97% following its fourth-quarter and full-year 2024 earnings report <a href="https://www.benzinga.com//node/43867480" target="_blank" rel="noreferrer noopener">and disappointing 2025 guidance.</a></li>
<li>Nu Holdings Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NU#NYSE">NU</a>) stock decreased 21.54% following the company's<a href="https://www.benzinga.com//node/43869101" target="_blank" rel="noreferrer noopener"> fourth-quarter financial results</a>.</li>
<li>Aurora Innovation, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUR#NASDAQ">AUR</a>) lost 21.18% as the software company's stocks fell amid overall market weakness on U.S. consumer and economic concerns.</li>
<li>Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) stock lost 21.04% last week. The stock reversed its gains following an <a href="https://www.benzinga.com//node/43883117" target="_blank" rel="noreferrer noopener">agreement in principle with SEC staff</a> to drop the case against the company.</li>
<li>DaVita Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVA#NYSE">DVA</a>) shares dipped 19.58%. Warren Buffett's investment firm, Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>), has offloaded a 2% stake in the company, with the transaction <a href="https://www.benzinga.com//node/43874883" target="_blank" rel="noreferrer noopener">valued at around $116 million</a>.</li>
<li>Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) stock lost 19.12% as broader financial sector stocks fell amid overall market weakness on U.S. consumer and economic concerns.</li>
<li>Reddit (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) shares declined 18.81%. Piper Sandler analyst Thomas Champion maintained an Overweight rating and raised the <a href="https://www.benzinga.com/quote/rddt/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from $210 to $220</a>.</li>
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<li><a href="https://www.benzinga.com/news/large-cap/25/02/43902979/alibaba-super-micro-computer-and-xpeng-are-among-top-10-large-cap-gainers-last-week-feb-17-feb-21-are-the-others-in-your-portfolio" target="_blank" rel="noreferrer noopener">Alibaba, Super Micro Computer And XPeng Are Among Top 10 Large Cap Gainers Last Week (Feb 17-Feb 21): Are The Others In Your Portfolio?</a></li>
</ul>
Photo via Shutterstock

Equities

Large Cap

Topics

AKAM

AXON

COIN

EPAM

HOOD

RDDT

Twilio, Coinbase And Reddit Are Among Top 10 Large Cap Losers Last Week (Feb 17-Feb 21): Are The Others In Your Portfolio?

BNAI

BTBT

CSAI

DOCN

FSLR

KEYS

MCHP

MVIS

NXPI

OSIS

OUST

QCOM

RGTI

SHMD

VUZI

WOLF

ZBRA

Shares of companies in the broader technology sector are trading lower amid overall market weakness on US consumer and economic concerns.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$60.00</td>
<td>$57.1K</td>
<td>35.5K</td>
<td>64.3K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/28/25</td>
<td>$26.00</td>
<td>$112.2K</td>
<td>11.7K</td>
<td>6.6K</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$450.00</td>
<td>$35.5K</td>
<td>888</td>
<td>2.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$250.00</td>
<td>$264.0K</td>
<td>3.0K</td>
<td>1.6K</td>
</tr>
<tr>
<td>COHR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/21/25</td>
<td>$90.00</td>
<td>$58.5K</td>
<td>259</td>
<td>1.1K</td>
</tr>
<tr>
<td>ARM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$155.00</td>
<td>$43.3K</td>
<td>576</td>
<td>855</td>
</tr>
<tr>
<td>AAOI</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/21/25</td>
<td>$30.00</td>
<td>$27.5K</td>
<td>7.3K</td>
<td>733</td>
</tr>
<tr>
<td>GWRE</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$200.00</td>
<td>$332.8K</td>
<td>81</td>
<td>707</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$110.00</td>
<td>$25.4K</td>
<td>148</td>
<td>650</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$135.00</td>
<td>$600.0K</td>
<td>3.3K</td>
<td>508</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on February 21, 2025. This event was a transfer of 143 contract(s) at a $60.00 strike. This particular call needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $57.1K, with a price of $400.0 per contract. There were 35507 open contracts at this strike prior to today, and today 64339 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bullish, expiring in 8 day(s) on February 28, 2025. This event was a transfer of 2000 contract(s) at a $26.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $112.2K, with a price of $56.0 per contract. There were 11701 open contracts at this strike prior to today, and today 6684 contract(s) were bought and sold. 
• Regarding APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we observe a call option sweep with neutral sentiment. It expires in 56 day(s) on April 17, 2025. Parties traded 8 contract(s) at a $450.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $35.5K, with a price of $4451.0 per contract. There were 888 open contracts at this strike prior to today, and today 2287 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 330 day(s) on January 16, 2026. This event was a transfer of 20 contract(s) at a $250.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $264.0K, with a price of $13206.0 per contract. There were 3080 open contracts at this strike prior to today, and today 1661 contract(s) were bought and sold. 
• Regarding COHR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>), we observe a call option trade with neutral sentiment. It expires in 29 day(s) on March 21, 2025. Parties traded 150 contract(s) at a $90.00 strike. The total cost received by the writing party (or parties) was $58.5K, with a price of $390.0 per contract. There were 259 open contracts at this strike prior to today, and today 1191 contract(s) were bought and sold. 
• For ARM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), we notice a call option sweep that happens to be bearish, expiring in 148 day(s) on July 18, 2025. This event was a transfer of 22 contract(s) at a $155.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $43.3K, with a price of $1970.0 per contract. There were 576 open contracts at this strike prior to today, and today 855 contract(s) were bought and sold. 
• For AAOI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAOI#NASDAQ">AAOI</a>), we notice a call option trade that happens to be neutral, expiring in 29 day(s) on March 21, 2025. This event was a transfer of 50 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $27.5K, with a price of $550.0 per contract. There were 7398 open contracts at this strike prior to today, and today 733 contract(s) were bought and sold. 
• Regarding GWRE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GWRE#NYSE">GWRE</a>), we observe a put option sweep with bullish sentiment. It expires in 29 day(s) on March 21, 2025. Parties traded 416 contract(s) at a $200.00 strike. This particular put needed to be split into 43 different trades to become filled. The total cost received by the writing party (or parties) was $332.8K, with a price of $800.0 per contract. There were 81 open contracts at this strike prior to today, and today 707 contract(s) were bought and sold. 
• For TWLO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), we notice a put option sweep that happens to be bearish, expiring in 211 day(s) on September 19, 2025. This event was a transfer of 24 contract(s) at a $110.00 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $25.4K, with a price of $1060.0 per contract. There were 148 open contracts at this strike prior to today, and today 650 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option trade with bullish sentiment. It expires in 302 day(s) on December 19, 2025. Parties traded 500 contract(s) at a $135.00 strike. The total cost received by the writing party (or parties) was $600.0K, with a price of $1200.0 per contract. There were 3345 open contracts at this strike prior to today, and today 508 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

GWRE

MSTR

10 Information Technology Stocks With Whale Alerts In Today's Session

Investors with a lot of money to spend have taken a bearish stance on Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with TWLO, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 30 uncommon options trades for Twilio.
This isn't normal.
The overall sentiment of these big-money traders is split between 40% bullish and 50%, bearish.
Out of all of the special options we uncovered, 8 are puts, for a total amount of $290,464, and 22 are calls, for a total amount of $1,643,855.
<h3>Expected Price Movements</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $45.0 to $150.0 for Twilio during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
In terms of liquidity and interest, the mean open interest for Twilio options trades today is 674.0 with a total volume of 8,750.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Twilio's big money trades within a strike price range of $45.0 to $150.0 over the last 30 days.
<h3>Twilio Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1739903425_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$8.55</td>
<td>$6.9</td>
<td>$6.9</td>
<td>$120.00</td>
<td>$334.6K</td>
<td>2.5K</td>
<td>820</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$65.95</td>
<td>$63.6</td>
<td>$64.5</td>
<td>$60.00</td>
<td>$193.5K</td>
<td>30</td>
<td>30</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$6.85</td>
<td>$6.75</td>
<td>$6.75</td>
<td>$120.00</td>
<td>$145.1K</td>
<td>2.5K</td>
<td>1.5K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$7.0</td>
<td>$6.9</td>
<td>$6.95</td>
<td>$120.00</td>
<td>$100.0K</td>
<td>2.5K</td>
<td>452</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$28.2</td>
<td>$27.1</td>
<td>$27.54</td>
<td>$140.00</td>
<td>$96.3K</td>
<td>173</td>
<td>35</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
After a thorough review of the options trading surrounding Twilio, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Present Market Standing of Twilio</h3>
<ul>
<li>Trading volume stands at 3,553,987, with TWLO's price down by -2.0%, positioned at $122.67.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 77 days.</li>
</ul>
<h3>What The Experts Say On Twilio</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $147.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from Jefferies continues to hold a Hold rating for Twilio, targeting a price of $145. 
&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Buy rating for Twilio, targeting a price of $145. 
&#x2A; An analyst from JP Morgan has decided to maintain their Overweight rating on Twilio, which currently sits at a price target of $130. 
&#x2A; Maintaining their stance, an analyst from Mizuho continues to hold a Outperform rating for Twilio, targeting a price of $150. 
&#x2A; An analyst from Needham persists with their Buy rating on Twilio, maintaining a target price of $165. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Twilio options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

These eleven large-cap stocks were the worst performers in the last week. Are they in your portfolio?
<ol>
<li>West Pharmaceutical Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>) stock tumbled 33.22% after it reported fourth-quarter results and provided <a href="https://www.benzinga.com//node/43704837" target="_blank" rel="noreferrer noopener">weaker-than-expected 2025 guidance</a>.</li>
<li>The Trade Desk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) stock dipped 31.66% after the company reported worse-than-expected 2024 fiscal-year fourth-quarter earnings and <a href="https://www.benzinga.com//node/43701094" target="_blank" rel="noreferrer noopener">analysts cut the price forecast</a>.</li>
<li>Fidelity National Information Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIS#NYSE">FIS</a>) shares fell 17.31% after the company reported fourth-quarter results and several analysts <a href="https://www.benzinga.com//node/43671119" target="_blank" rel="noreferrer noopener">lowered the price forecast</a>.</li>
<li>Comfort Systems USA, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIX#NYSE">FIX</a>) stock declined 14.96%.</li>
<li>Twilio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) shares tumbled 14.06% after the company reported <a href="https://www.benzinga.com//node/43714858" target="_blank" rel="noreferrer noopener">fourth-quarter financial results</a>. Analysts revised the <a href="https://www.benzinga.com/quote/twlo/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
<li>GoDaddy Inc. (NYSE: GDDY) shares fell 13.82% after the company reported fourth-quarter results and analysts changed <a href="https://www.benzinga.com//node/43736943" target="_blank" rel="noreferrer noopener">their price forecasts</a>.</li>
<li>Astera Labs, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>) stock dived 13.27% after it reported first-quarter financial results <a href="https://www.benzinga.com//node/43637593" target="_blank" rel="noreferrer noopener">and missed its EPS estimate</a>.</li>
<li>Hyatt Hotels Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) fell 12.97% last week following a <a href="https://www.benzinga.com//node/43699989" target="_blank" rel="noreferrer noopener">Q4 earnings miss</a>. Analysts lowered <a href="https://www.benzinga.com/quote/H/analyst-ratings" target="_blank" rel="noreferrer noopener">their price forecast</a> on the stock.</li>
<li>Reddit Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) shares tanked 12.81% after the company reported fourth-quarter results and several <a href="https://www.benzinga.com//node/43709134" target="_blank" rel="noreferrer noopener">analysts revised the price forecast</a>.</li>
<li>Ubiquiti Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UI#NYSE">UI</a>) shares fell 12.51% after it <a href="https://www.benzinga.com//node/43556594" target="_blank" rel="noreferrer noopener">reported quarterly earnings</a>. Analysts revised the <a href="https://www.benzinga.com/quote/ui/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
<li>Zebra Technologies Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZBRA#NASDAQ">ZBRA</a>) stock decreased 12.40% after the company <a href="https://www.benzinga.com//node/43705227" target="_blank" rel="noreferrer noopener">reported results for the fourth quarter</a>. Many analysts <a href="https://www.benzinga.com/quote/zbra/analyst-ratings" target="_blank" rel="noreferrer noopener">trimmed the price forecasts</a>.</li>
</ol>
Photo via Shutterstock

GDDY

Reddit, GoDaddy & Trade Desk Are Among Top 11 Large-Cap Losers Last Week (Feb 10-Feb 14): Are The Others In Your Portfolio?

UBS analyst Taylor McGinnis maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Buy and raises the price target from $145 to $175.

UBS Maintains Buy on Twilio, Raises Price Target to $175

Twilio Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43714858/twilio-stock-slides-on-mixed-q4-earnings" rel="noreferrer noopener">fourth-quarter financial results </a>after the market close on Thursday. The following are the comments from different analysts on the company&#8217;s performance.
Stifel analyst J. Parker Lane reiterated a Hold rating on the shares and raised the price <a href="https://www.benzinga.com/quote/twlo/analyst-ratings">forecast from $130.00 to $135.00.</a>
A few weeks after releasing preliminary results and a 2025 forecast during its analyst day, Twilio reported its fourth-quarter earnings. The only missing detail was the first-quarter guidance, with mid-points slightly below expectations for both top and bottom lines, noted the analyst.
Following the report, Twilio&#8217;s shares fell in after-hours trading, which the analyst attributes to elevated expectations after the stock&#8217;s recent 30% surge post-investor day.
Looking forward, 2025 will focus on executing the significant CXaaS opportunity and continuing cost reduction efforts, such as getting Segment to breakeven.
While AI remains in its early stages, the analyst sees potential for revenue growth if AI-driven customer engagement solutions gain traction, noted the analyst.
Also Read: <a target="_blank" href="https://www.benzinga.com/top-stories/25/02/43732741/starbucks-plans-to-open-500-new-stores-in-middle-east-report" rel="noreferrer noopener">Starbucks Plans To Open 500 New Stores In Middle East- Report</a>
Needham analyst Ryan Koontz reiterated a Buy rating on the shares with a price forecast of $165.00.
TWLO reported fourth-quarter results that aligned with their positive pre-announcement in January and provided guidance for FY25 that is consistent with earlier expectations for high-single-digit growth and expanding operating margins.
Strong performance in fourth-quarter boosted SMS and voice communications revenue (+11% year-over-year), particularly in sectors like retail.
Management expressed confidence that the record fourth-quarter operating margin of 16.5% will continue to grow in F25, aiming for low 20s by 2027.
The analyst notes the company&#8217;s distinctive approach of integrating Communications, Contextual Data (Segment), and AI positions it uniquely to capture a significant share of the AI value chain for customer experience (CX).
JMP Securities analyst Patrick Walravens reiterated a Market Outperform rating on the shares with a price forecast of $165.00.
The company reported solid fourth results that were generally in line with its prior guidance. The non-GAAP EPS came in at $1.00 (slightly below the $1.04 consensus), with revenue reaching $1.195 billion (beating the $1.183 billion consensus), reflecting an 11% year-over-year increase, up from 10% last quarter, noted the analyst.
The analyst continues to consider Twilio an appealing investment for capital growth, as the company provides a reliable, intuitive, and effective platform for customer interactions, combining its core CPaaS, SendGrid for email, and Segment for customer data management (CDP).
Twilio targets a substantial market, with an expected addressable market of $118 billion by 2028 for its core communications and data solutions, plus additional opportunities in emerging sectors.
The company boasts a vast customer and distribution network, including over 10 million developers, nearly 5,000 global carrier connections, more than 300,000 active customer accounts, and 9,000 AI clients, 3,000 of whom are paying, the analyst highlighted.
Price Action: TWLO shares are trading lower by 13.8% at $127.04 at the last check Friday.
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Photo: Shutterstock.

Reiteration

General

Twilio's Q4 Delivers On Expectations, But Guidance And AI Strategy Divide Analysts

Stifel analyst Parker Lane maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Hold and raises the price target from $130 to $135.

Stifel Maintains Hold on Twilio, Raises Price Target to $135

JMP Securities analyst Patrick Walravens reiterates Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Market Outperform and maintains $165 price target.

JMP Securities Reiterates Market Outperform on Twilio, Maintains $165 Price Target

Press Releases

Twilio Announces Upcoming 2025 Investor Day

Twilio Unveils the Honorees of the 2024 AI Startup Searchlight Awards

Transcend Named to the Deloitte Technology Fast 500™

Twilio Segment Expands Integration with AWS, Empowering Mutual Customers to Build Personalized Engagement Solutions at Scale

Twilio Named a Leader in 2024-2025 IDC MarketScape for Worldwide Customer Data Platforms Focused on B2C Users

Twilio to Announce Fourth Quarter and Fiscal Year 2024 Results on February 13, 2025

Twilio Scores a Multi-Year Partnership to Support Chelsea Football Club's Fan Engagement Strategy

Twilio Announces Fourth Quarter and Full Year 2024 Results

Twilio to Participate in Morgan Stanley Technology, Media & Telecom Conference

Cedar and Twilio Collaborate to Improve Patient Billing Experiences with AI-Powered Solutions

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