2月24日 - ** 云通信平台TwilioTWLO.N股价盘前上涨3.67%至118.50美元
** 摩根士丹利将该公司的股票评级从 "等权重 "上调至 "增持";将目标价从144美元上调至160美元,这意味着该公司股价较上一交易日收盘价114.31美元上涨了约40%。
** MS 注意到合作伙伴和客户的积极反馈,强调了 Twilio 的平台差异化和改进的市场策略
** 券商预计,由于收入增长、效率提高和人工智能的应用,Twilio 将提前一年实现利润率目标,如果人工智能应用加速,利润率将有更大的上升空间。
** TWLO 在上周四收盘后公布了 (link) 第四季度财报,不及华尔街预期,而此前连续三个季度的财报均超出预期。
** 股票平均评级为 "买入";PT 中值为 155 美元--数据来自 LSEG
** 截至周五收盘,TWLO 今年迄今已上涨 5.76
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