TWLO - Twilio: Reinvigorating The Business (Rating Upgrade)
2024-05-08 17:42:14 ET
Summary
- Twilio's quarterly report caused a slump in the stock, but the company is on track for accelerating organic growth.
- The company has become cash flow positive and is focusing on solid organic growth to drive the stock higher.
- The stock trades at 19x '25 EPS targets and the accelerating organic growth should drive solid EPS growth, making Twilio attractive on dips.
Twilio ( TWLO ) is slumping after its quarterly report, yet the company appears right on track to return to accelerating organic growth. The cloud communications company has become a cash flow machine and is working toward solid organic growth to drive the stock higher. My investment thesis is now Bullish on the stock after the post-earnings dip....
Twilio: Reinvigorating The Business (Rating Upgrade)