2024-01-26 00:32:32 ET
Summary
- Twilio trades at yearly highs despite founding CEO departure.
- The company has a potential future in AI communications software, but Twilio is not yet experiencing any related growth.
- The stock trades at 30x EPS targets for 2024, but the company does have a sizable cash balance.
Twilio ( TWLO ) trades at the yearly highs despite the founding CEO exiting the business. The company has an interesting AI communications software future, though the actual financial predictions are limited. My investment thesis is more Neutral on the stock after the Q4 rally and the departure of Jeff Lawson....
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For further details see:
Twillio: AI Future Isn't Here Yet