Dec 18, 2025 • Sahm
SOMEWHAT-BULLISH
Microsoft, Netflix, Twilio And A Health Care Stock On CNBC's 'Final Trades'
CNBC's "Halftime Report Final Trades" featured investment picks from various experts. Joseph M. Terranova named Twilio Inc., Rob Sechan chose AbbVie Inc., Jason Snipe liked Microsoft Corporation, and Stephen Weiss selected Netflix, Inc. The article also provides recent stock performances and upcoming financial result dates for Netflix.
Dec 17, 2025 • Sahm
SOMEWHAT-BULLISH
Options Corner: How The Smart Money Could Be Quietly Loading Up On Twilio Stock
During the COVID-19 pandemic, Twilio Inc (NYSE: TWLO) experienced significant growth, but its stock crashed afterwards. Recent price action suggests potential stealth accumulation by smart money despite past insider selling. A quantitative analysis reveals an unusual risk geometry indicating robust upside, with a 145/150 bull call spread expiring Feb. 20, 2026, identified as a potentially sensible options trade for high-risk, high-reward speculators.
Dec 17, 2025 • Sahm
BULLISH
Twilio Stock Is Rising Tuesday: What's Going On?
Twilio Inc. (NYSE: TWLO) shares are rising after the company announced a multi-year partnership with the LA Kings, marking its first major deal with an NHL team. The agreement includes Twilio becoming the official away helmet sponsor for the 2025-26 season and leveraging Twilio's customer engagement tools to enhance fan communication. Technically, the stock shows solid upward momentum and is trading closer to its 52-week highs, suggesting potential for further gains.
Dec 12, 2025 • Stock Traders Daily
SOMEWHAT-BULLISH
How Twilio Inc. Class A (TWLO) Affects Rotational Strategy Timing
This article analyzes Twilio Inc. Class A (TWLO) providing key findings for traders, including resistance and support levels. It outlines three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, alongside a multi-timeframe signal analysis. The report highlights a positive sentiment for TWLO and an exceptional risk-reward short setup.
Dec 10, 2025 • Sahm
NEUTRAL
Twilio (TWLO): Reassessing Valuation as Slower Billings Growth and Thin Margins Test the Turnaround Narrative
This article examines Twilio's valuation in light of slowing billings growth and persistent thin margins, questioning whether the market has already factored in its turnaround. While a common narrative suggests Twilio is undervalued at $138.04, a discounted cash flow model suggests it might be slightly overvalued at its current price. The author encourages investors to explore high-growth tech and AI stocks that might better fit their strategy.
Dec 08, 2025 • Sahm
SOMEWHAT-BEARISH
What Does the Market Think About Twilio Inc?
Twilio Inc.'s short interest has increased by 5.54% since its last report, with 5.59 million shares sold short, representing 4.19% of its float. This rise in short interest indicates a more bearish sentiment among investors, although the stock's short interest is still lower than its peer group average of 7.68%. Traders would take an average of 2.94 days to cover their short positions.