Twilio: AI Growth Is Strong But The Stock Is Too Expensive (NYSE:TWLO)
· seekingalpha.com
Twilio (TWLO) analysis: accelerating growth, improving margins, and AI Voice upside—but 38x 2026E and low-margin mix make it a Hold.
Twilio ( TWLO ) is no longer the same company as it was two years ago. Revenue growth is picking up and profits are rising faster than revenue. The company also...