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TWLO

Twilio

$26.87

1.02 (3.95%)

08:43
06/19/17
06/19
08:43
06/19/17
08:43

Twilio should be bought at current levels, says JMP Securities

JMP Securities analyst Patrick Walravens says that Twilio is " an excellent opportunity for long-term capital appreciation." After conducting checks, he says "the tone of its core business remains strong and may be accelerating," while its revenue from Uber could eventually stabilize and then rebound. The analyst adds that his checks suggest that the company's new COO "is doing some great things." Walravens says that the stock could double by 2019, and he recommends buying the stock.

TWLO Twilio
$26.87

1.02 (3.95%)

05/26/17
OPCO
05/26/17
NO CHANGE
Target $38
OPCO
Outperform
Twilio selloff yesterday a buying opportunity, says Oppenheimer
After attending the Twilio's user conference, Oppenheimer analyst Ittai Kidron says the company's relationship with Uber is "very much alive." Management has been very conservative with its Uber guidance, which limits further downside risk for the shares, Kidron tells investors in a research note. He believes discussions with Uber are ongoing and that the company is likely to remain an important customer of Twilio. Kidron recommends buying yesterday's dip in Twilio shares and keeps an Outperform rating on the name with a $38 price target.
05/25/17
NORL
05/25/17
NO CHANGE
NORL
Twilio lower after Northland details relationship with Airbnb
Airbnb, which currently has 3M homes in 191 countries on its platform, currently utilizes Twilio (TWLO) for SMS and push notifications, Northland analyst Michael Latimore told investors earlier today in a research note. The analyst spoke with several customers and partners, including Airbnb and Zendesk (ZEN), at Twilio's user conference this week. For push notifications, Airbnb uses two vendors, and for SMS, the platform uses Twilio, Vonage's (VG) Nexmo, and a likely small regional player based out of China, Latimore writes. He notes that Airbnb has seen 400% volume growth over the past two years with similar forecasts for the future. Airbnb said 80% of its volume goes to Twilio, the analyst notes. Latimore adds, "Airbnb employees noted that they found the new products announced during the keynote to be intriguing, suggesting a potential for a further expanded relationship." Despite Latimore's belief that an expanded relationship is possible, investors seem to have concerns that Airbnb could diversify away from Twilio, with the shares down in early trading by 3%, or 86c, to $25.19. The analyst has an Outperform rating on the stock with a $30 price target.
05/23/17
ADAM
05/23/17
NO CHANGE
Target $33
ADAM
Buy
Twilio shares have likely bottomed, says Canaccord
Canaccord analyst Richard Davis believes Twilio shares may have bottomed as he sees a lot of risk out of the stock at current levels. The analyst cited the CEO purchase of stock in the open market as a sign of confidence and he sees it creating a foundation of trust. He sees a gradual ascent for the stock as the year progresses. Davis reiterated his Buy rating and $33 price target on Twilio shares.
05/03/17
05/03/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Bristol-Myers (BMY) downgraded to Underperform from Market Perform at BMO Capital with analyst Alex Arfaei citing comments by Pfizer's (PFE) CEO which indicated that his company wouldn't look to buy Bristol-Myers in the near-term. Arfaei says that the chances of Bristol-Myers being acquired are "relatively low," as he thinks that the risk posed by the company's immunotherapy franchise will increase this year, while U.S. tax reform initiatives create uncertainty about large deals. 2. Anadarko (APC) downgraded to Equal Weight from Overweight at Morgan Stanley, to Market Perform from Outperform at Wells Fargo, and to Neutral from Outperform at Macquarie. 3. Twilio (TWLO) downgraded to Sector Weight from Overweight at Pacific Crest with analyst Brent Bracelin saying he underestimated Uber risk, its largest customer. The analyst does not expect growth to reaccelerate until the second quarter of 2018 and said increased investments and competitive risks could pressure the multiple until growth returns. 4. Akamai (AKAM) downgraded to Neutral from Buy at Guggenheim and DA Davidson, to Hold from Buy at SunTrust, and to Market Perform from Outperform at Wells Fargo. 5. Dexcom (DXCM) downgraded to Neutral from Buy at BTIG with analyst Sean Lavin saying the beat and raise to guidance is less likely over the next 12 months given the delay in the Medicare decision. Further, the analyst now sees the potential for misses to occur given competitive launches such as Medtronic's (MDT) Libre. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

ADNT

Adient

$63.20

-1.63 (-2.51%)

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GIS

General Mills

$55.52

-0.65 (-1.16%)

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Monsanto

$117.25

-0.55 (-0.47%)

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Monsanto

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PAYX

Paychex

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AAPL

Apple

$143.73

-2.09 (-1.43%)

19:32
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Apple looks to hire 'Siri Event Maven,' 9to5Mac reports »

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TOSBF

Toshiba, also use TOSYY

$2.60

-0.09 (-3.35%)

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Toshiba, also use TOSBF

$15.67

-0.24 (-1.51%)

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Toshiba to face holder wrath after failing to sell chip unit, Reuters says »

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TOSBF

Toshiba, also use TOSYY

$2.60

-0.09 (-3.35%)

TOSYY

Toshiba, also use TOSBF

$15.67

-0.24 (-1.51%)

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FB

Facebook

$150.58

-3.01 (-1.96%)

19:21
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06/27
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19:21
Periodicals
Facebook previously explored effort to promote flu shots, CNBC reports »

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AAPL

Apple

$143.73

-2.09 (-1.43%)

19:15
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Munster lays out five-year Apple model, sees 'Apple Glasses' wearable in 2020 »

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GOOG

Alphabet

$927.33

-24.94 (-2.62%)

, GOOGL

Alphabet Class A

$948.09

-24 (-2.47%)

19:02
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GOOG

Alphabet

$927.33

-24.94 (-2.62%)

GOOGL

Alphabet Class A

$948.09

-24 (-2.47%)

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APO

Apollo Global

$25.90

-0.33 (-1.26%)

18:58
06/27/17
06/27
18:58
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18:58
Periodicals
Apollo Global hits record-breaking $23.5B target for buyout fund, WSJ says »

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QCOM

Qualcomm

$55.43

-1.13 (-2.00%)

18:54
06/27/17
06/27
18:54
06/27/17
18:54
Periodicals
Judge says FTC suit against Qualcomm can proceed, Reuters reports »

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LNEGY

Linde

$19.25

0.08 (0.42%)

18:53
06/27/17
06/27
18:53
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18:53
Periodicals
Linde unit agrees to $20M settlement deal in whistleblower case, Reuters says »

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HCHC

HC2 Holdings

$5.82

0.03 (0.52%)

18:50
06/27/17
06/27
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HC2 Holdings subsidiary to acquire major interest in DTVA »

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MRK

Merck

$65.54

-0.38 (-0.58%)

18:38
06/27/17
06/27
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Periodicals
Merck's cholesterol drug anacetrapib could serve as catalyst, Barron's reports »

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TROX

Tronox

$13.52

-0.25 (-1.82%)

18:37
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Tronox elects Kaufthal as non-executive chairman »

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ANCUF

Alimentation Couche-Tard

$49.16

1.0803 (2.25%)

, CST

CST Brands

$48.53

-0.01 (-0.02%)

18:19
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Alimentation Couche-Tard cleared in Canada for acquisition of CST Brands »

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ANCUF

Alimentation Couche-Tard

$49.16

1.0803 (2.25%)

CST

CST Brands

$48.53

-0.01 (-0.02%)

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MSLI

Merus Labs

$1.23

-0.0015 (-0.12%)

18:01
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Merus Labs reminds shareholders to vote for arrangement with Norgine »

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EIGI

Endurance

$8.20

-0.15 (-1.80%)

18:01
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Endurance chief administration officer Andreasen to leave company »

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HII

Huntington Ingalls

$186.97

0.68 (0.37%)

17:41
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IP

International Paper

$56.18

-0.55 (-0.97%)

17:34
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International Paper agrees to settle Kleen Products class action litigation »

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HUSA

Houston American Energy

$0.67

0.0385 (6.10%)

17:33
06/27/17
06/27
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17:33
Syndicate
Houston American Energy requests withdrawal of registration statement »

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KBH

KB Home

$22.82

0.04 (0.18%)

, RYI

Ryerson

$9.00

-0.1 (-1.10%)

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KBH

KB Home

$22.82

0.04 (0.18%)

RYI

Ryerson

$9.00

-0.1 (-1.10%)

AVAV

AeroVironment

$32.49

1.52 (4.91%)

CAMP

CalAmp

$19.25

-0.37 (-1.89%)

GMRE

Global Medical REIT

$9.83

0.07 (0.72%)

WLL

Whiting Petroleum

$5.48

0.04 (0.74%)

OAS

Oasis Petroleum

$7.93

0.21 (2.72%)

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CHKE

Cherokee

17:22
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KBH

KB Home

$22.82

0.04 (0.18%)

17:16
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KBH

KB Home

$22.82

0.04 (0.18%)

17:16
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Breaking General news story  »

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CHKE

Cherokee

17:13
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Cherokee receives listing notice over late 10-Q »

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