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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

BMY

Bristol-Myers

$62.28

0.45 (0.73%)

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EXEL

Exelixis

$28.00

0.14 (0.50%)

, RHHBY

Roche

$30.69

0.18 (0.59%)

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EXEL

Exelixis

$28.00

0.14 (0.50%)

RHHBY

Roche

$30.69

0.18 (0.59%)

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ARRY

Array BioPharma

$13.14

0.26 (2.02%)

15:17
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01/20
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SO

Southern Company

$44.44

-0.46 (-1.02%)

15:13
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TECK

Teck Resources

$29.43

0.19 (0.65%)

15:10
01/20/18
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TWTR

Twitter

$23.66

-0.38 (-1.58%)

14:03
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01/20
14:03
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14:03
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Twitter begins notifying users exposed to Russian propaganda during elections »

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SPY

SPDR S&P 500 ETF Trust

$280.41

1.27 (0.45%)

, SPX

S&P 500

13:58
01/20/18
01/20
13:58
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Periodicals
Government shuts down on anniversary of Trump presidency, Reuters reports »

President's Trump…

SPY

SPDR S&P 500 ETF Trust

$280.41

1.27 (0.45%)

SPX

S&P 500

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FB

Facebook

$181.29

1.49 (0.83%)

, NYT

New York Times

$21.90

1.7 (8.42%)

13:48
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01/20
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Periodicals
NY Times stock jumps after Facebook's announcement, Recode reports »

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FB

Facebook

$181.29

1.49 (0.83%)

NYT

New York Times

$21.90

1.7 (8.42%)

NWSA

News Corp.

$17.22

0.21 (1.23%)

FOXA

21st Century Fox

$36.65

0.47 (1.30%)

03/08/13
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WMT

Walmart

$104.59

0.29 (0.28%)

13:36
01/20/18
01/20
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13:36
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Still time to shop Walmart shares as company makes changes, Barron's says »

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AAPL

Apple

$178.46

-0.8 (-0.45%)

, NFLX

Netflix

$220.46

0.13 (0.06%)

08:59
01/20/18
01/20
08:59
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08:59
Periodicals
Netflix among likely candidates for an Apple purchase, Barron's says »

Especially for tech…

AAPL

Apple

$178.46

-0.8 (-0.45%)

NFLX

Netflix

$220.46

0.13 (0.06%)

03/08/13
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BA

Boeing

$337.73

-2.43 (-0.71%)

08:50
01/20/18
01/20
08:50
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08:50
Periodicals
Boeing not a sell just yet, Barron's says »

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AAPL

Apple

$178.46

-0.8 (-0.45%)

, EADSY

Airbus

$28.43

0.755 (2.73%)

08:24
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Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

AAPL

Apple

$178.46

-0.8 (-0.45%)

EADSY

Airbus

$28.43

0.755 (2.73%)

BA

Boeing

$337.73

-2.43 (-0.71%)

VZ

Verizon

$51.91

0.36 (0.70%)

NYT

New York Times

$21.90

1.7 (8.42%)

TWX

Time Warner

$93.36

0.39 (0.42%)

DIS

Disney

$110.59

0.17 (0.15%)

TIME

Time Inc.

$18.55

0.05 (0.27%)

AMZN

Amazon.com

$1,294.58

1.26 (0.10%)

BAC

Bank of America

$31.72

0.24 (0.76%)

GS

Goldman Sachs

$256.12

5.15 (2.05%)

BK

BNY Mellon

$56.61

1.26 (2.28%)

WLKP

Westlake Chemical Partners

$24.45

-0.1 (-0.41%)

MON

Monsanto

$120.66

1.8 (1.51%)

DLTR

Dollar Tree

$114.73

1.83 (1.62%)

CE

Celanese

$112.96

1.93 (1.74%)

LYB

LyondellBasell

$119.92

3.03 (2.59%)

TSE

Trinseo

$79.45

2.2 (2.85%)

EYE

National Vision

$43.13

1.12 (2.67%)

ETFC

E-Trade

$54.28

0.63 (1.17%)

LPLA

LPL Financial

$59.03

0.53 (0.91%)

AMTD

TD Ameritrade

$55.17

0.21 (0.38%)

SCHW

Charles Schwab

$55.48

0.15 (0.27%)

ADS

Alliance Data

$261.82

5.88 (2.30%)

FISV

Fiserv

$138.11

0.17 (0.12%)

FLT

FleetCor

$206.65

3.4 (1.67%)

HAWK

Blackhawk

$45.25

0.1 (0.22%)

MTZ

MasTec

$53.30

1.25 (2.40%)

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CME

CME Group

$154.28

2.07 (1.36%)

, GS

Goldman Sachs

$256.12

5.15 (2.05%)

04:55
01/20/18
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04:55
Conference/Events
American Bar Association to hold annual meeting »

Derivatives & Futures…

CME

CME Group

$154.28

2.07 (1.36%)

GS

Goldman Sachs

$256.12

5.15 (2.05%)

BP

BP

$42.40

-0.5 (-1.17%)

C

Citi

$78.30

0.91 (1.18%)

BAC

Bank of America

$31.72

0.24 (0.76%)

CS

Credit Suisse

$19.06

0.13 (0.69%)

CRL

Charles River

$107.89

1.22 (1.14%)

MS

Morgan Stanley

$57.46

1.62 (2.90%)

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AMGN

Amgen

$189.28

1.69 (0.90%)

, BAYRY

Bayer

$32.05

0.235 (0.74%)

04:55
01/20/18
01/20
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Conference/Events
American Society of Clinical Oncology to hold a symposium »

2018 ASCO…

AMGN

Amgen

$189.28

1.69 (0.90%)

BAYRY

Bayer

$32.05

0.235 (0.74%)

BLRX

BioLineRx

$1.09

-0.02 (-1.80%)

BMY

Bristol-Myers

$62.28

0.45 (0.73%)

CELG

Celgene

$102.65

0.93 (0.91%)

DNA

Bought by RHHBY

ESALY

Eisai

$56.88

0.115 (0.20%)

EXEL

Exelixis

$28.00

0.14 (0.50%)

HALO

Halozyme

$17.98

0.13 (0.73%)

INCY

Incyte

$93.16

1.24 (1.35%)

IPSEY

Ipsen

$34.65

0.75 (2.21%)

LXRX

Lexicon

$10.44

0.2 (1.95%)

MGNX

MacroGenics

$19.19

0.3 (1.59%)

MRK

Merck

$61.28

0.15 (0.25%)

NVS

Novartis

$86.94

0.53 (0.61%)

SNY

Sanofi

$44.60

0.09 (0.20%)

ONCY

Oncolytics

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WLFC

Willis Lease

$26.66

0.05 (0.19%)

18:59
01/19/18
01/19
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DPS

Dr Pepper Snapple

$96.35

1.03 (1.08%)

18:13
01/19/18
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Dr Pepper to become official sponsor of esports team TSM »

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RCII

Rent-A-Center

$11.70

0.09 (0.78%)

17:53
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Vintage Capital in standstill pact with Rent-A-Center »

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AR

Antero Resources

$18.74

-0.59 (-3.05%)

17:44
01/19/18
01/19
17:44
01/19/18
17:44
Recommendations
Antero Resources analyst commentary at MUFG »

Antero Resources price…

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T

AT&T

$37.21

0.06 (0.16%)

, TWX

Time Warner

$93.36

0.39 (0.42%)

17:44
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17:44
Periodicals
AT&T requesting docs from companies in Time Warner deal hearing, Reuters says »

AT&T (T) is…

T

AT&T

$37.21

0.06 (0.16%)

TWX

Time Warner

$93.36

0.39 (0.42%)

VZ

Verizon

$51.91

0.36 (0.70%)

CMCSA

Comcast

$42.50

0.65 (1.55%)

CMCSK

Comcast

DISH

Dish

$45.26

0.1 (0.22%)

CHTR

Charter

$366.05

0.8 (0.22%)

DIS

Disney

$110.59

0.17 (0.15%)

VIA

Viacom

$39.20

-0.5 (-1.26%)

VIAB

Viacom

$33.36

-0.59 (-1.74%)

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GRPN

Groupon

$5.57

0.46 (9.00%)

17:44
01/19/18
01/19
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17:44
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Groupon announces Chief Product Officer Jay Sullivan resigns »

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CELG

Celgene

$102.65

0.93 (0.91%)

17:41
01/19/18
01/19
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17:41
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Celgene's Abraxane exceeds primary endpoint target in pancreatic cancer trial »

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VALU

Value Line

$19.60

0.3 (1.55%)

17:40
01/19/18
01/19
17:40
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17:40
Hot Stocks
Value Line reaffirms $3M stock repurchase program »

The Board of Directors…

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VALU

Value Line

$19.60

0.3 (1.55%)

17:39
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01/19
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Value Line declares special dividend of 20c per share »

Payable on March 9 to…

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ZEAL

Zealand Pharma

$15.05

-0.78 (-4.93%)

17:34
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01/19
17:34
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17:34
Hot Stocks
Zealand Pharma: FDA approves IND for Phase 3 trials of dasiglucagon in CHI »

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GNMSF

Genmab

$190.75

2.75 (1.46%)

, JNJ

Johnson & Johnson

$147.36

0.44 (0.30%)

17:29
01/19/18
01/19
17:29
01/19/18
17:29
Hot Stocks
Genmab says FDA grants priority review for daratumumab »

Genmab (GNMSF) announced…

GNMSF

Genmab

$190.75

2.75 (1.46%)

JNJ

Johnson & Johnson

$147.36

0.44 (0.30%)

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