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TWLO

Twilio

$26.28

0.49 (1.90%)

15:04
02/13/18
02/13
15:04
02/13/18
15:04

Twilio options imply 19.3% move in share price post-earnings, above median historical move

Pre-earnings options volume in Twilio is 3.9x normal with calls leading puts 5:4. Implied volatility suggests the market is anticipating a move near 19.3%, or $5.07, after results are released. Median move over the past eight quarters is 5.0%.

  • 13

    Feb

  • 26

    Feb

TWLO Twilio
$26.28

0.49 (1.90%)

09/27/17
OPCO
09/27/17
NO CHANGE
OPCO
Outperform
Twilio should be bought on weakness, says Oppenheimer
Oppenheimer analyst Ittai Kidron notes that Amazon's (AMZN) AWS has announced the addition of global two-way text messaging capabilities to Pinpoint, its suite of user communication tools. The analyst believes investor fears that this will compete with Twilio (TWLO) are incorrect. While there is no "Powered by Twilio" branding, AWS's new Pinpoint SMS capability is powered on the back-end by Twilio's platform, he contends, noting the close relationship that Twilio has with AWS. Given Twilio's presence behind the scenes, Kidron would view the announcement as a positive for Twilio and would be aggressive buyers on any weakness. He reiterates an Outperform rating on Twilio's shares.
09/27/17
NORL
09/27/17
NO CHANGE
Target $9.5
NORL
Outperform
Vonage, Twilio enable Amazon's PinPoint text messaging, says Northland
Amazon (AMZN) announced yesterday that it has added two-way text messaging to its Pinpoint customer engagement service, which leverages the company's simple notification service, or SNS, capabilities, Northland analyst Michael Latimore tells investors in a research note. Vonage (VG) and Twilio (TWLO) enable SNS and thus, the Pinpoint customer engagement text messaging service, Latimore writes. He notes that Vonage also partners with Amazon on Chime conferencing and Essentials. The analyst has an Outperform rating on Vonage with a $9.50 price target. The stock in early trading is up 24c to $8.13.
12/06/17
BARD
12/06/17
NO CHANGE
Target $37
BARD
Outperform
Twilio investor day tone positive, says Baird
Baird analyst William Power said the overall tone of Twilio's investor day was positive. He said he remains positive on the company's competitive position and long-term growth opportunity fueled by increasing cloud communications use cases. He also remains positive on its stronger revenue growth and ability to improve margins long term. Power reiterated his Outperform rating and $37 price target on Twilio shares.
01/18/18
KEYB
01/18/18
NO CHANGE
KEYB
Cost savings emerge as 'killer app' for artificial intelligence, says KeyBanc
Over the past 35 days, KeyBanc analyst Brent Bracelin hosted meetings at Adobe (ADBE), Autodesk (ADSK), Algorithmia, Cloudera (CLDR), Coupa (COUP), Facebook (FB), Guidewire (GWRE), Netflix (NFLX), NVIDIA (NVDA), Salesforce (CRM), SAP, Synopsys (SNPS), Twilio (TWLO), Tableau (DATA), Talend (TLND), Veeva (VEEV), Workday (WDAY), and Zendesk (ZEN) as part of an AI & Cloud-themed field trip. The analyst notes that cost savings have emerged as the "killer app" for artificial intelligence, and large enterprise interest in migrating back-office apps to cloud has been slow, but is picking up, conversational AI and bot activity is yielding real cost savings. Further, Bracelin sees 2018 as a defining year for enterprise AI applications, and is most impressed by enterprise AI initiatives at Microsoft (MSFT), Zendesk, Guidewire, and Adobe.

TODAY'S FREE FLY STORIES

CAR

Avis Budget

$42.45

1.2 (2.91%)

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AUTL

Autolus Therapeutics

$0.00

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IO

ION Geophysical

$20.65

-0.7 (-3.28%)

, SLB

Schlumberger

$67.40

2.61 (4.03%)

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FNSR

Finisar

$17.03

-0.685 (-3.87%)

10:50
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AUTL

Autolus Therapeutics

$0.00

(0.00%)

10:49
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10:49
Syndicate
Autolus Therapeutics indicated to open at $30, IPO priced at $17.00 »

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  • 22

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10:47
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Conference/Events
Wells Fargo analysts to hold an analyst/industry conference call »

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NUVA

NuVasive

$55.81

0.33 (0.59%)

10:45
06/22/18
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HAIN

Hain Celestial

$30.23

1.04 (3.56%)

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5K Hain Celestial Aug 29 - 31 call spreads sold at 85c »

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APO

Apollo Global

$31.89

0.18 (0.57%)

, HCP

HCP

$24.78

0.15 (0.61%)

10:37
06/22/18
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Periodicals
Apollo the buyer of HCP senior housing portfolio, Bloomberg reports »

HCP (HCP) on June 5 said…

APO

Apollo Global

$31.89

0.18 (0.57%)

HCP

HCP

$24.78

0.15 (0.61%)

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CMG

Chipotle

$472.84

9.97 (2.15%)

10:35
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Expiring Chipotle calls en fuego as shares head toward $500 »

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PAGS

PagSeguro Digital

$30.52

1.1 (3.74%)

10:30
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Three-way spreads continue in PagSeguro »

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  • 22

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GM

General Motors

$41.70

0.575 (1.40%)

, F

Ford

$11.82

0.115 (0.98%)

10:28
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General news
Trump says 20% tariffs may be placed on all imported European cars »

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GM

General Motors

$41.70

0.575 (1.40%)

F

Ford

$11.82

0.115 (0.98%)

HMC

Honda

$30.76

0.1 (0.33%)

NSANY

Nissan

$0.00

(0.00%)

TM

Toyota

$131.64

-1 (-0.75%)

VLKAY

Volkswagen

$0.00

(0.00%)

DDAIF

Daimler AG

$0.00

(0.00%)

FCAU

Fiat Chrysler

$19.48

0.315 (1.64%)

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  • 10

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Stephens food/agribusiness analyst to hold an analyst/industry conference call »

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QGEN

Qiagen

$36.61

0.41 (1.13%)

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Qiagen participates in a conference call with William Blair »

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CMC

Commercial Metals

$23.22

0.96 (4.31%)

10:22
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STG

Sunlands Online

$9.27

0.32 (3.58%)

, MU

Micron

$59.06

-0.38 (-0.64%)

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STG

Sunlands Online

$9.27

0.32 (3.58%)

MU

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$59.06

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IDXG

Interpace Diagnostics

$0.90

0.0262 (3.00%)

AYX

Alteryx

$37.60

-1.03 (-2.67%)

BCRX

BioCryst

$5.55

-0.225 (-3.90%)

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  • 09

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NKE

Nike

$74.13

0.19 (0.26%)

, CAKE

Cheesecake Factory

$58.01

-1.86 (-3.11%)

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NKE

Nike

$74.13

0.19 (0.26%)

CAKE

Cheesecake Factory

$58.01

-1.86 (-3.11%)

HZN

Horizon Global

$6.52

-0.74 (-10.19%)

BKNG

Booking Holdings

$2,108.13

-13.8 (-0.65%)

VRX

Valeant

$24.26

-0.46 (-1.86%)

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  • 26

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URI

United Rentals

$158.72

5.56 (3.63%)

, DG

Dollar General

$99.78

1.09 (1.10%)

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URI

United Rentals

$158.72

5.56 (3.63%)

DG

Dollar General

$99.78

1.09 (1.10%)

SO

Southern Company

$45.34

0.04 (0.09%)

ES

Eversource

$56.09

0.39 (0.70%)

DRI

Darden

$107.60

0.53 (0.50%)

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  • 10

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IO

ION Geophysical

$21.85

0.5 (2.34%)

, SLB

Schlumberger

$67.20

2.41 (3.72%)

10:21
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Periodicals
Schlumberger wins high court patent ruling over ION Geophysical, Bloomberg says »

Ion Geophysical (IO)…

IO

ION Geophysical

$21.85

0.5 (2.34%)

SLB

Schlumberger

$67.20

2.41 (3.72%)

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  • 26

    Jun

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WMT

Walmart

$84.47

0.25 (0.30%)

10:20
06/22/18
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Periodicals
Walmart-Advent deal gets Brazil antitrust approval, Reuters reports »

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PX

Praxair

$157.72

2 (1.28%)

10:20
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06/22
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Options
Praxair calls active as shares see strength »

Praxair calls active as…

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10:20
06/22/18
06/22
10:20
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10:20
General news
More from Markit: the "strong" end to Q2 data "round off the best quarter for three years »

More from Markit: the…

IO

ION Geophysical

$21.85

0.5 (2.34%)

10:19
06/22/18
06/22
10:19
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10:19
Hot Stocks
Breaking Hot Stocks news story on ION Geophysical »

ION Geophysical trading…

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