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TWLO

Twilio

$91.70

2.37 (2.65%)

10:35
12/10/18
12/10
10:35
12/10/18
10:35

Twilio put volume heavy and directionally bearish

Bearish flow noted in Twilio with 5,237 puts trading, or 1.6x expected. Most active are 12/28 weekly 92 puts and 12/28 weekly 94 puts, with total volume in those strikes near 1,600 contracts. The Put/Call Ratio is 2.87, while ATM IV is up over 2 points on the day. Earnings are expected on February 12th.

TWLO Twilio
$91.70

2.37 (2.65%)

12/03/18
OPCO
12/03/18
NO CHANGE
OPCO
New Relic, VMware best positioned to benefit from secular shifts, says Oppenheimer
Oppenheimer analyst Ittai Kidron notes that he attended AWS' (AMZN) re:Invent user conference in Las Vegas, where he conducted a user survey giving him insight into application development and migration trends, the pace of DevOps adoption, forward IT spending intentions, and vendor positioning. Citing the survey, the analyst points out that DevOps practices are rapidly being adopted, and developers' prominence in IT budget/architecture decisions is driving market participants to offer end-to-end toolchains; hybrid/multi-cloud architectures are increasing in popularity, benefiting a select few providers; and legacy application migration activity is in early stages but set to gain momentum encompassing a broad range of applications. Within his coverage, Kidron sees New Relic (NEWR), Atlassian (TEAM), VMware (VMW) and Twilio (TWLO) as best positioned to benefit from secular shifts emphasizing the DevOps culture and adoption of hybrid/multi-cloud architectures.
11/23/18
OPCO
11/23/18
NO CHANGE
OPCO
Outperform
Twilio deal proxy suggests 'strong upside potential,' says Oppenheimer
Twilio (TWLO) on Wednesday filed a proxy in connection to its proposed acquisition of SendGrid (SEND), Oppenheimer analyst Ittai Kidron tells investors in a research note titled "SendGrid Proxy Reveals Strong Upside Potential." The analyst points out that Twilio made four cash offers for SendGrid before internal forecasts were shared and a stock deal was deemed as offering superior value. Further, Twilio's internal forecasts were materially above consensus calling for 136.3% net dollar expansion rate versus the consensus of 125.7%, says Kidron. SendGrid's projections were also well above consensus, he adds. Overall, Kidron continues to see "strong core business upside and compelling SendGrid deal rationale/synergies." He remains bullish on Twilio with an Outperform and $110 price target.
11/12/18
WBLR
11/12/18
NO CHANGE
WBLR
Outperform
William Blair still sees value in owning shares of Twilio
After taking a fresh look at Twilio's valuation following last week's post-earnings rally, William Blair analyst Bhavan Suri believes "there is still value in owning the stock." While the 35% rally on earnings "was probably a bit overdone," consensus expectations for 2019 and 2020 could prove conservative, Suri tells investors in a research note titled "Dreaming the Dream." The analyst says that if he were to assume Twilio can grow revenues 40% in 2019 and 30% in 2020, he would consider a cumulative growth rate of roughly 80% over the next two years. Applying an enterprise value of 10 times this forward revenue estimate, Suri says he would be able to justify a stock price of roughly $110. The analyst remains positive on Twilio's long-term fundamentals and thinks that "accumulating shares on any significant rationalization of the recent move makes sense." He keeps an Outperform rating on the name.
11/12/18
OPCO
11/12/18
NO CHANGE
Target $110
OPCO
Outperform
Twilio price target raised to $110 form $90 at Oppenheimer
Oppenheimer analyst Ittai Kidron raised his price target for Twilio to $110 from $90 following another "exceptional" earnings report. The analyst believes consensus expectations still underestimate top-line growth potential, and sees at least $60M-$80M/$160M-$180M of upside to FY19/20 consensus factoring in a decline in net dollar expansion rate from the mid-140% range in FY18 to the mid-130%/120% range in FY19/20, respectively. Kidron reiterates an Outperform rating on the shares.

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DLHC

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VMW

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CS

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GTHX

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NH

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TWTR

Twitter

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TWTR

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GVA

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MNRL

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