02:20 AM EDT, 03/26/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our target price by $15 to $125, 29.5x our 2025 EPS estimate, above peers on TWLO's reaccelerating growth and its large net cash position ($1.39B) and a slight premium to its five-year average (~29x) on improving profitability metrics. We maintain our 2025 and 2026 EPS views at $4.25 and $5.07, respectively. Our upgrade is primarily valuation based, as our prior downgrade (to Hold) largely reflected our view that shares may take a breather following a doubling in price between Q3 and Q4 2024 earnings. Now, following a ~30% pullback since Q4 results were announced, we see an improved valuation that warrants more buying activity. Our positive view of TWLO's fundamentals has not changed, as we expect its exposure to Agentic AI and its growing list of new products to drive sustainable sales growth of around 10% per year while EPS grows at a faster rate as margins continue to expand, benefiting from significant cost reductions over the past couple of years and the introduction of AI processes internally.