Twilio Price Targets Diverge Amid Strong Q2, AI Demand

Twilio Inc. (NYSE:TWLO) has experienced mixed analyst price target adjustments in 2025, reflecting both optimism and caution in the market. UBS Group recently lowered its price target from $150 to $135, maintaining a buy rating despite signaling a more pessimistic forecast. Conversely, Piper Sandler raised its price target from $140 to $144, citing strong second-quarter results with robust demand for Messaging and Voice AI services, although noting concerns such as lower gross profit margins due to new fees and ongoing investments. Overall, Twilio's core business shows profitability growth, supported by a consensus moderate buy rating with an average price target around $130.77, indicating a modest upside potential. Analysts recognize Twilio's strong position in cloud communications and AI infrastructure but also point to competitive risks and near-term financial pressures.