Piper Sandler Raises Twilio Price Target to $140

Piper Sandler analyst Patrick Moley raised the price target for Tradeweb Markets to $130, noting an optimistic outlook on volume growth and retail derivatives despite challenging comparisons due to high 2024 volumes influenced by the U.S. Presidential Election. Tradeweb's average consensus target price among analysts is $155.08 with an 'Outperform' rating, suggesting potential upside from current prices. Meanwhile, Twilio has seen increased bullish options activity ahead of its July 31 earnings announcement, with a strong preference for call options and implied volatility rising to 66.06%. Piper Sandler's James Fish upgraded Twilio's price target from $121 to $140 and maintained an 'Overweight' rating, citing expected strong growth driven by AI advantages and potential increases in U.S. Messaging prices. Despite the positive analyst sentiment, GuruFocus estimates a GF Value for Twilio below its current trading price, implying some downside risk. Overall, both stocks are favored by brokers with Tradeweb positioned as a volume-sensitive player and Twilio benefiting from growth optimism amid earnings anticipation.