BTIG Raises Twilio's Price Target to $175 Amid AI Infrastructure Thesis
BTIG has raised its price target for Twilio (TWLO) to $175 from $155, maintaining a Buy rating, as it positions the company as a key player in AI communications infrastructure. Despite the upgrade, Twilio faces near-term challenges, including a 50% year-over-year gain already priced in and a growth slowdown indicated in FY2026 guidance. The analyst upgrade comes ahead of Twilio's Q1 2026 earnings report on April 30.
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Topics: AI analyst upgrade BTIG communications infrastructure price target Twilio