• Morgan Stanley sets a price target of $152 for Twilio Inc. (NYSE:TWLO), indicating a potential upside of 39.42%.
• Twilio's stock performance outpaces major indexes with a 2.22% increase, signaling strong investor confidence.
• Upcoming financial results are highly anticipated, with projected EPS of $1.05 and revenue of $1.25 billion.

Twilio Inc. (NYSE:TWLO) is a leading cloud communications platform that empowers developers to create, scale, and manage real-time communications within software applications. Offering a comprehensive suite of APIs, Twilio enables businesses to seamlessly integrate voice, messaging, and video functionalities into their applications. In the competitive cloud communications landscape, Twilio stands out against rivals such as Vonage and Bandwidth.

On October 21, 2025, Elizabeth Porter from Morgan Stanley set an ambitious price target of $152 for Twilio. At the time, the stock was trading at $109.02, suggesting a potential upside of about 39.42%. This optimistic outlook was bolstered as Twilio's stock closed at $109.02, marking a 2.22% increase from the previous day. This performance notably surpassed the gains of major indexes, including the S&P 500's 1.07% gain, the Dow's 1.12% rise, and the Nasdaq's 1.37% increase.

Despite this recent uptick, Twilio's shares have seen only a 0.14% gain over the past month, trailing behind the Computer and Technology sector's 2.68% gain and the S&P 500's 1.08% increase. Investors are keenly awaiting Twilio's forthcoming financial results, expected to be announced on October 30, 2025. The projected earnings per share (EPS) is $1.05, a 2.94% increase from the same quarter last year.

The consensus estimate forecasts revenue of $1.25 billion, a 10.4% increase from the previous year's quarter. For the full year, the Zacks Consensus Estimates predict earnings of $4.5 per share and revenue of $5.5 billion. Currently, Twilio's stock is priced at $108.89, reflecting a slight decrease of 0.12%. The stock has fluctuated between $108.40 and $110.05 today, with a market capitalization of approximately $16.7 billion.