-
Posted by
Two Blokes May 25, 2025 -
Filed in
Stock
-
4 views
Twilio's strong revenue growth, expanding profit margins, and aggressive share repurchases support my continued buy rating, despite recent stock gains. The company boasts a net cash balance sheet and has been expanding GAAP profitability. Management's conservative guidance and focus on profitability targets look achievable, though macro risks and top-line growth expectations warrant caution.
