Twilio's Turnaround Story Is Underway, Analyst Turns Bullish And Boosts Price Forecast

1. Goldman Sachs upgraded Twilio from Neutral to Buy, raising the price target to $185. 2. Analyst cites Twilio's cost-cutting and efficiency initiatives as drivers for growth. 3. Improved go-to-market strategies and product innovation support a positive outlook. 4. Twilio is expected to exceed conservative CY25 revenue growth estimates of 7-8%. 5. The company's evolving offerings in CPaaS and AI expand its total addressable market.