• James Fish from Piper Sandler sets a price target of $148 for Twilio Inc. (NYSE:TWLO), suggesting a potential upside of approximately 6.97%.
• Piper Sandler downgrades Twilio to Neutral from Overweight, indicating a more cautious outlook on the stock.
• Twilio's stock has shown significant performance, with a 1.85% increase in the latest trading day and a 10.94% rise over the past month.

Twilio Inc. (NYSE:TWLO) is a leading cloud communications platform that enables developers to build, scale, and operate real-time communications within software applications. The company competes with other major players in the cloud communications space, such as Vonage and Bandwidth, offering a comprehensive suite of APIs for voice, messaging, and video capabilities integration.

On January 4, 2026, analyst James Fish from Piper Sandler set a price target of $148 for Twilio, while the stock was trading at $138.36. This target suggests a potential upside of approximately 6.97%. However, Twilio was downgraded to Neutral from Overweight by Piper Sandler, as reported by TheFly, signaling a more cautious stance on the stock's future performance.

Twilio's recent market performance has been noteworthy. The stock closed the latest trading day at $144.14, marking a 1.85% increase from its previous close. This rise is particularly impressive considering the declines experienced by major indexes such as the S&P 500, Dow, and Nasdaq. Over the last month, Twilio's shares have surged by 10.94%, significantly outperforming the Computer and Technology sector and the broader S&P 500 index.

Investors are closely monitoring Twilio's upcoming earnings report. The company is anticipated to announce an EPS of $1.24, a 24% increase from the same quarter last year. Revenue is expected to reach $1.32 billion, reflecting a 10.15% increase. For the full fiscal year, earnings are predicted to be $4.81 per share, with revenue projected at $5.01 billion, indicating growth rates of 31.06% and 12.36%, respectively.

Despite its volatility, Twilio's stock has demonstrated resilience, with a recent trading range between $136.51 and $144.79. Over the past year, the stock has reached a high of $151.95 and a low of $77.51. The company boasts a market capitalization of approximately $21.2 billion and a trading volume of 1,853,712 shares, highlighting significant investor interest in this cloud communications leader.