Oppenheimer analyst Ittai Kidron raised the firm’s price target on Twilio (TWLO) to $145 from $135 and keeps an Outperform rating on the shares. The firm notes Twilio reported strong Q3 results with revenue growth accelerating to 15% year-over-year on broad-based strength across customer segments, products, and geographies. Management highlighted continued momentum in voice AI adoption.
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