Twilio Inc. (NYSE:TWLO) rose another 3.1% on September 24 to close at $299.66. The run has come alongside a series of analyst upgrades. TD Cowen lifted its target to $300 from $260, and Rosenblatt, Wells Fargo and UBS all raised theirs in the same stretch. The stock has roughly tripled from its low of $98.44 over the past year, which is not a move anyone expected from a company the market had written off as a commodity messaging pipe. The argument driving it is simple. Every AI assistant that texts you, calls you, or messages you on WhatsApp has to send that message through somebody.
我们公开展示核心要点。创建免费账户后可继续阅读全文、保存、讨论，并结合市场和 OSINT 背景分析。