This article first appeared on GuruFocus. Twilio (NYSE:TWLO) shares fell about 3% early Friday after HSBC cut its rating on the communications software company, citing uncertainty over how much economic value it can capture from Meta Platforms' (META) Muse AI agent. HSBC lowered Twilio to Reduce from Hold while keeping its $211 price target. The firm said rising AI-agent activity could increase demand for calls, messages and authentication services, but higher traffic does not necessarily translate into a larger share of the resulting revenue for Twilio. Is TWLO fairly valued? Test your thesis with our free DCF calculator.
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