Why Twilio (TWLO) Shares Are Getting Obliterated Today What Happened? Shares of customer engagement platform Twilio (NYSE:TWLO) fell 7.6% in the afternoon session after HSBC downgraded the stock from Hold to Reduce. The bank said that although Meta Platforms' Muse AI agent increases communications volume, it may not meaningfully expand Twilio's competitive moat or revenue capture per CNBC. A competitive moat is a lasting advantage that helps a company protect its market share and profits from rivals. HSBC also pointed to intensifying competition and stretched valuation levels. A stretched valuation means the share price looks high relative to the company's expected earnings or growth, leaving less room for the stock to rise.
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