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Twilio (TWLO) Stock Sinks As Market Gains: Here's Why

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Twilio (TWLO - Free Report) closed the most recent trading day at $60.08, moving -0.08% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 1.11%. Meanwhile, the Dow experienced a rise of 0.8%, and the technology-dominated Nasdaq saw an increase of 1.24%.

Coming into today, shares of the company had lost 1.68% in the past month. In that same time, the Computer and Technology sector gained 0.85%, while the S&P 500 gained 0.48%.

The investment community will be closely monitoring the performance of Twilio in its forthcoming earnings report. The company is expected to report EPS of $0.59, up 25.53% from the prior-year quarter. Meanwhile, the latest consensus estimate predicts the revenue to be $1.03 billion, indicating a 2.31% increase compared to the same quarter of the previous year.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $2.64 per share and revenue of $4.36 billion, indicating changes of +7.76% and +5%, respectively, compared to the previous year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Twilio. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the company's business operations and its ability to generate profits.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Twilio is currently sporting a Zacks Rank of #2 (Buy).

With respect to valuation, Twilio is currently being traded at a Forward P/E ratio of 22.78. For comparison, its industry has an average Forward P/E of 28.08, which means Twilio is trading at a discount to the group.

One should further note that TWLO currently holds a PEG ratio of 1.16. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. As the market closed yesterday, the Internet - Software industry was having an average PEG ratio of 1.85.

The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 34, putting it in the top 14% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.


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