Strategic AI enhancements in Twilio’s Flex contact center offering fuel bullish Twilio stock forecast adjustments from major investment banks mid- “We sold Twilio Inc. (NYSE:TWLO) and thereby reduced our subsector weight in software. The company reported a decent third quarter, but disappointed on fourth quarter 2022, full year 2023, and long-term guidance. The company is seeing macroeconomic headwinds and a slowdown spreading from technology, social media and cryptocurrency to retail and e-commerce. The other negative disclosure and a driver of this gross margin “miss” was that Twilio’s software sales are not accelerating at the rate that we expected. We are disappointed with this lower topline and low operating margin improvement guidance. The business transformation is taking longer than expected, and there is the heightened possibility that the new software growth could be stifled by more formidable competition as Twilio has made too many missteps.” Compared to the Zacks Consensus Estimate of $1.19 billion, the reported revenues represent a surprise of +3.66%. The EPS surprise was +16.67%. Twilio stock forecast remains supported by robust cash reserves of $4.2B, offering flexibility for acquisitions or R&D investments without compromising growth targets.