BUZZ - HSBC downgrades Twilio rating to "Reduce" due to doubts about AI monetization capability, causing its stock price to fall
路透社2026/09/25 11:31September 25 - ** Customer engagement platform Twilio (TWLO.N) shares fell 3.2% in pre-market trading to $290.11
** HSBC downgraded the stock to "reduce"; stated that while Twilio's potential in the field of artificial intelligence continues to justify a premium, its recent price increase has turned its risk-reward profile negative
** "The development direction of Muse is positive, but we believe there is currently insufficient evidence to show that Twilio will capture the high-margin AI software layer" — HSBC
** Of 32 brokerages, 27 rate the stock as "buy" or higher, 3 as "hold," and 2 as "sell"; the median target price is $270 — according to LSEG aggregated data
** As of the previous session’s close, the stock was up more than 110% year-to-date
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