Twilio Sets Bar for Beat Motion Amid Deceleration, Oppenheimer Says

12:20 PM EDT, 10/30/2026 (MT Newswires) -- Twilio (TWLO) Q3 revenue and gross profit growth decelerated modestly from Q2, driven by Messaging deceleration and tough comparisons, Oppenheimer said in a Thursday note. "We expect this inflection to weigh near-term as investors realign expectations," the report said. The report said its Q3 results were ahead of consensus but year-on-year organic revenue and gross profit growth of 15.7% and 17.7% were slower than Q2's 16.7% and 18.1%, respectively. The note pointed to carrier fee increases as potentially impacting messaging momentum. Still, the report said its initial 2027 organic growth guidance of over 10% was conservative. "This sets a bar for a beat/raise motion," it said. Oppenheimer kept its outperform rating and a $325 price target. Price: 201.98, Change: -39.92, Percent Change: -16.50