Mizuho Raises Twilio Target to $200

Mizuho lifted Twilio’s price target to $200 from $165, keeping an Outperform rating after the firm’s strong Q1 results.
Twilio reported a 20% YoY revenue rise to $1.41 billion in Q1, with 16% organic growth, its fastest in three years.
Mizuho also upgraded FY‑2026/27 revenue, operating income and free‑cash‑flow forecasts, citing AI‑driven tailwinds and Twilio 2.0 transformation.
Analysts such as Rosenblatt, KeyBanc and Morgan Stanley raised their targets to $200‑$210, highlighting strong demand for messaging and voice products.