Twilio Upgraded to Buy as AI Agents Seen Driving B2C Engagement
TD Cowen upgraded Twilio to buy from hold, citing the company’s cloud communications platform as a key enabler of AI-driven business-to-consumer engagement. Street ratings now include 21 buys, eight holds and two sells, reflecting growing confidence in Twilio’s positioning as AI agents become more integral to customer communications.
1. TD Cowen Upgrade
TD Cowen raised Twilio to a buy rating from hold, highlighting the firm’s belief that AI agents will be a core component of future customer interactions and that Twilio’s cloud communications infrastructure is well positioned to capitalize on this trend.
2. Street Ratings and AI Opportunity
Analyst consensus now stands at 21 buy ratings, eight holds and two sells, underscoring increasing optimism around Twilio’s ability to support AI-driven business-to-consumer engagements and drive sustainable revenue growth.