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Trend Shift04STOCKS2026-05-10

TWLO gets 21 FY EPS upgrades with zero cuts; stock near 52-week high as BofA maintains $225 target

  • Twilio received 21 upward FY EPS revisions with zero cuts in 7 days, pushing the consensus to $5.70 — up 5.0% from $5.42 a week ago — after reporting its fastest revenue growth since 2022 and citing "unprecedented demand from AI."
  • The stock closed at $201.70 on May 8, within 1% of its 52-week high of $203.71 and up 55% from its April low near $130, following Twilio's annual SIGNAL conference where Bank of America maintained its $225 price target.
  • The +1y EPS consensus also moved up 2.9% to $6.58, with 18 upgrades and only 1 cut — a consistently bullish analyst skew across both near- and longer-term periods.

Supporting queries

To surface this insight, Baselight ran 11 queries across its structured data. Each one is reproducible — open it, read the SQL, and rerun it yourself.

Conclusion

eps_revisions: 21 up / 0 down on 0y; 18 up / 1 down on +1y; snapshot 2026-05-09; eps_trend: current $5.695 vs. $5.423 seven days ago (+5.0%); daily_prices: TWLO close $201.70 on 2026-05-08; 52w high $203.71, 52w low $91.84; news: "Bank of America maintained $225 price target following SIGNAL conference" (May 7, 2026); "Twilio Just Reported Its Fastest Growth Since 2022," pub_date 2026-05-06.

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