|Bid||0.00 x 800|
|Ask||106.98 x 900|
|Day's Range||104.25 - 107.66|
|52 Week Range||32.25 - 119.00|
|Beta (3Y Monthly)||1.32|
|PE Ratio (TTM)||N/A|
|Earnings Date||Feb 11, 2019 - Feb 15, 2019|
|Forward Dividend & Yield||N/A (N/A)|
|1y Target Est||121.73|
The stock market rally continued in the latest week, with more top stocks breaking out. Cisco, Nvidia and many top software stocks rallied on earnings.
Generac's (GNRC) fourth-quarter 2018 results benefit from robust demand for home standby generators but rising input costs hurt.
CNBC's Jim Cramer hears from the CEOs of Twilio and SendGrid after the companies' recent tie-up. SendGrid's CEO breaks down how the combination will help them serve customers like Airbnb. Twilio co-founder and CEO Jeff Lawson also emphasizes his company's broad reach.
VMware's (VMW) robust healthcare solutions to be leveraged by various healthcare organizations in a bid to improve the quality of patient care.
HubSpot (HUBS) fourth-quarter results benefit from expanding customer base and rapid adoption of recently introduced Marketing Starter product.
NetApp (NTAP) third-quarter results benefit from strengthening hybrid cloud domain. However, tough macroeconomic scenario and stiff competition from bellwethers remain woes.
Given a lift in price, fundamental outperformance and unusual buying signals, Twilio stock could be worth a spot in a growth-oriented portfolio.
Cisco Systems (CSCO) gains from strength in Security and Applications segment. Order strength and improving traction of the subscription-based model were other tailwinds.
Groupon (GRPN) hurt by lower customer traffic. However, investments in scaling Groupon+ and maximization of long-term gross profit are a positive.
Want to participate in a short research study? Help shape the future of investing tools and you could win a $250 gift card! The size of Twilio Inc. (NYSE:TWLO), aRead More...
Twilio's Q4 Earnings Results: A Look at Its Key Metrics(Continued from Prior Part)Twilio’s gross profit margin has remained healthy As we discussed earlier, Twilio (TWLO) is managing not only to grow its active customer accounts but also to make
Twilio TWLO has surged more than 200 percent in 12 months, miles ahead of double-digit gains by Adobe ADBE , Workday WDAY and Salesforce CRM . Blue Line Futures' Bill Baruch says it might be too late to jump into the stock now. "Yes, Twilio is strong.
Twilio (NASDAQ:TWLO) over-delivered on revenue, and earnings met estimates. Yet, the platform-as-a-service (PaaS) company fell in morning trading as Twilio contends with an elevated multiple and the expectations that go with it. The good news might bode poorly for Twilio stock as the company, priced for perfection, falls short of lofty expectations in the future. * 12 2018 Winners That Will Be Big Ol' Losers in 2019 Twilio Stock Met on Earnings, Outperformed on Revenue Click to Enlarge Source: Web Summit Via Flickr For the fourth quarter, Twilio non-GAAP earnings came in at four cents per share, meeting consensus estimates. This still showed improvement, as TWLO lost three cents per share in the same quarter last year. Revenues beat analyst estimates, coming in at $204.3 million -- $19.83 million ahead of estimates. This also improved by 77.3% over year-ago levels. For fiscal 2018, the company earned revenues of almost $650.07 million, $19.86 million ahead of estimates. This also showed substantial year-over-year growth, as TWLO brought in $399.02 million in 2017. The company also met estimates with non-GAAP yearly earnings. The company made 11 cents per share in 2018.Both Q1 and fiscal 2019 guidance include the cost of the SendGrid acquisition. Since estimates do not include this, it was not clear whether the company guided higher or lower.InvestorPlace - Stock Market News, Stock Advice & Trading TipsThe stock fell by almost 5% in morning trading following the report.I will admit that, at first, I underestimated Twilio stock. Granted, I think few would have predicted the meteoric rise in 2018 -- a 270% increase. Nor could they have foreseen the growth of over 30% TWLO has seen this year. Beware of ValuationHowever, the stock trades at a forward price-to-earnings (PE) ratio of 710! Granted, triple-digit PE ratios commonly occur in hotter stocks. Companies such as Twilio deliver the future. For this, investors will pay what I call a "vision premium," an elevated multiple pertaining to companies that bring their compelling vision to the marketplace.However, even considering this vision, one has to question whether TWLO can justify over 700 times earnings. Some use a discounted cash flow model to justify such a premium. For fiscal 2019, analysts project 16 cents per share in earnings coupled with the forecasted 45.5% growth rate. With the anticipated 8% average growth rate over the next five years, that takes the price to $7.73, barely one-fourteenth of the current stock price.I expect this stock to trade at a triple-digit multiple for some time to come. I also expect growth to remain robust for the foreseeable future. Despite my bearishness on Twilio stock, PaaS has a bright future. Moreover, in the area of PaaS for cloud-based APIs, Twilio faces only smaller competitors for now.However, at a $13 billion market cap, concerns remain. The stock fell a few months ago as Uber worked to reduce its dependence on Twilio. One has to wonder if other large cloud players such as Alphabet (NASDAQ:GOOGL, NASDAQ:GOOG), Microsoft (NASDAQ:MSFT) or Salesforce (NYSE:CRM) might take an interest in this market. Amazon (NASDAQ:AMZN), which currently provides hosting to Twilio, could also enter this market and push it aside. Either way, this points to a weak moat that could make the cloud-like valuation hard to justify. Bottom Line on Twilio StockTwilio stock fell in morning trading as the mixed numbers disappointed investors. TWLO met earnings estimates and exceeded Wall Street expectations on revenue. However, this did not satisfy investors, and TWLO stock sold off.Without question, as the first mover in cloud-based API for communications, Twilio had become the go-to in this area. However, smaller competitors have emerged and its small size compared to other cloud players remains a concern. * 7 Reasons to Own Coca-Cola Stock For now, I see Twilio continuing its rapid growth. However, this valuation is simply dangerous. With Twilio stock, we have no way to tell whether the post-earnings drop is a temporary setback or the beginning of a more permanent decline. I do not recommend sticking around to find out.As of this writing, Will Healy did not hold a position in any of the aforementioned stocks. You can follow Will on Twitter at @HealyWriting. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 9 U.S. Stocks That Are Coming to Life Again * The 7 Best Video Game Stocks to Power Up Your Portfolio! * 5 Tips to Become a Better Stock Trader Compare Brokers The post Twilio Stock Has Become More Pie in the Sky Than Cloud appeared first on InvestorPlace.
Stocks that moved substantially or traded heavily on Wednesday: Activision Blizzard Inc., up $2.90 to $44.57 The video game maker is restructuring and laying off nearly 800 workers as it faces tougher ...
More trade deal optimism sent stocks higher on Wednesday, setting up an interesting situation if a deal doesn't get done. Should the rug get pulled out from under investors' feet, equity markets will be in trouble. So far though, the path of least resistance is higher and that will surely be the case if the U.S. and China eventually hammer out a decent deal. With that in mind, let's look at a few top stock trades for Thursday. Top Stock Trades for Tomorrow 1: TwilioTwilio (NYSE:TWLO) has an impressive business with impressive growth. We eyed this baby on a breakout over $100 and were rewarded when it rallied to almost $120 ahead of earnings.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * The 7 Best Video Game Stocks to Power Up Your Portfolio! Post-earnings though, shares are pulling back a bit, down about 6.5%. So long as it stays over $100 though, it's hard to get too bearish on this one. Its valuation is nuts, but its fundamentals are strong. $100 could fail, and if we see the lower range support (now near $90) I would be a buyer of TWLO. Top Stock Trades for Tomorrow 2: InvitaeIf you haven't heard of Invitae (NASDAQ:NVTA), you might want to start doing some research. This little growth hound just keeps on barking and management keeps telling a stellar story.Well, the charts are finally lining up with that bullish bias, busting higher Wednesday by more than 9%. This name looks to be in full-on breakout mode. After getting over downtrend resistance in early January, shares slowly but surely pushed higher. If it can stay over this $15 to $15.50 area, NVTA could challenge its highs near $18.Note: NVTA will report earnings on February 19th. Top Stock Trades for Tomorrow 3: NvidiaA one-letter difference in the ticker symbol moves us from Invitae to Nvidia (NASDAQ:NVDA). It's encouraging to see Nvidia rallying here, particularly after its late-January plunge following an unexpected preliminary update to disappointing earnings.It's hard to imagine that Nvidia management is content to wildly disappoint investors last quarter in November, announce disappointing and unexpected news in January, and then disappoint again in February when it reports on February 14th. But stranger things have happened on Wall Street.For the bulls, they must hope that CEO Jensen Huang & Co. has cooked in low enough estimates and that the Street has lowered its expectations enough. If they have, it gives NVDA stock a chance to rally. A move over downtrend resistance could trigger a rally up to $170. Pushing through and we could fill the gap up to nearly $200.I am not too optimistic that Nvidia will do that all in a few days, but we will see. On the downside, I want to see uptrend support (purple line) hold as support. At the very least, I do not want to see NVDA take out its January low. Top Stock Trades for Tomorrow 4: AppleApple's (NASDAQ:AAPL) making headlines following the company's new streaming efforts, but that's not doing a ton to help the stock. However, shares continue to trade well post-earnings, making a series of higher lows.So far, our trade outline has worked to the penny.Now, if it can take out the $175 to $180 level, we can get a push up the 200-day moving average and possibly $200 per share. We would likely need a deal between the U.S. and China to make the latter happen, but it's an upside target worth watching. On the downside, look to see that uptrend support (purple line) holds. If it fails, the 50-day is on the table. Top Stock Trades for Tomorrow 5: MicronPositive commentary from Micron (NASDAQ:MU) management is fueling the stock's recent rally.The stock has established a steep uptrend support line as it retests $42 resistance. This level is pretty notable over the last 18 months, mostly acting as support. The question now is, how tough of resistance will it be? Should it push through, MU stock could see a rally up to $46. * 9 U.S. Stocks That Are Coming to Life Again On the downside, I want to see prior downtrend resistance (blue line) and/or uptrend support hold as support.Bret Kenwell is the manager and author of Future Blue Chips and is on Twitter @BretKenwell. As of this writing, Bret Kenwell is long AAPL, NVDA and NVTA. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * The 7 Best Video Game Stocks to Power Up Your Portfolio! * 7 Forever Stocks to Buy for Long-Term Gains * 5 Self-Driving Car Stocks to Buy Compare Brokers The post 5 Top Stock Trades for Thursday: NVTA, MU, NVDA, AAPL, TWLO appeared first on InvestorPlace.
Qualys Inc. and Twilio Inc. shares fall Wednesday after each company reports quarterly earnings late Tuesday and forecasts a weaker-than-expected first quarter, but analysts see different reasons for the respective stock selloffs.
Twilio's Q4 Earnings Results: A Look at Its Key Metrics(Continued from Prior Part)Twilio’s base revenue rose 77% in the fourth quarter Another dependable indicator of Twilio’s (TWLO) future growth is its base revenue, which excludes revenue from
Twilio (NYSE:TWLO) has been the star on Wall Street for the past few months. Its stock could do no wrong … until last night. Management reported a strong fourth quarter, but the stock has falling over 5% today on the earnings headline.TWLO beat sales expectation with very strong 77% year-over-year growth. They also managed to meet bottom line expectations. This is what growth companies are supposed to do. Their goal is to grow the top line while managing their spending. They also guided forward with caution, which is likely where the bulls are slightly disappointed.The street expectations did not include the acquisition of email API platform Sendgrid.InvestorPlace - Stock Market News, Stock Advice & Trading TipsLuckily, coming into the earnings event TWLO stock was up 30% year-to-date and and an astonishing 336% in one year. I guess you could say that it was priced for perfection. That is a lot of hope to live up to, so a small dip doesn't change the trajectory yet. Where Does Twilio Stock Stand Now?Fundamentally Twilio stock is expensive from the traditional price-to-earnings ratio perspective as compared to, say, Facebook (NASDAQ:FB). But this is not a traditional stock. When I evaluate a growth company, I don't worry about value. I need them to grow as fast as they can, and this cannot happen if they are penny-pinching. Since they met the earnings expectations, it tells me that expenses are going according to plans. * 9 U.S. Stocks That Are Coming to Life Again Having said that and after a rally this big, an earnings dip on disappointment is not likely to be a one-day event. At these altitudes, I could find better entry points. But this is a momentum stock and those rarely give investors a clear signal to trade.Luckily we can use the charts to predict areas of interest for the TWLO stock. If this selloff continues, the first obvious level of interest is at $113 per share. This has been the February pivot point. Below lies the $108.60 which is the low of the period. Either of these levels can be support on this dip. I look for signs of stabilization there, and I can re-enter long on clear upticks.If the sellers persist then the obvious next target is the candle from Jan. 31. It spans all the way to $104 per share. This is where I would expect better potential support. This is the start of a prior pivot zone all the way to $98 per share. The point of control for the last three months or so is even lower and closer to $92 per share. This was the spot where both bulls and bears fought the hardest, so will be best support.The strategy is the same on any of those levels and conviction grows stronger the lower it goes. Before I catch the falling knife I need to see the support level hold. Then the bulls will need to set a higher low trend before I brave it long, because this dip is miniature relative to the ascent that TWLO has had. Any long attempt should have a tight stop loss. Unless I plan on holding this stock for years, I don't want to turn a trade into an investment.Wall Street Analysts are unanimously one sided rating Twilio stock as a "buy." And it is now trading at the very top end of their price range. So this leaves it open for an opinion flip, much like what happened to Nvidia (NASDAQ:NVDA) when it reached its height of exuberance. When a stock runs this fast and high on such one-sided opinion, it becomes vulnerable for big corrections. Tight stops are in order for any bullish bets on TWO.Nicolas Chahine is the managing director of SellSpreads.com. As of this writing, he did not hold a position in any of the aforementioned securities. You can follow him as @racernic on Twitter and Stocktwits. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * The 7 Best Video Game Stocks to Power Up Your Portfolio! * 7 Forever Stocks to Buy for Long-Term Gains * 5 Self-Driving Car Stocks to Buy Compare Brokers The post Here Is How to Trade Twilio Stock Post-Earnings appeared first on InvestorPlace.
Light Street's Glen Kacher sits down with CNBC's Leslie Picker at the Goldman Sachs Tech Conference in San Francisco to discuss the investment opportunities in tech and his thoughts on the 2019 IPO market.