144.80 -0.77 (-0.53%)
After hours: 7:26PM EDT
|Bid||144.80 x 1100|
|Ask||145.56 x 1800|
|Day's Range||143.48 - 148.99|
|52 Week Range||55.58 - 151.00|
|Beta (3Y Monthly)||1.18|
|PE Ratio (TTM)||N/A|
|Earnings Date||Jul 31, 2019|
|Forward Dividend & Yield||N/A (N/A)|
|1y Target Est||149.77|
Mike Cintolo chose Twilio (TWLO) as his favorite idea for 2019 for his growth oriented advisory service Cabot Growth Stock Investor. The stock has since risen 53%. Here's his latest update on the tech firm.
CEO of Twilio Inc (30-Year Financial, Insider Trades) Jeff Lawson (insider trades) sold 20,830 shares of TWLO on 07/18/2019 at an average price of $145.07 a share. Continue reading...
Curious about Twilio's coding school? Well, Jim Cramer attended and he's got some insight on the company for investors.
Todd Shaver, editor of BullMarket Report, selected Roku (ROKU) as his favorite speculation idea for the year. The stock has risen 220%, making it the 1 performer of the 110 stocks in our 2019 Top Picks through mid-year.
In the latest trading session, Twilio Inc. (TWLO) closed at $142.58, marking a -1.94% move from the previous day.
Twilio , the leading cloud communications platform, today announced that its financial results for the second quarter ended June 30, 2019 will be released on Wednesday, July 31, after market close.
Bulls are ready to narrow in on the winners after the S&P 500’s historic rally which culminated in the index reaching over 3,000 on July 10. But how are investors supposed to pick the stocks that are poised for success? TipRanks offers the Smart Score tool which is made up of 8 key factors proven to increase the chances of finding the stocks that are best positioned for long-term growth. These factors include financial blogger opinions, insider activity and news sentiment. All this data is combined into a single numerical score with 10 being the highest. With the help of this tool, we found three “Perfect 10” tech stocks that are ready to outperform. Salesforce.com, Inc. (CRM)Salesforce is the leading provider of cloud-based business support software. They offer data-driven solutions in a world where the amount of data being produced is only growing.On June 10, the company broke the news of its almost $16 billion deal to acquire Tableau Software Inc. (DATA). While share prices dipped after the announcement, analysts don’t appear to be concerned. The company dominates the CRM space. With 20% market share, it has more control than its next three competitors combined. It already boasts around 10 million customer support cases in its Service Cloud and over 3 million Sales Cloud leads. Not to mention its other product offerings that include Salesforce Einstein, Salesforce Customer 360 and the Salesforce Lightning platform are expected to drive even more revenue growth.Q1 2020 results were strong, with the company seeing revenue increase 24% year-over-year to $3.7 billion. Cash generated from operations reached almost $2 billion, demonstrating 34% year-over-year growth. On June 25, management updated their Q2 2020 fiscal guidance with revenue now expected to fall within the range of $3.94 to $3.95 billion, demonstrating that more growth is on the way.Just yesterday John Difucci, a five-star analyst from Jeffries, reiterated his Buy rating and $189 price target. He believes that despite a platform outage in May, current consensus estimates are conservative. “Salesforce's pipeline remains robust and it is well positioned to achieve its long-term goals,” he added. Another top analyst, Jennifer Swanson Lowe said on July 5, “Channel work shows robust demand for Salesforce's solutions, and recent merger disclosures show a thoughtful and lengthy process behind the Tableau deal.” She reiterated her Buy rating and $190 price target on the stock. With a ‘Strong Buy’ analyst consensus and $183 average price target, it’s clear why TipRanks scored this stock a “10”. View CRM Smart Score Twilio Inc. (TWLO)The cloud communications company specializes in helping businesses improve their apps and digital interactions with customers. Since Twilio’s IPO three years ago, share prices have grown 256% and analysts don’t predict a slowdown anytime soon. The company has a strong customer base with 154,797 active customer accounts (ACAs) as of March 31, up from 53,985 a year earlier. Revenue from its software-as-a-service (SaaS) platform only is rising as the demand for effective online communications is only increasing. In February, Twilio acquired SendGrid, a cloud-based email services company. The company believes this acquisition drove the revenue growth witnessed in Q1. For Q1 2019, revenue was up 81% year-over-year, reaching $233 million. Compared to Q4 2018, its top line increased by 14%. The company updated its full year guidance on April 30, with revenue expected to fall between $1.10 billion to $1.11 billion, up from $1.065 billion to $1.077 billion. On June 18, top analyst, Richard Valera, initiated coverage with a Buy rating and $165 price target. “By leveraging its early market position, a highly efficient developer-led sales model and growing array of differentiated, higher-level functions on its platform. TWLO has delivered exceptional organic growth. As well, the company's recent move up the stack into the application space with its Flex contact center adds another, meaningful growth driver to its business,” he said. Top rated financial blogger, Luke Lango, thinks that the stock’s big growth fundamentals, favorable market fundamentals and strong technical trends make it a must buy. “All three of those tailwinds should persist for the foreseeable future, meaning that TWLO stock should continue to defy valuation standards and stay in rally mode,” he added. The Street is bullish on this “Perfect 10”. The stock has a ‘Strong Buy’ analyst consensus, receiving 13 buy ratings vs 2 holds over the last three months. Its $154 average price target suggests 6% upside potential. View TWLO Smart Score Square, Inc. (SQ)With consumers paying less and less with cash, digital non-cash payments are expected to reach 726 billion transactions by 2020. Square has designed its payment processing technology so merchants of all sizes can accept non-cash payments. The company also offers a digital peer-to-peer payments app, an enterprise payroll app and lending services. Square has placed significant focus on gaining international market share. The company partnered with Sumitomo Mitsui Banking Corporation, with the bank distributing its reader in all branches located throughout the country. SQ stands out among its competitors as it offers many types of digital transactions as opposed to just e-commerce solutions.Some investors might be concerned that SQ’s valuation is too high. The stock is currently being traded at 65.6x forward earnings and 10x sales. However, its growth projections might just be enough to reassure investors.Management expects global retail sales to grow to almost $34 billion, or at a 5% compounded annual growth rate through 2025. Square GPV is also expected to increase into 2025 by a 20%-plus annualized rate while revenue is forecasted to be up 25%. The company is attributing these jumps to hardware and ancillary solution revenue.Josh Beck, an analyst from KeyBanc, reiterated his Buy rating and $100 price target. “While its Cash App monetization narrative may take time to develop, we remain constructive on growth potential,” he said today.Financial blogger, Chris Lau, believes that SQ’s outlook is more conservative than it should be. “If the company raises its 2019 guidance, then SQ stock could attract more buyers, causing the stock’s rally to accelerate,” he said. The Street is more cautiously optimistic about the last “Perfect 10” on our list. The stock has a ‘Moderate Buy’ analyst consensus and $87 average price target, suggesting 6% upside. View SQ Smart Score
As has been the case for the past several years, shares of cloud communications company Twilio (NASDAQ:TWLO) have been red hot in 2019. Year-to-date, Twilio stock is up a whopping 60%. Over the past year, it's up 140%. Over the past two years, the stock is up nearly 400%. Click to Enlarge Source: Shutterstock Bears think valuation will short circuit this rally. After all, TWLO stock now trades at 16-times forward sales. That's rich. But, bears have been saying that valuation will short-circuit this rally for the past two years, during which the forward sales multiple has climbed from 4 to 16, and the stock has risen by nearly five-fold.In other words, the valuation-focused bear thesis on TWLO stock has been wrong for the past 24 months. Will it miraculously start being right now? No.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 9 Retail Stocks Goldman Sachs Says Are Ready to Rip The reality is that Twilio stock is a big growth stock with enough growth firepower and a big enough addressable market to warrant a nosebleed multiple immersed in a low-interest rate market that is inflating growth assets. That's the situation investors have today. In that situation, valuation won't short circuit the rally in TWLO stock. Instead, TWLO stock will keep grinding higher.As such, for the foreseeable future, the best move is to remain long TWLO. If rates move higher and/or the company's growth trajectory starts to flatten out, you will probably want to ditch the stock. But, until those two things appear, the most likely path forward for this stock is higher. Twilio's Internal Fundamentals Are FavorableThe first big reason that Twilio stock will remain on a long term uptrend for the foreseeable future is that the company's internal fundamentals have been, still are, and will remain favorable.We live in a world of unprecedented connectivity, and the biggest medium of that connectivity is smartphones. Those smartphones are used primarily for real-time communication (think texts, push notifications, and the like).Consequently, in order to maximize reach and awareness among phone-connected consumers, enterprises have increasingly adopted CPaaS technology, which is essentially real-time communication tools that enable enterprises to reach their customers via messages, voice, and video - think when Uber or Lyft texts you that your ride is close.Because such forms of communication are becoming more and more important and prevalent, CPaaS is a secular growth market. Twilio is at the head of this secular growth market. As such, the company's growth profile has been impressive to-date. All boxes have been checked off. Huge revenue growth. Stable and big gross margins. Falling opex rates. Ramping profits.All those boxes will continue to be checked off for the foreseeable future. The secular tailwinds here will remain in play for a lot longer, because:1) businesses are increasingly seeking to differentiate their customer experience, and an important element of customer experience is communication; and2) Twilio has less than 200,000 customer accounts, whereas the U.S. has 30 million-plus businesses, so there's plenty of runway left in this growth narrative. At the same time, opex rates today are high, and have plenty of room to fall with scale.Putting all that together, Twilio projects as a huge profit grower for a lot longer. So long as this remains true, TWLO stock should remain on an uptrend. The Market Backdrop Is Also FavorableThe second big reason that Twilio stock will remain on an uptrend is because the market backdrop is favorable for growth stocks like TWLO.The biggest thing here is low interest rates. In 2019, the 10-Year Treasury yield has plunged from 2.7%, to 2%, as economic growth globally has cooled, inflation has remained muted, and the Fed has adopted a dovish stance (and may even cut rates soon).This plunge in fixed income rates has helped support multiple expansion throughout the market (the lower bond yields go, the lower equity yield should go, too). But, low rates have been especially inflationary for growth stocks, since growth stocks derive a majority of their value from "down the road" profits, and the present value of those "down the road" profits goes up as rates go down.Without a doubt, Twilio stands in the growth stocks bucket. This is a $140 stock with EPS projected at just $0.12 this year. But, 2020 EPS is projected at $0.32. In 2021, EPS is expected to climb to $0.64. Thus, pretty much all of the value underlying TWLO stock comes from "down the road" profits.From this lens, so long as interest rates remain low, TWLO stock should continue to move higher. With the Fed on the verge of heading into a rate-cutting cycle, rates should remain lower for longer, meaning that the rally in Twilio stock should persist for longer, too. The Technicals Are Favorable, TooThe third big reason that Twilio stock should remain on an uptrend is because this stock is supported by favorable technical trends.The current big uptrend in TWLO stock started about 18 months ago, at the beginning of 2018. Ever since, the 50-day moving average has provided a consistent and stable line of support for the stock. Even during the late 2018 market meltdown, TWLO stock only traded a few points below its 50-day moving average.Right now, that 50-day moving average sits at $137. TWLO stock trades hands at $143. Thus, there's only about 4% downside potential to what has been this stock's big and stable line of defense for the past 18 months. Bottom Line on Twilio StockTwilio stock is richly valued. But, it's been richly valued for a long time, and the stock has ignored that rich valuation because of a combination of big growth fundamentals, favorable market fundamentals, and strong technical trends.All three of those tailwinds should persist for the foreseeable future, meaning that TWLO stock should continue to defy valuation standards and stay in rally mode.As of this writing, Luke Lango was long TWLO. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 9 Retail Stocks Goldman Sachs Says Are Ready to Rip * 7 Services Stocks to Buy for the Rest of 2019 * 6 Stocks to Buy and 1 to Sell Based on Insider Trading The post 3 Big Reasons Twilio Stock Will Stay on an Uptrend This Summer appeared first on InvestorPlace.
Shopify (NYSE:SHOP) stock is on fire year-to-date. Shares in the e-commerce platform zoomed 134% from January, with the stock currently trading around $322 per share. While the company's cloud-based SaaS solution for retailers is a game-changer, it is tough to justify a buy at the current valuation levels.Source: Shutterstock But with sales up 50% year-over-year, do the bulls have a point? Read on to see if Shopify stock is worth the sticker price. SHOP Continues to GrowShopify made its bones offering "back-end as a service" for scores of small e-commerce businesses. With that market locked up, SHOP stock needs new growth avenues to move the needle. With the company's move toward large enterprise customers, Shopify has found new ways to scale up the business into a global e-commerce powerhouse.InvestorPlace - Stock Market News, Stock Advice & Trading TipsBased on Q1 2019 results, the growth story continues to play out. Total revenues were $320.5 million, up 50% year-over-year. Subscription revenues were up 40%, as merchants continue to sign up for the platform. The biggest growth was in Merchant Solutions, up 58% YOY. This growth was driven largely by increased merchandise volume among Shopify's third-party merchants.Shopify continues to develop its infrastructure, allowing them to become a global e-commerce powerhouse. The company's payments platform now enables merchants to accept sales in multiple currencies and get paid in their local currency; 40% of eligible merchants now use Shopify's shipping platform. The company's merchant cash advance unit grew 45% YOY.Shopify is to e-commerce what Salesforce is to CRM. The rise of e-commerce continues to be SHOP's strongest catalyst. But as SHOP scales up, will the company stumble along the way?With the Q2 earnings release anticipated to occur in August, within a few weeks, investors will have a clearer picture of Shopify's future growth. But for the time being, Shopify's recent fulfillment center announcement indicates their long-term strategic plans. * 7 Dependable Dividend Stocks to Buy With Fulfillment Center Expansion, Is Shopify the Next Amazon?Shopify surprised Wall Street with their announced plans to build their own fulfillment centers. The move created speculation that SHOP will go toe-to-toe with Amazon (NASDAQ:AMZN) for a bigger piece of the e-commerce pie.But can SHOP become the next AMZN? Building out their infrastructure makes Shopify a stronger partner for third-party retailers. But with the company barely generating $1 billion in sales, how do they expect to finance this massive build-out?Based on CFO Amy Shapero's presentation at Shopify's Investor Day, the company anticipates the fulfillment investment to be spread over the next five years. Shopify expects "incremental revenue to largely offset costs". The company anticipates positive returns on this investment to occur after 2023.The fulfillment build out is a long-term investment. Investors today pay a substantial premium for the expectations of Shopify's game-changing moves. But can this anticipated growth alone justify SHOP stock's current valuation? Valuation: How SHOP Stock Stacks Up to Its PeersWith SHOP continuing to post operating losses as it invests in growth, enterprise-value-to-sales is the best tool to compare SHOP stock's valuation to peers. Shopify currently trades at a EV/Sales ratio of 28.Here are the EV/Sales ratios of Shopify's main publicly traded peers:Amazon: 4.23PayPal Holdings (NASDAQ:PYPL): 8.5Square (NYSE:SQ): 9.4Twilio (NYSE:TWLO): 24.7The Trade Desk (NASDAQ:TTD): 21But given that Shopify is purely a SaaS platform, it is tough to compare valuation against its direct competitors. Amazon, being a full-fledged retailer as well as a marketplace, obviously trades at a lower EV/Sales valuation. PayPal is a fully scaled up operation, with slower growth but high operating margins.Twilio and The Trade Desk operate in different industries, but are similar to Shopify in that both are cloud services providers (cloud communications for Twilio, digital advertising for The Trade Desk).With Shopify stock trading at a premium to fellow B2B service providers TWLO and TTD, SHOP appears richly valued. While the company is making leaps and bounds dominating e-commerce, the stock is not a buy at these valuation levels. * 10 Stocks Driving the Market to All-Time Highs (And Why) Bottom Line: SHOP Stock Not A Buy TodayTen years down the line, Shopify could be a formidable competitor to Amazon. But at the current trading price, SHOP stock is too overvalued for investors to consider.While the company has seen significant growth in revenues, the company has yet to be profitable. While the announced fulfillment expansion is a positive catalyst for future growth, investors need tangible results before putting in a buy order.Short term, SHOP stock is a sell. A massive pullback could signal a buying opportunity to place a bet on SHOP's future prospects. But until then, investors should be cautious before chasing this growth story.As of this writing, Thomas Niel did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 Dependable Dividend Stocks to Buy * 10 Stocks Driving the Market to All-Time Highs (And Why) * 7 Short Squeeze Stocks With Big Upside Potential The post Why Short-Term Investors Should Avoid Shopify Stock appeared first on InvestorPlace.
What a stellar year 2019 has been so far for the owners of Twilio (NYSE:TWLO) stock! We are increasingly living in an interconnected world in which companies need to digitally communicate with their clients non-stop. A leader in the communication platform-as-a-service (CPaaS) sector, TWLO has benefited from that trend, enabling Twilio stock to surge 63% in 2019.Source: Shutterstock TWLO is expected to report its Q2 earnings on Aug. 5. Let us now look at what investors can expect in the second half of the year from TWLO stock. How Does Twilio Make Money?TWLO's cloud communications platform helps small, medium and large enterprises improve their apps and their digital interactions with their customers. Several of its well-known clients include Coca-Cola (NYSE:KO), Lyft (NASDAQ:LYFT), Netflix (NASDAQ:NFLX), Twitter (NYSE:TWTR), and Yelp (NASDAQ:YELP).InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 7 Dependable Dividend Stocks to Buy As of Mar. 31, the company had 2019154,797 active customer accounts (ACAs), compared to 53,985 a year earlier. In fact, the number of active customers using Twilio's platform to communicate with their clients has increased four-fold in about four years. As TWLO attracts more customers to its platform, its recurring software-as-a-service (SaaS) revenue continues to rise.On Apr. 30, Twilio released its Q1 results. Its revenue increased 81% year-over-year (YoY) in Q1, to $233 million. In Q1, its top line rose 14% versus the fourth quarter of 2018.Part of the reason for the company's Q1 revenue gain was its acquisition of cloud-based email services leader SendGrid, which closed on Feb. 1.The owners of TWLO stock were also pleased by the fact that the company raised its full-year guidance in conjunction with its Q1 results. Management now expects its 2019 revenue to be between $1.102 billion and $1.111 billion, up from $1.065 billion to $1.077 billion. Similarly the company is calling for adjusted earnings per share of 11 cents to 13 cents, up from 8 cents to 11 cents previously.TWLO 's revenue growth should accelerate for the rest of the year. As a result, the leading provider of in-app communication solutions is setting the bar quite high for its next earnings report. What Could Derail TWLO Stock?Twilio is regarded as a high-growth company and as a disruptor in its field. And many analysts agree that its best days are possibly ahead. However, Wall Street is also getting concerned about the rich valuations of Twilio stock.Different analysts may use different metrics to gauge the relative value of companies in different industries. One metric they use is price-sales (PS) ratio. The PS ratio of TWLO stock is over 19.5.Analysts prefer a low PS ratio, ideally below one. However, a PS number between one and two is more common. To put the metric into perspective, the S&P 500 index's average price-sales ratio is 2.1.Another way to analyze a stock's valuation is to compare its valuation to that of other companies in similar industries or segments. In general, SaaS stocks are richly valued. Our readers may be interested to know that the PS ratio for the cloud computing giant Salesforce.com (NYSE:CRM) is 8.8, while Veeva (NASDAQ:VEEV) and Workday (NASDAQ:WDAY), two other SaaS stocks, have P/S ratios of about 16 and 30, respectively.Although the PS ratio of TWLO stock is very high, investors should also remember that PS is only one of many valuation metrics. Moreover, the metric does not take into account the profitability or costs of Twilio.Twilio is also facing increasing competition on multiple fronts from several enterprise software companies, including Salesforce.com and Bandwidth (NASDAQ:BAND). The digital communications revolution is here to stay, but the space TWLO operates in is fiercely competitive. The History of TWLO StockTwilio went public in June 2016 at an opening price of $23.99. By Sep. 2016, the price of TWLO stock was hovering around $70.However, on May 8. 2017, Twilio stock reached an all-time low of $22.80. After trading in a narrow range in the next six months, in 2018, Twilio stock began its huge rally.Then came the market selloff during the last quarter of 2018. The decline, which hit the tech sector especially hard, was seen as an important signal that investors were no longer willing to be exuberant about expensive technology stocks. On Christmas Eve, TWLO stock reached an intraday low of $73.15Over the past 12 months, TWLO stock price has surged over 140%. On June 20, it reached an all-time high of $151. In other words, Twilio stock has run up quite far, quite fast. And its current price is about 100% above where it was on Dec. 24, 2018.Those investors who follow short-term technical charts will be interested to know that TWLO stock has spent a good portion of 2019 in overbought territory. It is possible that some profit-taking may negatively impact Twilio stock in the near future, possibly prior to its Q2 earnings report.TWLO is a growth stock and a speculative stock. Therefore, in the coming weeks, I expect Twilio to be a battleground between investors and traders. While long-term investors would like to see TWLO stock exceed and stay over the $150 level, traders are likely to keep it between $125 and $145.As long as Twilio remains in a long-term uptrend, investors may continue to buy TWLO stock on dips. However, if prolonged profit-taking sends Twilio stock below $110, the validity of the long-term uptrend would need to be re-evaluated. And in the wake of such a decline, it may be some months before TWLO stock price sets fresh records. The Bottom Line on Twilio StockIn a few weeks, analysts will likely scrutinize Twilio's fundamentals to see if the stock offers any further positive catalysts that may help keep TWLO stock price sizzling in the second half of the year. Any sign that TWLO's growth outlook is not as strong as expected in Q3 or Q4 may be enough to spook Wall Street, sending TWLO stock price lower.Therefore, investors who do not yet have a position in the stock may want to wait until TWLO's earnings report in early August before buying TWLO stock. Doing so will give them a better view of the developments affecting the industry in general and the company in particular.Those investors who already own Twilio stock may consider taking some money off the table or hedging their positions. Such a hedge would limit their downside risk in the event the market drops or if the bullish thesis on TWLO stock ends up being wrong,.As for hedging strategies, covered calls or put spreads with Aug. 16 or Oct. 18 expiration dates could be appropriate, as straight purchases of put options are likely to be expensive due to heightened volatility. Investors who choose this route can reevaluate their long positions after TWLO reports its earnings.Well-performing stocks tend to keep on winning, and the recent strength of Twilio stock might be a good indication that within three or four years, investors who buy TWLO stock on weakness are likely to be rewarded handsomely.As of this writing, the author holds KO covered calls that expire on July 19. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 Dependable Dividend Stocks to Buy * 10 Stocks Driving the Market to All-Time Highs (And Why) * 7 Short Squeeze Stocks With Big Upside Potential The post Are Investors Getting Too Bullish on Twilio Stock? appeared first on InvestorPlace.
Beyond Meat stock, up more than 560% since its May debut, leads five hot stocks setting up new buying opportunities. Zoom and Shopify are also on the list.
Twilio (TWLO) incorporates Automation and Email Testing tools in its SendGrid Marketing Campaign to help marketers send effective emails.
Twilio (TWLO), the leading cloud communications platform, today introduced new Automation and Email Testing features within Twilio SendGrid Marketing Campaigns, providing customers with the confidence, scalability and streamlined personalization to optimize email campaigns. The new features allow marketers to manage all email, including one-time and automated marketing mail and transactional messages, for unprecedented consistency and control to perfect content and improve deliverability.
The stock market got off to a lower start on Monday, continuing what the market seemed to have been trying to do on Friday before a late-afternoon rally saved the day. That's as investors prepare for Federal Reserve Chairman Jerome Powell's Monetary Policy Report to Congress as well. Let's look at a few top stock trades to start the week. Top Stock Trades for Tomorrow No. 1: Pinterest Click to Enlarge This was disappointing action for the bulls. Pinterest (NYSE:PINS) stock initially rallied toward $28 on the day, giving investors hope that the stock was on the verge of a big-time breakout.Instead, the stock pulled an intraday reversal, giving up all of its gains and actually falling almost 2% at one point.InvestorPlace - Stock Market News, Stock Advice & Trading TipsShort of a late-day recovery, PINS also gave up its 8-day, 20-day and 50-day moving averages. A move below wedge support (blue line) could spell trouble. A rally back above its major moving averages could send the stock up toward wedge resistance and give hope of another breakout. Top Stock Trades for Tomorrow No. 2: Deutsche Bank Click to Enlarge Shares of Deutsche Bank (NYSE:DB) are down 6% on Monday, after the company announced a massive restructuring plan. The bad news? DB lost the $7.95 to $8 level, which I viewed as quite notable.On the plus side, the 50-day moving average is acting as support, while uptrend support and the 20-day moving average are just below.A move below the 20-day and 50-day moving averages puts the June lows back on the table. On a rally, I want to see if DB can reclaim $8 or if this level acts as resistance. Top Stock Trades for Tomorrow No. 3: Advanced Micro Devices Click to Enlarge Advanced Micro Devices (NASDAQ:AMD) is showing excellent relative strength on Monday, rallying over 1.5% in the face of a market-wide decline. It's not surprising though.AMD stock has been trading well lately, rallying higher last week and consolidating its gains. With its move over $32, I want to see AMD maintain above last week's high. If it does, it puts $32.50 and higher on the table, and if the rally can really take hold, new highs are a possibility.A move below uptrend support and the 20-day moving average at $30.50 would be very disappointing and force investors to give AMD more time to set up. Top Stock Trades for Tomorrow No. 4: Twilio Click to Enlarge Twilio (NYSE:TWLO) quietly tacked on a 3% rally on Monday, raising the question of whether a big breakout is on the way.Shares pushed through $142, putting $145 resistance on watch. Above that level and the $151 highs are the table. You'll notice that TWLO stock has had very healthy price action. It has put in a series of higher lows, while slowly but surely pushing through various resistance marks.In this case, losing the 20-day moving average would raise my awareness, but I would not be alarmed until TWLO stock closed below the 50-day. The way its MACD reading (blue circle) is turning also has me feeling that a larger move higher could take place. Top Stock Trades for Tomorrow No. 5: Village Farms Click to Enlarge This volatile cannabis stock has been on my radar lately, as Village Farms (NASDAQ:VFF) continues to hold up over $11-ish support.I do not like a stock that has a declining trend running into a static level of support. Generally, that has me watching for a break below support for a shorting opportunity. The opposite is true for bullish situations, like Twilio.With short-term downtrend resistance (purple line) squeezing it lower, aggressive bears may be tempted to take a short position with a limited risk/reward. More conservative bears may opt to wait for a rally up toward the 50-day moving average and longer term downtrend resistance (blue line) before opening a short position. Or they may opt to wait and see if $11 support breaks.One thing is clear: Below $11 is trouble for longs, while a rally north of $12.26 is trouble for the bears, as a breakout could trigger.This one is too volatile for my blood, and I'll opt to watch from the sidelines. But it's a good chart to learn from, at least.Bret Kenwell is the manager and author of Future Blue Chips and is on Twitter @BretKenwell. As of this writing, Bret Kenwell is long AMD and PINS. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 A-Rated Stocks to Buy for the Rest of 2019 * 7 Education Stocks to Buy for the Future of Academia * 5 Stocks to Buy as You Rebalance Your Portfolio The post 5 Top Stock Trades for Tuesday: PINS, DB, AMD appeared first on InvestorPlace.
Twilio (TWLO), the leading cloud communications platform, today announced it is powering its first commercial Narrowband IoT deployment in the United States by Sensoneo, a smart waste management solution provider. Leveraging ultrasonic, smart waste monitoring sensors, Sensoneo enables cities and businesses to make data-driven decisions and optimize waste collection.
Twilio (NYSE:TWLO) continues to move higher despite calls from myself and many other analysts to sell. The San Francisco-based communication-platform-as-a-service (CPaaS) company attracts buyers to its Twilio stock as it powers apps that make the likes of Uber (NYSE:UBER) and Lyft (NASDAQ:LYFT) possible.Source: Web Summit Via FlickrMake no mistake, Twilio stock is a high-risk play, despite the company's bright prospects. While I still do not recommend new buyers get into TWLO, I think it can remain a hold in the near-term for a particular type of investor. Twilio Stock Moves Higher Despite ValuationWhen I and most of my other InvestorPlace colleagues discuss Twilio stock, we inevitably point to the valuation. At a forward price-to-earnings (PE) ratio that stands at 463 as of this writing, no serious investor can ignore the multiple.InvestorPlace - Stock Market News, Stock Advice & Trading TipsTwilio stock is not cheap, nor should it be inexpensive. Amid increasing competition, Twilio remains the leading CPaaS company. Moreover, with revenue growth expected to exceed 70% this year, one can easily see why it supports such a high valuation. * 7 Retail Stocks to Buy That Are Down in 2019 However, buying now implies that Twilio stock -- with its triple-digit PE and price-to-sales (PS) ratio of 23 -- can go even higher. Although that valuation could turn an investor into a bag-holder, several marijuana stocks trade at much higher PS ratios.Conversely, traders cannot conclude that it has become a short. It has only fallen by about 7% from the all-time high of $151 per share that it reached two weeks ago. This leaves it near correction territory, but it remains too soon to tell whether the rally has ended.So, what's a trader to do?My answer is nothing, regardless of whether or not you own Twilio stock. For traders not currently in the equity, I cannot discount the possibility of more upside. However, going back to that 463 forward PE, I have to think the rally has come close to running its course. Even if TWLO continues to move higher, those moves will bring an increased risk of reversal. Watch This Trend to Hold TWLOHowever, for those who currently hold Twilio stock and want to stay invested in it, I see a case for that too. Both of these opinions hinge on the 50-day moving average (MA), which stands at $135.88 per share as of the time of this writing. That comes in only a little lower than the current share price of around $140 per share. However, this line continues to trend upward. Also, in early April, the trading price and the 50-day MA began to converge more frequently. Since then, the price of TWLO has not fallen below this line for more than a few days.Admittedly, that remains a risky strategy that may yield little reward. I think investors can find easier ways to make gains in other equities. Hence, I only recommend this strategy for those who can tolerate high risk levels.Still, as long as TWLO can maintain this tenuous peg to the 50-day MA, I think it rises slowly. If the stock falls below the MA for more than a couple of trading sessions, investors probably need to sell, regardless of risk tolerance. Concluding Thoughts on Twilio StockAmid the risks, Twilio stock remains a "hold" for risk-tolerant investors. At a forward PE of 463, low- or even moderate-risk investors should stay away from TWLO. Its current multiple substantially increases the risk of becoming a bag-holder. Still, the propensity to move higher makes TWLO stock a dangerous short. * 10 Stocks That Should Be Every Young Investor's First Choice That said, Twilio stock has shown a tendency over the last three months to stay near the 50-day moving average. For now, that average continues to move higher, indicating TWLO will move higher along with it. Still, if that correlation or one's risk tolerance breaks, get out as soon as possible.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 * 7 Retail Stocks to Buy That Are Down in 2019 * 7 of the Best SPDR ETFs -- Besides SPY and GLD * 5 Dividend Stocks to Buy From Across the Globe The post Twilio Stock Has Become a 'Hold' for This Type of Investor appeared first on InvestorPlace.
Jennifer Tejada is an improbable Silicon Valley CEO but a likely template for its foreseeable future. She’s part of a wave of executives at enterprise-software companies in the San Francisco Bay Area that are leaving an imprint with flashy financial results, business models that resonate with investors, and socially conscious policies.