Twilio: Wait For The Pullback
Source: SeekingAlpha
2026-07-11 08:51:27 ET
Introduction
We have been closely watching the CPaaS re-rating cycle throughout 2026, and back in May we initiated on Bandwidth ( BAND ) with a Buy on the back of an AI voice catalyst that was, in our view, just beginning. Two months later, the more relevant question is what to do with the larger CPaaS pure-play....
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Twilio: Wait For The Pullback
Twilio Inc. Class A
NASDAQ: TWLO
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