Twilio shares have compressed to a point at which they present an attractive value for investors.
The results announced on Oct. 30 were an accustomed beat of a few percent on revenue and a few pennies in terms of EPS.
Guidance, however, was less than the prior consensus, by about 2%-3% in revenues and a few pennies in EPS.
Investors reacted by selling the shares down 11%, and they are now down 36% since the high made in late July.
The outlook for this company is far brighter than headlines suggest-I believe the slowing growth story is wrong and that the company will achieve elevated growth for years to come.
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