【券商聚焦】Stifel：将Twilio(TWLO)评级从买入下调为持有

金吾资讯2022-08-05

Stifel分析师J. Parker Lane将Twilio(TWLO)评级从买入下调为持有，目标价从200美元下调至90美元。Lane在一份研究报告中告诉投资者，尽管该公司Q2总营收和非公认会计准则(non-GAAP)运营利润率超过预期，但其对第三季度营收和利润的预期低于市场普遍预期。Lane表示，Twilio的非公认会计准则毛利率在第二季度回升至51.0%，公司预计第三季度的营业亏损将超出市场...

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