{"id":600135,"date":"2026-04-22T19:16:10","date_gmt":"2026-04-22T19:16:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/600135\/"},"modified":"2026-04-22T19:16:10","modified_gmt":"2026-04-22T19:16:10","slug":"bank-of-america-double-upgrades-this-software-stock-sees-big-boost-from-ai","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/600135\/","title":{"rendered":"Bank of America double upgrades this software stock, sees big boost from AI"},"content":{"rendered":"<p>Twilio will outperform as it embraces artificial intelligence, so investors should start adding the stock to their portfolios, according to Bank of America. The bank&#8217;s research arm double upgraded the messaging software name to buy from underperform. It also raised its price target on shares to $190 from $110, implying 30.8% upside from Tuesday&#8217;s close. &#8220;We see positive inflections in its strategic positioning in AI and its fundamentals,&#8221; analyst Koji Ikeda said in a note to clients. &#8220;Twilio will prove to be one of the key infrastructure layers for AI-driven voice and messaging uses cases, where scale and reliability are critical.&#8221; TWLO YTD mountain TWLO year to date Twilio has built several products that seem poised to form the &#8220;backbone of many future AI digital experiences,&#8221; Ikeda said. Those include ConversationRelay, which aims to generate human-like speech that connects to large-language models like ChatGPT, as well as a product called Conversational Intelligence. The latter offers AI-based transcription and language analysis services for phone calls. &#8220;Twilio&#8217;s products \u2026 are designed to create voice AI experiences that many companies will need in the future,&#8221; Ikeda wrote. &#8220;While there are competitors in every Twilio product category (messaging, email, customer data platform, etc.), our industry checks suggests that no competitor can deliver a similar level of service at enterprise volume scale.&#8221; The analyst added that Twilio can further bolster those capabilities through its partnerships with leading startups in AI, including Sierra and ElevenLabs. Those opportunities should boost Twilio&#8217;s gross profit dollar growth \u2014 a key metric for the software firm. Bank of America expects gross profits to grow 10% year-over-year for fiscal 2028. The bank&#8217;s call falls in line with consensus on Wall Street. Of the 30 analysts covering Twilio, 23 have a strong buy or buy on the stock, per LSEG. Shares have risen more than 5% this year.<\/p>\n","protected":false},"excerpt":{"rendered":"Twilio will outperform as it embraces artificial intelligence, so investors should start adding the stock to their portfolios,&hellip;\n","protected":false},"author":2,"featured_media":600136,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,2917,122,113,114,74,185087],"class_list":{"0":"post-600135","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-bank-of-america-corp","12":"tag-business-news","13":"tag-investment-strategy","14":"tag-stock-markets","15":"tag-technology","16":"tag-twilio-inc"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/600135","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=600135"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/600135\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/600136"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=600135"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=600135"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=600135"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}