BTIG Reiterates Buy on Twilio, Maintains $285 Price Target

BTIG analyst Nick Altmann reiterates Twilio (NYSE:TWLO) with a Buy and maintains $285 price target.

BenzingaSep 11 19:34

OpenAI has launched the public beta of its Agents API, opening up the underlying infrastructure of Codex to developers.

OpenAI has officially opened public beta access to its Agents API for external developers. This API supports the agent frameworks for Codex and the enterprise version of ChatGPT, delivered via programming interfaces, with billing based solely on token usage and tool call volume. Core capabilities include automatic context compression, parallel tool invocation, and multi-agent collaboration, enabling the creation of production-grade agents in a single API call.

wallstreetcnSep 11 06:06

OpenAI has launched a data agent that transforms enterprise data into analytics and dashboards with a single prompt, but has not disclosed accuracy benchmarks.

With the new agents in ChatGPT Work, users no longer need to write SQL queries or manually consolidate multiple data sources. They can simply pose questions in natural language, enabling the agent to connect to authorized enterprise data and documents, investigate data changes, generate analyses and interactive dashboards, and execute follow-up actions upon user approval. The absence of accuracy benchmarks means that enterprises lack independent, quantifiable, and publicly available metrics to assess how accurately the agents respond.

wallstreetcnSep 11 01:52

From the expansion of AI computing power to revenue generation at the application layer, Goldman Sachs examines the new phase of AI investment: Who can turn tokens into cash flow?

The competitive focus in the AI software sector is shifting toward actual enterprise deployment. Software platforms that can efficiently and accurately translate model capabilities into reliable business outcomes will unlock new growth opportunities.

Zhitong FinanceSep 10 18:38

Twilio (TWLO): Key Takeaways from the Communacopia + Technology 2026 Conference

Key Insights: Twilio’s value is becoming increasingly prominent in the AI era, positioning itself as the core infrastructure layer for AI-driven customer engagement. Management emphasizes that as enterprises increasingly operate in multi-model, multi-agent environments, Twilio’s importance as an orchestration layer is rising. Its communications network, orchestration capabilities, and neutral platform approach are key differentiators in an increasingly complex multi-agent world. Twilio helps enterprises route conversations, maintain context, and ensure continuity across the customer journey. Voice is

CSOPSep 10 11:45

S&P 500 Changes Are Coming Soon. These Stocks Could Be Named to the Index Today.

By Emily Bary Twilio, Bloom Energy and Cheniere Energy are among the top contenders to join the S&P 500 in the upcoming quarterly rebalancing Twilio could be elevated from the S&P MidCap 400 index

MarketWatchSep 4 23:39