Twilio shares rose 4.92% to $279.14 after TD Cowen analyst Derrick Wood raised the price target to $300 from $260 and Rosenblatt analyst Catharine Trebnick lifted hers to $290 from $275. Both analysts maintained Buy ratings. Twilio shares have gained approximately 15% over the past week as investors assess the company’s potential exposure to consumer-focused AI agents, which could increase demand for messaging, voice, identity and security services. Twilio reported second-quarter revenue of $1.50 billion, up 22% year over year and above the $1.43 billion estimate, while adjusted earnings of $1.47 per share exceeded the $1.32 forecast. The company projected third-quarter revenue of nearly $1.51 billion to $1.52 billion and adjusted earnings of $1.42 to $1.47 per share.