The article compares Twilio (TWLO) with Palantir (PLTR): Twilio shares are up 46% in 2026, while Palantir has been roughly flat. Analysts' 12-month median price target is 274 USD for Twilio, implying 32% upside, versus 225 USD and 26% for Palantir. Twilio's Q2 revenue rose 20% to 1.56 billion USD and non-GAAP EPS rose 32% to 1.65 USD, both ahead of expectations. Its dollar-based net expansion rate reached 114% in Q3, up 5 percentage points year over year. Because Twilio's valuation is much lower than Palantir's, the article argues it looks like the better option.
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