Stifel sees Meta Muse driving Shopify, Twilio stock gains

Stifel maintains its Buy ratings for Shopify (SHOP) and Twilio (TWLO), citing Meta Muse and consumer agents as long-term positives for both companies. Recent downloads of Meta Muse have outpaced those of Claude and Grok, making it the leading free iOS app in the US. Twilio's shares have surged to $282.87, nearing its 52-week high, with an impressive year-to-date return of 87% and a market capitalization of $43.5 billion.

Shopify's improved discovery, personalized recommendations, and ease-of-purchase are expected to translate to more transactions and customer engagement communications with Twilio. Meta Muse has reached downloads nearing 3 million in just two weeks, though this is still far from the 875 million consumers who made purchases through a Shopify store in 2024.

Both companies are viewed as having promising long-term prospects, with Stifel anticipating a mid-to-long-term benefit from the proliferation of consumer agents. Investors can also explore a comprehensive Pro Research Report on Twilio for a deeper understanding of its growth trajectory and potential.