Twilio (NYSE:TWLO) Price Target Raised to $180.00 at Rosenblatt Securities

Twilio (NYSE:TWLO) had its target price lifted by analysts at Rosenblatt Securities from $140.00 to $180.00 in a research report issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the technology company’s stock. Rosenblatt Securities’ price target would suggest a potential upside of 29.23% from the company’s previous close.

TWLO has been the topic of several other research reports. TD Cowen upped their price target on shares of Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. Monness Crespi & Hardt upped their target price on shares of Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Mizuho set a $150.00 price target on shares of Twilio in a research note on Monday, December 15th. Stifel Nicolaus raised their price target on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a report on Friday, October 31st. Finally, Needham & Company LLC upped their price objective on Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $145.84.

Twilio Stock Up 2.2%

NYSE TWLO opened at $139.28 on Wednesday. The stock’s 50 day simple moving average is $131.35 and its 200 day simple moving average is $119.11. Twilio has a one year low of $77.51 and a one year high of $151.95. The firm has a market cap of $21.37 billion, a PE ratio of 339.71, a price-to-earnings-growth ratio of 2.66 and a beta of 1.30. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.18. The firm had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The business’s revenue for the quarter was up 14.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, sell-side analysts forecast that Twilio will post 1.44 earnings per share for the current fiscal year.

Insider Activity at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,109 shares of the firm’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total value of $1,162,668.42. Following the transaction, the chief financial officer directly owned 119,449 shares of the company’s stock, valued at approximately $17,126,597.62. This trade represents a 6.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the sale, the director directly owned 2,295,000 shares of the company’s stock, valued at $296,055,000. This represents a 30.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,030,924 shares of company stock worth $133,175,286 over the last ninety days. Company insiders own 4.50% of the company’s stock.

Hedge Funds Weigh In On Twilio

Several hedge funds have recently added to or reduced their stakes in TWLO. GHP Investment Advisors Inc. raised its holdings in Twilio by 7.3% in the second quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock worth $158,000 after purchasing an additional 87 shares during the period. Centaurus Financial Inc. grew its holdings in shares of Twilio by 0.7% in the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after buying an additional 94 shares during the period. Versant Capital Management Inc increased its position in shares of Twilio by 4.5% in the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after buying an additional 98 shares in the last quarter. Optimum Investment Advisors raised its stake in Twilio by 13.6% during the 2nd quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock worth $104,000 after buying an additional 100 shares during the period. Finally, Lansforsakringar Fondforvaltning AB publ lifted its holdings in Twilio by 0.3% during the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock worth $4,226,000 after acquiring an additional 108 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Key Stories Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Bull case: Seeking Alpha highlights Twilio as a compelling “agentic AI” play — citing double‑digit revenue growth, improving net retention (now ~109%), accelerating non‑GAAP operating income and an expanding TAM as Twilio shifts to an AI‑native customer engagement platform. This supports expectations for faster future revenue and margin expansion. Twilio: A Strong Agentic AI Play
• Positive Sentiment: New coverage: BTIG initiated coverage with a “buy” rating and $165 PT, giving an analyst‑driven catalyst and an upside target that can attract buyers and support the rally. BTIG Research Initiates Coverage on Twilio
• Positive Sentiment: Price target lift: Oppenheimer raised its target to $170 (from $145), reinforcing the bullish analyst narrative and increasing upside expectations for the stock. Oppenheimer Raises TWLO Price Target
• Neutral Sentiment: Descriptive coverage: Zacks and Yahoo Finance ran pieces reviewing Twilio’s recent trading and financials — useful for context but contain no single new catalyst; they may prompt traders to re‑check earnings/guidance. Zacks: TWLO Stock Review
• Negative Sentiment: Analyst downgrade: Piper Sandler cut Twilio to “neutral” (citing fair valuation), a notable negative that likely reduced near‑term buy‑side conviction and pressured sentiment. Has Piper Sandler’s TWLO Downgrade Reframed the Debate?
• Negative Sentiment: Insider selling: CEO Khozema Shipchandler sold ~13,266 shares and CFO Aidan Viggiano sold ~8,109 shares (both late Dec. filings), each trimming ~6% of their holdings — an action that can spook investors even when sales are for diversification/liquidity. SEC filings available. CEO Form 4 CFO Form 4
• Negative Sentiment: Minor institutional selling: reports of a small trim by CWM LLC add to selling flow; cumulative small outsizes can matter if momentum stalls. CWM LLC Sale

About Twilio

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.