Weekly Research Analysts’ Ratings Updates for Twilio (TWLO)

Twilio (NYSE: TWLO) recently received a number of ratings updates from brokerages and research firms:

• 1/15/2026 – Twilio had its price target raised by analysts at Morgan Stanley from $154.00 to $169.00. They now have an “overweight” rating on the stock.
• 1/7/2026 – Twilio had its price target raised by analysts at Rosenblatt Securities from $140.00 to $180.00. They now have a “buy” rating on the stock.
• 1/5/2026 – Twilio had its “outperform” rating reaffirmed by analysts at Oppenheimer Holdings, Inc.. They now have a $170.00 price target on the stock.
• 1/5/2026 – Twilio had its price target raised by analysts at Royal Bank Of Canada from $75.00 to $100.00. They now have an “underperform” rating on the stock.
• 1/5/2026 – Twilio had its “neutral” rating reaffirmed by analysts at Piper Sandler. They now have a $148.00 price target on the stock, up previously from $145.00.
• 1/5/2026 – Twilio is now covered by analysts at BTIG Research. They set a “buy” rating and a $165.00 price target on the stock.
• 1/4/2026 – Twilio was downgraded by analysts at Piper Sandler from an “overweight” rating to a “hold” rating. They now have a $148.00 price target on the stock.
• 12/30/2025 – Twilio had its “market perform” rating reaffirmed by analysts at Citigroup Inc..
• 12/30/2025 – Twilio had its price target raised by analysts at Citizens Jmp from $165.00 to $185.00. They now have a “market outperform” rating on the stock.
• 12/16/2025 – Twilio is now covered by analysts at BTIG Research. They set a “buy” rating and a $165.00 price target on the stock.
• 12/16/2025 – Twilio is now covered by analysts at BTIG Research. They set a “buy” rating and a $165.00 price target on the stock.
• 12/15/2025 – Twilio was given a new $150.00 price target on by analysts at Mizuho.

Insiders Place Their Bets

In related news, CFO Aidan Viggiano sold 7,213 shares of the stock in a transaction on Monday, January 5th. The stock was sold at an average price of $135.97, for a total transaction of $980,751.61. Following the completion of the sale, the chief financial officer directly owned 112,236 shares of the company’s stock, valued at $15,260,728.92. This trade represents a 6.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total value of $129,000,000.00. Following the transaction, the director owned 2,295,000 shares in the company, valued at $296,055,000. The trade was a 30.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,043,438 shares of company stock worth $135,022,770 in the last quarter. 0.21% of the stock is owned by company insiders.

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.