Brokerages Set Twilio Inc. (NYSE:TWLO) PT at $193.65

Twilio Inc. (NYSE:TWLO) has been given an average recommendation of “Moderate Buy” by the twenty-three research firms that are covering the stock, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, three have issued a hold rating, seventeen have assigned a buy rating and two have issued a strong buy rating on the company. The average twelve-month price objective among analysts that have updated their coverage on the stock in the last year is $195.40.

TWLO has been the subject of a number of research analyst reports. Monness Crespi & Hardt boosted their price target on Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a report on Monday, May 11th. Argus upgraded Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Bank of America upgraded Twilio from an “underperform” rating to a “buy” rating and boosted their price objective for the company from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Finally, Oppenheimer boosted their price objective on Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday, May 18th.

Insider Buying and Selling

In related news, Director Erika Rottenberg sold 1,800 shares of the business’s stock in a transaction that occurred on Tuesday, April 21st. The stock was sold at an average price of $149.02, for a total transaction of $268,236.00. Following the completion of the transaction, the director owned 34,495 shares in the company, valued at $5,140,444.90. The trade was a 4.96% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 675,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $193.54, for a total value of $130,639,500.00. Following the transaction, the director owned 1,620,000 shares of the company’s stock, valued at $313,534,800. This represents a 29.41% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 728,269 shares of company stock worth $137,778,197. 0.21% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in TWLO. Brighton Jones LLC boosted its position in Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after acquiring an additional 623 shares during the period. Sivia Capital Partners LLC acquired a new position in Twilio during the 2nd quarter worth $251,000. Daiwa Securities Group Inc. boosted its position in Twilio by 70.6% during the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after acquiring an additional 10,200 shares during the period. NewEdge Advisors LLC boosted its position in Twilio by 46.9% during the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after acquiring an additional 1,841 shares during the period. Finally, Sei Investments Co. boosted its position in Twilio by 55.1% during the 2nd quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after acquiring an additional 32,027 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Price Performance

Shares of NYSE TWLO opened at $187.95 on Friday. Twilio has a twelve month low of $91.84 and a twelve month high of $203.71. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The company has a market capitalization of $28.52 billion, a price-to-earnings ratio of 293.67, a price-to-earnings-growth ratio of 3.81 and a beta of 1.32. The business has a 50 day simple moving average of $149.11 and a 200-day simple moving average of $134.49.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same period in the previous year, the business earned $1.14 EPS. The business’s quarterly revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities research analysts expect that Twilio will post 2.77 earnings per share for the current year.

Twilio Company Profile

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.