Twilio (NYSE:TWLO) Given New $225.00 Price Target at Wells Fargo & Company

Twilio (NYSE:TWLO) had its target price lifted by investment analysts at Wells Fargo & Company from $200.00 to $225.00 in a research note issued on Monday,Benzinga reports. The brokerage presently has an “overweight” rating on the technology company’s stock. Wells Fargo & Company‘s price target indicates a potential upside of 8.41% from the stock’s current price.

A number of other analysts have also recently commented on the stock. TD Cowen lifted their target price on shares of Twilio from $210.00 to $245.00 and gave the stock a “buy” rating in a research note on Friday. Robert W. Baird set a $200.00 price objective on shares of Twilio in a research note on Friday, May 1st. Zacks Research raised shares of Twilio from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Mizuho upped their target price on Twilio from $200.00 to $240.00 and gave the company an “outperform” rating in a research report on Friday. Finally, Morgan Stanley restated an “overweight” rating and issued a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $217.41.

Twilio Trading Up 0.4%

Shares of NYSE:TWLO opened at $207.54 on Monday. The business’s 50-day moving average is $202.24 and its 200 day moving average is $155.26. Twilio has a 1 year low of $91.84 and a 1 year high of $238.48. The firm has a market capitalization of $31.50 billion, a P/E ratio of 324.29, a P/E/G ratio of 4.11 and a beta of 1.36. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm’s revenue was up 20.0% compared to the same quarter last year. During the same period last year, the business posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, research analysts predict that Twilio will post 2.79 earnings per share for the current fiscal year.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 14,458 shares of the firm’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $210.43, for a total transaction of $3,042,396.94. Following the completion of the transaction, the chief executive officer owned 207,203 shares of the company’s stock, valued at $43,601,727.29. This trade represents a 6.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the transaction, the director owned 30,995 shares of the company’s stock, valued at $6,168,314.95. This represents a 6.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,805,780 shares of company stock worth $342,166,703 over the last ninety days. 0.21% of the stock is owned by insiders.

Hedge Funds Weigh In On Twilio

Several institutional investors and hedge funds have recently modified their holdings of TWLO. CX Institutional raised its holdings in Twilio by 9.5% in the 2nd quarter. CX Institutional now owns 701 shares of the technology company’s stock valued at $145,000 after acquiring an additional 61 shares during the last quarter. Affinity Capital Advisors LLC lifted its stake in shares of Twilio by 2.6% during the 2nd quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock worth $600,000 after purchasing an additional 74 shares during the period. MassMutual Private Wealth & Trust FSB boosted its holdings in shares of Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the last quarter. Everhart Financial Group Inc. grew its position in shares of Twilio by 4.3% in the second quarter. Everhart Financial Group Inc. now owns 1,896 shares of the technology company’s stock valued at $391,000 after purchasing an additional 79 shares during the period. Finally, GHP Investment Advisors Inc. increased its stake in Twilio by 6.3% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after purchasing an additional 86 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

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.