Twilio (NYSE:TWLO) Given Buy Rating at Rosenblatt Securities

Twilio (NYSE:TWLO)‘s stock had its “buy” rating reaffirmed by equities researchers at Rosenblatt Securities in a report released on Thursday,Benzinga reports. They presently have a $230.00 target price on the technology company’s stock. Rosenblatt Securities’ price objective would indicate a potential upside of 24.76% from the company’s current price.

A number of other analysts have also recently commented on the stock. Oppenheimer lifted their target price on shares of Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Morgan Stanley reiterated an “overweight” rating and issued a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Argus upgraded shares of Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Mizuho lifted their target price on shares of Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a research note on Tuesday, April 21st. Finally, Stifel Nicolaus set a $175.00 target price on shares of Twilio in a research note on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $198.24.

Twilio Stock Performance

TWLO stock traded down $3.76 during trading on Thursday, reaching $184.35. The company had a trading volume of 960,684 shares, compared to its average volume of 2,577,376. The firm has a 50-day simple moving average of $177.69 and a 200-day simple moving average of $144.62. The company has a market cap of $27.98 billion, a price-to-earnings ratio of 288.24, a price-to-earnings-growth ratio of 3.86 and a beta of 1.39. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. Twilio has a twelve month low of $91.84 and a twelve month high of $238.48.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping 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 net margin of 1.96% and a return on equity of 4.64%. Twilio’s revenue for the quarter was up 20.0% on a year-over-year basis. During the same period last year, the business earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, sell-side analysts expect that Twilio will post 2.77 earnings per share for the current year.

Insider Buying and Selling at Twilio

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of Twilio stock in a transaction that occurred 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 completion of the sale, the director directly owned 30,995 shares in the company, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 44,158 shares of Twilio stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at approximately $55,559,646.96. The trade was a 15.79% 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. In the last 90 days, insiders have sold 1,805,779 shares of company stock valued at $338,603,196. 0.21% of the stock is currently owned by insiders.

Institutional Trading of Twilio

Several institutional investors and hedge funds have recently bought and sold shares of the business. MassMutual Private Wealth & Trust FSB lifted its stake in Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after acquiring an additional 78 shares during the period. GHP Investment Advisors Inc. lifted its stake in Twilio by 6.3% during the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after acquiring an additional 86 shares during the period. SJS Investment Consulting Inc. lifted its stake in shares of Twilio by 27.7% in the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock valued at $54,000 after purchasing an additional 93 shares during the period. Centaurus Financial Inc. lifted its stake 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 purchasing an additional 94 shares during the period. Finally, NewEdge Advisors LLC lifted its stake in shares of Twilio by 1.7% in the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock valued at $841,000 after purchasing an additional 99 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

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.