Twilio (NYSE:TWLO) Rating Increased to Strong-Buy at The Goldman Sachs Group

Twilio (NYSE:TWLO) was upgraded by research analysts at The Goldman Sachs Group to a “strong-buy” rating in a report released on Tuesday,Zacks.com reports.

A number of other equities research analysts also recently issued reports on TWLO. Weiss Ratings raised Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Wells Fargo & Company lifted their price objective on Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. KeyCorp upped their target price on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Jefferies Financial Group reissued a “buy” rating and set a $195.00 target price on shares of Twilio in a report on Friday, May 1st. Finally, Mizuho raised their price target on Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 21st. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $205.38.

Twilio Price Performance

NYSE:TWLO opened at $187.92 on Tuesday. Twilio has a 52 week low of $91.84 and a 52 week high of $238.48. The firm has a market cap of $28.52 billion, a price-to-earnings ratio of 293.63, a P/E/G ratio of 3.66 and a beta of 1.39. The firm’s 50-day simple moving average is $183.67 and its 200 day simple moving average is $146.64. 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 (NYSE:TWLO) last posted its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the previous year, the firm posted $1.14 EPS. The business’s revenue for the quarter was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, sell-side analysts predict that Twilio will post 2.79 earnings per share for the current year.

Insiders Place Their Bets

In related news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the sale, the director directly owned 620,000 shares in the company, valued at $114,166,800. This represents a 61.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Khozema Shipchandler sold 44,158 shares of the stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the completion of the transaction, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $55,559,646.96. This trade represents a 15.79% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is owned by company insiders.

Hedge Funds Weigh In On Twilio

A number of institutional investors and hedge funds have recently bought and sold shares of TWLO. Brighton Jones LLC increased its stake in shares of Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after buying an additional 623 shares during the period. Sivia Capital Partners LLC acquired a new stake in Twilio during the 2nd quarter worth approximately $251,000. Daiwa Securities Group Inc. grew its holdings 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 last quarter. NewEdge Advisors LLC grew its holdings 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 last quarter. Finally, Sei Investments Co. increased its position in Twilio by 55.1% in the 2nd quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock valued at $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.

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.