Twilio Inc. (NYSE:TWLO) Receives Average Rating of “Moderate Buy” from Analysts

Twilio Inc. (NYSE:TWLO) has been assigned a consensus rating of “Moderate Buy” from the twenty-five brokerages that are presently covering the stock, Marketbeat Ratings reports. One analyst has rated the stock with a sell recommendation, two have assigned a hold recommendation, nineteen have assigned a buy recommendation and three have issued a strong buy recommendation on the company. The average twelve-month price objective among analysts that have updated their coverage on the stock in the last year is $211.2727.

Several research firms have recently commented on TWLO. Oppenheimer lifted their target price on Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research note on Monday, May 18th. TD Cowen reiterated a “buy” rating on shares of Twilio in a report on Monday, June 1st. Citigroup reiterated an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. BTIG Research reissued a “buy” rating and set a $215.00 price objective on shares of Twilio in a report on Tuesday, May 12th. Finally, Piper Sandler upped their target price on shares of Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research report on Friday, May 1st.

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Wall Street remains broadly constructive on Twilio, with multiple analysts reiterating buy ratings and several raising price targets, including UBS, BTIG, Rosenblatt, and Bank of America. Article Title
• Positive Sentiment: Twilio’s latest earnings beat expectations, with revenue and EPS both topping estimates and revenue rising 20% year over year, supporting the longer-term growth story. Article Title
• Neutral Sentiment: One valuation-focused article said Twilio appears near fair value on discounted cash flow estimates, though its market multiples still look expensive after a big multi-year run. Article Title
• Negative Sentiment: CEO Khozema Shipchandler sold 14,458 shares, which can weigh on sentiment because insider selling often raises questions about near-term upside. Article Title
• Negative Sentiment: An article also flagged Twilio as potentially 9% overvalued following the CEO’s sale, adding to concerns that much of the recent rally may already be priced in. Article Title

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 9,093 shares of the company’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the sale, the chief financial officer owned 118,252 shares in the company, valued at approximately $23,798,215. The trade was a 7.14% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the transaction, the director owned 30,995 shares in the company, valued at $6,168,314.95. This represents a 6.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 1,805,780 shares of company stock valued at $342,166,703. 0.21% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Twilio

Hedge funds have recently bought and sold shares of the company. Norges Bank bought a new position in Twilio during the 4th quarter worth about $273,862,000. State Street Corp lifted its holdings in shares of Twilio by 47.8% in the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. SRS Investment Management LLC acquired a new position in shares of Twilio during the fourth quarter worth about $257,494,000. Invesco Ltd. grew its holdings in shares of Twilio by 225.0% during the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares in the last quarter. Finally, Alyeska Investment Group L.P. raised its position in Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after buying an additional 750,951 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Price Performance

Shares of NYSE TWLO traded down $3.74 during trading on Friday, reaching $214.86. The company had a trading volume of 2,063,571 shares, compared to its average volume of 1,838,494. Twilio has a 52 week low of $91.84 and a 52 week high of $238.48. The stock has a market cap of $32.61 billion, a PE ratio of 335.72, a PEG ratio of 4.27 and a beta of 1.36. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The business’s 50 day moving average price is $199.67 and its 200-day moving average price is $152.65.

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

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.