Twilio (NYSE:TWLO) Price Target Raised to $270.00 at Monness Crespi & Hardt

Twilio (NYSE:TWLO) had its price objective lifted by Monness Crespi & Hardt from $246.00 to $270.00 in a research note released on Friday morning, MarketBeat reports. The brokerage currently has a buy rating on the technology company’s stock.

TWLO has been the topic of a number of other reports. UBS Group increased their price target on Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Oppenheimer lifted their price objective on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research note on Monday, May 18th. Citizens Jmp boosted their target price on shares of Twilio from $210.00 to $250.00 and gave the company a “market outperform” rating in a research report on Monday, July 20th. Wolfe Research raised shares of Twilio to a “buy” rating in a research note on Friday. Finally, Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and raised their price target for the stock from $110.00 to $190.00 in a report on Wednesday, April 22nd. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $248.32.

Twilio Stock Performance

Shares of Twilio stock opened at $240.99 on Friday. The business has a 50-day moving average price of $203.77 and a two-hundred day moving average price of $161.63. Twilio has a 1-year low of $91.84 and a 1-year high of $254.50. 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 cap of $36.57 billion, a P/E ratio of 33.56, a PEG ratio of 3.84 and a beta of 1.37.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. Twilio had a return on equity of 5.28% and a net margin of 20.61%.The company had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. During the same period in the previous year, the business earned $1.19 EPS. The firm’s revenue was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, analysts anticipate that Twilio will post 2.79 EPS for the current year.

Insider Transactions at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction that occurred 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 transaction, the director directly owned 620,000 shares of the company’s stock, valued at $114,166,800. This represents a 61.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Khozema Shipchandler sold 14,458 shares of the stock in a transaction on Monday, July 6th. The stock was sold at an average price of $210.43, for a total value of $3,042,396.94. Following the completion of the transaction, the chief executive officer owned 207,203 shares in the company, valued at approximately $43,601,727.29. This represents a 6.52% 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 three months, insiders have sold 1,802,480 shares of company stock worth $341,620,487. Insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the business. SHP Wealth Management bought a new stake in shares of Twilio during the fourth quarter worth about $26,000. Zions Bancorporation National Association UT bought a new position in Twilio in the 4th quarter valued at about $29,000. Aster Capital Management DIFC Ltd bought a new position in Twilio in the 4th quarter valued at about $29,000. Osbon Capital Management LLC acquired a new position in Twilio during the 4th quarter valued at about $30,000. Finally, Ascentis Independent Advisors acquired a new position in Twilio during the 1st quarter valued at about $33,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio News Roundup

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q2 results exceeded expectations: Twilio reported adjusted earnings of $1.47 per share, above the $1.32 consensus estimate, while revenue rose 22% year over year to $1.50 billion, beating the $1.43 billion forecast. Twilio’s Q2 Earnings Surpass Expectations, Revenues Rise Year Over Year
• Positive Sentiment: Upbeat guidance strengthened the investment case: Management forecast third-quarter EPS of $1.42 to $1.47, well above the $1.25 analyst estimate, and projected full-year revenue of approximately $6.0 billion versus the prior consensus of $5.8 billion. Reports also cited cost discipline, record profitability and strong cash generation. Twilio Delivers Strong Q2 Numbers
• Positive Sentiment: AI adoption is emerging as a growth catalyst: Investors and analysts highlighted increasing traction for Twilio’s voice-based AI tools and broader AI-powered customer-engagement services. Management described the business as entering a “powerful new chapter,” although the opportunity remains in its early stages. Twilio Makes Gains From AI Adoption
• Positive Sentiment: Analysts raised price targets: BTIG, Oppenheimer, Citizens JMP, Needham, Rosenblatt and Monness Crespi & Hardt increased their targets, generally to $270-$285, with several maintaining “buy” or “outperform” ratings. Unusually heavy call-option activity also reflected bullish short-term positioning.
• Neutral Sentiment: Valuation and expectations are elevated: The rally lifted Twilio near its 12-month high and increased its market capitalization above $36 billion. Piper Sandler raised its target to $247 but retained a “neutral” rating, suggesting that strong execution may already be partly reflected in the stock.

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.