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

Shares of Twilio Inc. (NYSE:TWLO) have been given a consensus recommendation of “Buy” by the twenty-seven analysts that are currently covering the company, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, one has given a hold recommendation, twenty-two have assigned a buy recommendation and three have issued a strong buy recommendation on the company. The average 1-year target price among brokerages that have issued ratings on the stock in the last year is $249.6818.

Several equities research analysts recently commented on the stock. Morgan Stanley reiterated an “overweight” rating and set a $261.00 price target on shares of Twilio in a research note on Friday, August 7th. Wolfe Research upgraded Twilio to a “buy” rating in a research report on Friday, August 7th. Stifel Nicolaus set a $275.00 target price on Twilio in a report on Friday, August 7th. Oppenheimer upped their target price on Twilio from $235.00 to $275.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. Finally, Wells Fargo & Company raised their price target on Twilio from $225.00 to $275.00 and gave the stock an “overweight” rating in a research note on Friday, August 7th.

Twilio Stock Performance

Shares of Twilio stock opened at $237.71 on Monday. The firm has a market capitalization of $36.51 billion, a P/E ratio of 33.11, a P/E/G ratio of 4.06 and a beta of 1.37. Twilio has a 52 week low of $98.44 and a 52 week high of $258.35. The company has a quick ratio of 4.62, a current ratio of 4.62 and a debt-to-equity ratio of 0.11. The firm’s 50 day moving average is $211.42 and its two-hundred day moving average is $173.49.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The firm’s revenue for the quarter was up 22.0% on a year-over-year basis. During the same quarter last year, the company earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Research analysts forecast that Twilio will post 3.08 EPS for the current fiscal year.

Insider Transactions at Twilio

In other news, Director Andrew Stafman sold 500,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the completion of the sale, the director directly owned 120,000 shares of the company’s stock, valued at approximately $29,649,600. This represents a 80.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 1,394 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $234.48, for a total transaction of $326,865.12. Following the transaction, the chief financial officer owned 108,330 shares in the company, valued at approximately $25,401,218.40. This trade represents a 1.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 593,512 shares of company stock worth $144,098,834 in the last three months. Corporate insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of TWLO. Advus Financial Partners LLC purchased a new stake in shares of Twilio in the second quarter valued at about $311,000. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in shares of Twilio during the second quarter worth about $34,983,000. California State Teachers Retirement System grew its holdings in shares of Twilio by 19,544.7% during the second quarter. California State Teachers Retirement System now owns 45,717,982 shares of the technology company’s stock worth $9,432,991,000 after buying an additional 45,485,258 shares during the last quarter. Ameritas Advisory Services LLC purchased a new position in shares of Twilio during the second quarter worth about $113,000. Finally, Wedmont Private Capital increased its position in Twilio by 2.1% in the 2nd quarter. Wedmont Private Capital now owns 3,691 shares of the technology company’s stock valued at $792,000 after acquiring an additional 75 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

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.