Twilio (NYSE:TWLO – Free Report) had its price target hoisted by TD Cowen from $210.00 to $245.00 in a research report sent to investors on Friday,Benzinga reports. The brokerage currently has a buy rating on the technology company’s stock.
Several other research analysts also recently weighed in on the stock. Monness Crespi & Hardt upped their target price on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Oppenheimer raised their price target on Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a report on Monday, May 18th. KGI Securities began coverage on Twilio in a research report on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 price objective on the stock. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Finally, Citigroup reaffirmed an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $216.27.
Check Out Our Latest Stock Analysis on TWLO
Twilio Price Performance
Twilio (NYSE:TWLO – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The firm 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%. The company’s revenue for the quarter was up 20.0% compared to the same quarter last year. During the same period in the prior year, the company posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Research analysts expect that Twilio will post 2.79 EPS for the current fiscal year.
Insider Activity at Twilio
In related news, CFO Aidan Viggiano sold 9,093 shares of the firm’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 transaction, the chief financial officer directly owned 118,252 shares of the company’s stock, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction on Wednesday, May 27th. The shares were 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 owned 620,000 shares in the company, valued at approximately $114,166,800. This represents a 61.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,805,780 shares of company stock valued at $342,166,703. Insiders own 0.21% of the company’s stock.
Institutional Inflows and Outflows
Institutional investors have recently made changes to their positions in the company. Raleigh Capital Management Inc. purchased a new stake in shares of Twilio during the 4th quarter worth approximately $26,000. SHP Wealth Management purchased a new position in shares of Twilio in the fourth quarter valued at $26,000. Zions Bancorporation National Association UT purchased a new position in shares of Twilio in the fourth quarter valued at $29,000. Aster Capital Management DIFC Ltd bought a new stake in Twilio in the fourth quarter worth $29,000. Finally, Osbon Capital Management LLC bought a new stake in Twilio in the fourth quarter worth $30,000. Hedge funds and other institutional investors own 84.27% of the company’s 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.
Further Reading
- Five stocks we like better than Twilio
- Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit
- Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet
- Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises
- 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
Receive News & Ratings for Twilio Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Twilio and related companies with MarketBeat.com's FREE daily email newsletter.
