Twilio (NYSE:TWLO) Price Target Raised to $275.00

Twilio (NYSE:TWLOGet Free Report) had its price objective boosted by analysts at Oppenheimer from $235.00 to $275.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has an “outperform” rating on the technology company’s stock. Oppenheimer’s price objective points to a potential upside of 9.67% from the stock’s current price.

Several other brokerages have also recently weighed in on TWLO. Wolfe Research upgraded Twilio to a “buy” rating in a report on Friday. Jefferies Financial Group reissued a “buy” rating and set a $240.00 price target on shares of Twilio in a research report on Friday. Bank of America upgraded Twilio from an “underperform” rating to a “buy” rating and raised their price target for the company from $110.00 to $190.00 in a research note on Wednesday, April 22nd. Mizuho increased their price objective on Twilio from $200.00 to $240.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Finally, Zacks Research upgraded shares of Twilio from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $237.14.

Get Our Latest Research Report on TWLO

Twilio Stock Up 29.8%

TWLO traded up $57.56 during trading hours on Friday, hitting $250.76. 2,756,291 shares of the company’s stock were exchanged, compared to its average volume of 2,452,303. Twilio has a 1-year low of $91.84 and a 1-year high of $250.67. The stock’s 50-day moving average is $202.76 and its two-hundred day moving average is $161.07. The stock has a market cap of $38.06 billion, a price-to-earnings ratio of 392.83, a PEG ratio of 3.84 and a beta of 1.37. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLOGet Free Report) last released its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.43 billion. During the same quarter last year, the firm earned $1.19 earnings per share. The firm’s revenue for the quarter was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Sell-side analysts predict that Twilio will post 2.79 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Twilio news, CEO Khozema Shipchandler sold 14,458 shares of the firm’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $210.43, for a total transaction of $3,042,396.94. Following the completion of the sale, the chief executive officer owned 207,203 shares of the company’s stock, valued at $43,601,727.29. This trade represents a 6.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the transaction, the director owned 30,995 shares in the company, valued at approximately $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. Insiders have sold a total of 1,802,480 shares of company stock worth $341,620,487 in the last quarter. Insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of TWLO. CX Institutional increased its position in shares of Twilio by 9.5% during the 2nd quarter. CX Institutional now owns 701 shares of the technology company’s stock valued at $145,000 after purchasing an additional 61 shares during the last quarter. Affinity Capital Advisors LLC lifted its position in Twilio by 2.6% in the second quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock worth $600,000 after buying an additional 74 shares during the last quarter. Everhart Financial Group Inc. lifted its position in Twilio by 4.3% in the second quarter. Everhart Financial Group Inc. now owns 1,896 shares of the technology company’s stock worth $391,000 after buying an additional 79 shares during the last quarter. GHP Investment Advisors Inc. boosted its stake in Twilio by 6.3% during the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after buying an additional 86 shares during the period. Finally, SJS Investment Consulting Inc. boosted its stake in Twilio by 27.7% during the first quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after buying an additional 93 shares during the period. 84.27% of the stock is owned by institutional investors.

Twilio News Roundup

Here are the key news stories impacting Twilio this week:

  • Positive Sentiment: Quarterly results exceeded expectations: Twilio reported Q2 2026 adjusted EPS of $1.47, above the $1.32 consensus estimate, while revenue rose 22% year over year to $1.50 billion, topping expectations of approximately $1.43 billion. Earnings also increased from $1.19 per share in the prior-year period. Twilio Announces Second Quarter 2026 Results
  • Positive Sentiment: Above-consensus guidance boosted sentiment: Twilio forecast Q3 adjusted EPS of $1.42–$1.47, compared with an analyst estimate of $1.25. Revenue guidance was approximately $1.5 billion, and full-year revenue guidance of about $6.0 billion exceeded the $5.8 billion consensus forecast. Twilio soars on earnings beat and strong guidance
  • Positive Sentiment: Analysts raised targets and ratings: Monness Crespi & Hardt raised its target to $270, BTIG Research to $285, Rosenblatt Securities to $275, and Needham to $280; all reiterated or assigned “buy” ratings. The revisions signal greater confidence in Twilio’s earnings trajectory and AI opportunity. Twilio price target raised by Needham
  • Neutral Sentiment: Key investor consideration: The shares have already gained substantially over the past year, and Twilio trades at a very high reported price-to-earnings ratio. This leaves the stock sensitive to any slowdown in revenue growth, AI monetization, or future guidance.

Twilio Company Profile

(Get Free Report)

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.

See Also

Analyst Recommendations for Twilio (NYSE:TWLO)

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