Twilio (NYSE:TWLO) Lowered to “Hold” Rating by Zacks Research

Posted by Brian Himes on Sep 9th, 2026

Twilio (NYSE:TWLO – Get Free Report) was downgraded by stock analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research report issued on Monday, Zacks reports.

A number of other research firms also recently issued reports on TWLO. TD Cowen lifted their price target on Twilio from $245.00 to $260.00 and gave the company a “buy” rating in a research note on Friday, August 7th. KeyCorp raised their target price on Twilio from $200.00 to $250.00 and gave the company an “overweight” rating in a report on Friday, August 7th. UBS Group lifted their target price on Twilio from $200.00 to $285.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Oppenheimer upped their price target on Twilio from $235.00 to $275.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. Finally, KGI Securities began coverage on Twilio in a research report on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and a consensus target price of $249.68.

View Our Latest Report on Twilio

Twilio Stock Performance

TWLO opened at $225.44 on Monday. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11. The company’s fifty day moving average price is $216.98 and its two-hundred day moving average price is $179.79. Twilio has a 1-year low of $98.44 and a 1-year high of $258.35. The company has a market cap of $34.62 billion, a price-to-earnings ratio of 31.40, a PEG ratio of 4.83 and a beta of 1.40.

Twilio (NYSE:TWLO – Get Free Report) last released its quarterly earnings data 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. The firm had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business’s quarterly revenue was up 22.0% compared to the same quarter last year. During the same period last year, the firm earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, analysts expect that Twilio will post 3.08 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Andrew Stafman sold 500,000 shares of the business’s 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 transaction, the director owned 120,000 shares in the company, valued at $29,649,600. The trade was a 80.65% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Aidan Viggiano sold 9,093 shares of the company’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total value 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 represents a 7.14% 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 547,354 shares of company stock valued at $133,284,825 in the last 90 days. 0.21% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. SHP Wealth Management purchased a new position in shares of Twilio in the 4th quarter worth about $26,000. Zions Bancorporation National Association UT purchased a new stake in Twilio during the fourth quarter worth about $29,000. Aster Capital Management DIFC Ltd purchased a new stake in Twilio during the fourth quarter worth about $29,000. Osbon Capital Management LLC bought a new stake in Twilio in the fourth quarter worth about $30,000. Finally, Ascentis Independent Advisors purchased a new position in Twilio in the first quarter valued at about $33,000. Institutional investors own 84.27% of the company’s stock.

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.