Twilio (TWLO) to Release Quarterly Earnings on Thursday

Twilio (NYSE:TWLO) is anticipated to issue its Q1 2025 quarterly earnings data after the market closes on Thursday, May 1st. Analysts expect Twilio to post earnings of $0.92 per share and revenue of $1.14 billion for the quarter. Twilio has set its Q1 2025 guidance at 0.880-0.930 EPS.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, February 13th. The technology company reported $0.22 EPS for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.77). Twilio had a positive return on equity of 1.38% and a negative net margin of 2.45%. The company had revenue of $1.19 billion for the quarter, compared to analysts’ expectations of $1.19 billion. On average, analysts expect Twilio to post $1 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Twilio Stock Performance

NYSE TWLO opened at $95.67 on Tuesday. Twilio has a 1-year low of $52.51 and a 1-year high of $151.95. The company has a debt-to-equity ratio of 0.12, a current ratio of 5.06 and a quick ratio of 5.06. The business has a 50 day moving average price of $98.85 and a 200 day moving average price of $104.60. The company has a market capitalization of $14.60 billion, a P/E ratio of -149.48, a PEG ratio of 4.30 and a beta of 1.50.

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. Baird R W raised Twilio from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 24th. The Goldman Sachs Group upgraded shares of Twilio from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $77.00 to $185.00 in a research note on Monday, January 27th. Monness Crespi & Hardt upped their target price on shares of Twilio from $135.00 to $152.00 and gave the company a “buy” rating in a research note on Monday, January 27th. Needham & Company LLC lifted their price target on shares of Twilio from $91.00 to $165.00 and gave the stock a “buy” rating in a research note on Tuesday, January 28th. Finally, Morgan Stanley lowered their target price on Twilio from $160.00 to $111.00 and set an “overweight” rating for the company in a research note on Wednesday, April 16th. One research analyst has rated the stock with a sell rating, eight have assigned a hold rating, sixteen have issued a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $127.70.

Insider Activity

In related news, CEO Khozema Shipchandler sold 12,056 shares of the company’s stock in a transaction on Monday, March 31st. The stock was sold at an average price of $95.88, for a total transaction of $1,155,929.28. Following the transaction, the chief executive officer now directly owns 295,134 shares of the company’s stock, valued at approximately $28,297,447.92. The trade was a 3.92 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 1,391 shares of Twilio stock in a transaction dated Tuesday, February 18th. The shares were sold at an average price of $124.51, for a total value of $173,193.41. Following the transaction, the chief financial officer now directly owns 152,519 shares in the company, valued at approximately $18,990,140.69. This trade represents a 0.90 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 23,471 shares of company stock worth $2,344,149 over the last 90 days. 4.50% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A hedge fund recently raised its stake in Twilio stock. Brighton Jones LLC increased its position in shares of Twilio Inc. (NYSE:TWLO) by 6.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,051 shares of the technology company’s stock after acquiring an additional 623 shares during the period. Brighton Jones LLC’s holdings in Twilio were worth $1,086,000 as of its most recent filing with the Securities and Exchange Commission. 84.27% of the stock is owned by hedge funds and other institutional investors.

About Twilio

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.