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

Twilio Inc. (NYSE:TWLOGet Free Report) has earned a consensus rating of “Moderate Buy” from the twenty-three research firms that are currently covering the stock, Marketbeat.com reports. One research analyst has rated the stock with a sell rating, three have assigned a hold rating, seventeen have given a buy rating and two have given a strong buy rating to the company. The average 12 month target price among brokerages that have issued a report on the stock in the last year is $195.40.

Several analysts recently commented on the stock. Argus upgraded shares of Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Morgan Stanley restated an “overweight” rating and set a $200.00 price target on shares of Twilio in a report on Friday, May 1st. Mizuho raised their price target on shares of Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a report on Tuesday, April 21st. Citigroup restated an “outperform” rating on shares of Twilio in a report on Friday, May 1st. Finally, Jefferies Financial Group restated a “buy” rating and set a $195.00 price target on shares of Twilio in a report on Friday, May 1st.

Read Our Latest Stock Report on TWLO

Twilio Stock Performance

Twilio stock opened at $204.66 on Wednesday. The firm’s 50 day simple moving average is $169.05 and its 200-day simple moving average is $141.41. The company has a market cap of $31.06 billion, a P/E ratio of 319.79, a price-to-earnings-growth ratio of 4.26 and a beta of 1.39. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. Twilio has a fifty-two week low of $91.84 and a fifty-two week high of $238.48.

Twilio (NYSE:TWLOGet Free Report) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. The business had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same period last year, the firm posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities research analysts predict that Twilio will post 2.77 EPS for the current year.

Insider Activity at Twilio

In related news, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction that occurred 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 sale, the director directly owned 30,995 shares in the company, valued at approximately $6,168,314.95. This trade represents a 6.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 1,828 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $200.00, for a total transaction of $365,600.00. Following the sale, the chief financial officer owned 127,345 shares of the company’s stock, valued at approximately $25,469,000. This represents a 1.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 1,805,779 shares of company stock valued at $338,603,196. 0.21% of the stock is owned by company insiders.

Institutional Trading of Twilio

Institutional investors have recently added to or reduced their stakes in the business. Raleigh Capital Management Inc. acquired a new stake in Twilio in the fourth quarter valued at approximately $26,000. SHP Wealth Management acquired a new stake in Twilio in the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT acquired a new stake in Twilio in the fourth quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd acquired a new stake in Twilio in the fourth quarter valued at approximately $29,000. Finally, Osbon Capital Management LLC acquired a new stake in Twilio in the fourth quarter valued at approximately $30,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

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.

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Analyst Recommendations for Twilio (NYSE:TWLO)

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