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

Posted by Francis Steltz on Jul 5th, 2026

Shares of Twilio Inc. (NYSE:TWLO – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the twenty-five brokerages that are currently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation, eighteen have given a buy recommendation and three have issued a strong buy recommendation on the company. The average 1-year price objective among brokers that have issued ratings on the stock in the last year is $207.4091.

Several equities analysts have weighed in on the stock. Rosenblatt Securities restated a “buy” rating and set a $230.00 target price on shares of Twilio in a report on Thursday, June 18th. TD Cowen reaffirmed a “buy” rating on shares of Twilio in a report on Monday, June 1st. Robert W. Baird set a $200.00 price objective on Twilio in a research report on Friday, May 1st. Morgan Stanley reiterated an “overweight” rating and set a $200.00 target price on shares of Twilio in a report on Friday, May 1st. Finally, Bank of America raised Twilio from an “underperform” rating to a “buy” rating and raised their price target for the stock from $110.00 to $190.00 in a research report on Wednesday, April 22nd.

Check Out Our Latest Stock Report on TWLO

Twilio Trading Up 0.0%

Shares of TWLO stock opened at $209.31 on Friday. Twilio has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The stock has a market cap of $31.77 billion, a P/E ratio of 327.06, a P/E/G ratio of 4.16 and a beta of 1.36. The business has a fifty day simple moving average of $192.49 and a 200-day simple moving average of $150.00. 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:TWLO – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the previous year, the company posted $1.14 EPS. The business’s revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, analysts forecast that Twilio will post 2.79 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 9,093 shares of the business’s stock in a transaction dated 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 owned 118,252 shares of the company’s stock, valued at approximately $23,798,215. The trade was a 7.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 13,881 shares of the business’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $201.26, for a total transaction of $2,793,690.06. Following the completion of the transaction, the chief executive officer directly owned 221,661 shares of the company’s stock, valued at $44,611,492.86. The trade was a 5.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,798,509 shares of company stock valued at $339,468,623 over the last three months. Insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

A number of hedge funds and other institutional investors have recently modified their holdings of TWLO. Raleigh Capital Management Inc. acquired a new position in shares of Twilio in the fourth quarter valued at approximately $26,000. SHP Wealth Management purchased a new position in shares of Twilio during the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT acquired a new stake in Twilio during the fourth quarter worth approximately $29,000. Aster Capital Management DIFC Ltd acquired a new stake in Twilio during the fourth quarter worth approximately $29,000. Finally, Strategic Advocates LLC purchased a new stake in Twilio in the 3rd quarter worth approximately $30,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

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.