HSBC upgraded shares of Twilio (NYSE:TWLO – Free Report) to a moderate sell rating in a report issued on Thursday morning,Zacks reports.
Several other equities research analysts have also issued reports on the company. Oppenheimer upped their price target on Twilio from $235.00 to $275.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. KGI Securities started coverage on shares of Twilio in a research note on Thursday, July 2nd. They set an “outperform” rating and a $250.00 target price for the company. The Goldman Sachs Group reissued a “buy” rating and set a $330.00 target price on shares of Twilio in a report on Friday, August 7th. UBS Group raised their price target on shares of Twilio from $200.00 to $285.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Finally, Morgan Stanley restated an “overweight” rating and issued a $261.00 price target on shares of Twilio in a research report on Friday, August 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, two have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Twilio has an average rating of “Moderate Buy” and an average target price of $250.39.
Read Our Latest Report on TWLO
Twilio Trading Down 7.9%
Twilio (NYSE:TWLO – Get Free Report) last released its earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.Twilio’s quarterly revenue was up 22.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, analysts anticipate that Twilio will post 3.12 earnings per share for the current fiscal year.
Insider Buying and Selling
In related news, CFO Aidan Viggiano sold 1,394 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $234.48, for a total transaction of $326,865.12. Following the completion of the transaction, the chief financial officer owned 108,330 shares in the company, valued at $25,401,218.40. The trade was a 1.27% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were 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 of the company’s stock, valued at $29,649,600. This represents a 80.65% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 547,354 shares of company stock valued at $133,284,825. Insiders own 0.21% of the company’s stock.
Hedge Funds Weigh In On Twilio
Several institutional investors have recently modified their holdings of the company. Norges Bank acquired a new stake in shares of Twilio in the 4th quarter worth about $273,862,000. Quantinno Capital Management LP lifted its position in Twilio by 137.9% in the 1st quarter. Quantinno Capital Management LP now owns 648,882 shares of the technology company’s stock valued at $81,642,000 after purchasing an additional 376,142 shares during the last quarter. Pictet Asset Management Holding SA boosted its stake in Twilio by 17.6% during the 1st quarter. Pictet Asset Management Holding SA now owns 2,331,471 shares of the technology company’s stock valued at $293,237,000 after purchasing an additional 349,131 shares during the period. Royal Bank of Canada boosted its stake in Twilio by 10.8% during the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after purchasing an additional 316,858 shares during the period. Finally, Temasek Holdings Private Ltd bought a new position in Twilio in the 4th quarter worth about $44,034,000. Institutional investors own 84.27% of the company’s stock.
Key Stories Impacting Twilio
Here are the key news stories impacting Twilio this week:
- Positive Sentiment: AI-driven growth remains the main bullish catalyst. Twilio’s recent results showed 22% year-over-year revenue growth, while management raised its 2026 organic-growth outlook as customers increase usage of messaging, voice and software tools for AI-enabled communications. Interest in Meta’s Muse AI agent has also renewed attention on Twilio as communications infrastructure. Why Twilio Is Up After Strong Q2 and Higher AI-Driven Growth Outlook
- Positive Sentiment: Several analysts have raised their targets. TD Cowen increased its target to $300 from $260, while Rosenblatt, Wells Fargo and UBS also lifted their targets, reflecting greater confidence in Twilio’s AI opportunity and operating momentum. Twilio Keeps Climbing as Investors Rediscover Its AI Business
- Neutral Sentiment: Twilio continues expanding its AI customer base. Orbio AI is scaling its AI-powered frontline recruitment platform globally using Twilio, providing evidence of adoption beyond the company’s largest customers. Orbio AI Scales AI-Powered Frontline Recruitment Globally With Twilio
- Negative Sentiment: HSBC downgraded Twilio to “Reduce” after the stock’s roughly 30% rally. The firm’s caution reflects concerns that recent enthusiasm tied to Meta’s Muse may have pushed expectations and valuation too high, creating near-term profit-taking risk despite Twilio’s strong fundamentals. HSBC Cuts Twilio to Reduce After 30% Rally
About Twilio
Twilio Inc is a cloud communications and customer engagement technology company that provides application programming interfaces (APIs) and software tools for businesses. Its platform enables organizations to integrate communications capabilities such as voice calls, text messaging, email, video, authentication and customer support into websites, mobile applications and other digital products.
Twilio’s offerings include programmable communications services, customer data and analytics tools through Segment, and contact center software through Twilio Flex.
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