Twilio Inc. (NYSE:TWLO) Receives $140.33 Consensus PT from Analysts

Twilio Inc. (NYSE:TWLO) has received a consensus recommendation of “Moderate Buy” from the twenty-nine ratings firms that are covering the firm, MarketBeat Ratings reports. Two analysts have rated the stock with a sell recommendation, seven have given a hold recommendation, eighteen have given a buy recommendation and two have issued a strong buy recommendation on the company. The average 1 year target price among analysts that have issued ratings on the stock in the last year is $140.3333.

TWLO has been the topic of several recent analyst reports. JPMorgan Chase & Co. boosted their price objective on shares of Twilio from $140.00 to $145.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. Monness Crespi & Hardt boosted their price target on Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Morgan Stanley restated an “overweight” rating and issued a $154.00 price objective on shares of Twilio in a research note on Friday, October 31st. TD Cowen lifted their target price on Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a research note on Friday, October 31st. Finally, FBN Securities raised Twilio to a “strong-buy” rating in a report on Wednesday, November 12th.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG initiated coverage on Twilio with a Buy rating and a $165 price target, citing execution and a large addressable market — this is the main catalyst behind the intraday strength. BTIG Starts Coverage on Twilio (InsiderMonkey)
• Positive Sentiment: Two separate Globe and Mail press pieces flagged new “Buy” recommendations for Twilio, reinforcing the positive narrative among institutional and retail investors. New Buy Rating for Twilio (Globe and Mail)
• Positive Sentiment: Twilio was listed among the “12 Best Long Term US Stocks to Buy Now,” a pick that can attract longer‑term buyers and support higher multiples. 12 Best Long Term US Stocks to Buy Now (InsiderMonkey)
• Neutral Sentiment: Yahoo Finance notes analysts and investors are reassessing Twilio’s valuation after a ~30% three‑month share rebound, suggesting some may view the rally as a reason to trim exposure or wait for earnings proof. Reassessing Valuation After a 30% Three-Month Share Price Rebound (Yahoo)
• Neutral Sentiment: Market watchers at Zacks highlight growing investor attention and bullish analyst commentary but frame it as part of ongoing debate about growth vs. valuation. Wall Street Bulls Look Optimistic About Twilio (Zacks)
• Neutral Sentiment: Another Zacks piece flags Twilio as drawing increased search/interest activity — a sign of liquidity and attention but not an earnings or fundamental surprise. Twilio Attracting Investor Attention (Zacks)

Twilio Trading Up 2.2%

Shares of Twilio stock opened at $141.96 on Wednesday. The stock has a market cap of $21.78 billion, a P/E ratio of 346.24, a P/E/G ratio of 3.72 and a beta of 1.32. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio has a 12-month low of $77.51 and a 12-month high of $151.95. The business’s 50 day moving average is $124.00 and its 200-day moving average is $117.20.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The business had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.25 billion. During the same period in the previous year, the company earned $1.02 earnings per share. The firm’s revenue for the quarter was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities research analysts predict that Twilio will post 1.44 earnings per share for the current fiscal year.

Insider Buying and Selling at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the completion of the sale, the director owned 2,295,000 shares in the company, valued at approximately $296,055,000. This trade represents a 30.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Aidan Viggiano sold 8,363 shares of Twilio stock in a transaction dated Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following the sale, the chief financial officer directly owned 137,653 shares of the company’s stock, valued at $13,846,515.27. The trade was a 5.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,044,515 shares of company stock worth $133,673,128 over the last ninety days. Insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On Twilio

A number of large investors have recently made changes to their positions in the company. Wellington Management Group LLP boosted its holdings in Twilio by 4,280.5% in the first quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company’s stock valued at $25,463,000 after acquiring an additional 254,132 shares during the last quarter. Knights of Columbus Asset Advisors LLC acquired a new position in shares of Twilio in the 2nd quarter worth approximately $4,809,000. Hood River Capital Management LLC boosted its stake in shares of Twilio by 36.2% in the 2nd quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock valued at $16,606,000 after purchasing an additional 35,468 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of Twilio by 694.7% in the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 58,579 shares of the technology company’s stock valued at $7,285,000 after purchasing an additional 51,208 shares during the last quarter. Finally, Peak Financial Advisors LLC acquired a new stake in shares of Twilio during the second quarter worth $476,000. Institutional investors own 84.27% of the company’s stock.

About Twilio

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.