Twilio (NYSE:TWLO) Rating Increased to Strong-Buy at Argus

Twilio (NYSE:TWLO) was upgraded by investment analysts at Argus to a “strong-buy” rating in a research note issued on Thursday,Zacks.com reports.

Other research analysts have also recently issued reports about the stock. Mizuho set a $150.00 target price on shares of Twilio in a research note on Monday, December 15th. Wells Fargo & Company upped their price objective on Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Wall Street Zen downgraded Twilio from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, November 11th. Oppenheimer reaffirmed an “outperform” rating and set a $170.00 price target on shares of Twilio in a research report on Monday, January 5th. Finally, Citigroup reissued a “market perform” rating on shares of Twilio in a report on Tuesday, December 30th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Twilio presently has an average rating of “Moderate Buy” and a consensus price target of $143.70.

Twilio Stock Performance

Shares of TWLO opened at $111.02 on Thursday. The stock has a 50 day moving average of $127.70 and a 200 day moving average of $118.49. The company has a market capitalization of $17.03 billion, a price-to-earnings ratio of 584.35, a PEG ratio of 4.58 and a beta of 1.32. Twilio has a 12 month low of $77.51 and a 12 month high of $145.90. The company has a current ratio of 4.03, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. The firm had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The business’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, sell-side analysts forecast that Twilio will post 1.44 earnings per share for the current year.

Insiders Place Their Bets

In related news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the completion of the transaction, the director directly owned 2,295,000 shares in the company, valued at approximately $296,055,000. The trade was a 30.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the sale, the chief executive officer owned 193,781 shares in the company, valued at $26,020,912.68. The trade was a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,042,947 shares of company stock valued at $134,949,330 in the last quarter. Corporate insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

Hedge funds and other institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in shares of Twilio by 0.9% during the fourth quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock valued at $2,197,549,000 after buying an additional 143,597 shares during the last quarter. State Street Corp increased its stake in Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares during the period. Invesco Ltd. increased its stake in shares of Twilio by 56.9% in the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after buying an additional 1,142,309 shares during the period. Royal Bank of Canada raised its holdings in Twilio by 3.9% during the 4th quarter. Royal Bank of Canada now owns 2,944,377 shares of the technology company’s stock valued at $418,808,000 after buying an additional 110,941 shares during the last quarter. Finally, Alyeska Investment Group L.P. boosted its position in Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after buying an additional 750,951 shares during the period. Hedge funds and other 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.