Twilio Inc. (NYSE:TWLO) Given Average Rating of “Moderate Buy” by Brokerages

Shares of Twilio Inc. (NYSE:TWLO) have earned an average rating of “Moderate Buy” from the twenty-seven analysts that are presently covering the firm, Marketbeat reports. Three equities research analysts have rated the stock with a sell rating, five have given a hold rating, seventeen have issued a buy rating and two have issued a strong buy rating on the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $145.2174.

A number of research analysts have weighed in on TWLO shares. Rosenblatt Securities reissued a “buy” rating and issued a $180.00 target price on shares of Twilio in a research note on Friday, February 13th. Piper Sandler restated a “neutral” rating and issued a $130.00 price objective (down from $148.00) on shares of Twilio in a report on Friday, February 13th. Argus upgraded shares of Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Jefferies Financial Group reissued a “hold” rating and set a $125.00 price target on shares of Twilio in a research report on Friday, February 13th. Finally, TD Cowen raised shares of Twilio from a “hold” rating to a “buy” rating and raised their price objective for the company from $125.00 to $160.00 in a research note on Monday, March 2nd.

Insider Activity at Twilio

In other news, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the sale, the chief executive officer directly owned 193,781 shares in the company, valued at approximately $26,020,912.68. This trade represents a 6.44% 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, CFO Aidan Viggiano sold 8,231 shares of Twilio stock in a transaction on Tuesday, March 31st. The shares were sold at an average price of $122.79, for a total value of $1,010,684.49. Following the completion of the transaction, the chief financial officer owned 139,730 shares of the company’s stock, valued at approximately $17,157,446.70. This trade represents a 5.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 43,233 shares of company stock valued at $5,546,503 in the last three months. 0.21% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Twilio

A number of hedge funds have recently bought and sold shares of TWLO. Northwestern Mutual Investment Management Company LLC purchased a new position in Twilio in the third quarter valued at $3,423,000. Bank of New York Mellon Corp boosted its holdings in shares of Twilio by 57.0% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock valued at $121,353,000 after buying an additional 440,423 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its position in shares of Twilio by 54.5% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock valued at $9,060,000 after buying an additional 31,938 shares during the last quarter. Federated Hermes Inc. raised its stake in Twilio by 19.7% during the 3rd quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock worth $7,036,000 after acquiring an additional 11,577 shares in the last quarter. Finally, Thrivent Financial for Lutherans raised its stake in Twilio by 253.6% during the 3rd quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company’s stock worth $4,028,000 after acquiring an additional 28,748 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Stock Up 0.3%

Shares of NYSE TWLO opened at $130.88 on Friday. The company’s 50-day simple moving average is $121.20 and its 200-day simple moving average is $122.06. Twilio has a 52-week low of $77.51 and a 52-week high of $145.90. The firm has a market cap of $19.83 billion, a price-to-earnings ratio of 688.87, a price-to-earnings-growth ratio of 5.35 and a beta of 1.28. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The firm had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The business’s revenue was up 14.3% on a year-over-year basis. During the same period in the previous year, the company posted $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Equities analysts predict that Twilio will post 1.44 EPS for the current fiscal year.

Twilio Company Profile

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.