Twilio’s (TWLO) “Buy” Rating Reiterated at BTIG Research

Twilio (NYSE:TWLO)‘s stock had its “buy” rating restated by research analysts at BTIG Research in a research report issued on Tuesday,Benzinga reports. They currently have a $215.00 price objective on the technology company’s stock. BTIG Research’s price target would suggest a potential upside of 8.39% from the company’s current price.

Several other brokerages have also recently issued reports on TWLO. Citigroup reissued an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Bank of America raised shares of Twilio from an “underperform” rating to a “buy” rating and boosted their price objective for the company from $110.00 to $190.00 in a research note on Wednesday, April 22nd. TD Cowen boosted their price objective on shares of Twilio from $160.00 to $210.00 and gave the company a “buy” rating in a research note on Friday, May 1st. UBS Group boosted their price objective on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Piper Sandler boosted their price objective on shares of Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $193.65.

Twilio Stock Performance

Shares of TWLO opened at $198.35 on Tuesday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The stock has a market capitalization of $30.10 billion, a P/E ratio of 309.93, a P/E/G ratio of 4.19 and a beta of 1.32. The company’s fifty day moving average is $136.88 and its two-hundred day moving average is $129.71. Twilio has a 1 year low of $91.84 and a 1 year high of $203.71.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s revenue was up 20.0% compared to the same quarter last year. During the same period in the previous year, the company posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts predict that Twilio will post 2.77 earnings per share for the current year.

Insiders Place Their Bets

In other Twilio news, Director Erika Rottenberg sold 1,500 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $185.32, for a total transaction of $277,980.00. Following the sale, the director directly owned 32,995 shares in the company, valued at approximately $6,114,633.40. The trade was a 4.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the business’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the sale, the chief financial officer owned 130,341 shares in the company, valued at $16,619,780.91. The trade was a 6.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 51,088 shares of company stock worth $6,614,624. Corporate insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

Several institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its position in shares of Twilio by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock worth $2,197,549,000 after purchasing an additional 143,597 shares in the last quarter. State Street Corp boosted its position in shares of 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 buying an additional 1,900,551 shares in the last quarter. Invesco Ltd. boosted its position in shares of Twilio by 56.9% in the 4th 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 in the last quarter. Royal Bank of Canada boosted its position in shares of Twilio by 3.9% in the 4th quarter. Royal Bank of Canada now owns 2,944,377 shares of the technology company’s stock worth $418,808,000 after buying an additional 110,941 shares in the last quarter. Finally, Alyeska Investment Group L.P. boosted its position in shares of Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after buying an additional 750,951 shares in the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

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.