Twilio (NYSE:TWLO) Price Target Raised to $250.00

Twilio (NYSE:TWLO) had its target price hoisted by Citizens Jmp from $210.00 to $250.00 in a report published on Monday morning,Benzinga reports. The brokerage currently has a market outperform rating on the technology company’s stock.

A number of other equities analysts also recently issued reports on the stock. The Goldman Sachs Group started coverage on shares of Twilio in a report on Wednesday, June 24th. They issued a “buy” rating and a $300.00 price objective on the stock. Needham & Company LLC upped their target price on shares of Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a report on Monday, May 11th. TD Cowen increased their price target on shares of Twilio from $210.00 to $245.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Citigroup reiterated an “outperform” rating on shares of Twilio in a research note on Monday. Finally, Morgan Stanley reissued an “overweight” rating and set a $200.00 price objective on shares of Twilio in a research report on Friday, May 1st. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $219.23.

Twilio Stock Performance

TWLO stock opened at $183.57 on Monday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. Twilio has a 1 year low of $91.84 and a 1 year high of $238.48. The company has a market cap of $27.86 billion, a P/E ratio of 286.84, a price-to-earnings-growth ratio of 3.90 and a beta of 1.36. The stock’s fifty day moving average price is $202.28 and its 200-day moving average price is $156.36.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.Twilio’s revenue was up 20.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities analysts forecast that Twilio will post 2.79 earnings per share for the current year.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 9,093 shares of the stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total value of $1,829,966.25. Following the completion of the sale, the chief financial officer directly owned 118,252 shares of the company’s stock, valued at approximately $23,798,215. This represents a 7.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 44,158 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the sale, the chief executive officer owned 235,542 shares in the company, valued at approximately $55,559,646.96. The trade was a 15.79% decrease in their position. 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 quarter, insiders have sold 1,803,980 shares of company stock valued at $341,898,467. Insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of TWLO. New York State Teachers Retirement System raised its position in shares of Twilio by 10.8% during the fourth quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock valued at $16,570,000 after buying an additional 11,370 shares during the last quarter. Nordea Investment Management AB boosted its position in shares of Twilio by 2.1% during the fourth quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock worth $168,849,000 after acquiring an additional 24,169 shares during the last quarter. Fifth Third Bancorp boosted its position in shares of Twilio by 339.6% during the fourth quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock worth $1,995,000 after acquiring an additional 10,834 shares during the last quarter. Principal Financial Group Inc. boosted its position in shares of Twilio by 19.7% during the fourth quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock worth $84,837,000 after acquiring an additional 98,092 shares during the last quarter. Finally, National Pension Service grew its stake in Twilio by 184.4% during the fourth quarter. National Pension Service now owns 18,545 shares of the technology company’s stock valued at $2,638,000 after acquiring an additional 12,025 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

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.