Twilio (NYSE:TWLO) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says

Twilio (NYSE:TWLO) had its target price lifted by stock analysts at Rosenblatt Securities from $275.00 to $290.00 in a research report issued on Tuesday, Benzinga reports. The firm currently has a “buy” rating on the technology company’s stock. Rosenblatt Securities’ price objective would indicate a potential downside of 0.04% from the stock’s current price.

Other equities analysts also recently issued reports about the company. Zacks Research downgraded Twilio from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 7th. TD Cowen upped their price objective on Twilio from $260.00 to $300.00 and gave the company a “buy” rating in a research report on Tuesday. Oppenheimer increased their target price on Twilio from $235.00 to $275.00 and gave the company an “outperform” rating in a report on Friday, August 7th. Morgan Stanley reissued an “overweight” rating and issued a $261.00 target price on shares of Twilio in a research report on Friday, August 7th. Finally, KeyCorp boosted their price target on Twilio from $200.00 to $250.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Twilio presently has an average rating of “Moderate Buy” and an average target price of $252.18.

Twilio Price Performance

NYSE TWLO opened at $290.12 on Tuesday. Twilio has a one year low of $98.44 and a one year high of $296.37. The stock has a 50-day moving average of $224.66 and a 200 day moving average of $189.85. The company has a market capitalization of $44.55 billion, a price-to-earnings ratio of 40.41, a PEG ratio of 5.84 and a beta of 1.40. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.43 billion. During the same quarter in the prior year, the business earned $1.19 EPS. The business’s revenue for the quarter was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, sell-side analysts forecast that Twilio will post 3.12 EPS for the current year.

Insider Transactions at Twilio

In related news, CFO Aidan Viggiano sold 1,394 shares of Twilio stock in a transaction on Monday, August 17th. The stock was sold at an average price of $234.48, for a total transaction of $326,865.12. Following the transaction, the chief financial officer directly owned 108,330 shares in the company, valued at approximately $25,401,218.40. The trade was a 1.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the sale, the director directly owned 120,000 shares of the company’s stock, valued at $29,649,600. This represents a 80.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 547,354 shares of company stock worth $133,284,825 in the last three months. Corporate insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in TWLO. Norges Bank bought a new position in shares of Twilio during the 4th quarter valued at approximately $273,862,000. Quantinno Capital Management LP raised its stake in Twilio by 137.9% during the 1st quarter. Quantinno Capital Management LP now owns 648,882 shares of the technology company’s stock worth $81,642,000 after acquiring an additional 376,142 shares during the period. Pictet Asset Management Holding SA raised its stake in Twilio by 17.6% during the 1st quarter. Pictet Asset Management Holding SA now owns 2,331,471 shares of the technology company’s stock worth $293,237,000 after acquiring an additional 349,131 shares during the period. Royal Bank of Canada lifted its holdings in Twilio by 10.8% during the first quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after purchasing an additional 316,858 shares in the last quarter. Finally, Temasek Holdings Private Ltd purchased a new position in Twilio during the fourth quarter valued at approximately $44,034,000. Institutional investors own 84.27% of the company’s stock.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analyst price-target increases: Rosenblatt Securities raised its target from $275 to $290 and maintained a “Buy” rating. Reports also cited a price-target increase from TD Cowen, reinforcing bullish sentiment around Twilio’s outlook. Why Is Twilio Stock Soaring Today
• Positive Sentiment: AI and communications-volume opportunity: Morgan Stanley identified Twilio as one of the companies best positioned to benefit if Meta’s Muse initiative increases communications volumes and demand. This highlights potential upside from AI-driven customer engagement and messaging activity. Twilio and Wix Best Exposed if Meta’s Muse Boosts Demand
• Positive Sentiment: Strong recent operating results: Twilio’s latest reported quarter exceeded analyst expectations, with earnings per share of $1.47 versus a $1.32 consensus estimate and revenue of $1.50 billion versus $1.43 billion expected. Revenue grew 22% year over year, supporting the positive investment narrative.
• Neutral Sentiment: Technical momentum: Coverage noted that the stock’s extended consolidation and recent breakout could support additional gains if momentum continues, although the shares are now trading close to their 52-week high. Rejoice The Summer Stock Slump Is Over
• Negative Sentiment: Near-term caution: Zacks noted that recent earnings-estimate revision trends may not support continued near-term gains. Twilio’s elevated valuation also leaves the stock sensitive to any slowdown in growth or disappointment in future guidance. Twilio Surges Is This an Indication of Further Gains

Twilio Company Profile

Twilio Inc is a cloud communications and customer engagement technology company that provides application programming interfaces (APIs) and software tools for businesses. Its platform enables organizations to integrate communications capabilities such as voice calls, text messaging, email, video, authentication and customer support into websites, mobile applications and other digital products.

Twilio’s offerings include programmable communications services, customer data and analytics tools through Segment, and contact center software through Twilio Flex.