Twilio Inc. (TWLO) – What Are Brokerages Saying About This Stock?

Shares of Twilio Inc. (NYSE:TWLO) have been given a consensus rating of “Moderate Buy” by the twenty-eight research firms that are currently covering the company, Marketbeat reports. Two research analysts have rated the stock with a sell rating, two have assigned a hold rating, twenty-two have given a buy rating and two have given a strong buy rating to the company. The average twelve-month target price among brokers that have covered the stock in the last year is $267.78.

Several brokerages recently issued reports on TWLO. KGI Securities started coverage on Twilio in a research report on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 price target on the stock. Stifel Nicolaus set a $325.00 target price on Twilio in a research note on Wednesday. Wolfe Research raised Twilio to a “buy” rating in a report on Friday, August 7th. Bank of America boosted their target price on Twilio from $270.00 to $320.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Citizens Jmp restated a “market outperform” rating and set a $275.00 price target on shares of Twilio in a research note on Thursday, August 27th.

Key Stories Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Stifel raised its price target for Twilio to $325 while maintaining a Buy rating, implying potential upside from recent trading levels. Stifel raises target to USD 325 for Twilio stock
• Positive Sentiment: Bank of America forecast strong appreciation for Twilio and reaffirmed its Buy rating. Stifel also reiterated its Buy recommendation, showing continued support among major brokerages. Bank of America Forecasts Strong Price Appreciation for Twilio Bank of America Reaffirms Buy Rating
• Neutral Sentiment: Analyst consensus remains optimistic, but coverage notes that sell-side recommendations and average brokerage ratings can be overly bullish and should not be used alone as an investment decision. Wall Street Bulls Look Optimistic About Twilio
• Neutral Sentiment: Twilio promoted its Voice AI technology through a lighthearted French culinary campaign. The announcement offers visibility for the platform but is unlikely to materially affect near-term valuation. Twilio Voice AI France Campaign
• Negative Sentiment: Twilio’s break below its 50-day moving average is being characterized as a bearish technical signal, increasing concerns about near-term momentum and likely contributing to the stock’s decreased performance. Twilio Flashes a Bearish Signal as It Slides

Insider Activity at Twilio

In other Twilio news, Director Andrew Stafman sold 500,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the transaction, the director owned 120,000 shares in the company, valued at approximately $29,649,600. This represents a 80.65% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Aidan Viggiano sold 9,084 shares of the company’s stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the transaction, the chief financial officer owned 99,246 shares of the company’s stock, valued at approximately $29,242,833.90. The trade was a 8.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 538,818 shares of company stock worth $134,833,645 in the last three months. Insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Royal Bank of Canada increased its position in Twilio by 10.8% during the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock worth $410,330,000 after purchasing an additional 316,858 shares during the period. Pictet Asset Management Holding SA lifted its holdings in shares of Twilio by 17.6% in the 1st quarter. Pictet Asset Management Holding SA now owns 2,331,471 shares of the technology company’s stock valued at $293,237,000 after buying an additional 349,131 shares during the period. Atreides Management LP lifted its holdings in Twilio by 28.5% in the first quarter. Atreides Management LP now owns 921,602 shares of the technology company’s stock valued at $115,956,000 after acquiring an additional 204,656 shares during the period. KBC Group NV lifted its stake in shares of Twilio by 1.4% in the first quarter. KBC Group NV now owns 790,548 shares of the technology company’s stock valued at $99,466,000 after purchasing an additional 11,014 shares during the period. Finally, First Trust Advisors LP increased its stake in Twilio by 10.8% in the 1st quarter. First Trust Advisors LP now owns 721,734 shares of the technology company’s stock valued at $90,808,000 after purchasing an additional 70,154 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Trading Down 10.8%

Shares of Twilio stock opened at $243.80 on Tuesday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62. The company has a market capitalization of $37.44 billion, a P/E ratio of 33.96, a PEG ratio of 5.01 and a beta of 1.35. Twilio has a 1 year low of $104.50 and a 1 year high of $308.40. The company’s fifty day moving average is $253.71 and its two-hundred day moving average is $208.12.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $1.43 billion. During the same period in the prior year, the company earned $1.19 earnings per share. The business’s revenue was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Analysts forecast that Twilio will post 3.12 earnings per share for the current year.

Twilio Company Profile

Twilio Inc is a communications technology company that provides a cloud-based platform for businesses to engage with customers through digital channels. Its software and application programming interfaces (APIs) support communications capabilities such as voice calling, messaging, video, email, authentication and contact-center interactions.

The company’s offerings include programmable communications services, customer data and engagement tools, and contact-center solutions. Twilio also provides email services through SendGrid and customer data platform capabilities through Segment, which it acquired in 2020.