Twilio (TWLO) – Investment Analysts’ Recent Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Twilio (NYSE: TWLO) in the last few weeks:

• 11/4/2026 – Twilio had its price target raised by Tigress Financial from $255.00 to $320.00. They now have a “buy” rating on the stock.
• 11/3/2026 – Twilio was upgraded by HSBC from “reduce” to “hold”. They now have a $215.00 price target on the stock, up from $211.00.
• 10/30/2026 – Twilio had its price target lowered by UBS Group from $285.00 to $255.00. They now have a “buy” rating on the stock.
• 10/30/2026 – Twilio had its “buy” rating reaffirmed by TD Cowen.
• 10/30/2026 – Twilio had its price target lowered by JPMorgan Chase & Co. from $335.00 to $300.00. They now have an “overweight” rating on the stock.
• 10/30/2026 – Twilio had its price target lowered by Needham & Company LLC from $280.00 to $240.00. They now have a “buy” rating on the stock.
• 10/27/2026 – Twilio had its price target raised by Wells Fargo & Company from $275.00 to $300.00. They now have an “overweight” rating on the stock.
• 10/21/2026 – Twilio had its price target raised by Oppenheimer from $275.00 to $325.00. They now have an “outperform” rating on the stock.
• 10/16/2026 – Twilio had its price target raised by BTIG Research from $285.00 to $315.00. They now have a “buy” rating on the stock.
• 10/16/2026 – Twilio was upgraded by Zacks Research from “hold” to “strong-buy”.
• 10/14/2026 – Twilio was given a new $325.00 price target by Stifel Nicolaus.
• 10/14/2026 – Twilio had its price target raised by Bank of America from $270.00 to $320.00. They now have a “buy” rating on the stock.
• 10/8/2026 – Twilio had its price target raised by JPMorgan Chase & Co. from $260.00 to $335.00. They now have an “overweight” rating on the stock.
• 9/29/2026 – Twilio was upgraded by Weiss Ratings from “buy (b-)” to “buy (b)”.
• 9/24/2026 – Twilio was downgraded by HSBC from “hold” to “reduce”. They now have a $211.00 price target on the stock.
• 9/22/2026 – Twilio had its price target raised by TD Cowen from $260.00 to $300.00. They now have a “buy” rating on the stock.
• 9/22/2026 – Twilio had its price target raised by Rosenblatt Securities from $275.00 to $290.00. They now have a “buy” rating on the stock.
• 9/11/2026 – Twilio had its “buy” rating reaffirmed by BTIG Research. They now have a $285.00 price target on the stock.
• 9/7/2026 – Twilio was downgraded by Zacks Research from “strong-buy” to “hold”.

Twilio Stock Performance

NYSE TWLO opened at $200.78 on Friday. The company has a quick ratio of 4.62, a current ratio of 4.47 and a debt-to-equity ratio of 0.11. The company has a market capitalization of $30.83 billion, a P/E ratio of 25.26, a P/E/G ratio of 4.16 and a beta of 1.49. Twilio Inc. has a 12-month low of $105.00 and a 12-month high of $308.40. The firm has a 50-day moving average price of $255.28 and a two-hundred day moving average price of $189.87.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.47 by $0.18. Twilio had a net margin of 21.82% and a return on equity of 5.58%. The firm had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same quarter in the prior year, the business posted $1.25 EPS. The business’s revenue was up 19.9% compared to the same quarter last year. Analysts anticipate that Twilio Inc. will post 3.27 earnings per share for the current year.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 9,084 shares of Twilio stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total value of $2,676,600.60. Following the completion of the transaction, the chief financial officer directly owned 99,246 shares of the company’s stock, valued at $29,242,833.90. The trade was a 8.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,442 shares of Twilio stock in a transaction on Monday, October 5th. The shares were sold at an average price of $291.03, for a total value of $4,203,055.26. Following the completion of the transaction, the chief executive officer directly owned 178,863 shares of the company’s stock, valued at $52,054,498.89. This represents a 7.47% 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. Insiders have sold 538,818 shares of company stock valued at $134,833,645 over the last 90 days. 0.21% of the stock is owned by corporate insiders.

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.