Investment Analysts’ Recent Ratings Updates for Twilio (TWLO)

Twilio (NYSE: TWLO) has recently received a number of price target changes and ratings updates:

• 9/29/2026 – Twilio was upgraded by Weiss Ratings from “buy (b-)” to “buy (b)”.
• 9/24/2026 – Twilio was downgraded by HSBC Holdings plc 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”.
• 8/27/2026 – Twilio had its “market outperform” rating reaffirmed by Citigroup Inc..
• 8/27/2026 – Twilio had its “market outperform” rating reaffirmed by Citizens Jmp. They now have a $275.00 price target on the stock.
• 8/17/2026 – Twilio was upgraded by Weiss Ratings from “hold (c)” to “buy (b-)”.
• 8/12/2026 – Twilio was given a new $270.00 price target by Mizuho.
• 8/7/2026 – Twilio had its “overweight” rating reaffirmed by Morgan Stanley. They now have a $261.00 price target on the stock.
• 8/7/2026 – Twilio had its “buy” rating reaffirmed by The Goldman Sachs Group, Inc.. They now have a $330.00 price target on the stock.
• 8/7/2026 – Twilio had its price target raised by UBS Group AG from $200.00 to $285.00. They now have a “buy” rating on the stock.
• 8/7/2026 – Twilio had its price target raised by TD Cowen from $245.00 to $260.00. They now have a “buy” rating on the stock.
• 8/7/2026 – Twilio had its price target raised by Wells Fargo & Company from $225.00 to $275.00. They now have an “overweight” rating on the stock.
• 8/7/2026 – Twilio had its “buy” rating reaffirmed by Jefferies Financial Group Inc.. They now have a $240.00 price target on the stock.
• 8/7/2026 – Twilio had its price target raised by KeyCorp from $200.00 to $250.00. They now have an “overweight” rating on the stock.
• 8/7/2026 – Twilio was given a new $275.00 price target by Stifel Nicolaus.
• 8/7/2026 – Twilio was upgraded by Wolfe Research to “buy”.
• 8/7/2026 – Twilio had its price target raised by Piper Sandler from $192.00 to $247.00. They now have a “neutral” rating on the stock.
• 8/7/2026 – Twilio had its price target raised by Citizens Jmp from $250.00 to $275.00. They now have a “market outperform” rating on the stock.
• 8/7/2026 – Twilio had its price target raised by Oppenheimer Holdings, Inc. from $235.00 to $275.00. They now have an “outperform” rating on the stock.
• 8/7/2026 – Twilio had its price target raised by Monness Crespi & Hardt from $246.00 to $270.00. They now have a “buy” rating on the stock.
• 8/7/2026 – Twilio had its price target raised by BTIG Research from $245.00 to $285.00. They now have a “buy” rating on the stock.
• 8/7/2026 – Twilio had its price target raised by Needham & Company LLC from $250.00 to $280.00. They now have a “buy” rating on the stock.
• 8/7/2026 – Twilio had its price target raised by Rosenblatt Securities from $230.00 to $275.00. They now have a “buy” rating on the stock.

Insider Activity

In other news, CEO Khozema Shipchandler sold 13,898 shares of the company’s stock in a transaction that occurred on Wednesday, September 30th. The stock was sold at an average price of $294.08, for a total value of $4,087,123.84. Following the sale, the chief executive officer directly owned 193,305 shares in the company, valued at approximately $56,847,134.40. This represents a 6.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. 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 firm’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the transaction, the director owned 120,000 shares of the company’s stock, valued at $29,649,600. This trade represents a 80.65% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 524,376 shares of company stock worth $130,630,590. Company insiders own 0.21% of the company’s stock.

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.