Twilio (NYSE:TWLO) Research Coverage Started at Rosenblatt Securities

Rosenblatt Securities assumed coverage on shares of Twilio (NYSE:TWLO) in a research note released on Friday morning, Marketbeat Ratings reports. The firm issued a buy rating and a $140.00 price target on the technology company’s stock.

TWLO has been the topic of several other research reports. Tigress Financial reaffirmed a “buy” rating and issued a $170.00 target price on shares of Twilio in a research report on Thursday, May 8th. Jefferies Financial Group set a $132.00 price objective on Twilio and gave the stock a “hold” rating in a research report on Sunday, June 15th. Needham & Company LLC reissued a “buy” rating and set a $125.00 target price on shares of Twilio in a report on Friday, May 16th. UBS Group decreased their price target on shares of Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a research note on Friday, August 8th. Finally, KeyCorp started coverage on shares of Twilio in a research note on Friday, June 6th. They issued an “overweight” rating and a $146.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $129.78.

Twilio Price Performance

NYSE TWLO opened at $108.60 on Friday. The firm’s 50 day moving average is $115.77 and its 200-day moving average is $109.29. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12. The company has a market capitalization of $16.66 billion, a PE ratio of 905.11, a price-to-earnings-growth ratio of 3.40 and a beta of 1.27. Twilio has a 12-month low of $56.85 and a 12-month high of $151.95.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The business’s revenue was up 13.5% compared to the same quarter last year. During the same period last year, the company earned $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Equities research analysts anticipate that Twilio will post 1.44 earnings per share for the current fiscal year.

Insider Buying and Selling at Twilio

In other news, CEO Khozema Shipchandler sold 13,595 shares of the stock in a transaction dated Thursday, July 3rd. The shares were sold at an average price of $117.06, for a total value of $1,591,430.70. Following the completion of the transaction, the chief executive officer owned 246,986 shares of the company’s stock, valued at approximately $28,912,181.16. This represents a 5.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Aidan Viggiano sold 1,807 shares of the firm’s stock in a transaction that occurred on Friday, August 15th. The shares were sold at an average price of $105.94, for a total transaction of $191,433.58. Following the completion of the sale, the chief financial officer owned 146,016 shares in the company, valued at $15,468,935.04. This represents a 1.22% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 51,671 shares of company stock valued at $6,235,788. 4.50% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Twilio

Institutional investors and hedge funds have recently modified their holdings of the business. Concurrent Investment Advisors LLC increased its position in Twilio by 211.8% in the 1st quarter. Concurrent Investment Advisors LLC now owns 5,878 shares of the technology company’s stock valued at $575,000 after buying an additional 3,993 shares in the last quarter. Wellington Management Group LLP raised its position in shares of Twilio by 4,280.5% during the first quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company’s stock worth $25,463,000 after purchasing an additional 254,132 shares during the period. Bank of Nova Scotia lifted its holdings in shares of Twilio by 502.1% in the 1st quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company’s stock worth $3,167,000 after purchasing an additional 26,970 shares in the last quarter. ASR Vermogensbeheer N.V. acquired a new stake in Twilio in the 1st quarter valued at $716,000. Finally, Horizon Financial Services LLC increased its stake in Twilio by 9,692.0% during the 1st quarter. Horizon Financial Services LLC now owns 2,448 shares of the technology company’s stock valued at $240,000 after purchasing an additional 2,423 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors.

About Twilio

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.