Analysts Set Twilio Inc. (NYSE:TWLO) Target Price at $129.78

Shares of Twilio Inc. (NYSE:TWLO) have been assigned an average recommendation of “Moderate Buy” from the twenty-five research firms that are presently covering the firm, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, six have issued a hold recommendation, seventeen have given a buy recommendation and one has given a strong buy recommendation to the company. The average 12-month price target among brokers that have covered the stock in the last year is $129.7826.

Several research firms have recently issued reports on TWLO. UBS Group reduced their target price on shares of Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a research note on Friday, August 8th. Rosenblatt Securities began coverage on shares of Twilio in a research report on Friday, September 5th. They set a “buy” rating and a $140.00 target price for the company. Needham & Company LLC reiterated a “buy” rating and set a $125.00 target price on shares of Twilio in a research report on Friday, May 16th. KeyCorp initiated coverage on Twilio in a research report on Friday, June 6th. They issued an “overweight” rating and a $146.00 price target for the company. Finally, Jefferies Financial Group set a $132.00 target price on shares of Twilio and gave the stock a “hold” rating in a report on Sunday, June 15th.

Twilio Price Performance

TWLO stock opened at $104.40 on Monday. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. Twilio has a 1 year low of $57.16 and a 1 year high of $151.95. The company’s 50-day moving average is $115.01 and its 200-day moving average is $109.21. The stock has a market capitalization of $16.02 billion, a PE ratio of 870.07, a price-to-earnings-growth ratio of 3.35 and a beta of 1.27.

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

Insider Buying and Selling

In other news, CFO Aidan Viggiano sold 8,297 shares of the stock in a transaction dated Thursday, July 3rd. The shares were sold at an average price of $117.05, for a total transaction of $971,163.85. Following the completion of the sale, the chief financial officer directly owned 147,823 shares in the company, valued at approximately $17,302,682.15. This represents a 5.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 20,008 shares of Twilio stock in a transaction that occurred on Monday, June 30th. The stock was sold at an average price of $124.53, for a total value of $2,491,596.24. Following the completion of the sale, the chief executive officer owned 260,581 shares in the company, valued at approximately $32,450,151.93. This represents a 7.13% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 51,671 shares of company stock worth $6,235,788 over the last quarter. Company insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On Twilio

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. GHP Investment Advisors Inc. boosted its stake in Twilio by 7.3% during the second quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock worth $158,000 after acquiring an additional 87 shares in the last quarter. Optimum Investment Advisors boosted its stake in Twilio by 13.6% in the 2nd quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock worth $104,000 after purchasing an additional 100 shares in the last quarter. Woodward Diversified Capital LLC boosted its stake in Twilio by 1.5% in the 1st quarter. Woodward Diversified Capital LLC now owns 7,163 shares of the technology company’s stock worth $701,000 after purchasing an additional 103 shares in the last quarter. Integral Investment Advisors Inc. grew its position in Twilio by 4.0% during the 2nd quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock valued at $356,000 after purchasing an additional 111 shares during the last quarter. Finally, Aaron Wealth Advisors LLC increased its stake in Twilio by 2.9% during the 2nd quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company’s stock valued at $495,000 after purchasing an additional 113 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

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.