Twilio (NYSE:TWLO) Earns Overweight Rating from Analysts at Wells Fargo & Company

Wells Fargo & Company initiated coverage on shares of Twilio (NYSE:TWLO) in a report issued on Tuesday morning, MarketBeat Ratings reports. The firm issued an overweight rating and a $130.00 price target on the technology company’s stock.

A number of other equities research analysts also recently issued reports on TWLO. Piper Sandler lifted their price target on shares of Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a research report on Friday, August 8th. UBS Group dropped their price objective 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. Royal Bank Of Canada reissued an “underperform” rating and set a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. KeyCorp initiated coverage on shares of Twilio in a research note on Friday, June 6th. They set an “overweight” rating and a $146.00 price objective for the company. Finally, Jefferies Financial Group set a $132.00 price objective on shares of Twilio and gave the stock a “hold” rating in a research note on Sunday, June 15th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $130.22.

Twilio Price Performance

TWLO stock opened at $105.31 on Tuesday. The firm has a 50 day moving average of $108.40 and a 200-day moving average of $108.58. Twilio has a 12-month low of $65.50 and a 12-month high of $151.95. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. The company has a market cap of $16.16 billion, a price-to-earnings ratio of 877.63, a PEG ratio of 3.25 and a beta of 1.25.

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

Insiders Place Their Bets

In other news, CFO Aidan Viggiano sold 8,363 shares of the company’s stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the sale, the chief financial officer directly owned 137,653 shares in the company, valued at $13,846,515.27. This represents a 5.73% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Khozema Shipchandler sold 13,681 shares of the company’s stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the sale, the chief executive officer owned 233,305 shares of the company’s stock, valued at approximately $23,468,149.95. The trade was a 5.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 23,851 shares of company stock valued at $2,408,840. Insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

Institutional investors have recently added to or reduced their stakes in the business. CENTRAL TRUST Co purchased a new stake in Twilio during the 2nd quarter worth $25,000. GFG Capital LLC purchased a new stake in Twilio during the 2nd quarter worth $25,000. Hilltop National Bank purchased a new stake in Twilio during the 2nd quarter worth $26,000. Estabrook Capital Management purchased a new stake in Twilio during the 2nd quarter worth $31,000. Finally, LRI Investments LLC purchased a new stake in Twilio during the 1st quarter worth $25,000. 84.27% of the stock is owned by hedge funds and other 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.