JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Twilio (NYSE:TWLO) Stock

Twilio (NYSE:TWLO) had its target price increased by JPMorgan Chase & Co. from $140.00 to $145.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has an “overweight” rating on the technology company’s stock. JPMorgan Chase & Co.‘s price objective would suggest a potential upside of 7.39% from the stock’s previous close.

A number of other research analysts have also issued reports on the company. Stifel Nicolaus lifted their target price on Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a report on Friday. Piper Sandler raised their price objective on shares of Twilio from $144.00 to $145.00 and gave the company an “overweight” rating in a research report on Friday. Wells Fargo & Company lifted their price objective on shares of Twilio from $130.00 to $147.00 and gave the stock an “overweight” rating in a research note on Friday. Royal Bank Of Canada reissued an “underperform” rating and set a $75.00 target price on shares of Twilio in a research note on Wednesday, September 17th. Finally, Wall Street Zen cut shares of Twilio from a “strong-buy” rating to a “buy” rating in a report on Sunday, October 26th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Twilio has a consensus rating of “Moderate Buy” and a consensus target price of $139.26.

Twilio Stock Performance

TWLO opened at $135.02 on Friday. The business has a 50 day moving average price of $107.35 and a two-hundred day moving average price of $111.26. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. The company has a market capitalization of $20.72 billion, a price-to-earnings ratio of 329.31, a price-to-earnings-growth ratio of 4.18 and a beta of 1.25. Twilio has a 1-year low of $77.51 and a 1-year high of $151.95.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.18. Twilio had a return on equity of 3.35% and a net margin of 1.37%.The company had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. During the same period last year, the firm earned $1.02 EPS. The firm’s revenue for the quarter was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Research analysts predict that Twilio will post 1.44 EPS for the current fiscal year.

Insider Activity at Twilio

In other news, CFO Aidan Viggiano sold 8,363 shares of the business’s stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the sale, the chief financial officer owned 137,653 shares in the company, valued at $13,846,515.27. The trade was a 5.73% 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, CEO Khozema Shipchandler sold 13,681 shares of the company’s stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the completion of the sale, the chief executive officer owned 233,305 shares of the company’s stock, valued at approximately $23,468,149.95. This trade represents a 5.54% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 44,808 shares of company stock worth $4,677,916. 0.21% of the stock is currently owned by insiders.

Institutional Trading of Twilio

Several hedge funds and other institutional investors have recently modified their holdings of TWLO. Sage Rhino Capital LLC raised its position in Twilio by 16.6% during the third quarter. Sage Rhino Capital LLC now owns 7,576 shares of the technology company’s stock valued at $758,000 after buying an additional 1,076 shares during the period. Mutual of America Capital Management LLC acquired a new stake in Twilio during the 3rd quarter worth about $7,092,000. Retirement Systems of Alabama purchased a new position in Twilio during the 3rd quarter valued at about $36,929,000. GHP Investment Advisors Inc. increased its holdings in shares of Twilio by 7.8% in the 3rd quarter. GHP Investment Advisors Inc. now owns 1,373 shares of the technology company’s stock valued at $137,000 after purchasing an additional 99 shares during the period. Finally, Y Intercept Hong Kong Ltd increased its holdings in shares of Twilio by 188.1% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 56,204 shares of the technology company’s stock valued at $5,625,000 after purchasing an additional 36,693 shares during the period. Institutional investors and hedge funds 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.