Piper Sandler Forecasts Strong Price Appreciation for Twilio (NYSE:TWLO) Stock

Twilio (NYSE:TWLO) had its price target upped by stock analysts at Piper Sandler from $144.00 to $145.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the technology company’s stock. Piper Sandler’s price objective suggests a potential upside of 7.39% from the stock’s previous close.

TWLO has been the topic of several other research reports. Wells Fargo & Company lifted their price objective on shares of Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research report on Friday. Royal Bank Of Canada reaffirmed an “underperform” rating and set a $75.00 price target on shares of Twilio in a research note on Wednesday, September 17th. Oppenheimer set a $145.00 price target on shares of Twilio and gave the company an “outperform” rating in a research note on Friday. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a research note on Wednesday, October 8th. Finally, Mizuho upped their price target on shares of Twilio from $140.00 to $150.00 and gave the company an “outperform” rating in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $139.26.

Twilio Trading Up 19.6%

Twilio stock opened at $135.02 on Friday. The stock has a market cap of $20.72 billion, a P/E ratio of 329.31, a PEG ratio of 4.18 and a beta of 1.25. 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 $77.51 and a 1 year high of $151.95. The firm’s 50 day moving average price is $107.35 and its 200-day moving average price is $111.26.

Twilio (NYSE:TWLO) last released its quarterly earnings data 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. The firm had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.35%. The company’s revenue for the quarter was up 14.7% compared to the same quarter last year. During the same quarter last year, the business posted $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, equities analysts predict that Twilio will post 1.44 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 8,363 shares of the business’s stock in a transaction 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 transaction, 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 SEC, which is available at this link. Also, CEO Khozema Shipchandler sold 13,681 shares of the business’s stock in a transaction 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 transaction, the chief executive officer owned 233,305 shares in the company, valued at $23,468,149.95. This trade represents a 5.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 44,808 shares of company stock worth $4,677,916 in the last quarter. Company insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after purchasing an additional 623 shares during the period. Sequoia Financial Advisors LLC boosted its stake in shares of Twilio by 9.2% during the first quarter. Sequoia Financial Advisors LLC now owns 2,060 shares of the technology company’s stock valued at $202,000 after purchasing an additional 174 shares during the period. Aaron Wealth Advisors LLC boosted its stake in shares of Twilio by 6.4% during the first quarter. Aaron Wealth Advisors LLC now owns 3,867 shares of the technology company’s stock valued at $379,000 after purchasing an additional 231 shares during the period. Principal Financial Group Inc. boosted its stake in shares of Twilio by 197.7% during the first quarter. Principal Financial Group Inc. now owns 424,593 shares of the technology company’s stock valued at $41,572,000 after purchasing an additional 281,991 shares during the period. Finally, OneDigital Investment Advisors LLC purchased a new stake in shares of Twilio during the first quarter valued at $294,000. 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.