Rosenblatt Securities Reiterates “Buy” Rating for Twilio (NYSE:TWLO)

Twilio (NYSE:TWLO)‘s stock had its “buy” rating reaffirmed by investment analysts at Rosenblatt Securities in a research note issued on Friday,Benzinga reports. They currently have a $140.00 price target on the technology company’s stock. Rosenblatt Securities’ price objective indicates a potential upside of 3.69% from the stock’s current price.

Several other equities research analysts have also issued reports on the stock. The Goldman Sachs Group restated a “buy” rating and set a $150.00 price target on shares of Twilio in a research note on Friday. UBS Group decreased their target price on Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a research report on Friday, August 8th. Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a research note on Sunday, October 26th. Bank of America increased their price target on Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a research note on Friday. Finally, Morgan Stanley reissued an “overweight” rating and issued a $154.00 price objective on shares of Twilio in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $139.26.

Twilio Trading Up 19.6%

NYSE TWLO opened at $135.02 on Friday. The business’s fifty day moving average is $107.35 and its 200-day moving average is $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 stock has a market capitalization of $20.72 billion, a price-to-earnings ratio of 329.31, a PEG ratio of 4.18 and a beta of 1.25. Twilio has a one year low of $77.51 and a one year high of $151.95.

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

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 8,035 shares of Twilio stock in a transaction dated Thursday, October 9th. The stock was sold at an average price of $115.00, for a total transaction of $924,025.00. Following the completion of the transaction, the chief financial officer owned 129,618 shares of the company’s stock, valued at $14,906,070. The trade was a 5.84% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Khozema Shipchandler sold 12,922 shares of the company’s stock in a transaction dated Friday, October 3rd. The shares were sold at an average price of $104.09, for a total value of $1,345,050.98. Following the sale, the chief executive officer owned 220,383 shares in the company, valued at approximately $22,939,666.47. This represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 44,808 shares of company stock worth $4,677,916. 0.21% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Twilio

A number of large investors have recently modified their holdings of TWLO. Norges Bank purchased a new position in Twilio during the second quarter valued at approximately $228,877,000. Ninety One UK Ltd bought a new position in Twilio in the 2nd quarter valued at $212,059,000. Nordea Investment Management AB boosted its holdings in Twilio by 4,231.2% in the 2nd quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock valued at $139,736,000 after purchasing an additional 1,097,695 shares during the period. Voya Investment Management LLC grew its position in shares of Twilio by 752.5% during the 3rd quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company’s stock valued at $75,569,000 after purchasing an additional 666,448 shares in the last quarter. Finally, Atreides Management LP grew its position in shares of Twilio by 533.1% during the 2nd quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock valued at $90,820,000 after purchasing an additional 614,943 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors.

Twilio Company Profile

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.