Stifel Nicolaus Forecasts Strong Price Appreciation for Twilio (NYSE:TWLO) Stock

Twilio (NYSE:TWLO) had its price objective increased by research analysts at Stifel Nicolaus from $110.00 to $120.00 in a note issued to investors on Friday, Marketbeat Ratings reports. The brokerage presently has a “hold” rating on the technology company’s stock. Stifel Nicolaus’ target price suggests a potential downside of 11.12% from the company’s previous close.

A number of other equities research analysts have also issued reports on TWLO. Wall Street Zen lowered shares of Twilio from a “strong-buy” rating to a “buy” rating in a report on Sunday, October 26th. KeyCorp upped their price objective on Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a research report on Friday. The Goldman Sachs Group reiterated a “buy” rating and issued a $150.00 price objective on shares of Twilio in a research note on Friday. Wells Fargo & Company lifted their target price on Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a report on Friday. Finally, Morgan Stanley reissued an “overweight” rating and set a $154.00 target price on shares of Twilio 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 assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and an average target price of $139.26.

Twilio Stock Performance

Shares of Twilio stock opened at $135.02 on Friday. The stock 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. 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 business has a 50-day moving average of $107.35 and a 200 day moving average of $111.26. Twilio has a 12 month low of $77.51 and a 12 month 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, topping the consensus estimate of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.35%. The business had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. During the same quarter in the prior year, the company earned $1.02 earnings per share. The business’s quarterly revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, sell-side analysts forecast that Twilio will post 1.44 earnings per share for the current year.

Insiders Place Their Bets

In other Twilio news, CEO Khozema Shipchandler sold 13,681 shares of Twilio stock in a transaction dated Tuesday, September 30th. The stock was 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 directly owned 233,305 shares of the company’s stock, valued at $23,468,149.95. The trade was a 5.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Aidan Viggiano sold 8,363 shares of the stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $841,234.17. Following the completion of the transaction, the chief financial officer owned 137,653 shares in the company, valued at approximately $13,846,515.27. The trade was a 5.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 44,808 shares of company stock valued at $4,677,916. Insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

Several institutional investors have recently added to or reduced their stakes in TWLO. GHP Investment Advisors Inc. grew its holdings in shares of 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 purchasing an additional 87 shares during the last quarter. Versant Capital Management Inc lifted its holdings in shares of Twilio by 4.5% in the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after purchasing an additional 98 shares during the last quarter. Optimum Investment Advisors boosted its position in shares of Twilio by 13.6% in the 2nd quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock valued at $104,000 after purchasing an additional 100 shares during the period. Woodward Diversified Capital LLC grew its stake in Twilio by 1.5% during the 1st quarter. Woodward Diversified Capital LLC now owns 7,163 shares of the technology company’s stock worth $701,000 after buying an additional 103 shares during the last quarter. Finally, Integral Investment Advisors Inc. grew its stake in Twilio by 4.0% during the 2nd quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock worth $356,000 after buying an additional 111 shares during 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.