Twilio (NYSE:TWLO) Stock Price Expected to Rise, TD Cowen Analyst Says

Twilio (NYSE:TWLO) had its target price boosted by TD Cowen from $117.00 to $125.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “hold” rating on the technology company’s stock. TD Cowen’s target price would indicate a potential downside of 7.42% from the stock’s current price.

Several other equities analysts have also commented on TWLO. Weiss Ratings reiterated a “hold (c-)” rating on shares of Twilio in a research note on Wednesday, October 8th. Morgan Stanley restated an “overweight” rating and issued a $154.00 price target on shares of Twilio in a report on Friday. Piper Sandler upped their price objective on shares of Twilio from $144.00 to $145.00 and gave the company an “overweight” rating in a research note on Friday. Bank of America increased their price objective on shares of Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a report on Friday. Finally, KeyCorp boosted their target price on shares of Twilio from $146.00 to $156.00 and gave the company an “overweight” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $139.26.

Twilio Stock Performance

Shares of TWLO opened at $135.02 on Friday. Twilio has a 1 year low of $77.51 and a 1 year high of $151.95. The company’s 50 day simple moving average is $107.35 and its 200 day simple moving average is $111.26. The company 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. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, October 30th. The technology company reported $1.25 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 firm had revenue of $1.30 billion during the quarter, compared to analysts’ expectations of $1.25 billion. During the same period in the previous year, the company earned $1.02 EPS. Twilio’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. On average, sell-side analysts predict that Twilio will post 1.44 EPS for the current year.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 12,922 shares of the stock in a transaction that occurred on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the completion of the sale, the chief executive officer owned 220,383 shares of the company’s stock, valued at approximately $22,939,666.47. This represents a 5.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Aidan Viggiano sold 8,035 shares of the firm’s stock in a transaction that occurred on Thursday, October 9th. The shares were 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 in the company, valued at $14,906,070. The trade was a 5.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 44,808 shares of company stock valued at $4,677,916 in the last quarter. Company insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On Twilio

Hedge funds have recently made changes to their positions in the business. Brighton Jones LLC boosted its position in Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after purchasing an additional 623 shares during the period. Sequoia Financial Advisors LLC grew its stake in shares of Twilio by 9.2% in the first quarter. Sequoia Financial Advisors LLC now owns 2,060 shares of the technology company’s stock valued at $202,000 after buying an additional 174 shares in the last quarter. Aaron Wealth Advisors LLC raised its holdings in shares of Twilio by 6.4% during the 1st quarter. Aaron Wealth Advisors LLC now owns 3,867 shares of the technology company’s stock valued at $379,000 after buying an additional 231 shares during the period. Principal Financial Group Inc. lifted its position in Twilio by 197.7% during the 1st quarter. Principal Financial Group Inc. now owns 424,593 shares of the technology company’s stock worth $41,572,000 after acquiring an additional 281,991 shares in the last quarter. Finally, OneDigital Investment Advisors LLC purchased a new position in Twilio in the 1st quarter worth approximately $294,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

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.