Twilio (NYSE:TWLO) Stock Price Expected to Rise, UBS Group Analyst Says

Twilio (NYSE:TWLO) had its price target raised by UBS Group from $135.00 to $150.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the technology company’s stock. UBS Group’s price objective would indicate a potential upside of 11.10% from the company’s previous close.

A number of other research analysts also recently issued reports on TWLO. Wall Street Zen downgraded Twilio from a “strong-buy” rating to a “buy” rating in a report on Sunday, October 26th. Stifel Nicolaus raised their price objective on Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research report on Friday. Needham & Company LLC lifted their target price on Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a research note on Friday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Finally, Mizuho raised their price target on shares of Twilio from $140.00 to $150.00 and gave the company an “outperform” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $139.26.

Twilio Trading Up 19.6%

NYSE:TWLO opened at $135.02 on Friday. The firm has a 50-day simple moving average of $107.35 and a 200-day simple moving average of $111.26. Twilio has a one year low of $77.51 and a one year high of $151.95. The firm has a market cap of $20.72 billion, a P/E ratio of 329.31, a P/E/G 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 issued 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 company had revenue of $1.30 billion for 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%. Twilio’s revenue was up 14.7% compared to the same quarter last year. During the same period last year, the company posted $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities analysts anticipate that Twilio will post 1.44 EPS for the current fiscal year.

Insider Activity

In related 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 owned 233,305 shares of the company’s stock, valued at $23,468,149.95. The trade was a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Aidan Viggiano sold 8,363 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 value of $841,234.17. Following the completion of the sale, the chief financial officer owned 137,653 shares in the company, valued at approximately $13,846,515.27. This represents a 5.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 44,808 shares of company stock valued at $4,677,916. Company insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On Twilio

Several institutional investors and hedge funds have recently modified their holdings of the stock. CENTRAL TRUST Co acquired a new stake in Twilio during the second quarter worth about $25,000. GFG Capital LLC purchased a new stake in Twilio in the 2nd quarter worth approximately $25,000. Hilltop National Bank purchased a new stake in Twilio in the 2nd quarter worth approximately $26,000. Estabrook Capital Management acquired a new stake in shares of Twilio during the 2nd quarter worth approximately $31,000. Finally, LRI Investments LLC purchased a new position in shares of Twilio during the 1st quarter valued at approximately $25,000. 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.