Twilio (NYSE:TWLO) Downgraded by Wall Street Zen to “Buy”

Twilio (NYSE:TWLO) was downgraded by Wall Street Zen from a “strong-buy” rating to a “buy” rating in a research report issued on Tuesday.

Several other analysts have also recently commented on TWLO. Oppenheimer set a $145.00 price target on Twilio and gave the company an “outperform” rating in a report on Friday, October 31st. TD Cowen increased their price objective on Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. Weiss Ratings reissued a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Bank of America boosted their target price on shares of Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a research report on Friday, October 31st. Finally, Stifel Nicolaus increased their price target on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a report on Friday, October 31st. One 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and a consensus price target of $139.26.

Twilio Stock Performance

Shares of TWLO opened at $130.72 on Tuesday. The stock has a market capitalization of $20.06 billion, a P/E ratio of 318.83, a P/E/G ratio of 3.42 and a beta of 1.33. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. Twilio has a 1 year low of $77.51 and a 1 year high of $151.95. The company’s fifty day moving average is $110.43 and its two-hundred day moving average is $113.32.

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 analysts’ consensus estimates of $1.07 by $0.18. The business 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 3.36%. The business’s revenue was up 14.7% compared to the same quarter last year. During the same period in the previous year, the business posted $1.02 earnings per share. 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 earnings per share for the current year.

Insider Buying and Selling at Twilio

In related news, CFO Aidan Viggiano sold 8,035 shares of the business’s stock in a transaction dated Thursday, October 9th. The shares were sold at an average price of $115.00, for a total value 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 approximately $14,906,070. The trade was a 5.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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 transaction of $1,345,050.98. Following the completion of the transaction, the chief executive officer owned 220,383 shares in the company, valued at approximately $22,939,666.47. This trade represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 44,808 shares of company stock worth $4,677,916 over the last 90 days. Company insiders own 4.50% of the company’s stock.

Hedge Funds Weigh In On Twilio

Institutional investors have recently modified their holdings of the company. Norges Bank purchased a new stake in Twilio in the 2nd quarter worth approximately $228,877,000. Ninety One UK Ltd acquired a new stake in shares of Twilio during the second quarter worth $212,059,000. Nordea Investment Management AB boosted its holdings in shares of Twilio by 4,231.2% during the second quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock worth $139,736,000 after purchasing an additional 1,097,695 shares during the last quarter. Voya Investment Management LLC grew its position in shares of Twilio by 752.5% in the third 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 during the period. Finally, Atreides Management LP increased its stake in Twilio by 533.1% in the second 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 during the last quarter. 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.