Twilio Inc. (NYSE:TWLO) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of Twilio Inc. (NYSE:TWLO) have received a consensus rating of “Moderate Buy” from the thirty-one analysts that are covering the company, Marketbeat Ratings reports. Two analysts have rated the stock with a sell rating, nine have issued a hold rating, eighteen have given a buy rating and two have given a strong buy rating to the company. The average 1 year price target among brokers that have updated their coverage on the stock in the last year is $145.84.

Several equities analysts have issued reports on the company. TD Cowen boosted their price target on Twilio from $117.00 to $125.00 and gave the company a “hold” rating in a research note on Friday, October 31st. Wells Fargo & Company lifted their price objective on shares of Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Piper Sandler reissued a “neutral” rating and set a $148.00 target price (up from $145.00) on shares of Twilio in a research note on Monday, January 5th. Needham & Company LLC lifted their price target on shares of Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, JPMorgan Chase & Co. increased their price objective on shares of Twilio from $140.00 to $145.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st.

Insider Transactions at Twilio

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the transaction, the director directly owned 2,295,000 shares of the company’s stock, valued at approximately $296,055,000. This trade represents a 30.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the transaction, the chief executive officer owned 193,781 shares of the company’s stock, valued at $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,043,438 shares of company stock valued at $135,022,770 over the last ninety days. 0.21% of the stock is owned by company insiders.

Institutional Trading of Twilio

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. GFG Capital LLC bought a new position in shares of Twilio during the second quarter valued at about $25,000. CENTRAL TRUST Co purchased a new stake in shares of Twilio during the second quarter valued at approximately $25,000. Hilltop National Bank bought a new position in Twilio in the 2nd quarter valued at $26,000. SJS Investment Consulting Inc. increased its position in shares of Twilio by 1,564.7% during the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after purchasing an additional 266 shares during the last quarter. Finally, First Horizon Corp bought a new position in Twilio during the third quarter valued at about $28,000. 84.27% of the stock is owned by institutional investors.

Twilio Price Performance

Shares of NYSE TWLO opened at $131.39 on Friday. The company has a market capitalization of $20.16 billion, a PE ratio of 320.45, a P/E/G ratio of 2.57 and a beta of 1.30. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio has a twelve month low of $77.51 and a twelve month high of $151.95. The firm has a fifty day simple moving average of $132.38 and a 200 day simple moving average of $119.48.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. The firm had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The business’s revenue was up 14.7% compared to the same quarter last year. During the same period last year, the business posted $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, sell-side analysts forecast that Twilio will post 1.44 EPS for the current year.

Twilio Company Profile

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.