Twilio’s (TWLO) “Buy” Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities reiterated their buy rating on shares of Twilio (NYSE:TWLO) in a research report sent to investors on Friday,Benzinga reports. They currently have a $180.00 price objective on the technology company’s stock.

Several other equities research analysts have also recently commented on the company. Stifel Nicolaus boosted their target price on Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research note on Friday, October 31st. JPMorgan Chase & Co. boosted 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. Mizuho set a $150.00 target price on shares of Twilio in a research report on Monday, December 15th. Bank of America lifted their price target on shares of Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a research note on Friday, October 31st. Finally, Citizens Jmp increased their price target on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research report on Tuesday, December 30th. 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 issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $144.58.

Twilio Stock Performance

Twilio stock opened at $112.95 on Friday. The firm has a market capitalization of $17.33 billion, a P/E ratio of 594.48, a P/E/G ratio of 2.21 and a beta of 1.32. The stock has a fifty day moving average price of $129.42 and a two-hundred day moving average price of $118.80. Twilio has a 52-week low of $77.51 and a 52-week high of $145.90. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.68.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.09. The firm had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The firm’s quarterly revenue was up 14.3% on a year-over-year basis. During the same period last year, the firm posted $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, analysts anticipate that Twilio will post 1.44 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CFO Aidan Viggiano sold 7,213 shares of Twilio stock in a transaction on Monday, January 5th. The stock was sold at an average price of $135.97, for a total transaction of $980,751.61. Following the completion of the sale, the chief financial officer owned 112,236 shares of the company’s stock, valued at approximately $15,260,728.92. This trade represents a 6.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the completion of the sale, the director directly owned 2,295,000 shares of the company’s stock, valued at approximately $296,055,000. The trade was a 30.35% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,041,924 shares of company stock valued at $134,836,125. Insiders own 4.50% of the company’s stock.

Institutional Trading of Twilio

Several hedge funds and other institutional investors have recently bought and sold shares of TWLO. CENTRAL TRUST Co bought a new position in shares of Twilio during the second quarter worth approximately $25,000. Raleigh Capital Management Inc. bought a new position in Twilio during the 4th quarter worth $26,000. SJS Investment Consulting Inc. increased its stake in Twilio by 1,564.7% during the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after acquiring an additional 266 shares during the period. First Horizon Corp acquired a new position in Twilio in the 3rd quarter valued at $28,000. Finally, Zions Bancorporation National Association UT bought a new stake in shares of Twilio during the 4th quarter valued at $29,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q4 beat — Twilio beat consensus on both EPS ($1.33 vs. $1.24) and revenue ($1.37B vs. $1.32B), with revenue up ~14% year-over-year and improved margins. This result supports the narrative of accelerating growth and improving profitability. Twilio Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Stronger-than-expected 2026 outlook — management guided to mid-teens reported revenue growth (roughly 11.5–12.5% reported growth cited in some summaries), raised EPS/Q1 and set material free cash flow targets, which lifted forward earnings expectations. That guidance is the primary bullish driver today. Twilio: Buy These Strong Results
• Positive Sentiment: Analyst support and price-target activity — several firms reiterated buys and set above-current price targets (Rosenblatt $180 PT; BTIG trimmed but kept a buy). Upgrades/reiterates help underpin upside after the beat. Forecasting The Future: 9 Analyst Projections For Twilio
• Neutral Sentiment: Mixed analyst takeaways — while some highlight durable profitability and FCF, others noted the outlook and fee/usage dynamics require close monitoring; expect divergent analyst notes and volatility as the story is digested. Twilio’s outlook draws mixed reactions from analysts
• Negative Sentiment: Sector/sentiment headwinds — some investors are rotating away from software and scrutinizing software valuations; a bearish note argues Twilio still faces downside risk amid broader software weakness. That skepticism is limiting the post-earnings rally. With Software Slumping, Twilio Has Further To Fall
• Negative Sentiment: Volatility despite beat — several headlines note shares have been volatile after the print as investors parse execution risks, fee pressure, and whether AI/voice growth will sustainably accelerate revenue and margins. Short-term swings are likely. What’s going on with Twilio stock Friday?

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.