Twilio Inc. (NYSE:TWLO) Given Consensus Rating of “Moderate Buy” by Analysts

Twilio Inc. (NYSE:TWLO) has been assigned an average recommendation of “Moderate Buy” from the twenty-seven analysts that are covering the company, MarketBeat.com reports. Three research analysts have rated the stock with a sell recommendation, six have given a hold recommendation, sixteen have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average 12 month price objective among brokerages that have issued ratings on the stock in the last year is $143.6957.

TWLO has been the subject of a number of recent research reports. Piper Sandler reaffirmed a “neutral” rating and issued a $130.00 target price (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. Weiss Ratings downgraded shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday. Royal Bank Of Canada increased their price target on shares of Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a research note on Monday, January 5th. BTIG Research cut their price target on shares of Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a report on Friday, February 13th. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $125.00 price target on shares of Twilio in a research report on Friday, February 13th.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 1,023 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $110.66, for a total value of $113,205.18. Following the transaction, the chief financial officer owned 111,213 shares of the company’s stock, valued at $12,306,830.58. This represents a 0.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 13,336 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the sale, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,042,947 shares of company stock worth $134,949,330 over the last quarter. 4.50% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Twilio

Several large investors have recently made changes to their positions in TWLO. MidFirst Bank acquired a new stake in Twilio in the 4th quarter valued at approximately $91,000. Kera Capital Partners Inc. purchased a new position in shares of Twilio during the fourth quarter worth $608,000. MV Capital Management Inc. acquired a new stake in shares of Twilio in the fourth quarter valued at $174,000. Compound Planning Inc. grew its stake in shares of Twilio by 10.0% in the fourth quarter. Compound Planning Inc. now owns 7,861 shares of the technology company’s stock valued at $1,118,000 after buying an additional 716 shares in the last quarter. Finally, Invesco Ltd. raised its holdings in shares of Twilio by 56.9% in the 4th quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock valued at $448,276,000 after buying an additional 1,142,309 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Stock Up 1.0%

TWLO stock opened at $120.76 on Monday. The company has a market cap of $18.53 billion, a price-to-earnings ratio of 635.62, a PEG ratio of 4.96 and a beta of 1.30. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. Twilio has a 12 month low of $77.51 and a 12 month high of $145.90. The firm has a 50-day moving average of $125.10 and a two-hundred day moving average of $118.77.

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

About Twilio

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.