Twilio (NYSE:TWLO) Rating Increased to Buy at Jefferies Financial Group

Jefferies Financial Group upgraded shares of Twilio (NYSE:TWLO) from a hold rating to a buy rating in a research note released on Monday, MarketBeat.com reports. They currently have $160.00 target price on the technology company’s stock, up from their prior target price of $125.00.

TWLO has been the topic of a number of other research reports. Argus upgraded shares of Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Citizens Jmp lifted their price objective on shares of Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research note on Tuesday, December 30th. TD Cowen upgraded shares of Twilio from a “hold” rating to a “buy” rating and lifted their price objective for the company from $125.00 to $160.00 in a research note on Monday, March 2nd. Oppenheimer reiterated an “outperform” rating and set a $170.00 price objective on shares of Twilio in a research note on Monday, January 5th. Finally, Weiss Ratings lowered shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 27th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, Twilio currently has an average rating of “Moderate Buy” and a consensus target price of $146.74.

Twilio Trading Up 0.5%

Shares of TWLO stock opened at $131.61 on Monday. The stock has a market cap of $19.94 billion, a price-to-earnings ratio of 692.74, a price-to-earnings-growth ratio of 5.37 and a beta of 1.28. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. Twilio has a fifty-two week low of $77.51 and a fifty-two week high of $145.90. The firm’s 50 day moving average price is $121.21 and its two-hundred day moving average price is $122.68.

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

Insiders Place Their Bets

In related news, CFO Aidan Viggiano sold 9,389 shares of Twilio stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39. Following the completion of the sale, the chief financial officer owned 130,341 shares in the company, valued at approximately $16,619,780.91. The trade was a 6.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 12,624 shares of Twilio stock in a transaction on Tuesday, March 31st. The stock was sold at an average price of $122.81, for a total transaction of $1,550,353.44. Following the completion of the sale, the chief executive officer owned 251,257 shares of the company’s stock, valued at approximately $30,856,872.17. This trade represents a 4.78% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 32,073 shares of company stock valued at $3,972,185. Insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

A number of hedge funds and other institutional investors have recently made changes to their positions in TWLO. Raleigh Capital Management Inc. bought a new stake in shares of Twilio in the fourth quarter worth $26,000. SHP Wealth Management bought a new stake in shares of Twilio in the fourth quarter worth $26,000. SJS Investment Consulting Inc. increased its stake in shares of Twilio by 1,564.7% in the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after buying an additional 266 shares during the last quarter. First Horizon Corp bought a new stake in shares of Twilio in the third quarter worth $28,000. Finally, Zions Bancorporation National Association UT bought a new stake in shares of Twilio in the fourth quarter worth $29,000. Institutional investors own 84.27% of the company’s stock.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Jefferies upgraded TWLO to Buy from Hold and raised its price target to $160 (from $125), calling out increased confidence in Twilio’s positioning in the emerging Voice AI stack and the long‑term growth potential this creates. This call is the main catalyst for the intraday lift. Twilio upgraded, price target boosted on voice AI growth potential
• Neutral Sentiment: Multiple outlets (Seeking Alpha, Benzinga, Yahoo/market coverage) are amplifying the Jefferies note, increasing visibility and short‑term buying interest; this media/coverage effect can reinforce momentum but isn’t a change in fundamentals by itself. Twilio rises after Jefferies upgrades to Buy
• Negative Sentiment: Twilio’s CFO, Aidan Viggiano, sold 9,389 shares (≈$1.2M) under a pre‑arranged Rule 10b5‑1 plan, reducing his holding by ~6.7%. The sale is disclosed to the SEC and was executed under a trading plan, but investors may view insider selling as a cautionary sign and should monitor insider activity and future filings. Twilio CFO sells shares under 10b5-1 plan

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.