Twilio (NYSE:TWLO) Price Target Raised to $165.00 at Mizuho

Twilio (NYSE:TWLO) had its price objective boosted by Mizuho from $150.00 to $165.00 in a report released on Tuesday morning, MarketBeat.com reports. They currently have an outperform rating on the technology company’s stock.

TWLO has been the topic of a number of other reports. Jefferies Financial Group upgraded shares of Twilio from a “hold” rating to a “buy” rating and upped their target price for the company from $125.00 to $160.00 in a report on Monday, April 6th. TD Cowen upgraded shares of Twilio from a “hold” rating to a “buy” rating and upped their target price for the company from $125.00 to $160.00 in a report on Monday, March 2nd. Citizens Jmp upped their target price on shares of Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a report on Tuesday, December 30th. Needham & Company LLC restated a “buy” rating on shares of Twilio in a report on Friday, March 13th. Finally, BTIG Research reduced their target price on shares of Twilio from $165.00 to $155.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, four have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $147.39.

Twilio Price Performance

Twilio stock opened at $145.16 on Tuesday. Twilio has a 52 week low of $82.11 and a 52 week high of $149.90. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The firm’s 50-day simple moving average is $124.01 and its 200 day simple moving average is $124.91. The firm has a market capitalization of $21.99 billion, a PE ratio of 764.06, a P/E/G ratio of 5.97 and a beta of 1.28.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The business had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same period in the previous year, the firm earned $1.00 EPS. The business’s revenue for the quarter was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, equities research analysts predict that Twilio will post 2.47 EPS for the current fiscal year.

Insider Activity

In other news, CEO Khozema Shipchandler sold 15,715 shares of the stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the transaction, the chief executive officer directly owned 235,542 shares in the company, valued at $31,418,947.38. This represents a 6.25% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the transaction, 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 47,788 shares of company stock worth $6,068,408. Insiders own 4.50% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Raleigh Capital Management Inc. purchased a new position in shares of Twilio during the 4th quarter worth about $26,000. SHP Wealth Management purchased a new position in shares of Twilio during the 4th quarter worth about $26,000. Zions Bancorporation National Association UT purchased a new position in shares of Twilio during the 4th quarter worth about $29,000. Aster Capital Management DIFC Ltd purchased a new position in shares of Twilio during the 4th quarter worth about $29,000. Finally, Osbon Capital Management LLC purchased a new position in shares of Twilio during the 4th quarter worth about $30,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

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.