Twilio (TWLO) Projected to Post Earnings on Thursday

Twilio (NYSE:TWLO) is anticipated to release its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect Twilio to post earnings of $1.24 per share and revenue of $1.3170 billion for the quarter. Investors are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Thursday, February 12, 2026 at 5:00 PM ET.

Twilio Stock Performance

Shares of TWLO stock opened at $111.93 on Thursday. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. The firm has a fifty day simple moving average of $131.44 and a two-hundred day simple moving average of $119.77. Twilio has a 12 month low of $77.51 and a 12 month high of $149.19. The firm has a market capitalization of $17.17 billion, a PE ratio of 273.00, a price-to-earnings-growth ratio of 2.14 and a beta of 1.32.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on TWLO shares. Piper Sandler restated a “neutral” rating and issued a $148.00 target price (up previously from $145.00) on shares of Twilio in a report on Monday, January 5th. KeyCorp boosted their price objective on Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Royal Bank Of Canada increased their price objective on Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a research note on Monday, January 5th. Citizens Jmp lifted their target price on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research report on Tuesday, December 30th. Finally, TD Cowen reiterated a “hold” rating on shares of Twilio in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $146.44.

Insider Buying and Selling

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

Institutional Investors Weigh In On Twilio

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. State Street Corp boosted its position in Twilio by 47.8% during the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares during the period. Alyeska Investment Group L.P. lifted its stake in shares of Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after buying an additional 750,951 shares in the last quarter. Invesco Ltd. boosted its holdings in Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares during the period. Northern Trust Corp grew its stake in Twilio by 40.4% in the 3rd quarter. Northern Trust Corp now owns 1,673,339 shares of the technology company’s stock valued at $167,485,000 after buying an additional 481,257 shares in the last quarter. Finally, Freestone Grove Partners LP raised its holdings in Twilio by 43.1% during the 3rd quarter. Freestone Grove Partners LP now owns 1,024,242 shares of the technology company’s stock valued at $102,516,000 after acquiring an additional 308,416 shares during the period. 84.27% of the stock is currently owned by institutional investors.

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.