BTIG Research Cuts Twilio (NYSE:TWLO) Price Target to $155.00

Twilio (NYSE:TWLO) had its target price reduced by BTIG Research from $165.00 to $155.00 in a research note published on Friday,Benzinga reports. BTIG Research currently has a buy rating on the technology company’s stock.

Several other research analysts also recently weighed in on TWLO. Citizens Jmp boosted their price target on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a report on Tuesday, December 30th. Mizuho set a $150.00 target price on Twilio in a research note on Monday, December 15th. Wall Street Zen lowered Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. Bank of America upped their price objective 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, Jefferies Financial Group reissued a “hold” rating and issued a $125.00 target price on shares of Twilio in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $144.58.

Twilio Price Performance

NYSE:TWLO opened at $112.95 on Friday. Twilio has a 12-month low of $77.51 and a 12-month high of $145.90. The firm has a market cap of $17.33 billion, a price-to-earnings ratio of 594.48, a price-to-earnings-growth ratio of 2.21 and a beta of 1.32. The company’s 50-day moving average is $129.42 and its two-hundred day moving average is $118.80. The company has a current ratio of 4.03, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The business 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 company’s quarterly revenue was up 14.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Research analysts expect that Twilio will post 1.44 EPS for the current year.

Insider Activity

In other news, 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 sale, the director owned 2,295,000 shares in the company, valued at approximately $296,055,000. The trade was a 30.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction that occurred 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 of the company’s stock, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,041,924 shares of company stock valued at $134,836,125 in the last three months. Corporate insiders own 4.50% of the company’s stock.

Hedge Funds Weigh In On Twilio

Hedge funds and other institutional investors have recently made changes to their positions in the business. MassMutual Private Wealth & Trust FSB boosted its position in Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the period. GHP Investment Advisors Inc. boosted its position in shares of Twilio by 6.3% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after buying an additional 86 shares during the period. Centaurus Financial Inc. boosted its position in shares of Twilio by 0.7% in the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after buying an additional 94 shares during the period. Versant Capital Management Inc grew its stake in shares of Twilio by 4.5% in the third quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after buying an additional 98 shares in the last quarter. Finally, Optimum Investment Advisors raised its holdings in shares of Twilio by 13.6% during the 2nd quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock valued at $104,000 after buying an additional 100 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Key Headlines Impacting Twilio

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.