Twilio (NYSE:TWLO) Stock Rating Upgraded by Argus

Twilio (NYSE:TWLO) was upgraded by equities research analysts at Argus to a “strong-buy” rating in a report released on Thursday,Zacks.com reports.

Several other research firms also recently weighed in on TWLO. Piper Sandler reiterated a “neutral” rating and set a $130.00 target price (down from $148.00) on shares of Twilio in a research report on Friday, February 13th. Wells Fargo & Company upped their price objective on shares of Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. UBS Group increased their price objective on shares of Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Needham & Company LLC boosted their target price on shares of Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a report on Friday, October 31st. Finally, Mizuho set a $150.00 price target on shares of Twilio in a research report on Monday, December 15th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and a consensus target price of $143.70.

Twilio Stock Performance

Shares of NYSE TWLO opened at $113.15 on Thursday. The company has a 50-day simple moving average of $127.31 and a 200-day simple moving average of $118.41. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.68. The company has a market cap of $17.36 billion, a PE ratio of 595.53, a price-to-earnings-growth ratio of 4.60 and a beta of 1.32. Twilio has a 12 month low of $77.51 and a 12 month high of $145.90.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The firm had revenue of $1.37 billion for the quarter, compared to analyst estimates 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 quarter last year, the business earned $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, equities analysts anticipate that Twilio will post 1.44 earnings per share for the current year.

Insider Activity

In related news, CFO Aidan Viggiano sold 8,109 shares of Twilio stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the transaction, the chief financial officer owned 119,449 shares in the company, valued at approximately $17,126,597.62. The trade was a 6.36% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction on 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 sale, the director directly owned 2,295,000 shares of the company’s stock, valued at approximately $296,055,000. This trade represents a 30.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,042,947 shares of company stock valued at $134,949,330. Company insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Twilio during the fourth quarter worth about $273,862,000. State Street Corp lifted its holdings in Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after buying an additional 1,900,551 shares during the last quarter. SRS Investment Management LLC bought a new position in Twilio during the 4th quarter worth approximately $257,494,000. Invesco Ltd. grew its position in shares of 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 acquiring an additional 1,391,013 shares in the last quarter. Finally, Alyeska Investment Group L.P. grew its position in shares of Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after acquiring an additional 750,951 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

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.