Twilio (NYSE:TWLO) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Twilio (NYSE:TWLO) from a buy rating to a strong-buy rating in a research note published on Monday.

A number of other analysts also recently issued reports on TWLO. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Royal Bank Of Canada reissued an “underperform” rating and issued a $75.00 price target on shares of Twilio in a research note on Wednesday, September 17th. Mizuho boosted their price target on shares of Twilio from $140.00 to $150.00 and gave the stock an “outperform” rating in a research note on Friday, October 31st. Wells Fargo & Company boosted their price target on shares of Twilio from $130.00 to $147.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. Finally, Piper Sandler boosted their price target on shares of Twilio from $144.00 to $145.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and a consensus target price of $139.26.

Twilio Stock Performance

NYSE TWLO opened at $131.38 on Monday. Twilio has a 52-week low of $77.51 and a 52-week high of $151.95. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.90 and a current ratio of 4.68. The company has a market capitalization of $20.16 billion, a P/E ratio of 320.45, a P/E/G ratio of 3.48 and a beta of 1.33. The company has a fifty day moving average of $109.08 and a 200-day moving average of $112.26.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The company had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. During the same period in the previous year, the firm posted $1.02 EPS. The firm’s revenue was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, equities research analysts predict that Twilio will post 1.44 EPS for the current fiscal year.

Insider Transactions at Twilio

In related news, CFO Aidan Viggiano sold 8,363 shares of the business’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the transaction, the chief financial officer owned 137,653 shares in the company, valued at $13,846,515.27. The trade was a 5.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of the business’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the transaction, the chief executive officer owned 233,305 shares in the company, valued at $23,468,149.95. This represents a 5.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 44,808 shares of company stock worth $4,677,916 in the last 90 days. Corporate insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On Twilio

Several hedge funds and other institutional investors have recently modified their holdings of the stock. GHP Investment Advisors Inc. increased its position in shares of Twilio by 7.3% during the second quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock valued at $158,000 after buying an additional 87 shares during the period. Versant Capital Management Inc increased its position in shares of Twilio by 4.5% during 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 during the period. Optimum Investment Advisors increased its position in shares of Twilio by 13.6% during the second 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. Woodward Diversified Capital LLC grew its holdings in Twilio by 1.5% in the first quarter. Woodward Diversified Capital LLC now owns 7,163 shares of the technology company’s stock worth $701,000 after purchasing an additional 103 shares during the period. Finally, Integral Investment Advisors Inc. grew its holdings in Twilio by 4.0% in the second quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company’s stock worth $356,000 after purchasing an additional 111 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

About Twilio

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.