Twilio (TWLO) – Analysts’ Weekly Ratings Changes

A number of research firms have changed their ratings and price targets for Twilio (NYSE: TWLO):

• 11/3/2025 – Twilio was upgraded by analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating.
• 10/31/2025 – Twilio had its “hold” rating reaffirmed by analysts at Cowen Inc.
• 10/31/2025 – Twilio was given a new $145.00 price target on by analysts at Oppenheimer Holdings, Inc.. They now have an “outperform” rating on the stock.
• 10/31/2025 – Twilio had its price target raised by analysts at Wells Fargo & Company from $130.00 to $147.00. They now have an “overweight” rating on the stock.
• 10/31/2025 – Twilio had its “overweight” rating reaffirmed by analysts at Morgan Stanley. They now have a $154.00 price target on the stock.
• 10/31/2025 – Twilio had its price target raised by analysts at Needham & Company LLC from $125.00 to $145.00. They now have a “buy” rating on the stock.
• 10/31/2025 – Twilio had its “buy” rating reaffirmed by analysts at The Goldman Sachs Group, Inc.. They now have a $150.00 price target on the stock.
• 10/31/2025 – Twilio had its price target raised by analysts at JPMorgan Chase & Co. from $140.00 to $145.00. They now have an “overweight” rating on the stock.
• 10/31/2025 – Twilio had its price target raised by analysts at TD Cowen from $117.00 to $125.00. They now have a “hold” rating on the stock.
• 10/31/2025 – Twilio had its price target raised by analysts at UBS Group AG from $135.00 to $150.00. They now have a “buy” rating on the stock.
• 10/31/2025 – Twilio had its price target raised by analysts at Piper Sandler from $144.00 to $145.00. They now have an “overweight” rating on the stock.
• 10/31/2025 – Twilio had its price target raised by analysts at Stifel Nicolaus from $110.00 to $120.00. They now have a “hold” rating on the stock.
• 10/31/2025 – Twilio had its price target raised by analysts at KeyCorp from $146.00 to $156.00. They now have an “overweight” rating on the stock.
• 10/31/2025 – Twilio had its “buy” rating reaffirmed by analysts at Rosenblatt Securities. They now have a $140.00 price target on the stock.
• 10/31/2025 – Twilio had its price target raised by analysts at Mizuho from $140.00 to $150.00. They now have an “outperform” rating on the stock.
• 10/31/2025 – Twilio had its price target raised by analysts at Monness Crespi & Hardt from $165.00 to $175.00. They now have a “buy” rating on the stock.
• 10/31/2025 – Twilio had its price target raised by analysts at Bank of America Corporation from $100.00 to $110.00. They now have an “underperform” rating on the stock.
• 10/26/2025 – Twilio was downgraded by analysts at Wall Street Zen from a “strong-buy” rating to a “buy” rating.
• 10/21/2025 – Twilio was given a new $152.00 price target on by analysts at Morgan Stanley.
• 10/18/2025 – Twilio was upgraded by analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating.
• 10/8/2025 – Twilio had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 9/30/2025 – Twilio is now covered by analysts at Wells Fargo & Company. They set an “overweight” rating and a $130.00 price target on the stock.
• 9/30/2025 – Twilio is now covered by analysts at Wells Fargo & Company. They set an “overweight” rating and a $130.00 price target on the stock.
• 9/27/2025 – Twilio had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 9/26/2025 – Twilio had its “buy” rating reaffirmed by analysts at Rosenblatt Securities. They now have a $140.00 price target on the stock.
• 9/17/2025 – Twilio had its “underperform” rating reaffirmed by analysts at Royal Bank Of Canada. They now have a $75.00 price target on the stock.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 8,363 shares of the stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the sale, the chief financial officer owned 137,653 shares in the company, valued at approximately $13,846,515.27. This represents a 5.73% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of the business’s stock in a transaction dated Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the sale, the chief executive officer owned 233,305 shares in the company, valued at $23,468,149.95. The trade was a 5.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 44,808 shares of company stock valued at $4,677,916 over the last quarter. 0.21% of the stock is currently owned by corporate insiders.

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.