Twilio (NYSE:TWLO) Now Covered by Analysts at BTIG Research

Research analysts at BTIG Research began coverage on shares of Twilio (NYSE:TWLO) in a report issued on Monday. The firm set a “buy” rating and a $165.00 price target on the technology company’s stock. BTIG Research’s target price would suggest a potential upside of 21.44% from the stock’s previous close.

TWLO has been the topic of several other research reports. Rosenblatt Securities restated a “buy” rating and set a $140.00 target price on shares of Twilio in a research report on Friday, October 31st. Citigroup reiterated a “market perform” rating on shares of Twilio in a report on Tuesday, December 30th. Wall Street Zen cut shares of Twilio from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, November 11th. The Goldman Sachs Group reiterated a “buy” rating and issued a $150.00 price objective on shares of Twilio in a research report on Friday, October 31st. Finally, KeyCorp increased their target price on shares of Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $144.24.

Twilio Stock Performance

TWLO traded down $2.50 during trading on Monday, hitting $135.87. 1,800,845 shares of the company traded hands, compared to its average volume of 1,859,852. Twilio has a one year low of $77.51 and a one year high of $151.95. The stock’s fifty day moving average is $130.39 and its 200 day moving average is $118.81. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. The firm has a market cap of $20.85 billion, a P/E ratio of 331.17, a price-to-earnings-growth ratio of 2.70 and a beta of 1.30.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating 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 firm had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. During the same period in the previous year, the company earned $1.02 earnings per share. The company’s quarterly revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, equities analysts predict that Twilio will post 1.44 EPS for the current fiscal year.

Insider Activity

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were 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 directly owned 2,295,000 shares in the company, valued at approximately $296,055,000. This trade represents a 30.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 1,514 shares of the business’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $123.28, for a total transaction of $186,645.92. Following the completion of the transaction, the chief financial officer owned 128,104 shares of the company’s stock, valued at approximately $15,792,661.12. The trade was a 1.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,009,549 shares of company stock worth $130,110,671 over the last three months. 4.50% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Twilio

A number of large investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its position in Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after purchasing an additional 623 shares during the last quarter. Royal Bank of Canada grew its position in Twilio by 110.3% during the first quarter. Royal Bank of Canada now owns 156,640 shares of the technology company’s stock valued at $15,337,000 after buying an additional 82,161 shares during the period. Focus Partners Advisor Solutions LLC purchased a new stake in Twilio during the first quarter valued at approximately $209,000. UniSuper Management Pty Ltd raised its position in Twilio by 1,181.6% in the first quarter. UniSuper Management Pty Ltd now owns 37,167 shares of the technology company’s stock worth $3,639,000 after acquiring an additional 34,267 shares during the period. Finally, Kestra Investment Management LLC bought a new position in Twilio in the first quarter worth approximately $1,281,000. Institutional investors own 84.27% of the company’s stock.

About Twilio

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.