Twilio Inc. (NYSE:TWLO) Given Consensus Rating of “Moderate Buy” by Analysts

Twilio Inc. (NYSE:TWLO) has earned a consensus rating of “Moderate Buy” from the thirty-one brokerages that are presently covering the stock, MarketBeat.com reports. Two investment analysts have rated the stock with a sell recommendation, nine have given a hold recommendation, eighteen have given a buy recommendation and two have given a strong buy recommendation to the company. The average 1-year price target among brokerages that have issued a report on the stock in the last year is $146.44.

Several equities analysts recently commented on the company. Monness Crespi & Hardt increased their target price on Twilio from $165.00 to $175.00 and gave the company a “buy” rating in a report on Friday, October 31st. TD Cowen raised their target price on Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. BTIG Research started coverage on Twilio in a research note on Monday, January 5th. They set a “buy” rating and a $165.00 target price for the company. Stifel Nicolaus increased their price target on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research note on Friday, October 31st. Finally, Wells Fargo & Company boosted their price objective on shares of Twilio from $130.00 to $147.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st.

Twilio Stock Down 0.6%

Shares of NYSE TWLO traded down $0.68 during mid-day trading on Friday, hitting $119.10. The company had a trading volume of 1,745,661 shares, compared to its average volume of 1,879,579. The company has a market capitalization of $18.27 billion, a PE ratio of 290.49, a price-to-earnings-growth ratio of 2.33 and a beta of 1.30. The business’s 50-day simple moving average is $131.80 and its 200 day simple moving average is $119.60. Twilio has a 1-year low of $77.51 and a 1-year high of $151.95. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The business 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 company posted $1.02 earnings per share. The business’s revenue for the quarter was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, analysts predict that Twilio will post 1.44 earnings per share for the current year.

Insider Activity

In other Twilio news, CFO Aidan Viggiano sold 7,213 shares of the firm’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $135.97, for a total transaction of $980,751.61. Following the transaction, the chief financial officer directly owned 112,236 shares of the company’s stock, valued at approximately $15,260,728.92. This trade represents a 6.04% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the business’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the transaction, the chief executive officer owned 193,781 shares in the company, valued at $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. In the last three months, insiders sold 1,043,438 shares of company stock valued at $135,022,770. Insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

A number of institutional investors have recently modified their holdings of the business. Knights of Columbus Asset Advisors LLC acquired a new stake in Twilio in the second quarter valued at approximately $4,809,000. Hood River Capital Management LLC increased its stake in Twilio by 36.2% during the 2nd quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock worth $16,606,000 after buying an additional 35,468 shares during the period. Public Employees Retirement System of Ohio lifted its holdings in Twilio by 77.8% in the 2nd quarter. Public Employees Retirement System of Ohio now owns 91,122 shares of the technology company’s stock worth $11,332,000 after buying an additional 39,870 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its position in Twilio by 694.7% in the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 58,579 shares of the technology company’s stock valued at $7,285,000 after buying an additional 51,208 shares during the last quarter. Finally, Peak Financial Advisors LLC purchased a new stake in shares of Twilio during the second quarter worth about $476,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

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.