Twilio (TWLO) Projected to Post Quarterly Earnings on Thursday

Twilio (NYSE:TWLO) is projected to issue its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect the company to announce earnings of $1.24 per share and revenue of $1.3170 billion for the quarter. Individuals are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Thursday, February 12, 2026 at 5:00 PM ET.

Twilio Price Performance

TWLO stock opened at $117.06 on Tuesday. The firm has a 50 day moving average of $130.58 and a 200-day moving average of $119.31. The firm has a market capitalization of $17.96 billion, a P/E ratio of 285.51, a price-to-earnings-growth ratio of 2.25 and a beta of 1.32. Twilio has a 12 month low of $77.51 and a 12 month high of $147.42. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13.

Insider Buying and Selling

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total value of $129,000,000.00. Following the completion of the sale, the director owned 2,295,000 shares of the company’s stock, valued at $296,055,000. This represents a 30.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the transaction, the chief executive officer owned 193,781 shares in the company, valued at $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,043,438 shares of company stock worth $135,022,770 in the last quarter. 4.50% of the stock is owned by insiders.

Institutional Trading of Twilio

Several hedge funds have recently added to or reduced their stakes in TWLO. State Street Corp grew its stake in shares of Twilio by 47.8% during the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after buying an additional 1,900,551 shares during the last quarter. Invesco Ltd. boosted its holdings in Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after acquiring an additional 1,391,013 shares during the period. Alyeska Investment Group L.P. grew its position in Twilio by 39.7% during 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 during the last quarter. Atreides Management LP increased its stake in Twilio by 533.1% in the 2nd quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock worth $90,820,000 after purchasing an additional 614,943 shares during the period. Finally, Captrust Financial Advisors lifted its position in Twilio by 3,670.5% in the second quarter. Captrust Financial Advisors now owns 512,784 shares of the technology company’s stock valued at $63,770,000 after purchasing an additional 499,184 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Needham & Company LLC boosted their price target on shares of Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Bank of America boosted their target price on Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a research report on Friday, October 31st. UBS Group raised their price target on Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a report on Friday, October 31st. Mizuho set a $150.00 price target on Twilio in a research report on Monday, December 15th. Finally, Piper Sandler restated a “neutral” rating and issued a $148.00 price objective (up from $145.00) on shares of Twilio in a research report on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $146.44.

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.