Twilio (NYSE:TWLO) Upgraded to Buy at Jefferies Financial Group

Twilio (NYSE:TWLO) was upgraded by research analysts at Jefferies Financial Group from a “hold” rating to a “buy” rating in a research note issued on Monday, MarketBeat reports. The firm presently has a $160.00 target price on the technology company’s stock, up from their previous target price of $125.00. Jefferies Financial Group’s price objective indicates a potential upside of 22.25% from the stock’s current price.

Several other analysts have also commented on the company. Rosenblatt Securities reaffirmed a “buy” rating and issued a $180.00 price objective on shares of Twilio in a report on Friday, February 13th. Piper Sandler reissued a “neutral” rating and issued a $130.00 target price (down from $148.00) on shares of Twilio in a report on Friday, February 13th. TD Cowen raised Twilio from a “hold” rating to a “buy” rating and raised their target price for the stock from $125.00 to $160.00 in a research report on Monday, March 2nd. Citizens Jmp boosted their price target on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research note on Tuesday, December 30th. Finally, Citigroup reiterated a “market perform” rating on shares of Twilio in a research note on Tuesday, December 30th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $146.74.

Twilio Stock Down 0.1%

Shares of Twilio stock opened at $130.88 on Monday. Twilio has a twelve month low of $77.51 and a twelve month high of $145.90. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The company’s 50 day moving average is $121.25 and its 200 day moving average is $122.52. The company has a market cap of $19.83 billion, a price-to-earnings ratio of 688.87, a price-to-earnings-growth ratio of 5.37 and a beta of 1.28.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The business had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The firm’s revenue was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Research analysts anticipate that Twilio will post 1.44 EPS for the current year.

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,231 shares of the business’s stock in a transaction dated Tuesday, March 31st. The stock was sold at an average price of $122.79, for a total transaction of $1,010,684.49. Following the completion of the sale, the chief financial officer owned 139,730 shares of the company’s stock, valued at approximately $17,157,446.70. The trade was a 5.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the sale, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 36,020 shares of company stock worth $4,565,751 over the last quarter. 0.21% of the stock is owned by company insiders.

Institutional Investors Weigh In On Twilio

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TWLO. Vanguard Group Inc. boosted its position in shares of Twilio by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock worth $2,197,549,000 after purchasing an additional 143,597 shares during the period. State Street Corp raised its position in shares of Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares during the period. Invesco Ltd. lifted its stake in shares of Twilio by 56.9% during the 4th quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock valued at $448,276,000 after buying an additional 1,142,309 shares in the last quarter. Royal Bank of Canada lifted its stake in shares of Twilio by 3.9% during the 4th quarter. Royal Bank of Canada now owns 2,944,377 shares of the technology company’s stock valued at $418,808,000 after buying an additional 110,941 shares in the last quarter. Finally, Alyeska Investment Group L.P. boosted its holdings in Twilio by 39.7% in 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 buying an additional 750,951 shares during the period. 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.