Twilio Inc. (NYSE:TWLO) Stock Has Average Price Target of $258.65 According to Analysts

Shares of Twilio Inc. (NYSE:TWLO) have been given an average recommendation of “Moderate Buy” by the twenty-eight ratings firms that are currently covering the firm, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, two have given a hold recommendation, twenty-two have given a buy recommendation and two have assigned a strong buy recommendation to the company. The average 1 year price objective among brokers that have issued ratings on the stock in the last year is $266.48.

A number of research analysts recently issued reports on the stock. Wells Fargo & Company boosted their price objective on shares of Twilio from $225.00 to $275.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Monness Crespi & Hardt upped their price target on shares of Twilio from $246.00 to $270.00 and gave the company a “buy” rating in a report on Friday, August 7th. Oppenheimer increased their price objective on shares of Twilio from $235.00 to $275.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th. Jefferies Financial Group restated a “buy” rating and set a $240.00 price objective on shares of Twilio in a report on Friday, August 7th. Finally, UBS Group boosted their price objective on shares of Twilio from $200.00 to $285.00 and gave the company a “buy” rating in a research report on Friday, August 7th.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Bank of America raised its price target to $320 from $270 and reaffirmed a Buy rating, implying meaningful upside and signaling increased confidence in Twilio’s growth prospects. Bank of America Securities Reaffirms Their Buy Rating on Twilio
• Positive Sentiment: Stifel increased its Twilio price target to $325 and maintained a Buy rating. The higher target reinforces the positive analyst outlook and supports investor sentiment. Twilio Price Target Raised to $325 at Stifel
• Positive Sentiment: Bank of America separately reaffirmed its Buy recommendation, while the latest analyst commentary reflects continued optimism about Twilio’s communications and artificial-intelligence opportunity. Bank of America Buy Rating
• Positive Sentiment: Twilio’s Voice AI received promotional attention through a French cultural campaign, providing visibility for the company’s AI capabilities. The announcement is more brand-building than financially material, but it supports the broader AI narrative. Twilio Voice AI French Campaign
• Neutral Sentiment: Twilio has been trending among Zacks users, prompting renewed focus on its outlook. Recent results provide a constructive backdrop, with revenue growth and earnings above estimates, but the article does not introduce a major new catalyst. Is Twilio a Buy Now?
• Negative Sentiment: Twilio recently declined more than the broader market, highlighting short-term volatility and the possibility that investors remain sensitive to its premium valuation. Twilio Declines More Than Market

Twilio Trading Up 1.1%

Shares of TWLO opened at $274.06 on Tuesday. The stock’s fifty day simple moving average is $253.65 and its 200-day simple moving average is $207.87. The company has a quick ratio of 4.62, a current ratio of 4.62 and a debt-to-equity ratio of 0.11. The firm has a market capitalization of $42.09 billion, a PE ratio of 105.08, a price-to-earnings-growth ratio of 5.56 and a beta of 1.35. Twilio has a 12-month low of $104.50 and a 12-month high of $308.40.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. Twilio had a return on equity of 5.09% and a net margin of 20.61%. The company had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. During the same quarter in the prior year, the business posted $1.19 EPS. The firm’s quarterly revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, research analysts predict that Twilio will post 3.12 earnings per share for the current year.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 9,084 shares of Twilio stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total value of $2,676,600.60. Following the sale, the chief financial officer owned 99,246 shares of the company’s stock, valued at $29,242,833.90. This trade represents a 8.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,442 shares of the business’s stock in a transaction dated Monday, October 5th. The shares were sold at an average price of $291.03, for a total value of $4,203,055.26. Following the completion of the sale, the chief executive officer owned 178,863 shares in the company, valued at approximately $52,054,498.89. This trade represents a 7.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 538,818 shares of company stock worth $134,833,645. Corporate insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

Hedge funds and other institutional investors have recently made changes to their positions in the business. Goldstein Advisors LLC acquired a new stake in Twilio in the 3rd quarter valued at $232,000. NFSG Corp boosted its stake in shares of Twilio by 27.5% during the 3rd quarter. NFSG Corp now owns 6,848 shares of the technology company’s stock worth $2,003,000 after buying an additional 1,479 shares during the last quarter. V Square Quantitative Management LLC boosted its stake in shares of Twilio by 9.6% during the 3rd quarter. V Square Quantitative Management LLC now owns 2,652 shares of the technology company’s stock worth $776,000 after buying an additional 232 shares during the last quarter. Triasima Portfolio Management inc. acquired a new position in shares of Twilio during the 3rd quarter worth about $4,815,000. Finally, Elevated Private Wealth LLC bought a new position in shares of Twilio in the 3rd quarter valued at about $285,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Company Profile

Twilio Inc is a communications technology company that provides a cloud-based platform for businesses to engage with customers through digital channels. Its software and application programming interfaces (APIs) support communications capabilities such as voice calling, messaging, video, email, authentication and contact-center interactions.

The company’s offerings include programmable communications services, customer data and engagement tools, and contact-center solutions. Twilio also provides email services through SendGrid and customer data platform capabilities through Segment, which it acquired in 2020.