Twilio (NYSE:TWLO) Price Target Cut to $155.00 by Analysts at BTIG Research

Twilio (NYSE:TWLO) had its price target reduced by BTIG Research from $165.00 to $155.00 in a research report sent to investors on Friday morning,Benzinga reports. BTIG Research currently has a buy rating on the technology company’s stock.

A number of other brokerages have also weighed in on TWLO. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $150.00 price objective on shares of Twilio in a report on Friday, October 31st. Jefferies Financial Group restated a “hold” rating and issued a $125.00 price target on shares of Twilio in a research note on Friday. Stifel Nicolaus increased their price objective on Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. Oppenheimer restated an “outperform” rating and set a $170.00 target price on shares of Twilio in a research report on Monday, January 5th. Finally, Wells Fargo & Company increased their price target on shares of Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $144.58.

Twilio Price Performance

Twilio stock opened at $112.95 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68. The business has a 50 day simple moving average of $129.42 and a 200-day simple moving average of $118.97. Twilio has a 12 month low of $77.51 and a 12 month high of $145.90. The stock has a market capitalization of $17.33 billion, a PE ratio of 594.48, a price-to-earnings-growth ratio of 2.16 and a beta of 1.32.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.91%. The company had revenue of $1.37 billion for the quarter, compared to analysts’ expectations of $1.32 billion. During the same period in the previous year, the company posted $1.00 EPS. Twilio’s revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Equities analysts predict that Twilio will post 1.44 earnings per share for the current year.

Insider Buying and Selling at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 193,781 shares in the company, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Aidan Viggiano sold 8,109 shares of the company’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the completion of the sale, the chief financial officer directly owned 119,449 shares in the company, valued at $17,126,597.62. This trade represents a 6.36% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 1,043,438 shares of company stock worth $135,022,770. 0.21% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Twilio

Several hedge funds have recently bought and sold shares of TWLO. Raleigh Capital Management Inc. acquired a new stake in shares of Twilio during the fourth quarter valued at $26,000. CENTRAL TRUST Co acquired a new stake in shares of Twilio during the 2nd quarter worth about $25,000. Zions Bancorporation National Association UT purchased a new stake in shares of Twilio during the fourth quarter worth about $29,000. Wolff Wiese Magana LLC raised its position in shares of Twilio by 2,488.9% in the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after buying an additional 224 shares during the last quarter. Finally, Estabrook Capital Management acquired a new position in shares of Twilio in the second quarter valued at approximately $31,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q4 beat — Twilio beat consensus on both EPS ($1.33 vs. $1.24) and revenue ($1.37B vs. $1.32B), with revenue up ~14% year-over-year and improved margins. This result supports the narrative of accelerating growth and improving profitability. Twilio Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Stronger-than-expected 2026 outlook — management guided to mid-teens reported revenue growth (roughly 11.5–12.5% reported growth cited in some summaries), raised EPS/Q1 and set material free cash flow targets, which lifted forward earnings expectations. That guidance is the primary bullish driver today. Twilio: Buy These Strong Results
• Positive Sentiment: Analyst support and price-target activity — several firms reiterated buys and set above-current price targets (Rosenblatt $180 PT; BTIG trimmed but kept a buy). Upgrades/reiterates help underpin upside after the beat. Forecasting The Future: 9 Analyst Projections For Twilio
• Neutral Sentiment: Mixed analyst takeaways — while some highlight durable profitability and FCF, others noted the outlook and fee/usage dynamics require close monitoring; expect divergent analyst notes and volatility as the story is digested. Twilio’s outlook draws mixed reactions from analysts
• Negative Sentiment: Sector/sentiment headwinds — some investors are rotating away from software and scrutinizing software valuations; a bearish note argues Twilio still faces downside risk amid broader software weakness. That skepticism is limiting the post-earnings rally. With Software Slumping, Twilio Has Further To Fall
• Negative Sentiment: Volatility despite beat — several headlines note shares have been volatile after the print as investors parse execution risks, fee pressure, and whether AI/voice growth will sustainably accelerate revenue and margins. Short-term swings are likely. What’s going on with Twilio stock Friday?

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.