Twilio (NYSE:TWLO) Upgraded by Argus to “Strong-Buy” Rating

Argus upgraded shares of Twilio (NYSE:TWLO) to a strong-buy rating in a research report report published on Thursday morning,Zacks.com reports.

Several other research firms have also commented on TWLO. Wall Street Zen cut Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. Royal Bank Of Canada lifted their target price on shares of Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a report on Monday, January 5th. Stifel Nicolaus increased their price target on shares of Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a research note on Friday, October 31st. The Goldman Sachs Group reissued a “buy” rating and set a $150.00 price objective on shares of Twilio in a research report on Friday, October 31st. Finally, Mizuho set a $150.00 target price on shares of Twilio in a report on Monday, December 15th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $143.70.

Twilio Trading Up 1.9%

Shares of NYSE TWLO traded up $2.09 during midday trading on Thursday, reaching $113.05. 393,835 shares of the stock were exchanged, compared to its average volume of 2,772,550. The company has a 50 day simple moving average of $127.70 and a 200 day simple moving average of $118.49. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.03. The stock has a market capitalization of $17.34 billion, a P/E ratio of 594.80, a PEG ratio of 4.58 and a beta of 1.32. Twilio has a twelve month low of $77.51 and a twelve month high of $145.90.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. The company had revenue of $1.37 billion for the quarter, compared to analysts’ expectations of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. Twilio’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, equities analysts expect that Twilio will post 1.44 earnings per share for the current year.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the sale, the chief executive officer owned 193,781 shares in the company, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the transaction, the director directly owned 2,295,000 shares in the company, valued at $296,055,000. The trade was a 30.35% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,042,947 shares of company stock valued at $134,949,330. Corporate insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

Several large investors have recently made changes to their positions in the business. Norges Bank bought a new position in Twilio during the 4th quarter worth $273,862,000. State Street Corp raised its holdings in shares of Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. SRS Investment Management LLC purchased a new position in Twilio in the 4th quarter worth about $257,494,000. Invesco Ltd. raised its stake 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 purchasing an additional 1,391,013 shares during the period. Finally, Alyeska Investment Group L.P. lifted its position in shares of Twilio by 39.7% in the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after purchasing an additional 750,951 shares in the last quarter. Institutional investors and hedge funds 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.