Twilio Inc. (NYSE:TWLO) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of Twilio Inc. (NYSE:TWLO) have been assigned a consensus recommendation of “Moderate Buy” from the twenty-seven brokerages that are currently covering the company, Marketbeat reports. Three equities research analysts have rated the stock with a sell rating, five have assigned a hold rating, seventeen have issued a buy rating and two have issued a strong buy rating on the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $145.2174.

A number of research firms recently issued reports on TWLO. Mizuho set a $150.00 target price on Twilio in a report on Monday, December 15th. TD Cowen upgraded Twilio from a “hold” rating to a “buy” rating and upped their price target for the stock from $125.00 to $160.00 in a report on Monday, March 2nd. Weiss Ratings lowered Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, February 27th. Morgan Stanley set a $153.00 price objective on Twilio in a research note on Friday, February 13th. Finally, Wall Street Zen downgraded Twilio from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, November 11th.

Twilio Price Performance

Shares of TWLO opened at $128.18 on Monday. The company has a market cap of $19.67 billion, a P/E ratio of 674.67, a PEG ratio of 5.15 and a beta of 1.30. Twilio has a fifty-two week low of $77.51 and a fifty-two week 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 firm’s 50 day moving average price is $123.51 and its 200 day moving average price is $119.29.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating the consensus estimate of $1.24 by $0.09. The company had revenue of $1.37 billion during 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%. The firm’s revenue was up 14.3% compared to the same quarter last year. During the same quarter last year, the company posted $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, research analysts forecast that Twilio will post 1.44 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of the business’s 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 completion of 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 position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Aidan Viggiano sold 8,109 shares of the stock in a transaction that occurred on 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 approximately $17,126,597.62. This represents a 6.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 43,753 shares of company stock valued at $6,050,080 in the last quarter. 0.21% of the stock is owned by insiders.

Hedge Funds Weigh In On Twilio

Large investors have recently bought and sold shares of the business. Brighton Jones LLC lifted its holdings in Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after buying an additional 623 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Twilio during the 2nd quarter worth about $251,000. AlphaQuest LLC raised its position in shares of Twilio by 45.2% during the 2nd quarter. AlphaQuest LLC now owns 2,092 shares of the technology company’s stock worth $260,000 after acquiring an additional 651 shares in the last quarter. Envestnet Asset Management Inc. lifted its stake in Twilio by 224.3% during the second quarter. Envestnet Asset Management Inc. now owns 266,336 shares of the technology company’s stock worth $33,122,000 after purchasing an additional 184,216 shares during the last quarter. Finally, Bessemer Group Inc. lifted its stake in Twilio by 1,840.3% during the second quarter. Bessemer Group Inc. now owns 2,503 shares of the technology company’s stock worth $311,000 after purchasing an additional 2,374 shares during the last quarter. Hedge funds and other 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.