Twilio (NYSE:TWLO) Price Target Raised to $235.00

Twilio (NYSE:TWLO) had its price target boosted by Oppenheimer from $200.00 to $235.00 in a research note issued on Monday,Benzinga reports. The firm presently has an “outperform” rating on the technology company’s stock. Oppenheimer’s price objective would suggest a potential upside of 19.82% from the company’s current price.

Several other brokerages have also recently issued reports on TWLO. TD Cowen boosted their price target on Twilio from $160.00 to $210.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Bank of America upgraded Twilio from an “underperform” rating to a “buy” rating and lifted their target price for the company from $110.00 to $190.00 in a research note on Wednesday, April 22nd. Piper Sandler upped their price target on Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. Argus raised Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Finally, BTIG Research reissued a “buy” rating and issued a $215.00 price objective on shares of Twilio in a research note on Tuesday, May 12th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $195.40.

Twilio Stock Down 1.1%

TWLO stock opened at $196.14 on Monday. The company has a market cap of $29.77 billion, a price-to-earnings ratio of 305.58, a price-to-earnings-growth ratio of 4.12 and a beta of 1.32. The company has a fifty day moving average price of $142.68 and a 200 day moving average price of $132.06. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. Twilio has a 12 month low of $91.84 and a 12 month high of $203.71.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s revenue for the quarter was up 20.0% on a year-over-year basis. During the same period last year, the firm posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Sell-side analysts expect that Twilio will post 2.77 earnings per share for the current year.

Insiders Place Their Bets

In related news, Director Erika Rottenberg sold 1,500 shares of the company’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $185.32, for a total transaction of $277,980.00. Following the transaction, the director owned 32,995 shares of the company’s stock, valued at $6,114,633.40. This represents a 4.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total value of $1,197,191.39. Following the completion of the transaction, the chief financial officer owned 130,341 shares of the company’s stock, valued at $16,619,780.91. The trade was a 6.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 726,088 shares of company stock valued at $137,254,124 in the last three months. 0.21% of the stock is owned by corporate insiders.

Institutional Trading of Twilio

A number of institutional investors have recently added to or reduced their stakes in TWLO. Brighton Jones LLC lifted its position in shares of Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after acquiring an additional 623 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of Twilio in the 2nd quarter worth approximately $251,000. Daiwa Securities Group Inc. grew its holdings in shares of Twilio by 70.6% in the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after acquiring an additional 10,200 shares during the period. NewEdge Advisors LLC increased its stake in Twilio by 46.9% in the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock valued at $718,000 after purchasing an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. raised its holdings in Twilio by 55.1% during the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after purchasing an additional 32,027 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.