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

Shares of Twilio Inc. (NYSE:TWLO) have earned a consensus rating of “Moderate Buy” from the twenty-four analysts that are covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, three have given a hold recommendation, eighteen have assigned 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 a report on the stock in the last year is $198.2381.

A number of research firms have recently weighed in on TWLO. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Oppenheimer raised their price target on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. UBS Group boosted their price target on shares of Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Needham & Company LLC upped their price objective on shares of Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $195.00 price objective on shares of Twilio in a research note on Friday, May 1st.

Twilio Trading Down 2.0%

Shares of Twilio stock opened at $188.88 on Wednesday. The stock has a market capitalization of $28.67 billion, a PE ratio of 294.91, a price-to-earnings-growth ratio of 4.05 and a beta of 1.39. Twilio has a 52 week low of $91.84 and a 52 week high of $238.48. The stock has a 50 day moving average price of $176.57 and a two-hundred day moving average price of $144.19. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s quarterly revenue was up 20.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities analysts anticipate that Twilio will post 2.77 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 1,828 shares of the business’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $200.00, for a total value of $365,600.00. Following the transaction, the chief financial officer directly owned 127,345 shares in the company, valued at $25,469,000. The trade was a 1.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 44,158 shares of the stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the transaction, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $55,559,646.96. This represents a 15.79% 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 quarter, insiders sold 1,805,779 shares of company stock valued at $338,603,196. 0.21% of the stock is owned by company insiders.

Institutional Trading of Twilio

A number of large investors have recently bought and sold shares of the company. Brighton Jones LLC raised its stake in Twilio by 6.6% in 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 bought a new position in Twilio during the second quarter worth about $251,000. Daiwa Securities Group Inc. increased its stake in shares of Twilio by 70.6% in the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after purchasing an additional 10,200 shares in the last quarter. NewEdge Advisors LLC raised its position in shares of Twilio by 46.9% in the second 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 during the period. Finally, Sei Investments Co. raised its position in shares of Twilio by 55.1% in the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock valued at $11,208,000 after purchasing an additional 32,027 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Company Profile

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.