Twilio (NYSE:TWLO) Price Target Raised to $275.00 at Rosenblatt Securities

Twilio (NYSE:TWLO) had its price target raised by Rosenblatt Securities from $230.00 to $275.00 in a research note issued to investors on Friday, MarketBeat.com reports. The firm currently has a buy rating on the technology company’s stock.

Several other equities analysts have also weighed in on the stock. Mizuho boosted their target price on shares of Twilio from $200.00 to $240.00 and gave the company an “outperform” rating in a report on Friday, July 17th. BTIG Research lifted their price target on shares of Twilio from $215.00 to $245.00 and gave the company a “buy” rating in a research report on Tuesday, July 28th. Morgan Stanley reiterated an “overweight” rating and issued a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Monness Crespi & Hardt increased their price objective on Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Finally, Robert W. Baird set a $200.00 price objective on Twilio in a research report on Friday, May 1st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $248.32.

Twilio Stock Up 24.7%

NYSE TWLO opened at $240.99 on Friday. Twilio has a 52 week low of $91.84 and a 52 week high of $254.50. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The business’s fifty day simple moving average is $203.77 and its 200-day simple moving average is $161.63. The firm has a market cap of $36.57 billion, a PE ratio of 33.56, a P/E/G ratio of 3.84 and a beta of 1.37.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.28%. The firm had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. During the same quarter in the prior year, the firm posted $1.19 earnings per share. Twilio’s quarterly revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, equities analysts anticipate that Twilio will post 2.79 earnings per share for the current year.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 8,528 shares of the stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $205.43, for a total transaction of $1,751,907.04. Following the sale, the chief financial officer owned 109,724 shares of the company’s stock, valued at approximately $22,540,601.32. This represents a 7.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the transaction, the director directly owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their position. 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. Insiders have sold 1,802,480 shares of company stock valued at $341,620,487 over the last three months. 0.21% of the stock is currently owned by company insiders.

Institutional Trading of Twilio

Large investors have recently modified their holdings of the stock. SHP Wealth Management acquired a new position in Twilio during the 4th quarter worth $26,000. Zions Bancorporation National Association UT acquired a new stake in Twilio in the 4th quarter valued at about $29,000. Aster Capital Management DIFC Ltd purchased a new position in shares of Twilio in the 4th quarter valued at about $29,000. Osbon Capital Management LLC purchased a new position in shares of Twilio in the 4th quarter valued at about $30,000. Finally, Ascentis Independent Advisors acquired a new position in shares of Twilio during the first quarter worth about $33,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Key Stories Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q2 results exceeded expectations: Twilio reported adjusted earnings of $1.47 per share, above the $1.32 consensus estimate, while revenue rose 22% year over year to $1.50 billion, beating the $1.43 billion forecast. Twilio’s Q2 Earnings Surpass Expectations, Revenues Rise Year Over Year
• Positive Sentiment: Upbeat guidance strengthened the investment case: Management forecast third-quarter EPS of $1.42 to $1.47, well above the $1.25 analyst estimate, and projected full-year revenue of approximately $6.0 billion versus the prior consensus of $5.8 billion. Reports also cited cost discipline, record profitability and strong cash generation. Twilio Delivers Strong Q2 Numbers
• Positive Sentiment: AI adoption is emerging as a growth catalyst: Investors and analysts highlighted increasing traction for Twilio’s voice-based AI tools and broader AI-powered customer-engagement services. Management described the business as entering a “powerful new chapter,” although the opportunity remains in its early stages. Twilio Makes Gains From AI Adoption
• Positive Sentiment: Analysts raised price targets: BTIG, Oppenheimer, Citizens JMP, Needham, Rosenblatt and Monness Crespi & Hardt increased their targets, generally to $270-$285, with several maintaining “buy” or “outperform” ratings. Unusually heavy call-option activity also reflected bullish short-term positioning.
• Neutral Sentiment: Valuation and expectations are elevated: The rally lifted Twilio near its 12-month high and increased its market capitalization above $36 billion. Piper Sandler raised its target to $247 but retained a “neutral” rating, suggesting that strong execution may already be partly reflected in the 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.