Twilio (NYSE:TWLO) Given "Market Outperform" Rating at Citizens Jmp

Key Points

• Citizens JMP reaffirmed its “market outperform” rating on Twilio and set a $275 price target, implying approximately 16% upside from the reported $236.83 share price.
• Analyst sentiment remains broadly positive: Twilio has an average “Buy” rating and a consensus price target of $249.68, supported by recent target increases from Oppenheimer and Piper Sandler.
• Twilio’s latest quarter exceeded expectations, with adjusted EPS of $1.47 versus the $1.32 consensus and revenue of $1.50 billion, up 22% year over year. However, insiders sold about $144.1 million of stock during the last quarter.

Twilio (NYSE:TWLO - Get Free Report)'s stock had its "market outperform" rating restated by equities research analysts at Citizens Jmp in a report released on Thursday,Benzinga reports. They currently have a $275.00 target price on the technology company's stock. Citizens Jmp's target price points to a potential upside of 16.12% from the company's current price.

A number of other equities research analysts have also recently weighed in on the company. Oppenheimer raised their price target on Twilio from $235.00 to $275.00 and gave the company an "outperform" rating in a report on Friday, August 7th. Weiss Ratings raised Twilio from a "hold (c)" rating to a "buy (b-)" rating in a report on Monday, August 17th. Robert W. Baird set a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Piper Sandler raised their price objective on shares of Twilio from $192.00 to $247.00 and gave the company a "neutral" rating in a research report on Friday, August 7th. Finally, Citigroup reiterated a "market outperform" rating on shares of Twilio in a research report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Twilio currently has an average rating of "Buy" and an average target price of $249.68.

Twilio Price Performance

TWLO traded up $8.37 during midday trading on Thursday, reaching $236.83. 194,339 shares of the company's stock were exchanged, compared to its average volume of 2,462,062. Twilio has a one year low of $98.44 and a one year high of $258.35. The firm has a market capitalization of $36.37 billion, a price-to-earnings ratio of 33.25, a price-to-earnings-growth ratio of 3.78 and a beta of 1.37. The business has a 50-day simple moving average of $209.28 and a two-hundred day simple moving average of $172.15. The company has a quick ratio of 4.62, a current ratio of 4.62 and a debt-to-equity ratio of 0.11.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating the consensus estimate of $1.32 by $0.15. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The business had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. During the same quarter in the previous year, the firm earned $1.19 EPS. 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, research analysts predict that Twilio will post 3.07 EPS for the current year.

Insider Activity

In other Twilio news, CFO Aidan Viggiano sold 9,093 shares of the business's stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the transaction, the chief financial officer owned 118,252 shares of the company's stock, valued at $23,798,215. The trade was a 7.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of the stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the transaction, the director directly owned 120,000 shares in the company, valued at approximately $29,649,600. This represents a 80.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 593,512 shares of company stock valued at $144,098,834 over the last quarter. 0.21% of the stock is currently owned by company insiders.

Institutional Trading of Twilio

A number of hedge funds and other institutional investors have recently modified their holdings of TWLO. SHP Wealth Management acquired a new stake in Twilio in the fourth quarter worth $26,000. Zions Bancorporation National Association UT bought a new stake in Twilio during the fourth quarter worth $29,000. Aster Capital Management DIFC Ltd purchased a new position in Twilio during the 4th quarter worth $29,000. Osbon Capital Management LLC purchased a new position in Twilio during the 4th quarter worth $30,000. Finally, Ascentis Independent Advisors bought a new stake in Twilio in the 1st quarter worth about $33,000. 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source