Twilio (NYSE:TWLO) Price Target Raised to $290.00 at Rosenblatt Securities

Key Points

• Rosenblatt Securities raised its Twilio price target to $290 from $275 and maintained a “buy” rating, implying approximately 9.15% upside from the stock’s current price.
• Twilio reported quarterly EPS of $1.47 and revenue of $1.50 billion, exceeding analyst expectations; revenue increased 22% year over year.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and average price target of $250.36, while institutional investors own 84.27% of the company.

Twilio (NYSE:TWLO - Get Free Report) had its target price raised by investment analysts at Rosenblatt Securities from $275.00 to $290.00 in a note issued to investors on Tuesday, Benzinga reports. The brokerage presently has a "buy" rating on the technology company's stock. Rosenblatt Securities' target price would indicate a potential upside of 9.15% from the stock's current price.

TWLO has been the subject of several other research reports. Wells Fargo & Company boosted their price objective on Twilio from $225.00 to $275.00 and gave the company an "overweight" rating in a research report on Friday, August 7th. KeyCorp raised their target price on shares of Twilio from $200.00 to $250.00 and gave the stock an "overweight" rating in a report on Friday, August 7th. Piper Sandler lifted their target price on shares of Twilio from $192.00 to $247.00 and gave the stock a "neutral" rating in a research note on Friday, August 7th. UBS Group upped their price target on shares of Twilio from $200.00 to $285.00 and gave the company a "buy" rating in a report on Friday, August 7th. Finally, Tigress Financial increased their price target on shares of Twilio from $170.00 to $255.00 and gave the company a "buy" rating in a research report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $250.36.

Twilio Price Performance

Shares of Twilio stock opened at $265.70 on Tuesday. The company has a fifty day moving average of $221.76 and a 200-day moving average of $187.55. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62. Twilio has a 52-week low of $98.44 and a 52-week high of $266.48. The stock has a market capitalization of $40.80 billion, a price-to-earnings ratio of 37.01, a price-to-earnings-growth ratio of 5.00 and a beta of 1.40.

Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping the consensus estimate of $1.32 by $0.15. The firm had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The company's quarterly revenue was up 22.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Equities research analysts expect that Twilio will post 3.12 EPS for the current year.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 1,394 shares of the business's stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $234.48, for a total transaction of $326,865.12. Following the transaction, the chief financial officer directly owned 108,330 shares of the company's stock, valued at approximately $25,401,218.40. The trade was a 1.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,458 shares of the company's stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $210.43, for a total value of $3,042,396.94. Following the transaction, the chief executive officer owned 207,203 shares of the company's stock, valued at approximately $43,601,727.29. This represents a 6.52% 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. In the last three months, insiders have sold 547,354 shares of company stock worth $133,284,825. 0.21% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Twilio

Hedge funds and other institutional investors have recently modified their holdings of the stock. CX Institutional grew its holdings in shares of Twilio by 9.5% during the second quarter. CX Institutional now owns 701 shares of the technology company's stock worth $145,000 after buying an additional 61 shares during the last quarter. Affinity Capital Advisors LLC raised its stake in Twilio by 2.6% during the 2nd quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company's stock valued at $600,000 after acquiring an additional 74 shares during the last quarter. Wedmont Private Capital raised its stake in Twilio by 2.1% during the 2nd quarter. Wedmont Private Capital now owns 3,691 shares of the technology company's stock valued at $792,000 after acquiring an additional 75 shares during the last quarter. Everhart Financial Group Inc. lifted its position in Twilio by 4.3% during the 2nd quarter. Everhart Financial Group Inc. now owns 1,896 shares of the technology company's stock worth $391,000 after acquiring an additional 79 shares during the period. Finally, SJS Investment Consulting Inc. grew its stake in shares of Twilio by 27.7% in the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company's stock valued at $54,000 after purchasing an additional 93 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company's stock.

About Twilio

Twilio Inc is a cloud communications and customer engagement technology company that provides application programming interfaces (APIs) and software tools for businesses. Its platform enables organizations to integrate communications capabilities such as voice calls, text messaging, email, video, authentication and customer support into websites, mobile applications and other digital products.

Twilio's offerings include programmable communications services, customer data and analytics tools through Segment, and contact center software through Twilio Flex.

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