Twilio (NYSE:TWLO) Stock Gets Price Target Bump from JPMorgan Chase & Co.

Key Points

• JPMorgan raised Twilio’s price target from $260 to $335 and maintained an “overweight” rating, implying 21.28% upside from the prior close.
• Analyst sentiment is broadly positive, with Twilio holding a “Moderate Buy” consensus rating and an average price target of $258.65 after several brokerages raised targets or upgraded the stock.
• Twilio shares rose 1.2% to $276.22, while the company’s latest results exceeded expectations for earnings and revenue; however, insiders have sold more than $134.8 million of stock over the past 90 days.

Twilio (NYSE:TWLO - Get Free Report) had its target price raised by equities research analysts at JPMorgan Chase & Co. from $260.00 to $335.00 in a research note issued to investors on Thursday, Benzinga reports. The brokerage currently has an "overweight" rating on the technology company's stock. JPMorgan Chase & Co.'s target price indicates a potential upside of 21.28% from the stock's previous close.

Several other equities analysts also recently commented on the company. Needham & Company LLC increased their price target on Twilio from $250.00 to $280.00 and gave the company a "buy" rating in a report on Friday, August 7th. Mizuho set a $270.00 price objective on shares of Twilio in a research note on Wednesday, August 12th. UBS Group upped their price objective on shares of Twilio from $200.00 to $285.00 and gave the stock a "buy" rating in a report on Friday, August 7th. Wolfe Research upgraded shares of Twilio to a "buy" rating in a report on Friday, August 7th. Finally, TD Cowen boosted their target price on shares of Twilio from $260.00 to $300.00 and gave the stock a "buy" rating in a research report on Tuesday, September 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, Twilio presently has an average rating of "Moderate Buy" and an average price target of $258.65.

Twilio Stock Up 1.2%

NYSE:TWLO traded up $3.22 during trading hours on Thursday, reaching $276.22. The company's stock had a trading volume of 1,844,992 shares, compared to its average volume of 2,650,052. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. The company has a market cap of $42.42 billion, a price-to-earnings ratio of 38.47, a price-to-earnings-growth ratio of 5.75 and a beta of 1.35. Twilio has a one year low of $104.50 and a one year high of $308.40. The business's 50-day moving average is $243.45 and its 200-day moving average is $201.32.

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

Insider Activity

In related news, Director Andrew Stafman sold 500,000 shares of the business's stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the sale, the director owned 120,000 shares of the company's stock, valued at $29,649,600. The trade was a 80.65% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Khozema Shipchandler sold 14,442 shares of the company's stock in a transaction on Monday, October 5th. The shares were sold at an average price of $291.03, for a total value of $4,203,055.26. Following the completion of the sale, the chief executive officer owned 178,863 shares in the company, valued at $52,054,498.89. This trade represents a 7.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 538,818 shares of company stock worth $134,833,645. Company insiders own 0.21% of the company's stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Artemis Investment Management LLP grew its holdings in shares of Twilio by 58.9% in the 3rd quarter. Artemis Investment Management LLP now owns 588,018 shares of the technology company's stock worth $171,972,000 after purchasing an additional 217,952 shares during the last quarter. Everhart Financial Group Inc. increased its position in shares of Twilio by 14.7% during the 3rd quarter. Everhart Financial Group Inc. now owns 2,174 shares of the technology company's stock worth $636,000 after purchasing an additional 278 shares in the last quarter. Valeo Financial Advisors LLC lifted its holdings in Twilio by 10.5% during the 3rd quarter. Valeo Financial Advisors LLC now owns 2,632 shares of the technology company's stock valued at $770,000 after purchasing an additional 250 shares during the last quarter. Toth Financial Advisory Corp acquired a new position in Twilio in the third quarter valued at about $328,000. Finally, Venture Visionary Partners LLC acquired a new position in Twilio in the third quarter valued at about $346,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

About Twilio

Twilio Inc is a communications technology company that provides a cloud-based platform for businesses to engage with customers through digital channels. Its software and application programming interfaces (APIs) support communications capabilities such as voice calling, messaging, video, email, authentication and contact-center interactions.

The company's offerings include programmable communications services, customer data and engagement tools, and contact-center solutions. Twilio also provides email services through SendGrid and customer data platform capabilities through Segment, which it acquired in 2020.

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