Twilio Inc. (NYSE:TWLO) Receives Average Rating of "Moderate Buy" from Brokerages

Key Points

• Analysts maintain a bullish view: Twilio has a consensus “Moderate Buy” rating from 27 brokerages, with 22 buys and two strong buys. The average 12-month price target is approximately $249.68.
• Recent financial results exceeded expectations: Twilio reported quarterly EPS of $1.47 versus the $1.32 consensus estimate, while revenue reached $1.50 billion, up 22% year over year and above forecasts.
• Insiders have been selling shares: Company insiders sold 547,354 shares worth about $133.3 million over the past 90 days, including a director’s $123.5 million sale, while institutional investors own 84.27% of the stock.

Shares of Twilio Inc. (NYSE:TWLO - Get Free Report) have earned a consensus rating of "Moderate Buy" from the twenty-seven ratings firms that are covering the company, MarketBeat reports. One investment analyst has rated the stock with a sell rating, two have issued a hold rating, twenty-two have issued a buy rating and two have issued a strong buy rating on the company. The average 1-year price target among analysts that have covered the stock in the last year is $249.6818.

Several research analysts have commented on the stock. Monness Crespi & Hardt raised their price target on shares of Twilio from $246.00 to $270.00 and gave the company a "buy" rating in a report on Friday, August 7th. BTIG Research reiterated a "buy" rating and issued a $285.00 price objective on shares of Twilio in a research report on Friday, September 11th. KGI Securities initiated coverage on Twilio in a research note on Thursday, July 2nd. They set an "outperform" rating and a $250.00 price objective for the company. Needham & Company LLC boosted their target price on Twilio from $250.00 to $280.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. Finally, TD Cowen boosted their target price on Twilio from $245.00 to $260.00 and gave the stock a "buy" rating in a research report on Friday, August 7th.

Twilio Stock Up 3.3%

TWLO stock opened at $246.88 on Friday. The stock has a 50-day simple moving average of $220.23 and a two-hundred day simple moving average of $185.71. Twilio has a twelve month low of $98.44 and a twelve month high of $258.35. The firm has a market capitalization of $37.91 billion, a PE ratio of 34.38, a PEG ratio of 4.90 and a beta of 1.40. 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 released its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating analysts' consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. Twilio's revenue was up 22.0% compared to the same quarter last year. During the same period last year, the business earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, equities analysts predict that Twilio will post 3.12 EPS for the current fiscal year.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 14,458 shares of the firm'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 sale, the chief executive officer directly owned 207,203 shares of the company's stock, valued at $43,601,727.29. This trade represents a 6.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction that occurred on 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 sale, the director owned 120,000 shares of the company's stock, valued at approximately $29,649,600. The trade was a 80.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 547,354 shares of company stock valued at $133,284,825. 0.21% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Twilio

A number of institutional investors have recently made changes to their positions in the stock. Plato Investment Management Ltd purchased a new stake in Twilio during the 2nd quarter valued at about $1,637,000. National Pension Service grew its position in Twilio by 184.4% during the 4th quarter. National Pension Service now owns 18,545 shares of the technology company's stock worth $2,638,000 after acquiring an additional 12,025 shares during the last quarter. Assenagon Asset Management S.A. increased its stake in Twilio by 67.8% in the 2nd quarter. Assenagon Asset Management S.A. now owns 120,582 shares of the technology company's stock worth $24,880,000 after purchasing an additional 48,742 shares during the period. Jefferies Financial Group Inc. purchased a new position in Twilio in the 4th quarter worth approximately $895,000. Finally, Aware Super Pty Ltd as trustee of Aware Super purchased a new position in Twilio in the 1st quarter worth approximately $4,288,000. 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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