Twilio Inc. (NYSE:TWLO) Stock Rated "Moderate Buy" by Sell-Side Analysts

Key Points

• Analysts remain broadly positive: Twilio has a “Moderate Buy” consensus from 28 analysts, with 22 buy and two strong-buy ratings. The average 12-month price target is $258.65, though several firms recently raised targets as high as $285.
• Quarterly results exceeded expectations: Twilio reported adjusted EPS of $1.47 versus the $1.32 consensus and revenue of $1.50 billion versus $1.43 billion expected. Revenue increased 22% year over year, and management provided third-quarter EPS guidance of $1.42–$1.47.
• Shares and insider activity warrant attention: Twilio opened at $283.11, near its 52-week high of $308.40, while insiders sold approximately $134.8 million of stock over the past 90 days. Institutional investors continue to hold a substantial 84.27% of the company’s shares.

Twilio Inc. (NYSE:TWLO - Get Free Report) has received a consensus rating of "Moderate Buy" from the twenty-eight ratings firms that are covering the firm, Marketbeat reports. Two investment analysts have 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 twelve-month target price among brokerages that have covered the stock in the last year is $258.65.

A number of brokerages recently issued reports on TWLO. UBS Group lifted their target price on Twilio from $200.00 to $285.00 and gave the stock a "buy" rating in a report on Friday, August 7th. Stifel Nicolaus set a $275.00 target price on Twilio in a report on Friday, August 7th. Wells Fargo & Company raised their target price on shares of Twilio from $225.00 to $275.00 and gave the stock an "overweight" rating in a report on Friday, August 7th. Jefferies Financial Group restated a "buy" rating and set a $240.00 price target on shares of Twilio in a report on Friday, August 7th. Finally, Oppenheimer upped their price target on shares of Twilio from $235.00 to $275.00 and gave the company an "outperform" rating in a research report on Friday, August 7th.

Twilio Trading Down 2.2%

Twilio stock opened at $283.11 on Tuesday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62. The firm has a market cap of $43.48 billion, a price-to-earnings ratio of 39.43, a price-to-earnings-growth ratio of 5.94 and a beta of 1.35. Twilio has a 1 year low of $104.50 and a 1 year high of $308.40. The firm's 50 day moving average price is $248.72 and its two-hundred day moving average price is $204.66.

Twilio (NYSE:TWLO - Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) 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 analysts' expectations of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%. The firm's revenue was up 22.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, research analysts predict that Twilio will post 3.12 EPS for the current fiscal year.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 9,084 shares of Twilio stock in a transaction that occurred on Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the transaction, the chief financial officer directly owned 99,246 shares in the company, valued at approximately $29,242,833.90. The trade was a 8.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible 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 business's stock in a transaction 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 directly owned 120,000 shares in the company, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 538,818 shares of company stock valued at $134,833,645. Company insiders own 0.21% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of TWLO. SHP Wealth Management purchased a new position in shares of Twilio during the 4th quarter valued at $26,000. Osbon Capital Management LLC acquired a new position in shares of Twilio in the fourth quarter worth $30,000. Ascentis Independent Advisors acquired a new position in shares of Twilio in the first quarter worth $33,000. Continuum Advisory LLC purchased a new stake in shares of Twilio during the second quarter worth $33,000. Finally, Reflection Asset Management purchased a new stake in shares of Twilio during the fourth quarter worth $37,000. Hedge funds and other institutional investors own 84.27% of the company's stock.

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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