Equities Analysts Offer Predictions for Twilio Q3 Earnings

Key Points

• Northland Securities trimmed its Q3 2026 EPS estimate for Twilio to $0.67 (from $0.68) and issued 2027 quarterly EPS forecasts (Q1 $0.91, Q2 $0.92, Q3 $1.02, Q4 $1.08); the consensus full‑year EPS is $2.52.
• Twilio beat Q1 estimates, reporting $1.50 EPS versus $1.27 expected and revenue of $1.41B (+20% YoY), and set Q2 2026 guidance of $2.50–$2.60 EPS.
• Analysts remain largely bullish with several price‑target raises to as high as $210 and an average target of $187 (consensus "Moderate Buy"); the stock is trading near its 12‑month high (~$196) amid notable insider selling.

Twilio Inc. (NYSE:TWLO - Free Report) - Investment analysts at Northland Securities decreased their Q3 2026 earnings estimates for shares of Twilio in a report issued on Friday, May 1st. Northland Securities analyst M. Latimore now forecasts that the technology company will earn $0.67 per share for the quarter, down from their prior estimate of $0.68. The consensus estimate for Twilio's current full-year earnings is $2.52 per share. Northland Securities also issued estimates for Twilio's Q1 2027 earnings at $0.91 EPS, Q2 2027 earnings at $0.92 EPS, Q3 2027 earnings at $1.02 EPS and Q4 2027 earnings at $1.08 EPS.

Several other equities research analysts have also recently commented on TWLO. Oppenheimer restated an "outperform" rating and issued a $200.00 target price on shares of Twilio in a research note on Friday. Mizuho lifted their price objective on shares of Twilio from $150.00 to $165.00 and gave the company an "outperform" rating in a report on Tuesday, April 21st. Robert W. Baird set a $200.00 price objective on shares of Twilio in a research report on Friday. Citizens Jmp raised their target price on shares of Twilio from $185.00 to $210.00 and gave the company a "market outperform" rating in a research report on Friday, May 1st. Finally, Rosenblatt Securities lifted their price target on shares of Twilio from $180.00 to $210.00 and gave the company a "buy" rating in a research note on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Twilio has an average rating of "Moderate Buy" and an average price target of $187.00.

Twilio Stock Up 3.2%

Shares of TWLO stock opened at $195.70 on Wednesday. Twilio has a 12-month low of $91.84 and a 12-month high of $196.37. The company has a quick ratio of 4.03, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The firm has a fifty day moving average of $130.30 and a 200-day moving average of $127.20. The company has a market capitalization of $29.65 billion, a price-to-earnings ratio of 305.79, a P/E/G ratio of 4.34 and a beta of 1.32.

Twilio (NYSE:TWLO - Get Free Report) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion for the quarter, compared to analysts' expectations of $1.34 billion. During the same quarter last year, the business earned $1.14 earnings per share. The company's revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS.

Insider Activity

In other Twilio news, Director Erika Rottenberg sold 1,800 shares of the stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total value of $268,236.00. Following the transaction, the director directly owned 34,495 shares of the company's stock, valued at $5,140,444.90. This represents a 4.96% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of the stock in a transaction on Monday, April 6th. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85. Following the transaction, the chief executive officer owned 235,542 shares in the company, valued at $31,418,947.38. The trade was a 6.25% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 49,588 shares of company stock valued at $6,336,644 over the last ninety days. 4.50% of the stock is currently owned by company insiders.

Institutional Trading of Twilio

Several large investors have recently made changes to their positions in the company. Raleigh Capital Management Inc. bought a new stake in shares of Twilio during the fourth quarter worth $26,000. SHP Wealth Management bought a new position in shares of Twilio in the 4th quarter valued at $26,000. First Horizon Corp acquired a new stake in shares of Twilio during the 3rd quarter valued at $28,000. Zions Bancorporation National Association UT acquired a new stake in shares of Twilio during the 4th quarter valued at $29,000. Finally, Aster Capital Management DIFC Ltd bought a new stake in Twilio during the 4th quarter worth $29,000. Institutional investors and hedge funds 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.

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