Rosenblatt Securities Reiterates Buy Rating for Twilio (NYSE:TWLO)

Key Points

• Rosenblatt Securities has reiterated a buy rating for Twilio (NYSE: TWLO) with a price target of $140.00, suggesting a potential upside of 38.49% from its current price.
• Twilio recently reported earnings that exceeded analysts' expectations, with an EPS of $1.19 and quarterly revenue of $1.23 billion, marking a 13.5% increase year over year.
• Insider sales included CEO Khozema Shipchandler selling over 13,000 shares at an average price of $117.06, reducing his stake in the company by 5.22%.

Twilio (NYSE:TWLO - Get Free Report)'s stock had its "buy" rating restated by investment analysts at Rosenblatt Securities in a report released on Friday,Benzinga reports. They presently have a $140.00 price target on the technology company's stock. Rosenblatt Securities' price target would suggest a potential upside of 38.49% from the company's current price.

A number of other research analysts have also commented on the company. Royal Bank Of Canada reiterated an "underperform" rating and issued a $75.00 price objective on shares of Twilio in a research report on Wednesday, September 17th. Piper Sandler raised their price target on Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a research report on Friday, August 8th. KeyCorp began coverage on Twilio in a research report on Friday, June 6th. They issued an "overweight" rating and a $146.00 price target on the stock. Jefferies Financial Group set a $132.00 price target on Twilio and gave the stock a "hold" rating in a research report on Sunday, June 15th. Finally, UBS Group reduced their price target on Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a research report on Friday, August 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $129.78.

Twilio Stock Down 2.1%

Shares of TWLO opened at $101.09 on Friday. The firm has a market capitalization of $15.51 billion, a price-to-earnings ratio of 842.50, a PEG ratio of 3.26 and a beta of 1.27. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90. The business's fifty day moving average price is $111.27 and its two-hundred day moving average price is $108.46. Twilio has a 52 week low of $62.95 and a 52 week high of $151.95.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 EPS for the quarter, beating analysts' consensus estimates of $1.02 by $0.17. The firm had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The business's quarterly revenue was up 13.5% compared to the same quarter last year. During the same period last year, the company earned $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, analysts predict that Twilio will post 1.44 earnings per share for the current year.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 13,595 shares of the firm's stock in a transaction on Thursday, July 3rd. The stock was sold at an average price of $117.06, for a total transaction of $1,591,430.70. Following the sale, the chief executive officer owned 246,986 shares of the company's stock, valued at approximately $28,912,181.16. This trade represents a 5.22% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Aidan Viggiano sold 1,807 shares of the firm's stock in a transaction on Friday, August 15th. The stock was sold at an average price of $105.94, for a total value of $191,433.58. Following the sale, the chief financial officer directly owned 146,016 shares in the company, valued at $15,468,935.04. The trade was a 1.22% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 51,671 shares of company stock worth $6,235,788 in the last ninety days. 0.21% of the stock is currently owned by company insiders.

Institutional Trading of Twilio

Hedge funds and other institutional investors have recently modified their holdings of the company. Concurrent Investment Advisors LLC raised its stake in shares of Twilio by 211.8% in the 1st quarter. Concurrent Investment Advisors LLC now owns 5,878 shares of the technology company's stock valued at $575,000 after purchasing an additional 3,993 shares during the period. Wellington Management Group LLP raised its stake in shares of Twilio by 4,280.5% in the 1st quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company's stock valued at $25,463,000 after purchasing an additional 254,132 shares during the period. Bank of Nova Scotia raised its stake in shares of Twilio by 502.1% in the 1st quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company's stock valued at $3,167,000 after purchasing an additional 26,970 shares during the period. ASR Vermogensbeheer N.V. acquired a new stake in shares of Twilio in the 1st quarter valued at about $716,000. Finally, Horizon Financial Services LLC raised its stake in shares of Twilio by 9,692.0% in the 1st quarter. Horizon Financial Services LLC now owns 2,448 shares of the technology company's stock valued at $240,000 after purchasing an additional 2,423 shares during the period. Institutional investors and hedge funds own 84.27% of the company's stock.

Twilio Company Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.

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