Twilio Inc. (NYSE:TWLO) Receives Average Recommendation of "Moderate Buy" from Analysts

Twilio Inc. (NYSE:TWLO - Get Free Report) has received an average rating of "Moderate Buy" from the twenty-five ratings firms that are presently covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell rating, six have issued a hold rating, seventeen have issued a buy rating and one has assigned a strong buy rating to the company. The average twelve-month price objective among analysts that have issued ratings on the stock in the last year is $129.7826.

Several research analysts recently weighed in on TWLO shares. Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the stock a "hold" rating in a research report on Sunday, June 15th. UBS Group reduced their price target on shares of Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a research report on Friday, August 8th. Rosenblatt Securities started coverage on shares of Twilio in a research report on Friday, September 5th. They set a "buy" rating and a $140.00 price target for the company. Piper Sandler upped their price target on shares of Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a research report on Friday, August 8th. Finally, Needham & Company LLC restated a "buy" rating and set a $125.00 price target on shares of Twilio in a research report on Friday, May 16th.

Insider Activity

In related news, CEO Khozema Shipchandler sold 13,595 shares of the company's stock in a transaction dated Thursday, July 3rd. The shares were sold at an average price of $117.06, for a total transaction of $1,591,430.70. Following the completion of the sale, the chief executive officer owned 246,986 shares of the company's stock, valued at approximately $28,912,181.16. This represents a 5.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 1,807 shares of the company's stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $105.94, for a total transaction of $191,433.58. Following the sale, the chief financial officer directly owned 146,016 shares of the company's stock, valued at approximately $15,468,935.04. This represents a 1.22% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 51,671 shares of company stock valued at $6,235,788. 4.50% of the stock is owned by corporate insiders.

Institutional Trading of Twilio

Large investors have recently bought and sold shares of the business. Concurrent Investment Advisors LLC grew its stake in Twilio by 211.8% during the 1st quarter. Concurrent Investment Advisors LLC now owns 5,878 shares of the technology company's stock valued at $575,000 after acquiring an additional 3,993 shares in the last quarter. Wellington Management Group LLP grew its stake in Twilio by 4,280.5% during the 1st quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company's stock valued at $25,463,000 after acquiring an additional 254,132 shares in the last quarter. Bank of Nova Scotia grew its stake in Twilio by 502.1% during the 1st quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company's stock valued at $3,167,000 after acquiring an additional 26,970 shares in the last quarter. ASR Vermogensbeheer N.V. purchased a new stake in shares of Twilio in the 1st quarter valued at approximately $716,000. Finally, Horizon Financial Services LLC grew 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 buying an additional 2,423 shares during the period. Hedge funds and other institutional investors own 84.27% of the company's stock.

Twilio Price Performance

Shares of Twilio stock traded down $2.60 during trading hours on Monday, reaching $104.40. The stock had a trading volume of 2,418,739 shares, compared to its average volume of 3,185,660. The stock's 50 day moving average is $115.25 and its 200 day moving average is $109.24. The firm has a market capitalization of $16.02 billion, a PE ratio of 870.07, a PEG ratio of 3.42 and a beta of 1.27. Twilio has a twelve month low of $57.16 and a twelve month high of $151.95. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12.

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

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.