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

Key Points

• Twilio Inc. has received a consensus rating of "Moderate Buy" from 25 brokerages, with a price target averaging around $130.21, reflecting a range of ratings from sell to strong buy.
• The company's latest earnings report showed a profit of $1.19 EPS, exceeding expectations, with a revenue increase of 13.5% year-over-year.
• Insider activity includes CEO Khozema Shipchandler selling 13,681 shares at an average price of $100.59, reducing his stake by 5.54%.

Twilio Inc. (NYSE:TWLO - Get Free Report) has been assigned a consensus rating of "Moderate Buy" from the twenty-five brokerages that are currently covering the company, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell rating, six have assigned a hold rating, seventeen have assigned a buy rating and one has issued a strong buy rating on the company. The average 1-year price target among analysts that have updated their coverage on the stock in the last year is $130.2174.

A number of research analysts have recently issued reports on TWLO shares. Jefferies Financial Group set a $132.00 price objective on shares of Twilio and gave the stock a "hold" rating in a research report on Sunday, June 15th. Royal Bank Of Canada reaffirmed an "underperform" rating and issued a $75.00 price objective on shares of Twilio in a research report on Wednesday, September 17th. Piper Sandler lifted their price objective 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. UBS Group dropped their target price on shares of Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a research report on Friday, August 8th. Finally, Wells Fargo & Company began coverage on shares of Twilio in a research report on Tuesday. They set an "overweight" rating and a $130.00 target price on the stock.

Twilio Trading Up 2.5%

NYSE:TWLO opened at $105.31 on Friday. Twilio has a one year low of $65.50 and a one year high of $151.95. 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 firm has a market cap of $16.16 billion, a P/E ratio of 877.63, a P/E/G ratio of 3.25 and a beta of 1.25. The firm has a 50-day simple moving average of $108.40 and a 200-day simple moving average of $108.58.

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 (EPS) 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 firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.19 billion. During the same quarter in the previous year, the firm earned $0.87 EPS. The company's quarterly 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 anticipate that Twilio will post 1.44 EPS for the current fiscal year.

Insider Activity at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 13,681 shares of the business's stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the sale, the chief executive officer owned 233,305 shares of the company's stock, valued at approximately $23,468,149.95. The trade was a 5.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Aidan Viggiano sold 8,363 shares of the business's stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following the sale, the chief financial officer directly owned 137,653 shares in the company, valued at approximately $13,846,515.27. This represents a 5.73% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 23,851 shares of company stock worth $2,408,840. 0.21% of the stock is owned by insiders.

Institutional Trading of Twilio

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. GAMMA Investing LLC increased its stake in shares of Twilio by 34.4% in the third quarter. GAMMA Investing LLC now owns 1,533 shares of the technology company's stock worth $153,000 after acquiring an additional 392 shares during the period. Valeo Financial Advisors LLC acquired a new stake in shares of Twilio in the second quarter worth $343,000. American Trust acquired a new stake in shares of Twilio in the second quarter worth $662,000. Centaurus Financial Inc. increased its stake in shares of Twilio by 2.7% in the second quarter. Centaurus Financial Inc. now owns 13,493 shares of the technology company's stock worth $1,678,000 after acquiring an additional 357 shares during the period. Finally, Orion Porfolio Solutions LLC acquired a new stake in shares of Twilio in the second quarter worth $320,000. 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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