Twilio (NYSE:TWLO) Cut to Buy at Wall Street Zen

Twilio (NYSE:TWLO - Get Free Report) was downgraded by analysts at Wall Street Zen from a "strong-buy" rating to a "buy" rating in a research report issued on Sunday.

Several other analysts have also recently issued reports on TWLO. Rosenblatt Securities reaffirmed a "buy" rating and set a $140.00 target price on shares of Twilio in a research report on Friday, September 26th. Morgan Stanley set a $152.00 target price on Twilio in a research report on Tuesday. UBS Group dropped their target price on Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a research report on Friday, August 8th. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Twilio in a research report on Friday. Finally, Royal Bank Of Canada reiterated an "underperform" rating and set a $75.00 price objective on shares of Twilio in a report on Wednesday, September 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $132.00.

Twilio Stock Up 1.7%

Shares of NYSE:TWLO opened at $112.73 on Friday. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12. The stock has a market cap of $17.30 billion, a P/E ratio of 939.45, a price-to-earnings-growth ratio of 3.49 and a beta of 1.25. The business's 50 day moving average is $105.93 and its 200 day moving average is $110.09. Twilio has a 52-week low of $70.03 and a 52-week high of $151.95.

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

Insiders Place Their Bets

In related news, CFO Aidan Viggiano sold 8,363 shares of the firm's stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $841,234.17. Following the completion of the transaction, the chief financial officer owned 137,653 shares in the company, valued at $13,846,515.27. This trade represents a 5.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Khozema Shipchandler sold 13,681 shares of the firm's stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the completion of the transaction, the chief executive officer owned 233,305 shares of the company's stock, valued at $23,468,149.95. This trade represents a 5.54% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 44,808 shares of company stock valued at $4,677,916 in the last 90 days. 0.21% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Twilio

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TWLO. Norges Bank acquired a new stake in Twilio during the 2nd quarter worth about $228,877,000. Ninety One UK Ltd acquired a new stake in Twilio during the 2nd quarter worth about $212,059,000. Nordea Investment Management AB grew its position in Twilio by 4,231.2% during the 2nd quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company's stock worth $139,736,000 after purchasing an additional 1,097,695 shares during the period. Voya Investment Management LLC grew its position in Twilio by 752.5% during the 3rd quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company's stock worth $75,569,000 after purchasing an additional 666,448 shares during the period. Finally, KBC Group NV grew its position in Twilio by 236.3% during the 1st quarter. KBC Group NV now owns 945,594 shares of the technology company's stock worth $92,583,000 after purchasing an additional 664,420 shares during the period. 84.27% of the stock is owned by institutional investors and hedge funds.

About Twilio

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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