Twilio (NYSE:TWLO) Earns Hold (C-) Rating from Weiss Ratings

Key Points

• Twilio's stock has been given a "hold (C-)" rating by Weiss Ratings, with a consensus rating of "Moderate Buy" and a target price of $130.22 from analysts.
• The company reported better-than-expected earnings in its latest quarter with $1.23 billion in revenue, surpassing estimates of $1.19 billion, and a net margin of 0.43%.
• Recent insider trading activities included CEO Khozema Shipchandler selling 12,922 shares valued at over $1.3 million, indicating a 5.54% decrease in their ownership.

Twilio (NYSE:TWLO - Get Free Report)'s stock had its "hold (c-)" rating restated by investment analysts at Weiss Ratings in a research report issued to clients and investors on Wednesday,Weiss Ratings reports.

A number of other equities analysts have also weighed in on TWLO. Rosenblatt Securities reissued a "buy" rating and issued a $140.00 target price on shares of Twilio in a research report on Friday, September 26th. Wells Fargo & Company assumed coverage on Twilio in a research note on Tuesday, September 30th. They set an "overweight" rating and a $130.00 price objective for the company. Jefferies Financial Group set a $132.00 price objective on Twilio and gave the company a "hold" rating in a research note on Sunday, June 15th. Piper Sandler increased their target price on Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research report on Friday, August 8th. Finally, UBS Group decreased their price target on Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a report on Friday, August 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $130.22.

Twilio Trading Up 6.1%

NYSE:TWLO traded up $6.60 during trading hours on Wednesday, hitting $114.15. The company had a trading volume of 3,447,100 shares, compared to its average volume of 3,173,709. The company has a market capitalization of $17.51 billion, a PE ratio of 951.33, a price-to-earnings-growth ratio of 3.40 and a beta of 1.25. The stock has a 50-day moving average price of $106.96 and a 200 day moving average price of $108.73. Twilio has a 52 week low of $67.65 and a 52 week high of $151.95. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90.

Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share 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 net margin of 0.43% and a return on equity of 2.78%. The firm's revenue for the quarter was up 13.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.87 earnings per share. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, equities research analysts predict that Twilio will post 1.44 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CEO Khozema Shipchandler sold 12,922 shares of the business's stock in a transaction that occurred on Friday, October 3rd. The stock was sold at an average price of $104.09, for a total value of $1,345,050.98. Following the completion of the sale, the chief executive officer directly owned 220,383 shares in the company, valued at $22,939,666.47. The trade was a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Aidan Viggiano sold 8,363 shares of Twilio stock in a transaction that occurred 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 sale, the chief financial officer directly owned 137,653 shares in the company, valued at $13,846,515.27. This represents a 5.73% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 36,773 shares of company stock valued at $3,753,891 over the last 90 days. Company insiders own 4.50% of the company's stock.

Institutional Investors Weigh In On Twilio

Several institutional investors and hedge funds have recently modified their holdings of the company. Jericho Capital Asset Management L.P. raised its holdings in shares of Twilio by 17.7% in the 1st quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company's stock valued at $321,180,000 after buying an additional 493,000 shares during the period. Alyeska Investment Group L.P. boosted its position in shares of Twilio by 36.4% during the 1st quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company's stock worth $202,852,000 after acquiring an additional 553,043 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Twilio by 19.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,920,443 shares of the technology company's stock worth $188,031,000 after acquiring an additional 318,015 shares in the last quarter. Norges Bank acquired a new position in shares of Twilio during the 2nd quarter worth about $228,877,000. Finally, Ninety One UK Ltd acquired a new position in shares of Twilio during the 2nd quarter worth about $212,059,000. Hedge funds and other institutional investors 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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