Twilio (NYSE:TWLO) Posts Quarterly Earnings Results, Beats Expectations By $0.22 EPS

Twilio (NYSE:TWLO - Get Free Report) posted its quarterly earnings data on Thursday. The technology company reported $1.14 earnings per share for the quarter, beating the consensus estimate of $0.92 by $0.22, Briefing.com reports. Twilio had a negative net margin of 2.45% and a positive return on equity of 1.38%. The firm had revenue of $1.17 billion during the quarter, compared to analysts' expectations of $1.14 billion. During the same quarter last year, the company posted $0.80 EPS. The company's quarterly revenue was up 12.0% compared to the same quarter last year. Twilio updated its Q2 2025 guidance to 0.990-1.040 EPS.

Twilio Stock Down 1.5 %

NYSE:TWLO traded down $1.56 during trading hours on Tuesday, reaching $101.49. 415,310 shares of the stock were exchanged, compared to its average volume of 3,166,988. The stock has a market cap of $15.49 billion, a PE ratio of -158.58, a PEG ratio of 4.30 and a beta of 1.44. Twilio has a twelve month low of $52.51 and a twelve month high of $151.95. The firm has a 50 day moving average of $97.04 and a 200 day moving average of $105.59. The company has a debt-to-equity ratio of 0.12, a current ratio of 5.06 and a quick ratio of 5.06.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Tigress Financial boosted their price objective on shares of Twilio from $135.00 to $170.00 and gave the stock a "buy" rating in a research report on Tuesday, February 25th. Wells Fargo & Company dropped their target price on Twilio from $160.00 to $120.00 and set an "overweight" rating for the company in a research report on Tuesday, April 22nd. HSBC upgraded Twilio from a "reduce" rating to a "hold" rating and raised their price target for the company from $77.00 to $99.00 in a report on Monday. The Goldman Sachs Group upped their target price on shares of Twilio from $130.00 to $145.00 and gave the company a "buy" rating in a research report on Friday. Finally, JPMorgan Chase & Co. lifted their price target on shares of Twilio from $83.00 to $130.00 and gave the stock an "overweight" rating in a research report on Friday, January 24th. One equities research analyst has rated the stock with a sell rating, eight have assigned a hold rating, seventeen have issued a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat, Twilio currently has a consensus rating of "Moderate Buy" and an average price target of $120.21.

Insider Activity

In related news, CEO Khozema Shipchandler sold 12,056 shares of the company's stock in a transaction dated Monday, March 31st. The stock was sold at an average price of $95.88, for a total transaction of $1,155,929.28. Following the sale, the chief executive officer now owns 295,134 shares in the company, valued at approximately $28,297,447.92. This represents a 3.92 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Aidan Viggiano sold 2,500 shares of the firm's stock in a transaction on Friday, February 21st. The shares were sold at an average price of $117.45, for a total transaction of $293,625.00. Following the completion of the transaction, the chief financial officer now directly owns 184,164 shares of the company's stock, valued at $21,630,061.80. This represents a 1.34 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 23,471 shares of company stock worth $2,344,149 over the last ninety days. Insiders own 4.50% of the company's stock.

Institutional Trading of Twilio

A hedge fund recently raised its stake in Twilio stock. Brighton Jones LLC lifted its stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 6.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 10,051 shares of the technology company's stock after acquiring an additional 623 shares during the period. Brighton Jones LLC's holdings in Twilio were worth $1,086,000 at the end of the most recent reporting period. Institutional investors own 84.27% of the company's stock.

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.