Twilio (NYSE:TWLO) Now Covered by Analysts at Wells Fargo & Company

Key Points

• Wells Fargo & Company upgraded Twilio to a "strong-buy" rating, indicating increased bullish sentiment among analysts following the stock.
• Twilio's stock has a current consensus price target of $130.22, with a mix of ratings from various analysts, including 2 strong buys and 16 buys.
• In the latest quarterly earnings report, Twilio reported earnings per share of $1.19, exceeding analyst expectations by $0.17, with revenue growing by 13.5% year-over-year.

Equities research analysts at Wells Fargo & Company started coverage on shares of Twilio (NYSE:TWLO - Get Free Report) in a research report issued to clients and investors on Tuesday, MarketBeat Ratings reports. The brokerage set an "overweight" rating on the technology company's stock.

A number of other brokerages have also weighed in on TWLO. Jefferies Financial Group set a $132.00 target price on Twilio and gave the company a "hold" rating in a research note on Sunday, June 15th. UBS Group lowered their target price on Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a research note on Friday, August 8th. Rosenblatt Securities restated a "buy" rating and issued a $140.00 target price on shares of Twilio in a research note on Friday, September 26th. KeyCorp started coverage on Twilio in a research report on Friday, June 6th. They issued an "overweight" rating and a $146.00 price objective for the company. Finally, Piper Sandler lifted their price objective on Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a research report on Friday, August 8th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $130.22.

Twilio Price Performance

Shares of NYSE TWLO traded up $1.42 during midday trading on Tuesday, reaching $104.12. 636,265 shares of the company traded hands, compared to its average volume of 3,150,355. The firm has a market cap of $15.97 billion, a PE ratio of 868.80, a PEG ratio of 3.16 and a beta of 1.25. The stock's 50-day simple moving average is $108.93 and its 200-day simple moving average is $108.55. Twilio has a 12 month low of $65.50 and a 12 month 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.

Twilio (NYSE:TWLO - Get Free Report) last announced its earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, beating analysts' consensus estimates of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The company had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.19 billion. During the same period last year, the company posted $0.87 earnings per share. The firm'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. As a group, equities analysts anticipate that Twilio will post 1.44 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 1,807 shares of the business's stock in a transaction that occurred on Friday, August 15th. The stock was sold at an average price of $105.94, for a total value of $191,433.58. Following the sale, the chief financial officer owned 146,016 shares in the company, valued at approximately $15,468,935.04. The trade was a 1.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.21% of the company's stock.

Institutional Investors Weigh In On Twilio

Institutional investors have recently bought and sold shares of the company. Jericho Capital Asset Management L.P. increased its position in shares of Twilio by 17.7% during the 1st quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company's stock worth $321,180,000 after purchasing an additional 493,000 shares during the last quarter. Alyeska Investment Group L.P. increased 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 purchasing an additional 553,043 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased 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 purchasing an additional 318,015 shares during the last quarter. Norges Bank acquired a new position in shares of Twilio during the 2nd quarter worth approximately $228,877,000. Finally, Ninety One UK Ltd acquired a new position in shares of Twilio during the 2nd quarter worth approximately $212,059,000. 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.