Twilio (NYSE:TWLO) Trading Up 5.2% - Time to Buy?

Key Points

• Twilio's stock price surged by 5.2% during trading, reaching a high of $107.23 before closing at $106.11, with a decline in trading volume compared to averages.
• Analysts have mixed reviews on Twilio, with a consensus rating of "Moderate Buy" and a target price around $126.74; they saw price target upgrades and downgrades coming from firms including Goldman Sachs and Robert W. Baird.
• Twilio reported earnings exceeding expectations with $1.19 EPS against a consensus estimate of $1.02, along with a 13.5% year-over-year revenue growth, totaling $1.23 billion.

Twilio Inc. (NYSE:TWLO - Get Free Report) shot up 5.2% during mid-day trading on Friday . The company traded as high as $107.23 and last traded at $106.11. 2,940,194 shares traded hands during trading, a decline of 4% from the average session volume of 3,048,015 shares. The stock had previously closed at $100.84.

Analyst Upgrades and Downgrades

A number of research firms recently commented on TWLO. Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the stock a "hold" rating in a research report on Sunday, June 15th. Scotiabank raised their price target on shares of Twilio from $130.00 to $135.00 and gave the stock a "sector outperform" rating in a research report on Friday, May 2nd. Wall Street Zen lowered shares of Twilio from a "strong-buy" rating to a "buy" rating in a research report on Friday, May 30th. Needham & Company LLC reaffirmed a "buy" rating and set a $125.00 price target on shares of Twilio in a research report on Friday, May 16th. Finally, Wells Fargo & Company lowered their price target on shares of Twilio from $160.00 to $120.00 and set an "overweight" rating on the stock in a research report on Tuesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $126.74.

Twilio Trading Down 1.4%

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 $15.63 billion, a P/E ratio of 849.08, a price-to-earnings-growth ratio of 3.35 and a beta of 1.23. The business's fifty day moving average is $119.21 and its 200-day moving average is $112.45.

Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings results 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. The firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. The company's revenue for the quarter was up 13.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Analysts predict that Twilio Inc. will post 1.44 EPS for the current year.

Insiders Place Their Bets

In related news, CFO Aidan Viggiano sold 8,297 shares of the business's stock in a transaction dated Thursday, July 3rd. The shares were sold at an average price of $117.05, for a total value of $971,163.85. Following the transaction, the chief financial officer directly owned 147,823 shares of the company's stock, valued at approximately $17,302,682.15. The trade was a 5.31% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Erika Rottenberg sold 4,100 shares of the stock in a transaction dated Monday, June 2nd. The stock was sold at an average price of $120.03, for a total value of $492,123.00. Following the sale, the director directly owned 33,488 shares in the company, valued at $4,019,564.64. This trade represents a 10.91% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 55,771 shares of company stock valued at $6,727,911 in the last three months. 4.50% of the stock is currently owned by insiders.

Institutional Trading of Twilio

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TWLO. GHP Investment Advisors Inc. raised its position in Twilio by 7.3% in the 2nd quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company's stock worth $158,000 after purchasing an additional 87 shares during the period. Optimum Investment Advisors increased its stake in Twilio by 13.6% in the second quarter. Optimum Investment Advisors now owns 835 shares of the technology company's stock worth $104,000 after purchasing an additional 100 shares during the period. Woodward Diversified Capital LLC lifted its position in shares of Twilio by 1.5% during the first quarter. Woodward Diversified Capital LLC now owns 7,163 shares of the technology company's stock worth $701,000 after purchasing an additional 103 shares during the last quarter. Integral Investment Advisors Inc. boosted its stake in shares of Twilio by 4.0% during the second quarter. Integral Investment Advisors Inc. now owns 2,863 shares of the technology company's stock valued at $356,000 after purchasing an additional 111 shares during the period. Finally, Aaron Wealth Advisors LLC grew its holdings in shares of Twilio by 2.9% in the second quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company's stock worth $495,000 after purchasing an additional 113 shares during the last quarter. 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.