Twilio (NYSE:TWLO) Upgraded at Wall Street Zen

Key Points

• Twilio has been upgraded from a "buy" to a "strong-buy" rating by analysts at Wall Street Zen, reflecting a positive outlook for the company's future performance.
• Despite a mixed range of ratings from various analysts, the average target price for Twilio shares is currently set at $130.22.
• The company reported earnings of $1.19 per share for its last quarter, exceeding analyst expectations and demonstrating a year-over-year revenue increase of 13.5%.

Twilio (NYSE:TWLO - Get Free Report) was upgraded by stock analysts at Wall Street Zen from a "buy" rating to a "strong-buy" rating in a research report issued to clients and investors on Saturday.

Other analysts have also recently issued reports about the company. Rosenblatt Securities restated a "buy" rating and set a $140.00 price objective on shares of Twilio in a research report on Friday, September 26th. Wells Fargo & Company began coverage on shares of Twilio in a research note on Tuesday, September 30th. They set an "overweight" rating and a $130.00 price target on the stock. Weiss Ratings reissued a "hold (c-)" rating on shares of Twilio in a report on Wednesday, October 8th. Piper Sandler increased their price objective on shares of Twilio from $140.00 to $144.00 and gave the company an "overweight" rating in a research note on Friday, August 8th. Finally, Royal Bank Of Canada reaffirmed 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 assigned a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $130.22.

Twilio Stock Up 0.4%

Shares of TWLO opened at $106.67 on Friday. 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 company has a 50-day simple moving average of $104.78 and a 200-day simple moving average of $109.10. Twilio has a 52 week low of $69.40 and a 52 week high of $151.95. The firm has a market capitalization of $16.37 billion, a P/E ratio of 888.98, a P/E/G ratio of 3.29 and a beta of 1.25.

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

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 13,681 shares of the business's stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total value of $1,376,171.79. Following the transaction, the chief executive officer directly owned 233,305 shares in the company, valued at $23,468,149.95. 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 at this hyperlink. Also, CFO Aidan Viggiano sold 8,363 shares of the company's stock in a transaction dated Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction of $841,234.17. Following 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 have sold a total of 44,808 shares of company stock valued at $4,677,916 over the last three months. 0.21% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Twilio

Hedge funds and other institutional investors have recently bought and sold shares of the business. Concurrent Investment Advisors LLC boosted its stake in Twilio by 211.8% in the first quarter. Concurrent Investment Advisors LLC now owns 5,878 shares of the technology company's stock worth $575,000 after purchasing an additional 3,993 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of Twilio by 4,280.5% in the first quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company's stock valued at $25,463,000 after buying an additional 254,132 shares during the last quarter. Bank of Nova Scotia lifted its position in Twilio by 502.1% during the 1st quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company's stock worth $3,167,000 after buying an additional 26,970 shares in the last quarter. ASR Vermogensbeheer N.V. acquired a new position in Twilio during the 1st quarter worth about $716,000. Finally, Knights of Columbus Asset Advisors LLC bought a new stake in Twilio during the 2nd quarter worth about $4,809,000. 84.27% of the stock is owned by institutional investors and hedge funds.

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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