Twilio (TWLO) Expected to Announce Quarterly Earnings on Thursday

Twilio (NYSE:TWLO - Get Free Report) is anticipated to post its Q2 2025 quarterly earnings results after the market closes on Thursday, August 7th. Analysts expect Twilio to post earnings of $1.02 per share and revenue of $1.19 billion for the quarter.

Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings data on Thursday, May 1st. The technology company reported $1.14 earnings per share for the quarter, topping analysts' consensus estimates of $0.92 by $0.22. Twilio had a negative net margin of 0.74% and a positive return on equity of 2.25%. The business had revenue of $1.17 billion during the quarter, compared to analysts' expectations of $1.14 billion. During the same period in the previous year, the company earned $0.80 earnings per share. Twilio's revenue for the quarter was up 12.0% on a year-over-year basis. On average, analysts expect Twilio to post $1 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Twilio Stock Performance

NYSE:TWLO traded down $7.86 during midday trading on Friday, reaching $121.14. The stock had a trading volume of 2,801,480 shares, compared to its average volume of 2,854,180. The stock has a market capitalization of $18.49 billion, a P/E ratio of -576.86, a PEG ratio of 4.07 and a beta of 1.30. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.78 and a quick ratio of 4.78. Twilio has a 1-year low of $56.85 and a 1-year high of $151.95. The firm's fifty day simple moving average is $121.42 and its 200-day simple moving average is $113.99.

Analysts Set New Price Targets

A number of brokerages have recently commented on TWLO. JMP Securities reiterated a "market outperform" rating and set a $165.00 price target on shares of Twilio in a report on Tuesday, April 29th. The Goldman Sachs Group upped their price objective on Twilio from $130.00 to $145.00 and gave the company a "buy" rating in a research note on Friday, May 2nd. Robert W. Baird dropped their target price on shares of Twilio from $160.00 to $130.00 and set an "outperform" rating for the company in a research report on Wednesday, April 30th. Jefferies Financial Group set a $132.00 price objective on Twilio and gave the company a "hold" rating in a research report on Sunday, June 15th. Finally, Piper Sandler increased their price target on shares of Twilio from $121.00 to $140.00 and gave the company an "overweight" rating in a research note on Monday, July 14th. One analyst has rated the stock with a sell rating, seven have issued a hold rating, seventeen have issued a buy rating and one has assigned a strong buy rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $127.22.

Insider Activity

In related news, CFO Aidan Viggiano sold 8,297 shares of the company's stock in a transaction on Thursday, July 3rd. The shares were sold at an average price of $117.05, for a total value of $971,163.85. Following the completion of the transaction, the chief financial officer directly owned 147,823 shares of the company's stock, valued at approximately $17,302,682.15. This represents a 5.31% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Khozema Shipchandler sold 20,008 shares of the stock in a transaction dated Monday, June 30th. The stock was sold at an average price of $124.53, for a total value of $2,491,596.24. Following the transaction, the chief executive officer owned 260,581 shares of the company's stock, valued at approximately $32,450,151.93. This trade represents a 7.13% decrease in their position. The disclosure for this sale can be found here. Insiders sold 55,888 shares of company stock worth $6,753,409 over the last quarter. 0.21% of the stock is currently owned by company insiders.

Institutional Trading of Twilio

An institutional investor recently raised its position in Twilio stock. Brighton Jones LLC boosted its position in Twilio Inc. (NYSE:TWLO - Free Report) by 6.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 10,051 shares of the technology company's stock after buying an additional 623 shares during the quarter. Brighton Jones LLC's holdings in Twilio were worth $1,086,000 as of its most recent filing with the SEC. 84.27% of the stock is currently owned by institutional investors and hedge funds.

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.