UBS Group Has Lowered Expectations for Twilio (NYSE:TWLO) Stock Price

Key Points

• UBS Group has reduced its price target for Twilio's stock from **$150.00** to **$135.00**, while maintaining a "buy" rating, suggesting a potential upside of **36.00%** from its current price.
• Recent research reports from other analysts have presented varying views, with Mizuho lowering their target to **$125.00** and Morgan Stanley to **$111.00**, while most analysts still rate the stock as a "buy" or "hold".
• Twilio reported earnings of **$1.19** per share, beating estimates, and experiencing a **13.5%** year-over-year revenue increase, though it had a negative net margin of **0.74%**.

Twilio (NYSE:TWLO - Get Free Report) had its price objective decreased by equities research analysts at UBS Group from $150.00 to $135.00 in a research report issued on Friday,Benzinga reports. The firm presently has a "buy" rating on the technology company's stock. UBS Group's price target would suggest a potential upside of 36.00% from the company's current price.

Other equities research analysts have also recently issued research reports about the stock. Mizuho lowered their price target on shares of Twilio from $165.00 to $125.00 and set an "outperform" rating for the company in a research report on Tuesday, April 15th. Tigress Financial reissued a "buy" rating and set a $170.00 target price on shares of Twilio in a research report on Thursday, May 8th. Morgan Stanley decreased their target price on shares of Twilio from $160.00 to $111.00 and set an "overweight" rating for the company in a research report on Wednesday, April 16th. Wall Street Zen cut shares of Twilio from a "strong-buy" rating to a "buy" rating in a research report on Friday, May 30th. Finally, Jefferies Financial Group set a $132.00 target price on shares of Twilio and gave the company a "hold" rating in a research report on Sunday, June 15th. One equities research analyst has rated the stock with a sell rating, seven have assigned a hold rating, seventeen have assigned a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $126.74.

Twilio Price Performance

TWLO stock traded down $23.13 during mid-day trading on Friday, hitting $99.27. The company had a trading volume of 13,001,860 shares, compared to its average volume of 2,938,365. The company has a market capitalization of $15.15 billion, a price-to-earnings ratio of -477.62, a P/E/G ratio of 3.94 and a beta of 1.23. Twilio has a 12-month low of $56.85 and a 12-month high of $151.95. The company has a quick ratio of 4.78, a current ratio of 4.78 and a debt-to-equity ratio of 0.12. The company has a 50-day moving average price of $122.32 and a 200 day moving average price of $114.43.

Twilio (NYSE:TWLO - Get Free Report) last posted 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 firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.19 billion. Twilio had a negative net margin of 0.74% and a positive return on equity of 2.25%. The business's quarterly revenue was up 13.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.87 EPS. On average, research analysts anticipate that Twilio will post 1.44 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Erika Rottenberg sold 4,100 shares of the business's stock in a transaction that occurred on Monday, June 2nd. The shares were sold at an average price of $120.03, for a total transaction of $492,123.00. Following the completion of the sale, the director owned 33,488 shares in the company, valued at approximately $4,019,564.64. The trade was a 10.91% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Khozema Shipchandler sold 20,008 shares of the business's stock in a transaction that occurred on Monday, June 30th. The stock was sold at an average price of $124.53, for a total transaction of $2,491,596.24. Following the sale, the chief executive officer owned 260,581 shares of the company's stock, valued at $32,450,151.93. This 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 90 days. 0.21% of the stock is owned by insiders.

Hedge Funds Weigh In On Twilio

Institutional investors have recently bought and sold shares of the company. GHP Investment Advisors Inc. boosted its position in shares of 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 buying an additional 87 shares in the last quarter. Optimum Investment Advisors lifted its holdings in Twilio by 13.6% in the 2nd quarter. Optimum Investment Advisors now owns 835 shares of the technology company's stock valued at $104,000 after purchasing an additional 100 shares in the last quarter. Woodward Diversified Capital LLC lifted its holdings in Twilio by 1.5% in the 1st quarter. Woodward Diversified Capital LLC now owns 7,163 shares of the technology company's stock valued at $701,000 after purchasing an additional 103 shares in the last quarter. Integral Investment Advisors Inc. lifted its holdings in Twilio by 4.0% in the 2nd 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 in the last quarter. Finally, Aaron Wealth Advisors LLC lifted its holdings in Twilio by 2.9% in the 2nd quarter. Aaron Wealth Advisors LLC now owns 3,980 shares of the technology company's stock valued at $495,000 after purchasing an additional 113 shares in the last quarter. 84.27% of the stock is 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.

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