Twilio (NYSE:TWLO) Receives Buy Rating from Rosenblatt Securities

Twilio (NYSE:TWLO)‘s stock had its “buy” rating reaffirmed by stock analysts at Rosenblatt Securities in a research report issued to clients and investors on Friday,Benzinga reports. They currently have a $180.00 target price on the technology company’s stock. Rosenblatt Securities’ price objective would suggest a potential upside of 63.29% from the company’s current price.

Other equities analysts have also issued research reports about the stock. Piper Sandler reiterated a “neutral” rating and issued a $148.00 price target (up previously from $145.00) on shares of Twilio in a report on Monday, January 5th. TD Cowen reiterated a “hold” rating on shares of Twilio in a research note on Friday, October 31st. Monness Crespi & Hardt raised their price objective on shares of Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Mizuho set a $150.00 target price on shares of Twilio in a research note on Monday, December 15th. Finally, UBS Group increased their price target on shares of Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $146.04.

Twilio Price Performance

Shares of NYSE:TWLO opened at $110.23 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. The business’s fifty day moving average price is $129.71 and its two-hundred day moving average price is $119.09. The stock has a market cap of $16.91 billion, a PE ratio of 268.86, a price-to-earnings-growth ratio of 2.16 and a beta of 1.32. Twilio has a one year low of $77.51 and a one year high of $147.42.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.09. The business had revenue of $1.37 billion for the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The business’s revenue was up 14.3% on a year-over-year basis. During the same period in the prior year, the business earned $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, analysts forecast that Twilio will post 1.44 EPS for the current fiscal year.

Insider Activity at Twilio

In other news, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the transaction, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Aidan Viggiano sold 7,213 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $135.97, for a total value of $980,751.61. Following the completion of the sale, the chief financial officer directly owned 112,236 shares in the company, valued at approximately $15,260,728.92. This trade represents a 6.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,043,438 shares of company stock valued at $135,022,770 in the last quarter. Insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On Twilio

Several institutional investors have recently modified their holdings of the company. Raleigh Capital Management Inc. bought a new stake in Twilio in the 4th quarter valued at about $26,000. CENTRAL TRUST Co acquired a new position in shares of Twilio during the second quarter worth approximately $25,000. Zions Bancorporation National Association UT bought a new position in Twilio in the 4th quarter worth approximately $29,000. Wolff Wiese Magana LLC grew its holdings in Twilio by 2,488.9% in the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock worth $33,000 after buying an additional 224 shares in the last quarter. Finally, Estabrook Capital Management acquired a new stake in Twilio in the 2nd quarter valued at approximately $31,000. Institutional investors own 84.27% of the company’s stock.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q4 beat — Twilio reported EPS of $1.33 and revenue of $1.37B, topping estimates and showing ~14% year-over-year revenue growth, signaling continued top-line momentum. Zacks: TWLO Tops Q4 Estimates
• Positive Sentiment: Strong forward guidance — Management set Q1 FY26 EPS guidance of $1.21–$1.26 (well above consensus ~$0.95) and raised FY26 revenue targets (company cited ~$5.7B vs. street ~5.3B), which suggests upgraded growth and margin expectations. BusinessWire: Twilio Q4 & FY Results
• Positive Sentiment: Management tone and outlook — CEO comments and the slide deck framed 2025 as a transformational year for execution and innovation velocity, supporting the bullish guidance. Twilio Slide Deck
• Neutral Sentiment: Earnings call details available — The full Q4 earnings call transcript and presentation provide more color on customer trends, product adoption, and margin cadence for investors who need to dig into guidance assumptions. Seeking Alpha: Q4 Earnings Call Transcript
• Neutral Sentiment: Presentation / investor materials — Management released a results presentation with metric detail and GTM priorities that investors should review to validate the guide. Seeking Alpha: Q4 Presentation
• Negative Sentiment: Valuation and profitability risks — Despite beats, Twilio trades at a high PE (~269) while delivering a low net margin (~1.4%) and modest ROE, leaving the stock vulnerable if future execution or margin expansion falls short.

Twilio Company Profile

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.