Twilio Inc. (NYSE:TWLO) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of Twilio Inc. (NYSE:TWLO) have earned a consensus rating of “Moderate Buy” from the twenty-four ratings firms that are presently covering the stock, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, three have issued a hold recommendation, eighteen have issued a buy recommendation and two have given a strong buy recommendation to the company. The average twelve-month price objective among brokers that have issued ratings on the stock in the last year is $198.2381.

Several research analysts have commented on TWLO shares. Jefferies Financial Group reissued a “buy” rating and issued a $195.00 price objective on shares of Twilio in a research report on Friday, May 1st. Piper Sandler raised their price objective on Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. KeyCorp raised their price objective on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Mizuho raised their price objective on Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a research report on Tuesday, April 21st. Finally, Argus raised Twilio to a “strong-buy” rating in a research report on Thursday, February 19th.

Twilio Price Performance

Shares of Twilio stock opened at $204.46 on Wednesday. Twilio has a twelve month low of $91.84 and a twelve month high of $238.48. The stock has a market capitalization of $31.03 billion, a P/E ratio of 319.47, a PEG ratio of 4.09 and a beta of 1.39. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The business’s fifty day moving average price is $173.89 and its 200 day moving average price is $143.20.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter last year, the firm earned $1.14 earnings per share. The firm’s revenue for the quarter was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, research analysts anticipate that Twilio will post 2.77 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Erika Rottenberg sold 2,000 shares of Twilio stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the sale, the director directly owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 44,158 shares of Twilio stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $235.88, for a total value of $10,415,989.04. Following the sale, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $55,559,646.96. The trade was a 15.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,805,779 shares of company stock valued at $338,603,196 in the last three months. 0.21% of the stock is owned by insiders.

Institutional Trading of Twilio

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Vanguard Group Inc. increased its position in shares of Twilio by 0.9% during the fourth quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock worth $2,197,549,000 after acquiring an additional 143,597 shares during the last quarter. State Street Corp increased its position in shares of Twilio by 47.8% during the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after acquiring an additional 1,900,551 shares during the last quarter. Royal Bank of Canada increased its holdings in Twilio by 10.8% in the first quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after buying an additional 316,858 shares during the last quarter. Invesco Ltd. increased its holdings in Twilio by 56.9% in the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock valued at $448,276,000 after buying an additional 1,142,309 shares during the last quarter. Finally, Alyeska Investment Group L.P. increased its holdings in Twilio by 39.7% in the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after buying an additional 750,951 shares during the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

About Twilio

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.