Twilio’s (TWLO) Market Outperform Rating Reiterated at Citizens Jmp

Citizens Jmp restated their market outperform rating on shares of Twilio (NYSE:TWLO) in a research report report published on Thursday morning,Benzinga reports. They currently have a $275.00 target price on the technology company’s stock.

A number of other research firms also recently issued reports on TWLO. UBS Group boosted their target price on shares of Twilio from $200.00 to $285.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Tigress Financial increased their price target on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research report on Thursday, June 11th. Wolfe Research upgraded Twilio to a “buy” rating in a research note on Friday, August 7th. BTIG Research boosted their price objective on Twilio from $245.00 to $285.00 and gave the company a “buy” rating in a report on Friday, August 7th. Finally, Jefferies Financial Group restated a “buy” rating and issued a $240.00 target price on shares of Twilio in a research note on Friday, August 7th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $249.68.

Twilio Price Performance

Shares of NYSE:TWLO opened at $237.71 on Thursday. Twilio has a twelve month low of $98.44 and a twelve month high of $258.35. The company’s 50 day moving average is $211.42 and its 200 day moving average is $173.49. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11. The company has a market cap of $36.51 billion, a PE ratio of 33.11, a price-to-earnings-growth ratio of 4.00 and a beta of 1.37.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. Twilio’s revenue for the quarter was up 22.0% compared to the same quarter last year. During the same period last year, the firm posted $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, sell-side analysts forecast that Twilio will post 3.08 EPS for the current year.

Insiders Place Their Bets

In related news, CEO Khozema Shipchandler sold 44,158 shares of the company’s 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 completion of the transaction, the chief executive officer owned 235,542 shares of the company’s stock, valued at approximately $55,559,646.96. This represents a 15.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $199.01, for a total value of $398,020.00. Following the transaction, the director owned 30,995 shares in the company, valued at $6,168,314.95. This represents a 6.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 593,512 shares of company stock worth $144,098,834 in the last 90 days. 0.21% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Twilio

A number of institutional investors have recently added to or reduced their stakes in TWLO. Brighton Jones LLC lifted its holdings in Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after purchasing an additional 623 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Twilio during the second quarter worth about $251,000. Daiwa Securities Group Inc. increased its stake in shares of Twilio by 70.6% during the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after purchasing an additional 10,200 shares in the last quarter. NewEdge Advisors LLC raised its position in shares of Twilio by 46.9% during the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after purchasing an additional 1,841 shares during the last quarter. Finally, Sei Investments Co. raised its position in shares of Twilio by 55.1% during the 2nd quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after purchasing an additional 32,027 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

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.