Twilio (NYSE:TWLO) Price Target Raised to $290.00

Twilio (NYSE:TWLO) had its price target raised by Rosenblatt Securities from $275.00 to $290.00 in a research note released on Tuesday,Benzinga reports. They currently have a buy rating on the technology company’s stock.

A number of other research analysts also recently commented on TWLO. Citigroup reaffirmed a “market outperform” rating on shares of Twilio in a research note on Thursday, August 27th. Oppenheimer boosted their target price on shares of Twilio from $235.00 to $275.00 and gave the company an “outperform” rating in a report on Friday, August 7th. Piper Sandler upped their price target on shares of Twilio from $192.00 to $247.00 and gave the stock a “neutral” rating in a research report on Friday, August 7th. KGI Securities started coverage on shares of Twilio in a research note on Thursday, July 2nd. They set an “outperform” rating and a $250.00 price target on the stock. Finally, TD Cowen lifted their price target on shares of Twilio from $260.00 to $300.00 and gave the company a “buy” rating in a report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Twilio currently has an average rating of “Moderate Buy” and a consensus target price of $250.39.

Twilio Price Performance

TWLO stock opened at $299.99 on Tuesday. Twilio has a 52-week low of $98.44 and a 52-week high of $304.75. The stock’s fifty day simple moving average is $226.52 and its 200-day simple moving average is $191.06. The company has a quick ratio of 4.62, a current ratio of 4.62 and a debt-to-equity ratio of 0.11. The stock has a market capitalization of $46.07 billion, a price-to-earnings ratio of 41.78, a price-to-earnings-growth ratio of 5.84 and a beta of 1.40.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The business had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.43 billion. During the same quarter in the previous year, the business earned $1.19 earnings per share. The business’s revenue for the quarter was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Equities research analysts expect that Twilio will post 3.12 EPS for the current year.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 1,394 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $234.48, for a total transaction of $326,865.12. Following the completion of the sale, the chief financial officer directly owned 108,330 shares in the company, valued at $25,401,218.40. The trade was a 1.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,458 shares of the business’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $210.43, for a total transaction of $3,042,396.94. Following the sale, the chief executive officer owned 207,203 shares of the company’s stock, valued at approximately $43,601,727.29. This represents a 6.52% decrease in their ownership of the stock. 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. In the last quarter, insiders sold 547,354 shares of company stock valued at $133,284,825. 0.21% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Twilio

A number of hedge funds have recently made changes to their positions in TWLO. Continuum Advisory LLC purchased a new stake in Twilio during the 2nd quarter worth $33,000. SHP Wealth Management purchased a new position in Twilio in the fourth quarter valued at about $26,000. Osbon Capital Management LLC acquired a new position in shares of Twilio during the fourth quarter worth about $30,000. Hilltop National Bank acquired a new position in shares of Twilio during the second quarter worth about $50,000. Finally, Reflection Asset Management purchased a new stake in shares of Twilio in the fourth quarter worth about $37,000. Hedge funds and other 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: Analyst price-target increases are supporting momentum. TD Cowen raised its target to $300 from $260, while Rosenblatt, Wells Fargo and UBS also increased their targets. The upgrades reflect greater confidence in Twilio’s growth prospects and AI exposure. Twilio (TWLO) Keeps Climbing as Investors Rediscover its AI Business
• Positive Sentiment: Strong second-quarter results and an improved outlook remain key catalysts. Twilio reported 22% year-over-year revenue growth, revenue above Wall Street expectations and earnings ahead of consensus. Management also raised its 2026 organic growth outlook, citing rising usage from AI agents across messaging, voice and software add-ons. Why Twilio (TWLO) Is Up 21.7% After Strong Q2 And Higher 2026 AI-Driven Growth Outlook
• Positive Sentiment: Investors see potential upside from AI-generated communications volume. Morgan Stanley identified Twilio as one of the companies best positioned to benefit if Meta’s Muse and similar AI agents increase automated customer-interaction traffic. Twilio, Wix ‘best exposed’ if Meta’s Muse boosts communications volumes, demand
• Positive Sentiment: Customer adoption provides additional commercial validation. Orbio AI is expanding its AI-powered frontline recruitment platform globally using Twilio, highlighting the company’s role in supporting automated, high-volume communications. Orbio AI scales AI-powered frontline recruitment globally with Twilio
• Neutral Sentiment: Valuation and investor attention are increasingly prominent. One analysis suggested the shares could still be undervalued relative to the raised 2026 growth outlook, while heightened search interest reflects strong market focus. However, the stock’s substantial gains have increased expectations for continued execution. Twilio (TWLO) Could Be 12% Undervalued On Raised 2026 Growth Outlook
• Negative Sentiment: Momentum may face near-term risks. Zacks noted that the latest earnings-estimate revision trend may not support further gains in the short term, while the rapid rally raises the risk of profit-taking if results or guidance disappoint. Twilio (TWLO) Surges 6.9%: Is This an Indication of Further Gains?

About Twilio

Twilio Inc is a cloud communications and customer engagement technology company that provides application programming interfaces (APIs) and software tools for businesses. Its platform enables organizations to integrate communications capabilities such as voice calls, text messaging, email, video, authentication and customer support into websites, mobile applications and other digital products.

Twilio’s offerings include programmable communications services, customer data and analytics tools through Segment, and contact center software through Twilio Flex.