Twilio Inc. (NYSE:TWLO) Stock Rated “Moderate Buy” by Wall Street Analysts

Shares of Twilio Inc. (NYSE:TWLO) have received a consensus rating of “Moderate Buy” from the twenty-eight analysts that are presently covering the stock, MarketBeat reports. Two equities research analysts have rated the stock with a sell rating, two have assigned a hold rating, twenty-two have assigned a buy rating and two have given a strong buy rating to the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $267.78.

A number of analysts have recently issued reports on TWLO shares. Jefferies Financial Group restated a “buy” rating and issued a $240.00 target price on shares of Twilio in a report on Friday, August 7th. Stifel Nicolaus set a $325.00 target price on Twilio in a research report on Wednesday, October 14th. Piper Sandler lifted their price target on Twilio from $192.00 to $247.00 and gave the company a “neutral” rating in a report on Friday, August 7th. Citizens Jmp reiterated a “market outperform” rating and issued a $275.00 target price on shares of Twilio in a report on Thursday, August 27th. Finally, Oppenheimer increased their price target on shares of Twilio from $235.00 to $275.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th.

Twilio Stock Performance

Twilio stock opened at $257.38 on Tuesday. The firm’s 50 day simple moving average is $253.83 and its 200-day simple moving average is $209.66. The company has a market cap of $39.53 billion, a P/E ratio of 35.85, a price-to-earnings-growth ratio of 5.01 and a beta of 1.35. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. Twilio has a fifty-two week low of $105.00 and a fifty-two week high of $308.40.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating the consensus estimate of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. 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 prior year, the firm earned $1.19 EPS. The firm’s quarterly revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, equities research analysts predict that Twilio will post 3.12 EPS for the current year.

Insider Buying and Selling at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 14,442 shares of the company’s stock in a transaction that occurred on Monday, October 5th. The shares were sold at an average price of $291.03, for a total value of $4,203,055.26. Following the transaction, the chief executive officer owned 178,863 shares in the company, valued at approximately $52,054,498.89. This represents a 7.47% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,084 shares of the business’s stock in a transaction on Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the transaction, the chief financial officer owned 99,246 shares in the company, valued at approximately $29,242,833.90. This represents a 8.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 538,818 shares of company stock worth $134,833,645. 0.21% of the stock is currently owned by company insiders.

Institutional Trading of Twilio

Several large investors have recently made changes to their positions in the stock. Plato Investment Management Ltd bought a new position in Twilio during the second quarter valued at about $1,637,000. Congress Asset Management Co. grew its holdings in shares of Twilio by 16.2% in the 3rd quarter. Congress Asset Management Co. now owns 160,425 shares of the technology company’s stock worth $46,918,000 after purchasing an additional 22,311 shares during the last quarter. Assenagon Asset Management S.A. increased its holdings in shares of Twilio by 67.8% during the second quarter. Assenagon Asset Management S.A. now owns 120,582 shares of the technology company’s stock worth $24,880,000 after buying an additional 48,742 shares in the last quarter. Aware Super Pty Ltd as trustee of Aware Super bought a new position in Twilio in the 1st quarter valued at $4,288,000. Finally, Nykredit A S bought a new position in shares of Twilio in the second quarter valued at about $10,514,000. Institutional investors own 84.27% of the company’s stock.

About Twilio

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.