Twilio (NYSE:TWLO) Stock Rating Upgraded by TD Cowen

Twilio (NYSE:TWLO) was upgraded by equities researchers at TD Cowen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Monday,Benzinga reports. The firm currently has a $160.00 target price on the technology company’s stock, up from their previous target price of $125.00. TD Cowen’s price objective would suggest a potential upside of 32.49% from the company’s previous close.

Several other analysts have also recently commented on TWLO. Morgan Stanley set a $153.00 price target on Twilio in a report on Friday, February 13th. Citigroup reissued a “market perform” rating on shares of Twilio in a research report on Tuesday, December 30th. Rosenblatt Securities reaffirmed a “buy” rating and set a $180.00 price target on shares of Twilio in a research report on Friday, February 13th. Citizens Jmp increased their price target on shares of Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a research note on Tuesday, December 30th. Finally, Argus raised shares of Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $145.22.

Twilio Price Performance

Twilio stock opened at $120.76 on Monday. Twilio has a 12-month low of $77.51 and a 12-month high of $145.90. The stock has a market capitalization of $18.53 billion, a P/E ratio of 635.62, a P/E/G ratio of 4.96 and a beta of 1.30. The firm’s 50-day moving average is $125.10 and its two-hundred day moving average is $118.77. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. The business had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The business’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Equities analysts predict that Twilio will post 1.44 earnings per share for the current year.

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares in the company, valued at $26,020,912.68. This represents a 6.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Aidan Viggiano sold 8,109 shares of Twilio stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total value of $1,162,668.42. Following the completion of the transaction, the chief financial officer owned 119,449 shares of the company’s stock, valued at $17,126,597.62. This trade represents a 6.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,042,947 shares of company stock worth $134,949,330. 4.50% of the stock is currently owned by company insiders.

Institutional Trading of Twilio

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

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.