Twilio (NYSE:TWLO) Stock Rating Upgraded by Jefferies Financial Group

Twilio (NYSE:TWLO) was upgraded by equities research analysts at Jefferies Financial Group from a “hold” rating to a “buy” rating in a research note issued to investors on Monday, MarketBeat reports. The brokerage presently has a $160.00 price target on the technology company’s stock, up from their prior price target of $125.00. Jefferies Financial Group’s price target would indicate a potential upside of 22.25% from the company’s current price.

TWLO has been the topic of a number of other research reports. Oppenheimer restated an “outperform” rating and set a $170.00 target price on shares of Twilio in a report on Monday, January 5th. Weiss Ratings cut shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, February 27th. Piper Sandler reissued a “neutral” rating and set a $130.00 price objective (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. Royal Bank Of Canada upped their price objective on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a report on Monday, January 5th. Finally, BTIG Research decreased their target price on shares of Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $146.74.

Twilio Trading Down 0.1%

TWLO opened at $130.88 on Monday. The stock has a market cap of $19.83 billion, a PE ratio of 688.87, a PEG ratio of 5.37 and a beta of 1.28. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The business has a 50 day moving average of $121.25 and a 200-day moving average of $122.52. Twilio has a 52 week low of $77.51 and a 52 week high of $145.90.

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

Insider Buying and Selling at Twilio

In related news, CFO Aidan Viggiano sold 8,231 shares of the stock in a transaction dated Tuesday, March 31st. The shares were sold at an average price of $122.79, for a total transaction of $1,010,684.49. Following the sale, the chief financial officer directly owned 139,730 shares of the company’s stock, valued at approximately $17,157,446.70. This represents a 5.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Khozema Shipchandler sold 13,336 shares of the firm’s stock in a transaction dated 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 sale, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 36,020 shares of company stock valued at $4,565,751 over the last 90 days. Corporate insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

A number of institutional investors have recently made changes to their positions in the company. Rockefeller Capital Management L.P. boosted its stake in Twilio by 12.8% during the 4th quarter. Rockefeller Capital Management L.P. now owns 13,273 shares of the technology company’s stock valued at $1,888,000 after purchasing an additional 1,507 shares during the last quarter. Osbon Capital Management LLC bought a new position in shares of Twilio during the fourth quarter valued at $30,000. Corient Private Wealth LLC lifted its holdings in shares of Twilio by 30.2% during the fourth quarter. Corient Private Wealth LLC now owns 19,094 shares of the technology company’s stock valued at $2,716,000 after purchasing an additional 4,424 shares in the last quarter. Rehmann Capital Advisory Group purchased a new stake in shares of Twilio during the fourth quarter valued at $417,000. Finally, SHP Wealth Management bought a new stake in Twilio in the 4th quarter worth about $26,000. Hedge funds and other 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.