Twilio (NYSE:TWLO) Rating Increased to Strong-Buy at Zacks Research

Twilio (NYSE:TWLO) was upgraded by Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued to clients and investors on Monday,Zacks.com reports.

A number of other research analysts also recently issued reports on TWLO. Rosenblatt Securities restated a “buy” rating and set a $230.00 target price on shares of Twilio in a research report on Thursday, June 18th. BTIG Research reaffirmed a “buy” rating and set a $215.00 price target on shares of Twilio in a research report on Tuesday, May 12th. The Goldman Sachs Group initiated coverage on Twilio in a research note on Wednesday, June 24th. They set a “buy” rating and a $300.00 price objective for the company. Wells Fargo & Company boosted their price objective on Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Finally, Oppenheimer upped their target price on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Twilio presently has an average rating of “Buy” and an average price target of $211.27.

Twilio Price Performance

Shares of NYSE:TWLO opened at $218.17 on Monday. Twilio has a twelve month low of $91.84 and a twelve month high of $238.48. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The company has a market cap of $33.11 billion, a PE ratio of 340.89, a price-to-earnings-growth ratio of 4.34 and a beta of 1.36. The company’s 50 day moving average is $201.52 and its 200 day moving average is $153.82.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.27 by $0.23. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same period in the previous year, the business posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts forecast that Twilio will post 2.79 EPS for the current year.

Insiders Place Their Bets

In related news, CEO Khozema Shipchandler sold 44,158 shares of the business’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the completion of the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at approximately $55,559,646.96. The trade was a 15.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, 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 company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the transaction, the director owned 30,995 shares of the company’s stock, valued at $6,168,314.95. This represents a 6.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 1,805,780 shares of company stock valued at $342,166,703. Corporate insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

Several institutional investors have recently modified their holdings of TWLO. Norges Bank acquired a new stake in shares of Twilio in the 4th quarter worth $273,862,000. State Street Corp boosted its position in shares of Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after acquiring an additional 1,900,551 shares during the last quarter. SRS Investment Management LLC purchased a new stake in shares of Twilio in the fourth quarter valued at about $257,494,000. Invesco Ltd. grew its holdings in shares of Twilio by 225.0% in the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after purchasing an additional 1,391,013 shares during the period. Finally, Alyeska Investment Group L.P. increased its position in Twilio by 39.7% during the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after purchasing an additional 750,951 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.