Twilio’s (TWLO) “Buy” Rating Reiterated at BTIG Research

BTIG Research reaffirmed their buy rating on shares of Twilio (NYSE:TWLO) in a research report sent to investors on Friday,Benzinga reports. BTIG Research currently has a $285.00 price target on the technology company’s stock.

A number of other equities analysts also recently issued reports on the company. Tigress Financial increased their price objective on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a report on Thursday, June 11th. Monness Crespi & Hardt lifted their price target on shares of Twilio from $246.00 to $270.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Wolfe Research raised shares of Twilio to a “buy” rating in a research note on Friday, August 7th. Wells Fargo & Company upped their price objective on shares of Twilio from $225.00 to $275.00 and gave the stock an “overweight” rating in a report on Friday, August 7th. Finally, Needham & Company LLC raised their target price on shares of Twilio from $250.00 to $280.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Twilio has a consensus rating of “Moderate Buy” and an average price target of $249.68.

Twilio Stock Performance

NYSE TWLO opened at $227.32 on Friday. The company has a 50-day simple moving average of $218.13 and a two-hundred day simple moving average of $182.28. Twilio has a 12-month low of $98.44 and a 12-month high of $258.35. The firm has a market cap of $34.91 billion, a price-to-earnings ratio of 31.66, a PEG ratio of 4.72 and a beta of 1.40. The company has a quick ratio of 4.62, a current ratio of 4.62 and a debt-to-equity ratio of 0.11.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping the consensus estimate of $1.32 by $0.15. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The firm had revenue of $1.50 billion for 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 company’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. On average, equities analysts forecast that Twilio will post 3.08 EPS for the current year.

Insider Transactions at Twilio

In related news, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the transaction, the director directly owned 120,000 shares in the company, valued at approximately $29,649,600. The trade was a 80.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 1,394 shares of Twilio 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 transaction, the chief financial officer directly owned 108,330 shares in the company, valued at $25,401,218.40. This represents a 1.27% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 547,354 shares of company stock worth $133,284,825 in the last three months. Corporate insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

Several large investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its position in Twilio by 6.6% in the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after buying an additional 623 shares during the period. Sivia Capital Partners LLC purchased a new position in shares of Twilio in the 2nd quarter valued at $251,000. Daiwa Securities Group Inc. increased its holdings in shares of Twilio by 70.6% in the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock valued at $3,066,000 after acquiring an additional 10,200 shares during the period. NewEdge Advisors LLC raised its position in shares of Twilio by 46.9% in the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after acquiring an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. lifted its stake in shares of Twilio by 55.1% during the 2nd quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after purchasing an additional 32,027 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Twilio Company Profile

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.