Twilio (NYSE:TWLO) Upgraded by TD Cowen to Buy Rating

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

TWLO has been the topic of a number of other research reports. Jefferies Financial Group restated a “hold” rating and issued a $125.00 target price on shares of Twilio in a research note on Friday, February 13th. Citizens Jmp lifted their price objective on Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a report on Tuesday, December 30th. Piper Sandler reaffirmed a “neutral” rating and set a $130.00 target price (down from $148.00) on shares of Twilio in a report on Friday, February 13th. Mizuho set a $150.00 price target on Twilio in a report on Monday, December 15th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $180.00 target price on shares of Twilio in a research note on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $145.22.

Twilio Trading Up 1.0%

NYSE TWLO opened at $120.76 on Monday. The stock has a market cap 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 company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The company has a fifty day simple moving average of $125.10 and a two-hundred day simple moving average of $118.77. Twilio has a 12-month low of $77.51 and a 12-month high of $145.90.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, beating the consensus estimate of $1.24 by $0.09. The business had revenue of $1.37 billion for 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 company’s quarterly revenue was up 14.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, analysts forecast that Twilio will post 1.44 earnings per share for the current year.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 1,023 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $110.66, for a total value of $113,205.18. Following the sale, the chief financial officer directly owned 111,213 shares in the company, valued at approximately $12,306,830.58. This trade represents a 0.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the completion of the transaction, the director owned 2,295,000 shares of the company’s stock, valued at $296,055,000. The trade was a 30.35% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 1,042,947 shares of company stock valued at $134,949,330. 4.50% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Twilio

Several institutional investors have recently added to or reduced their stakes in TWLO. MidFirst Bank acquired a new position in shares of Twilio in the 4th quarter valued at $91,000. Kera Capital Partners Inc. purchased a new stake in Twilio during the 4th quarter valued at approximately $608,000. MV Capital Management Inc. acquired a new stake in shares of Twilio during the fourth quarter worth $174,000. Compound Planning Inc. boosted its holdings in shares of Twilio by 10.0% in the fourth quarter. Compound Planning Inc. now owns 7,861 shares of the technology company’s stock valued at $1,118,000 after acquiring an additional 716 shares in the last quarter. Finally, Invesco Ltd. increased its position in Twilio by 56.9% during the 4th quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after purchasing an additional 1,142,309 shares during the period. Hedge funds and other institutional investors 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.