Northland Securities Cuts Earnings Estimates for Twilio

Twilio Inc. (NYSE:TWLO) – Northland Securities cut their Q2 2026 earnings estimates for shares of Twilio in a research report issued on Friday, May 1st. Northland Securities analyst M. Latimore now expects that the technology company will earn $0.57 per share for the quarter, down from their prior forecast of $0.60. The consensus estimate for Twilio’s current full-year earnings is $2.53 per share. Northland Securities also issued estimates for Twilio’s Q4 2026 earnings at $0.86 EPS, FY2026 earnings at $2.92 EPS and FY2027 earnings at $3.94 EPS.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the prior year, the company posted $1.14 EPS. The company’s revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS.

Other equities analysts have also recently issued reports about the stock. BTIG Research upped their price target on shares of Twilio from $175.00 to $215.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Stifel Nicolaus set a $175.00 price target on shares of Twilio in a research report on Friday, May 1st. Needham & Company LLC upped their price target on shares of Twilio from $145.00 to $200.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Mizuho upped their price target on shares of Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a research report on Tuesday, April 21st. Finally, Monness Crespi & Hardt upped their price objective on shares of Twilio from $175.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, two have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $187.00.

Twilio Trading Down 2.1%

Shares of NYSE TWLO opened at $191.51 on Thursday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.66. Twilio has a 52-week low of $91.84 and a 52-week high of $200.00. The firm has a 50 day moving average price of $131.97 and a two-hundred day moving average price of $127.80. The stock has a market cap of $29.02 billion, a P/E ratio of 299.24, a price-to-earnings-growth ratio of 4.45 and a beta of 1.32.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. MassMutual Private Wealth & Trust FSB boosted its stake in Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares in the last quarter. GHP Investment Advisors Inc. boosted its stake in Twilio by 6.3% during the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after acquiring an additional 86 shares in the last quarter. SJS Investment Consulting Inc. raised its holdings in Twilio by 27.7% during the first quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after buying an additional 93 shares during the last quarter. Centaurus Financial Inc. raised its holdings in Twilio by 0.7% during the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after buying an additional 94 shares during the last quarter. Finally, Versant Capital Management Inc raised its holdings in Twilio by 4.5% during the third quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock worth $228,000 after buying an additional 98 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Insider Activity

In other news, CFO Aidan Viggiano sold 9,389 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39. Following the sale, the chief financial officer directly owned 130,341 shares of the company’s stock, valued at approximately $16,619,780.91. This represents a 6.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of the stock in a transaction on Monday, April 6th. The stock was sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the transaction, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $31,418,947.38. This represents a 6.25% 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 three months, insiders have sold 51,088 shares of company stock valued at $6,614,624. 0.21% of the stock is currently owned by insiders.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q1 results beat estimates and management says demand from AI is “unprecedented,” which is being credited for the recent rally and stronger revenue/gross-profit trends — a clear growth thesis driver. Twilio Just Reported Its Fastest Growth Since 2022. AI Is Helping, Not Hurting, TWLO Stock.
• Positive Sentiment: Twilio unveiled a next‑generation platform at SIGNAL (Conversation Memory, Orchestrator, Intelligence, Agent Connect) now generally available — product launches that embed AI into the core platform support higher long‑term monetization and enterprise adoption. Twilio’s Next Generation Platform: An Infrastructure Layer for Every Conversation in the Agentic Era
• Positive Sentiment: Bullish write‑ups are pitching TWLO as a top enterprise software name after the strong quarter and accelerating organic growth — these stories can attract momentum buyers. Is Twilio (TWLO) One of the Best Enterprise Software Stocks to Buy?
• Neutral Sentiment: TWLO is a “trending” stock in several retail/coverage outlets; increased attention can boost liquidity and volatility without indicating direction. Twilio Inc. (TWLO) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Coverage summaries and aggregator pieces (Yahoo/Globe & Mail) highlight both upside from AI and differing analyst views — useful for investor context but not news catalysts by themselves. Analysts Have Conflicting Sentiments on These Technology Companies
• Negative Sentiment: A company director sold 1,500 shares at about $185 under a pre‑arranged 10b5‑1 plan; insider sales can add to short‑term selling pressure even if planned. SEC filing: Director Erika Rottenberg Sale (SEC Form 4)
• Negative Sentiment: Northland Securities trimmed several near‑term EPS estimates slightly — modest downgrades can temper enthusiasm and give analysts cover to be cautious after the recent rally. Northland Securities Estimate Revisions

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.