Twilio Inc. (NYSE:TWLO) Receives $207.41 Consensus Target Price from Brokerages

Twilio Inc. (NYSE:TWLO) has been assigned an average rating of “Moderate Buy” from the twenty-five brokerages that are currently covering the firm, MarketBeat reports. One analyst has rated the stock with a sell rating, three have given a hold rating, eighteen have given a buy rating and three have assigned a strong buy rating to the company. The average 1-year price objective among analysts that have covered the stock in the last year is $207.4091.

Several equities research analysts recently commented on TWLO shares. The Goldman Sachs Group started coverage on Twilio in a research note on Wednesday, June 24th. They issued a “buy” rating and a $300.00 price target for the company. UBS Group lifted their target price on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, May 1st. KeyCorp boosted their target price on shares of Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Finally, Wells Fargo & Company raised their price target on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st.

Insider Buying and Selling

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total value of $184,140,000.00. Following the completion of the sale, the director owned 620,000 shares of the company’s stock, valued at $114,166,800. The trade was a 61.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Aidan Viggiano sold 9,093 shares of the business’s stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total value of $1,829,966.25. Following the completion of the sale, the chief financial officer owned 118,252 shares of the company’s stock, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,791,322 shares of company stock valued at $339,124,306 in the last three months. 0.21% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

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

Twilio Trading Up 1.3%

Shares of NYSE:TWLO opened at $211.86 on Friday. The firm has a fifty day moving average of $195.20 and a two-hundred day moving average of $151.13. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio has a 12-month low of $91.84 and a 12-month high of $238.48. The firm has a market capitalization of $32.15 billion, a P/E ratio of 331.04, a price-to-earnings-growth ratio of 4.16 and a beta of 1.36.

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

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.