Twilio (NYSE:TWLO) Price Target Raised to $247.00 at Piper Sandler

Twilio (NYSE:TWLO) had its target price upped by Piper Sandler from $192.00 to $247.00 in a report issued on Friday morning,Benzinga reports. Piper Sandler currently has a neutral rating on the technology company’s stock.

Other equities analysts have also recently issued reports about the stock. Wells Fargo & Company raised their price target on shares of Twilio from $225.00 to $275.00 and gave the stock an “overweight” rating in a research note on Friday. KGI Securities initiated coverage on shares of Twilio in a report on Thursday, July 2nd. They set an “outperform” rating and a $250.00 target price for the company. Jefferies Financial Group reaffirmed a “buy” rating and issued a $240.00 target price on shares of Twilio in a research report on Friday. Citizens Jmp lifted their price target on shares of Twilio from $250.00 to $275.00 and gave the company a “market outperform” rating in a research note on Friday. Finally, UBS Group restated a “buy” rating and issued a $285.00 price objective on shares of Twilio in a report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and an average price target of $248.32.

Twilio Stock Performance

Shares of Twilio stock opened at $240.99 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The firm has a market cap of $36.57 billion, a price-to-earnings ratio of 33.56, a price-to-earnings-growth ratio of 3.84 and a beta of 1.37. The stock’s 50-day moving average is $203.77 and its 200-day moving average is $161.63. Twilio has a one year low of $91.84 and a one year high of $254.50.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The business had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a return on equity of 5.28% and a net margin of 20.61%.Twilio’s quarterly revenue was up 22.0% on a year-over-year basis. During the same period last year, the company earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Equities analysts predict that Twilio will post 2.79 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Erika Rottenberg sold 2,000 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the transaction, the director directly owned 30,995 shares in the company, valued at approximately $6,168,314.95. This represents a 6.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 8,528 shares of Twilio stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $205.43, for a total value of $1,751,907.04. Following the completion of the transaction, the chief financial officer directly owned 109,724 shares of the company’s stock, valued at $22,540,601.32. This represents a 7.21% 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. Insiders have sold 1,802,480 shares of company stock worth $341,620,487 over the last ninety days. 0.21% of the stock is currently owned by corporate insiders.

Institutional Trading of Twilio

Large investors have recently bought and sold shares of the business. SHP Wealth Management acquired a new position in Twilio during the fourth quarter worth about $26,000. Zions Bancorporation National Association UT acquired a new stake in shares of Twilio in the 4th quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd acquired a new stake in shares of Twilio in the 4th quarter valued at approximately $29,000. Osbon Capital Management LLC bought a new stake in shares of Twilio during the 4th quarter valued at approximately $30,000. Finally, Ascentis Independent Advisors bought a new stake in shares of Twilio during the 1st quarter valued at approximately $33,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q2 results exceeded expectations: Twilio reported adjusted earnings of $1.47 per share, above the $1.32 consensus estimate, while revenue rose 22% year over year to $1.50 billion, beating the $1.43 billion forecast. Twilio’s Q2 Earnings Surpass Expectations, Revenues Rise Year Over Year
• Positive Sentiment: Upbeat guidance strengthened the investment case: Management forecast third-quarter EPS of $1.42 to $1.47, well above the $1.25 analyst estimate, and projected full-year revenue of approximately $6.0 billion versus the prior consensus of $5.8 billion. Reports also cited cost discipline, record profitability and strong cash generation. Twilio Delivers Strong Q2 Numbers
• Positive Sentiment: AI adoption is emerging as a growth catalyst: Investors and analysts highlighted increasing traction for Twilio’s voice-based AI tools and broader AI-powered customer-engagement services. Management described the business as entering a “powerful new chapter,” although the opportunity remains in its early stages. Twilio Makes Gains From AI Adoption
• Positive Sentiment: Analysts raised price targets: BTIG, Oppenheimer, Citizens JMP, Needham, Rosenblatt and Monness Crespi & Hardt increased their targets, generally to $270-$285, with several maintaining “buy” or “outperform” ratings. Unusually heavy call-option activity also reflected bullish short-term positioning.
• Neutral Sentiment: Valuation and expectations are elevated: The rally lifted Twilio near its 12-month high and increased its market capitalization above $36 billion. Piper Sandler raised its target to $247 but retained a “neutral” rating, suggesting that strong execution may already be partly reflected in the stock.

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.