Twilio Inc. (NYSE:TWLO) Receives Average Recommendation of “Moderate Buy” from Analysts

Twilio Inc. (NYSE:TWLO) has received a consensus rating of “Moderate Buy” from the twenty-seven brokerages that are covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, two have assigned a hold recommendation, twenty-two have issued a buy recommendation and two have assigned a strong buy recommendation to the company. The average twelve-month price target among brokers that have covered the stock in the last year is $249.6818.

A number of analysts have recently weighed in on the stock. Zacks Research lowered shares of Twilio from a “strong-buy” rating to a “hold” rating in a report on Monday, September 7th. Stifel Nicolaus set a $275.00 price target on Twilio in a research report on Friday, August 7th. Weiss Ratings upgraded Twilio from a “hold (c)” rating to a “buy (b-)” rating in a report on Monday, August 17th. BTIG Research reiterated a “buy” rating and issued a $285.00 price objective on shares of Twilio in a report on Friday, September 11th. Finally, KGI Securities initiated coverage on Twilio in a research report on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 price objective on the stock.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 14,458 shares of the firm’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $210.43, for a total value of $3,042,396.94. Following the completion of the sale, the chief executive officer owned 207,203 shares of the company’s stock, valued at $43,601,727.29. This trade represents a 6.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,093 shares of Twilio stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the sale, the chief financial officer owned 118,252 shares in the company, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their position. 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 sold a total of 547,354 shares of company stock worth $133,284,825 over the last quarter. 0.21% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Twilio

A number of large investors have recently modified their holdings of TWLO. Continuum Advisory LLC purchased a new position in shares of Twilio during the second quarter valued at about $33,000. SHP Wealth Management bought a new position in Twilio in the fourth quarter worth about $26,000. Osbon Capital Management LLC purchased a new stake in Twilio in the fourth quarter worth about $30,000. Hilltop National Bank purchased a new stake in Twilio in the second quarter worth about $50,000. Finally, Reflection Asset Management purchased a new stake in Twilio in the fourth quarter worth about $37,000. Institutional investors own 84.27% of the company’s stock.

Twilio Trading Up 3.3%

NYSE:TWLO opened at $246.88 on Friday. The firm has a market capitalization of $37.91 billion, a P/E ratio of 34.38, a P/E/G ratio of 4.90 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. The company has a fifty day moving average of $220.23 and a 200 day moving average of $185.71. Twilio has a 52 week low of $98.44 and a 52 week high of $258.35.

Twilio (NYSE:TWLO) last announced its quarterly earnings results 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. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. During the same quarter last year, the firm earned $1.19 EPS. The company’s 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, research analysts predict that Twilio will post 3.12 earnings per share for the current year.

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.