Analysts Set Twilio Inc. (NYSE:TWLO) PT at $249.68

Twilio Inc. (NYSE:TWLO) has been assigned an average rating of “Buy” from the twenty-seven research firms that are currently covering the firm, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, one has given a hold recommendation, twenty-two have given a buy recommendation and three have assigned a strong buy recommendation to the company. The average 1 year price objective among analysts that have issued ratings on the stock in the last year is $249.6818.

Several research firms have weighed in on TWLO. Monness Crespi & Hardt boosted their price objective on Twilio from $246.00 to $270.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Citizens Jmp raised their target price on Twilio from $250.00 to $275.00 and gave the company a “market outperform” rating in a research report on Friday, August 7th. KGI Securities started coverage on Twilio in a research note on Thursday, July 2nd. They set an “outperform” rating and a $250.00 target price on the stock. Wells Fargo & Company boosted their price target on shares of Twilio from $225.00 to $275.00 and gave the stock an “overweight” rating in a report on Friday, August 7th. Finally, Robert W. Baird set a $200.00 price target on shares of Twilio in a research report on Friday, May 1st.

Twilio Price Performance

Twilio stock opened at $228.20 on Monday. Twilio has a 52 week low of $98.44 and a 52 week high of $258.35. The company’s 50 day moving average price is $209.28 and its two-hundred day moving average price is $172.15. 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 stock has a market cap of $35.05 billion, a P/E ratio of 31.78, a P/E/G ratio of 3.78 and a beta of 1.37.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The firm had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The company’s revenue was up 22.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, equities analysts predict that Twilio will post 3.07 earnings per share for the current year.

Insider Activity at Twilio

In other news, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the transaction, the director directly owned 30,995 shares of the company’s stock, valued at $6,168,314.95. This represents a 6.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 500,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the sale, the director owned 120,000 shares of the company’s stock, valued at approximately $29,649,600. The trade was a 80.65% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 593,512 shares of company stock worth $144,098,834. Insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On Twilio

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

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.