FBN Securities Upgrades Twilio (NYSE:TWLO) to “Strong-Buy”

Twilio (NYSE:TWLO) was upgraded by research analysts at FBN Securities to a “strong-buy” rating in a report released on Wednesday,Zacks.com reports.

Several other equities analysts have also commented on TWLO. Royal Bank Of Canada reaffirmed an “underperform” rating and set a $75.00 target price on shares of Twilio in a report on Wednesday, September 17th. Morgan Stanley restated an “overweight” rating and set a $154.00 price objective on shares of Twilio in a research note on Friday, October 31st. Wells Fargo & Company raised their target price on Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Weiss Ratings reissued a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Finally, Piper Sandler upped their price target on shares of Twilio from $144.00 to $145.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $139.26.

Twilio Trading Down 3.4%

Twilio stock opened at $124.12 on Wednesday. Twilio has a 1 year low of $77.51 and a 1 year high of $151.95. The firm’s 50-day moving average is $111.78 and its 200-day moving average is $113.75. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. The company has a market cap of $19.04 billion, a P/E ratio of 302.73, a PEG ratio of 3.44 and a beta of 1.33.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.18. The business had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The company’s revenue for the quarter was up 14.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, equities analysts expect that Twilio will post 1.44 earnings per share for the current year.

Insider Buying and Selling at Twilio

In other news, CEO Khozema Shipchandler sold 13,681 shares of the stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the completion of the transaction, the chief executive officer owned 233,305 shares of the company’s stock, valued at approximately $23,468,149.95. This represents a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO Aidan Viggiano sold 8,363 shares of Twilio stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the sale, the chief financial officer owned 137,653 shares in the company, valued at approximately $13,846,515.27. This represents a 5.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 43,001 shares of company stock valued at $4,486,482. Company insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

Institutional investors have recently made changes to their positions in the stock. CENTRAL TRUST Co acquired a new position in shares of Twilio during the second quarter valued at approximately $25,000. GFG Capital LLC bought a new position in Twilio during the 2nd quarter valued at $25,000. Hilltop National Bank bought a new position in Twilio during the 2nd quarter valued at $26,000. Estabrook Capital Management acquired a new position in shares of Twilio during the 2nd quarter valued at $31,000. Finally, First Horizon Corp bought a new stake in shares of Twilio in the 3rd quarter worth $28,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Twilio Company Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.