Twilio (NYSE:TWLO) Raised to “Strong-Buy” at Wall Street Zen

Twilio (NYSE:TWLO) was upgraded by research analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a report released on Monday.

Several other brokerages also recently commented on TWLO. Wells Fargo & Company lifted their target price on Twilio from $130.00 to $147.00 and gave the stock an “overweight” rating in a report on Friday. Rosenblatt Securities reaffirmed a “buy” rating and set a $140.00 target price on shares of Twilio in a report on Friday, October 31st. Bank of America lifted their target price on Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a report on Friday, October 31st. Morgan Stanley reaffirmed an “overweight” rating and set a $154.00 target price on shares of Twilio in a report on Friday. Finally, UBS Group lifted their target price on Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $139.26.

Twilio Trading Down 4.6%

NYSE TWLO opened at $129.78 on Monday. The company has a quick ratio of 4.90, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio has a twelve month low of $77.51 and a twelve month high of $151.95. The company has a market cap of $19.91 billion, a price-to-earnings ratio of 316.54, a price-to-earnings-growth ratio of 4.10 and a beta of 1.33. The business’s fifty day moving average is $108.52 and its 200 day moving average is $112.12.

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

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 8,363 shares of the business’s stock in a transaction dated Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $841,234.17. Following the transaction, the chief financial officer directly owned 137,653 shares of the company’s stock, valued at $13,846,515.27. The trade was a 5.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Khozema Shipchandler sold 13,681 shares of the business’s stock in a transaction dated Tuesday, September 30th. The shares were 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 directly owned 233,305 shares in the company, valued at $23,468,149.95. This represents a 5.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 44,808 shares of company stock worth $4,677,916 over the last three months. 4.50% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Brighton Jones LLC increased its position in Twilio by 6.6% in the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after buying an additional 623 shares in the last quarter. Principal Financial Group Inc. increased its position in Twilio by 197.7% in the 1st quarter. Principal Financial Group Inc. now owns 424,593 shares of the technology company’s stock valued at $41,572,000 after buying an additional 281,991 shares in the last quarter. OneDigital Investment Advisors LLC bought a new stake in Twilio in the 1st quarter valued at about $294,000. IFM Investors Pty Ltd increased its position in Twilio by 8.0% in the 1st quarter. IFM Investors Pty Ltd now owns 39,627 shares of the technology company’s stock valued at $3,880,000 after buying an additional 2,936 shares in the last quarter. Finally, Wayfinding Financial LLC bought a new stake in Twilio in the 1st quarter valued at about $54,000. 84.27% of the stock is owned by institutional investors and hedge funds.

About Twilio

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.