Twilio (NYSE:TWLO) Reaches New 12-Month High – Should You Buy?

Twilio Inc. (NYSE:TWLO)’s stock price hit a new 52-week high on Thursday. The stock traded as high as $305.95 and last traded at $301.2270, with a volume of 1926363 shares changing hands. The stock had previously closed at $292.46.

Analysts Set New Price Targets

TWLO has been the subject of several recent analyst reports. Citizens Jmp restated a “market outperform” rating and issued a $275.00 target price on shares of Twilio in a research report on Thursday, August 27th. Wolfe Research raised Twilio to a “buy” rating in a report on Friday, August 7th. 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. UBS Group increased their price objective on Twilio from $200.00 to $285.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Finally, TD Cowen raised their target price on Twilio from $260.00 to $300.00 and gave the company a “buy” rating in a research report on Tuesday, September 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, two have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $250.39.

Twilio Stock Performance

The stock has a market cap of $46.26 billion, a price-to-earnings ratio of 41.95, a PEG ratio of 5.97 and a beta of 1.40. The company’s 50 day simple moving average is $233.59 and its 200 day simple moving average is $195.59. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62.

Twilio (NYSE:TWLO) last issued its quarterly 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. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The company had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. During the same period in the prior year, the business posted $1.19 EPS. The business’s revenue for the quarter was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, equities research analysts anticipate that Twilio Inc. will post 3.12 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction 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 transaction, the director directly owned 120,000 shares in the company, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Aidan Viggiano sold 1,394 shares of the company’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $234.48, for a total value of $326,865.12. Following the completion of the sale, the chief financial officer owned 108,330 shares of the company’s stock, valued at approximately $25,401,218.40. This trade represents a 1.27% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 515,852 shares of company stock worth $126,909,262 over the last ninety days. Company insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On Twilio

Large investors have recently made changes to their positions in the business. Royal Bank of Canada lifted its stake in Twilio by 10.8% during the first quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after purchasing an additional 316,858 shares during the last quarter. Pictet Asset Management Holding SA grew its position in Twilio by 17.6% in the first quarter. Pictet Asset Management Holding SA now owns 2,331,471 shares of the technology company’s stock worth $293,237,000 after buying an additional 349,131 shares during the last quarter. Norges Bank acquired a new stake in shares of Twilio during the fourth quarter worth $273,862,000. Atreides Management LP raised its holdings in Twilio by 28.5% during the 1st quarter. Atreides Management LP now owns 921,602 shares of the technology company’s stock worth $115,956,000 after buying an additional 204,656 shares during the period. Finally, KBC Group NV boosted its holdings in shares of Twilio by 1.4% in the first quarter. KBC Group NV now owns 790,548 shares of the technology company’s stock worth $99,466,000 after buying an additional 11,014 shares during the period. Institutional investors own 84.27% of the company’s stock.

About Twilio

Twilio Inc is a communications technology company that provides a cloud-based platform for businesses to engage with customers through digital channels. Its software and application programming interfaces (APIs) support communications capabilities such as voice calling, messaging, video, email, authentication and contact-center interactions.

The company’s offerings include programmable communications services, customer data and engagement tools, and contact-center solutions. Twilio also provides email services through SendGrid and customer data platform capabilities through Segment, which it acquired in 2020.