Twilio (NYSE:TWLO) Releases Q1 2025 Earnings Guidance

Twilio (NYSE:TWLO) issued an update on its first quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.880-0.930 for the period, compared to the consensus estimate of 0.980. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion.

Twilio Stock Down 14.9 %

TWLO stock opened at $125.41 on Friday. Twilio has a one year low of $52.51 and a one year high of $151.95. The company has a quick ratio of 5.06, a current ratio of 5.06 and a debt-to-equity ratio of 0.12. The company has a fifty day moving average price of $120.96 and a two-hundred day moving average price of $89.74.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, February 13th. The technology company reported $0.22 earnings per share for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.77). Twilio had a positive return on equity of 0.85% and a negative net margin of 10.65%. Equities analysts anticipate that Twilio will post 0.88 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on TWLO shares. William Blair reissued an “outperform” rating on shares of Twilio in a report on Friday. Jefferies Financial Group lifted their target price on Twilio from $105.00 to $145.00 and gave the stock a “hold” rating in a report on Friday. Tigress Financial boosted their price target on Twilio from $85.00 to $135.00 and gave the company a “buy” rating in a research note on Wednesday, November 27th. Wells Fargo & Company boosted their price target on Twilio from $140.00 to $155.00 and gave the company an “overweight” rating in a research note on Friday, January 24th. Finally, Stifel Nicolaus boosted their price target on Twilio from $130.00 to $135.00 and gave the company a “hold” rating in a research note on Friday. One equities research analyst has rated the stock with a sell rating, eight have issued a hold rating, sixteen have issued a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $130.91.

Insider Transactions at Twilio

In related news, insider Dana Wagner sold 4,629 shares of the company’s stock in a transaction that occurred on Wednesday, December 4th. The stock was sold at an average price of $110.00, for a total value of $509,190.00. Following the sale, the insider now directly owns 125,576 shares in the company, valued at $13,813,360. This represents a 3.56 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 10,834 shares of the company’s stock in a transaction that occurred on Monday, January 6th. The shares were sold at an average price of $113.58, for a total value of $1,230,525.72. Following the completion of the sale, the chief executive officer now owns 244,971 shares in the company, valued at $27,823,806.18. The trade was a 4.24 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 22,015 shares of company stock worth $2,483,695. Insiders own 4.50% of the company’s stock.

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.