Twilio (TWLO) to Release Quarterly Earnings on Thursday

Twilio (NYSE:TWLO) is expected to be releasing its Q1 2025 earnings data after the market closes on Thursday, May 1st. Analysts expect Twilio to post earnings of $0.92 per share and revenue of $1.14 billion for the quarter. Twilio has set its Q1 2025 guidance at 0.880-0.930 EPS.

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). The firm had revenue of $1.19 billion for the quarter, compared to the consensus estimate of $1.19 billion. Twilio had a positive return on equity of 1.38% and a negative net margin of 2.45%. On average, analysts expect Twilio to post $1 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Twilio Stock Performance

Twilio stock opened at $96.46 on Wednesday. The firm’s 50 day simple moving average is $98.42 and its 200 day simple moving average is $104.54. The firm has a market capitalization of $14.72 billion, a PE ratio of -150.72, a price-to-earnings-growth ratio of 4.30 and a beta of 1.50. Twilio has a 1-year low of $52.51 and a 1-year high of $151.95. The company has a current ratio of 5.06, a quick ratio of 5.06 and a debt-to-equity ratio of 0.12.

Insider Activity

In related news, CFO Aidan Viggiano sold 2,500 shares of the firm’s stock in a transaction on Friday, February 21st. The shares were sold at an average price of $117.45, for a total transaction of $293,625.00. Following the completion of the transaction, the chief financial officer now directly owns 184,164 shares of the company’s stock, valued at approximately $21,630,061.80. This trade represents a 1.34 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Khozema Shipchandler sold 12,056 shares of the business’s stock in a transaction on Monday, March 31st. The stock was sold at an average price of $95.88, for a total transaction of $1,155,929.28. Following the completion of the sale, the chief executive officer now owns 295,134 shares in the company, valued at approximately $28,297,447.92. The trade was a 3.92 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 23,471 shares of company stock valued at $2,344,149 in the last ninety days. Corporate insiders own 4.50% of the company’s stock.

Institutional Trading of Twilio

A hedge fund recently raised its stake in Twilio stock. Brighton Jones LLC lifted its holdings in Twilio Inc. (NYSE:TWLO) by 6.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,051 shares of the technology company’s stock after purchasing an additional 623 shares during the quarter. Brighton Jones LLC’s holdings in Twilio were worth $1,086,000 at the end of the most recent quarter. 84.27% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently commented on TWLO shares. JMP Securities reissued a “market outperform” rating and issued a $165.00 price target on shares of Twilio in a report on Tuesday. Monness Crespi & Hardt increased their price target on shares of Twilio from $135.00 to $152.00 and gave the company a “buy” rating in a research report on Monday, January 27th. The Goldman Sachs Group upgraded Twilio from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $77.00 to $185.00 in a report on Monday, January 27th. Tigress Financial boosted their price target on shares of Twilio from $135.00 to $170.00 and gave the company a “buy” rating in a research report on Tuesday, February 25th. Finally, Needham & Company LLC reduced their price target on Twilio from $165.00 to $125.00 and set a “buy” rating on the stock in a research note on Tuesday. One analyst has rated the stock with a sell rating, eight have assigned a hold rating, sixteen have issued a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $125.96.

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.