Twilio Inc. (NYSE:TWLO) Receives $130.22 Consensus Target Price from Brokerages

Twilio Inc. (NYSE:TWLO) has been given an average rating of “Moderate Buy” by the twenty-six brokerages that are covering the company, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, seven have assigned a hold recommendation, seventeen have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12 month target price among analysts that have updated their coverage on the stock in the last year is $130.2174.

Several equities research analysts have weighed in on TWLO shares. UBS Group lowered their price target on Twilio from $150.00 to $135.00 and set a “buy” rating for the company in a report on Friday, August 8th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Twilio in a research note on Saturday, September 27th. Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the company a “hold” rating in a research note on Sunday, June 15th. Wells Fargo & Company began coverage on shares of Twilio in a research note on Tuesday, September 30th. They set an “overweight” rating and a $130.00 price objective for the company. Finally, Piper Sandler upped their target price on Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a research report on Friday, August 8th.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 13,681 shares of the company’s stock in a transaction that occurred 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 sale, the chief executive officer 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Aidan Viggiano sold 8,363 shares of the firm’s stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total transaction 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. This represents a 5.73% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 23,851 shares of company stock valued at $2,408,840 in the last ninety days. Corporate insiders own 4.50% of the company’s stock.

Hedge Funds Weigh In On Twilio

Institutional investors have recently modified their holdings of the stock. Aaron Wealth Advisors LLC lifted its holdings in shares of Twilio by 67.6% in the 3rd quarter. Aaron Wealth Advisors LLC now owns 6,669 shares of the technology company’s stock valued at $668,000 after buying an additional 2,689 shares during the period. GAMMA Investing LLC lifted its holdings in Twilio by 34.4% in the third quarter. GAMMA Investing LLC now owns 1,533 shares of the technology company’s stock valued at $153,000 after acquiring an additional 392 shares during the period. Valeo Financial Advisors LLC purchased a new stake in Twilio in the 2nd quarter worth approximately $343,000. American Trust acquired a new stake in shares of Twilio during the 2nd quarter worth approximately $662,000. Finally, Centaurus Financial Inc. increased its holdings in shares of Twilio by 2.7% during the 2nd quarter. Centaurus Financial Inc. now owns 13,493 shares of the technology company’s stock valued at $1,678,000 after purchasing an additional 357 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Price Performance

Shares of TWLO stock opened at $102.84 on Friday. The company has a market capitalization of $15.78 billion, a P/E ratio of 857.09, a P/E/G ratio of 3.25 and a beta of 1.25. The company’s 50-day simple moving average is $107.84 and its two-hundred day simple moving average is $108.70. Twilio has a one year low of $66.50 and a one year high of $151.95. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, August 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same quarter in the previous year, the firm earned $0.87 earnings per share. The firm’s quarterly revenue was up 13.5% compared to the same quarter last year. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. As a group, equities analysts anticipate that Twilio will post 1.44 EPS for the current year.

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.