Twilio (NYSE:TWLO) Research Coverage Started at BTIG Research

BTIG Research began coverage on shares of Twilio (NYSE:TWLO) in a research note published on Monday morning. The firm issued a buy rating and a $165.00 price objective on the technology company’s stock.

TWLO has been the topic of a number of other research reports. Cowen reaffirmed a “hold” rating on shares of Twilio in a report on Friday, October 31st. Oppenheimer restated an “outperform” rating and issued a $170.00 target price on shares of Twilio in a research report on Monday. UBS Group lifted their target price on Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Mizuho set a $150.00 price target on Twilio in a research note on Monday, December 15th. Finally, FBN Securities raised Twilio to a “strong-buy” rating in a report on Wednesday, November 12th. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $145.84.

Twilio Stock Performance

Shares of TWLO opened at $142.88 on Monday. The firm has a fifty day moving average of $131.97 and a 200-day moving average of $119.28. The company has a market cap of $21.92 billion, a price-to-earnings ratio of 348.50, a price-to-earnings-growth ratio of 2.72 and a beta of 1.30. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. Twilio has a 1 year low of $77.51 and a 1 year high of $151.95.

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, topping analysts’ consensus estimates of $1.07 by $0.18. The business had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The company’s revenue for the quarter was up 14.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, equities analysts anticipate that Twilio will post 1.44 earnings per share for the current year.

Insider Activity at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,109 shares of the business’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total value of $1,162,668.42. Following the sale, the chief financial officer directly owned 119,449 shares in the company, valued at approximately $17,126,597.62. The trade was a 6.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the completion of the sale, the director directly owned 2,295,000 shares of the company’s stock, valued at $296,055,000. The trade was a 30.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,030,102 shares of company stock valued at $133,232,012 over the last 90 days. 0.21% of the stock is currently owned by corporate insiders.

Institutional Trading of Twilio

A number of hedge funds have recently bought and sold shares of TWLO. GFG Capital LLC purchased a new position in shares of Twilio in the second quarter worth approximately $25,000. CENTRAL TRUST Co purchased a new position in Twilio during the 2nd quarter worth approximately $25,000. Hilltop National Bank acquired a new stake in Twilio during the 2nd quarter valued at $26,000. SJS Investment Consulting Inc. lifted its holdings in shares of Twilio by 1,564.7% in the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after purchasing an additional 266 shares in the last quarter. Finally, First Horizon Corp purchased a new stake in shares of Twilio in the third quarter valued at $28,000. 84.27% of the stock is owned by hedge funds and other institutional investors.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Rosenblatt raised its price target sharply to $180 and reiterated a Buy — a large upside target that can attract momentum buyers and support higher valuations. Rosenblatt Price Target Raise
• Positive Sentiment: BTIG initiated coverage with a Buy and $165 target, providing fresh institutional endorsement that may draw investor interest. BTIG Initiates Coverage
• Positive Sentiment: Oppenheimer lifted its target to $170 (from $145), another analyst upgrade adding to upside narrative. Oppenheimer Target Raise
• Positive Sentiment: Analyst/industry pieces highlight Twilio as an “agentic AI” play — citing accelerating revenue, improving net retention and expanding TAM for AI-native customer-engagement products. This supports a growth story beyond legacy CPaaS demand. Seeking Alpha: Agentic AI Play
• Neutral Sentiment: Analytical pieces (e.g., Piper Sandler debate coverage, Yahoo/finance summaries, Zacks intraday notes) are re‑examining Twilio’s AI strategy and valuation — useful context but not single decisive catalysts. Yahoo: Piper Sandler Debate
• Negative Sentiment: Piper Sandler downgraded Twilio from a stronger stance to Neutral/Hold on valuation grounds — a high‑profile sell‑side pullback that likely reduced near‑term buying conviction. Zacks: Piper Sandler Downgrade
• Negative Sentiment: Insider selling: CEO Khozema Shipchandler and CFO Aidan Viggiano both sold sizeable stakes (each reducing positions by ~6%), including recent Form 4 filings — insider sales can spook investors even if for diversification or tax reasons. CEO Form 4: CEO Form 4; CFO Form 4: CFO Form 4
• Negative Sentiment: Small institutional selling (e.g., CWM LLC trimmed ~23%) contributes incremental supply and could add short‑term pressure if follow‑through occurs. CWM LLC Sale

Twilio Company Profile

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.