Twilio (NYSE:TWLO) Upgraded to Buy at Bank of America

Twilio (NYSE:TWLO) was upgraded by research analysts at Bank of America from an “underperform” rating to a “buy” rating in a research report issued to clients and investors on Wednesday, MarketBeat Ratings reports. The firm presently has a $190.00 price target on the technology company’s stock. Bank of America‘s price objective would indicate a potential upside of 30.89% from the company’s current price.

Several other research analysts also recently commented on TWLO. Royal Bank Of Canada lifted their target price on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a research note on Monday, January 5th. Citigroup reaffirmed a “market perform” rating on shares of Twilio in a research note on Tuesday, December 30th. Citizens Jmp lifted their target price on shares of Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a research note on Tuesday, December 30th. Needham & Company LLC reaffirmed a “buy” rating on shares of Twilio in a research note on Friday, March 13th. Finally, Weiss Ratings downgraded shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 27th. Two analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, four have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $150.87.

Twilio Trading Down 0.3%

TWLO stock opened at $145.16 on Wednesday. The company has a market capitalization of $21.99 billion, a PE ratio of 764.06, a price-to-earnings-growth ratio of 5.97 and a beta of 1.28. Twilio has a one year low of $82.11 and a one year high of $149.90. The company’s 50 day moving average price is $124.01 and its two-hundred day moving average price is $124.91. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping the consensus estimate of $1.24 by $0.09. The firm had revenue of $1.37 billion for the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The business’s revenue was up 14.3% compared to the same quarter last year. During the same period last year, the firm posted $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, analysts predict that Twilio will post 2.47 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Twilio news, CEO Khozema Shipchandler sold 15,715 shares of the business’s stock in a transaction on Monday, April 6th. The shares were sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the transaction, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at approximately $31,418,947.38. The trade was a 6.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the business’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the transaction, the chief financial officer directly owned 130,341 shares in the company, valued at approximately $16,619,780.91. The trade was a 6.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 47,788 shares of company stock worth $6,068,408. Insiders own 4.50% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in TWLO. Raleigh Capital Management Inc. purchased a new position in Twilio during the 4th quarter valued at $26,000. SHP Wealth Management purchased a new position in Twilio during the 4th quarter valued at $26,000. SJS Investment Consulting Inc. increased its position in Twilio by 1,564.7% during the 3rd 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 during the period. First Horizon Corp purchased a new position in Twilio during the 3rd quarter valued at $28,000. Finally, Zions Bancorporation National Association UT purchased a new position in Twilio during the 4th quarter valued at $29,000. 84.27% of the stock is owned by hedge funds and other institutional investors.

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.