Analysts’ Recent Ratings Changes for Twilio (TWLO)

A number of research firms have changed their ratings and price targets for Twilio (NYSE: TWLO):

• 5/18/2026 – Twilio had its price target raised by Oppenheimer Holdings, Inc. from $200.00 to $235.00. They now have an “outperform” rating on the stock.
• 5/12/2026 – Twilio had its “buy” rating reaffirmed by BTIG Research. They now have a $215.00 price target on the stock.
• 5/11/2026 – Twilio had its price target raised by Needham & Company LLC from $200.00 to $250.00. They now have a “buy” rating on the stock.
• 5/11/2026 – Twilio had its price target raised by Monness Crespi & Hardt from $200.00 to $246.00. They now have a “buy” rating on the stock.
• 5/7/2026 – Twilio had its price target raised by Rosenblatt Securities from $210.00 to $230.00. They now have a “buy” rating on the stock.
• 5/6/2026 – Twilio was upgraded by Weiss Ratings from “sell (d+)” to “hold (c)”.
• 5/1/2026 – Twilio had its price target raised by TD Cowen from $160.00 to $210.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Twilio had its “overweight” rating reaffirmed by Morgan Stanley. They now have a $200.00 price target on the stock.
• 5/1/2026 – Twilio was given a new $200.00 price target by Robert W. Baird.
• 5/1/2026 – Twilio had its “outperform” rating reaffirmed by Oppenheimer Holdings, Inc.. They now have a $200.00 price target on the stock.
• 5/1/2026 – Twilio had its price target raised by KeyCorp from $156.00 to $200.00. They now have an “overweight” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by BTIG Research from $175.00 to $215.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Twilio was given a new $175.00 price target by Stifel Nicolaus.
• 5/1/2026 – Twilio had its price target raised by Piper Sandler from $130.00 to $192.00. They now have a “neutral” rating on the stock.
• 5/1/2026 – Twilio had its “buy” rating reaffirmed by Jefferies Financial Group Inc.. They now have a $195.00 price target on the stock.
• 5/1/2026 – Twilio had its “outperform” rating reaffirmed by Citigroup Inc..
• 5/1/2026 – Twilio had its price target raised by UBS Group AG from $180.00 to $200.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by Wells Fargo & Company from $147.00 to $200.00. They now have an “overweight” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by Citizens Jmp from $185.00 to $210.00. They now have a “market outperform” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by Needham & Company LLC from $145.00 to $200.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by Rosenblatt Securities from $180.00 to $210.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by Monness Crespi & Hardt from $175.00 to $200.00. They now have a “buy” rating on the stock.
• 4/28/2026 – Twilio had its price target raised by BTIG Research from $155.00 to $175.00. They now have a “buy” rating on the stock.
• 4/24/2026 – Twilio had its price target raised by UBS Group AG from $150.00 to $180.00. They now have a “buy” rating on the stock.
• 4/22/2026 – Twilio was upgraded by Bank of America Corporation from “underperform” to “buy”. They now have a $190.00 price target on the stock, up from $110.00.
• 4/21/2026 – Twilio had its price target raised by Mizuho from $150.00 to $165.00. They now have an “outperform” rating on the stock.
• 4/6/2026 – Twilio was upgraded by Jefferies Financial Group Inc. from “hold” to “buy”. They now have a $160.00 price target on the stock, up from $125.00.

Insiders Place Their Bets

In other Twilio news, Director Erika Rottenberg sold 1,800 shares of the stock in a transaction on Tuesday, April 21st. The stock was sold at an average price of $149.02, for a total value of $268,236.00. Following the completion of the transaction, the director owned 34,495 shares in the company, valued at approximately $5,140,444.90. This represents a 4.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total value of $1,197,191.39. Following the completion of the transaction, the chief financial officer owned 130,341 shares of the company’s stock, valued at $16,619,780.91. The trade was a 6.72% decrease in their position. 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 728,269 shares of company stock worth $137,778,197. 0.21% of the stock is owned by insiders.

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.