Twilio (NYSE:TWLO) Rating Increased to Strong-Buy at Zacks Research

Zacks Research upgraded shares of Twilio (NYSE:TWLO) from a hold rating to a strong-buy rating in a research report sent to investors on Monday,Zacks.com reports.

A number of other research firms have also recently commented on TWLO. Morgan Stanley reiterated an “overweight” rating and issued a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. KeyCorp upped their price target on shares of Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. BTIG Research reaffirmed a “buy” rating and issued a $215.00 price target on shares of Twilio in a report on Tuesday, May 12th. Needham & Company LLC lifted their price objective on shares of Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. Finally, Wells Fargo & Company upped their target price on Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $211.27.

Twilio Trading Down 0.0%

Shares of NYSE:TWLO opened at $218.17 on Monday. The business’s 50-day moving average is $201.52 and its 200 day moving average is $153.82. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. Twilio has a 1 year low of $91.84 and a 1 year high of $238.48. The firm has a market capitalization of $33.11 billion, a P/E ratio of 340.89, a P/E/G ratio of 4.34 and a beta of 1.36.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter last year, the company earned $1.14 earnings per share. The company’s quarterly revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, research analysts predict that Twilio will post 2.79 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CFO Aidan Viggiano sold 8,528 shares of the business’s stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $205.43, for a total value of $1,751,907.04. Following the completion of the transaction, the chief financial officer owned 109,724 shares of the company’s stock, valued at $22,540,601.32. The trade was a 7.21% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the sale, the director owned 30,995 shares in the company, valued at $6,168,314.95. The trade was a 6.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,805,780 shares of company stock valued at $342,166,703 over the last quarter. 0.21% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. boosted its position in Twilio by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock worth $2,197,549,000 after purchasing an additional 143,597 shares in the last quarter. State Street Corp increased its holdings in shares of Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. Royal Bank of Canada increased its holdings in shares of Twilio by 10.8% during the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after purchasing an additional 316,858 shares in the last quarter. Invesco Ltd. lifted its stake in shares of Twilio by 56.9% in the 4th quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock valued at $448,276,000 after purchasing an additional 1,142,309 shares during the period. Finally, Alyeska Investment Group L.P. boosted its holdings in Twilio by 39.7% during the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after buying an additional 750,951 shares in the last quarter. 84.27% of the stock is currently 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.