Twilio (NYSE:TWLO) Raised to “Strong-Buy” at Wall Street Zen

Twilio (NYSE:TWLO) was upgraded by stock analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a research report issued on Saturday.

Other equities analysts have also issued reports about the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. Royal Bank Of Canada reaffirmed an “underperform” rating and set a $75.00 target price on shares of Twilio in a report on Wednesday, September 17th. Wells Fargo & Company initiated coverage on shares of Twilio in a report on Tuesday, September 30th. They set an “overweight” rating and a $130.00 target price for the company. Rosenblatt Securities reaffirmed a “buy” rating and set a $140.00 target price on shares of Twilio in a report on Friday, September 26th. Finally, Piper Sandler lifted their target price on shares of Twilio from $140.00 to $144.00 and gave the company an “overweight” rating in a report on Friday, August 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $130.22.

Twilio Stock Performance

Shares of NYSE TWLO opened at $106.67 on Friday. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. Twilio has a 12 month low of $69.40 and a 12 month high of $151.95. The company has a 50 day simple moving average of $104.78 and a two-hundred day simple moving average of $109.29. The stock has a market cap of $16.37 billion, a price-to-earnings ratio of 888.98, a PEG ratio of 3.30 and a beta of 1.25.

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

Insider Activity

In other news, CEO Khozema Shipchandler sold 12,922 shares of Twilio stock in a transaction dated Friday, October 3rd. The shares were sold at an average price of $104.09, for a total value of $1,345,050.98. Following the sale, the chief executive officer owned 220,383 shares in the company, valued at $22,939,666.47. This trade represents a 5.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Aidan Viggiano sold 8,035 shares of the company’s stock in a transaction on Thursday, October 9th. The stock was sold at an average price of $115.00, for a total transaction of $924,025.00. Following the sale, the chief financial officer directly owned 129,618 shares of the company’s stock, valued at $14,906,070. The trade was a 5.84% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 44,808 shares of company stock worth $4,677,916. Company insiders own 4.50% of the company’s stock.

Institutional Investors Weigh In On Twilio

A number of large investors have recently modified their holdings of TWLO. Norges Bank purchased a new stake in shares of Twilio in the second quarter valued at about $228,877,000. Ninety One UK Ltd purchased a new stake in shares of Twilio in the second quarter valued at about $212,059,000. Nordea Investment Management AB grew its holdings in shares of Twilio by 4,231.2% in the second quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock valued at $139,736,000 after purchasing an additional 1,097,695 shares during the period. Voya Investment Management LLC grew its holdings in shares of Twilio by 752.5% in the third quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company’s stock valued at $75,569,000 after purchasing an additional 666,448 shares during the period. Finally, KBC Group NV grew its holdings in shares of Twilio by 236.3% in the first quarter. KBC Group NV now owns 945,594 shares of the technology company’s stock valued at $92,583,000 after purchasing an additional 664,420 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Company Profile

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.