Twilio (NYSE:TWLO) Price Target Raised to $165.00

Twilio (NYSE:TWLO) had its price target boosted by Mizuho from $150.00 to $165.00 in a research report released on Tuesday morning, Marketbeat reports. Mizuho currently has an outperform rating on the technology company’s stock.

TWLO has been the subject of several other research reports. TD Cowen upgraded shares of Twilio from a “hold” rating to a “buy” rating and raised their price objective for the company from $125.00 to $160.00 in a research report on Monday, March 2nd. Morgan Stanley set a $153.00 price objective on shares of Twilio in a research report on Friday, February 13th. Oppenheimer reissued an “outperform” rating and issued a $170.00 target price on shares of Twilio in a research report on Monday, January 5th. Rosenblatt Securities restated a “buy” rating and set a $180.00 price target on shares of Twilio in a report on Friday, February 13th. Finally, Citizens Jmp boosted their price target on shares of Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a report on Tuesday, December 30th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Twilio has an average rating of “Moderate Buy” and a consensus target price of $150.87.

Twilio Stock Performance

NYSE:TWLO opened at $141.72 on Tuesday. Twilio has a twelve month low of $87.96 and a twelve month high of $154.64. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The company has a 50-day moving average of $125.44 and a 200-day moving average of $125.20. The firm has a market cap of $21.47 billion, a price-to-earnings ratio of 745.95, a price-to-earnings-growth ratio of 6.17 and a beta of 1.28.

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

Insider Activity

In other news, CFO Aidan Viggiano sold 9,389 shares of the business’s stock in a transaction that occurred 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 sale, the chief financial officer owned 130,341 shares in the company, valued at $16,619,780.91. The trade was a 6.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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, Director Erika Rottenberg sold 1,800 shares of the business’s stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total transaction of $268,236.00. Following the sale, the director owned 34,495 shares in the company, valued at $5,140,444.90. This represents a 4.96% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 49,588 shares of company stock worth $6,336,644 over the last 90 days. 0.21% of the stock is owned by company insiders.

Institutional Trading of Twilio

Institutional investors have recently made changes to their positions in the stock. Raleigh Capital Management Inc. purchased a new position in Twilio during the fourth quarter valued at approximately $26,000. SHP Wealth Management purchased a new position in Twilio during the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT purchased a new position in Twilio during the fourth quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd purchased a new position in Twilio during the fourth quarter valued at approximately $29,000. Finally, Osbon Capital Management LLC purchased a new position in Twilio during the fourth quarter valued at approximately $30,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Bank of America issued a rare double-upgrade from Underperform to Buy and raised its price target to $190, highlighting Twilio as infrastructure for AI-driven voice and messaging — this upgrade sparked the intraday rally. Bank of America upgrade
• Positive Sentiment: Mizuho boosted its price target to $165 and analyst interest helped push Twilio to a new 1-year high earlier in the day, supporting the bullish narrative around Twilio’s AI opportunity. Mizuho price target raise
• Neutral Sentiment: Bank of America’s upgrade produced an afternoon jump (reported ~2.9% intraday), indicating the market reacted quickly to the analyst signal before later reversal. Yahoo Markets note
• Neutral Sentiment: Bernstein maintained a Hold rating, a reminder that some analysts remain cautious despite the upbeat calls from BofA and Mizuho. Bernstein hold
• Neutral Sentiment: Director Erika Rottenberg sold 1,800 shares under a pre-arranged Rule 10b5-1 plan; the filing shows reduced ownership but the trade was planned, which typically lessens immediate governance concerns. SEC Form 4
• Negative Sentiment: After earlier gains, Twilio closed notably lower than the broader market today, suggesting profit-taking and rotation away from momentum names after the analyst-driven spike. Zacks coverage of the decline
• Negative Sentiment: Coverage such as Seeking Alpha frames Twilio as a transition story between growth and maturity — highlighting execution and margin risks that can pressure the stock if earnings or AI monetization disappoint. Seeking Alpha analysis
• Negative Sentiment: Valuation remains a potential headwind: the shares trade at a very high P/E, which increases sensitivity to any slowdown in growth or misses versus analysts’ expectations.

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.