Twilio Inc. (NYSE:TWLO) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of Twilio Inc. (NYSE:TWLO) have been assigned an average recommendation of “Moderate Buy” from the twenty-three brokerages that are covering the firm, Marketbeat.com reports. One research analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation, seventeen have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 12 month target price among analysts that have issued a report on the stock in the last year is $195.40.

TWLO has been the topic of a number of recent analyst reports. Citigroup restated an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. Argus upgraded shares of Twilio to a “strong-buy” rating in a research report on Thursday, February 19th. Stifel Nicolaus set a $175.00 price target on shares of Twilio in a research report on Friday, May 1st. Mizuho boosted their price target on shares of Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 21st. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $195.00 price objective on shares of Twilio in a research note on Friday, May 1st.

Twilio Stock Down 3.7%

TWLO stock opened at $204.66 on Wednesday. Twilio has a 52 week low of $91.84 and a 52 week high of $238.48. The company has a market capitalization of $31.06 billion, a price-to-earnings ratio of 319.79, a price-to-earnings-growth ratio of 4.26 and a beta of 1.39. The firm’s 50-day moving average is $169.05 and its two-hundred day moving average is $141.41. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same period in the previous year, the firm earned $1.14 EPS. Twilio’s 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, analysts forecast that Twilio will post 2.77 earnings per share for the current fiscal year.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 9,389 shares of Twilio stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39. Following 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 sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 44,158 shares of Twilio stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the completion of the transaction, the chief executive officer directly owned 235,542 shares in the company, valued at $55,559,646.96. This represents a 15.79% 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 90 days, insiders sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Twilio

Several hedge funds have recently made changes to their positions in the business. Raleigh Capital Management Inc. purchased a new position in shares of Twilio in the fourth quarter worth approximately $26,000. SHP Wealth Management purchased a new position in shares of Twilio in the fourth quarter worth approximately $26,000. Zions Bancorporation National Association UT purchased a new position in shares of Twilio in the fourth quarter worth approximately $29,000. Aster Capital Management DIFC Ltd purchased a new position in shares of Twilio in the fourth quarter worth approximately $29,000. Finally, Strategic Advocates LLC purchased a new position in shares of Twilio in the third quarter worth approximately $30,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

About Twilio

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.