Twilio (NYSE:TWLO) Upgraded by The Goldman Sachs Group to “Strong-Buy” Rating

The Goldman Sachs Group upgraded shares of Twilio (NYSE:TWLO) to a strong-buy rating in a research note issued to investors on Tuesday morning,Zacks.com reports.

TWLO has been the subject of several other research reports. Piper Sandler upped their target price on shares of Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Mizuho lifted 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. Citigroup reissued an “outperform” rating on shares of Twilio in a report on Friday, May 1st. TD Cowen restated a “buy” rating on shares of Twilio in a research report on Monday, June 1st. Finally, Stifel Nicolaus set a $175.00 price objective on Twilio in a research note on Friday, May 1st. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $205.38.

Twilio Price Performance

Twilio stock opened at $187.92 on Tuesday. The firm has a market capitalization of $28.52 billion, a P/E ratio of 293.63, a PEG ratio of 3.66 and a beta of 1.39. Twilio has a 1 year low of $91.84 and a 1 year high of $238.48. The business has a 50-day moving average of $183.67 and a 200-day moving average of $146.64. 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 announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the prior year, the business posted $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, equities analysts anticipate that Twilio will post 2.79 EPS for the current year.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 44,158 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at $55,559,646.96. This represents a 15.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total value of $184,140,000.00. Following the transaction, the director owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. The trade was a 61.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 1,805,779 shares of company stock worth $338,603,196. Company insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On Twilio

A number of large investors have recently bought and sold shares of the company. Raleigh Capital Management Inc. acquired a new stake in shares of Twilio in the fourth quarter valued at approximately $26,000. SHP Wealth Management acquired a new position in Twilio during the fourth quarter worth $26,000. Zions Bancorporation National Association UT bought a new position in Twilio in the fourth quarter valued at $29,000. Aster Capital Management DIFC Ltd bought a new position in Twilio in the fourth quarter valued at $29,000. Finally, Strategic Advocates LLC acquired a new stake in Twilio in the 3rd quarter valued at $30,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

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.