Northland Securities Lifts Earnings Estimates for Twilio

Twilio Inc. (NYSE:TWLO) – Research analysts at Northland Securities lifted their FY2026 earnings per share (EPS) estimates for Twilio in a report released on Friday, October 30th. Northland Securities analyst M. Latimore now expects that the technology company will post earnings of $3.32 per share for the year, up from their prior estimate of $3.08. The consensus estimate for Twilio’s current full-year earnings is $3.15 per share. Northland Securities also issued estimates for Twilio’s Q4 2026 earnings at $0.80 EPS, Q1 2027 earnings at $0.95 EPS, Q2 2027 earnings at $1.00 EPS, Q3 2027 earnings at $1.04 EPS, Q4 2027 earnings at $1.06 EPS and FY2027 earnings at $4.04 EPS.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share for the quarter, beating analysts’ consensus estimates of $1.47 by $0.18. Twilio had a return on equity of 5.58% and a net margin of 21.82%. The business had revenue of $1.56 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same quarter last year, the business posted $1.25 earnings per share. The business’s revenue for the quarter was up 19.9% on a year-over-year basis.

Several other equities analysts also recently weighed in on TWLO. Jefferies Financial Group restated a “buy” rating and set a $240.00 target price on shares of Twilio in a report on Friday, August 7th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $275.00 price target on shares of Twilio in a report on Thursday, August 27th. Wolfe Research upgraded shares of Twilio to a “buy” rating in a research report on Friday, August 7th. UBS Group dropped their price objective on shares of Twilio from $285.00 to $255.00 and set a “buy” rating for the company in a research note on Friday, October 30th. Finally, Rosenblatt Securities lifted their price objective on Twilio from $275.00 to $290.00 and gave the stock a “buy” rating in a research report on Tuesday, September 22nd. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $269.48.

Twilio Price Performance

Twilio stock opened at $213.18 on Thursday. Twilio has a 52 week low of $105.00 and a 52 week high of $308.40. The company has a quick ratio of 4.62, a current ratio of 4.47 and a debt-to-equity ratio of 0.11. The firm’s 50-day simple moving average is $255.82 and its 200 day simple moving average is $189.46. The firm has a market capitalization of $32.74 billion, a PE ratio of 26.82, a P/E/G ratio of 4.33 and a beta of 1.49.

Insider Activity at Twilio

In related news, CFO Aidan Viggiano sold 9,084 shares of Twilio stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the completion of the sale, the chief financial officer owned 99,246 shares in the company, valued at approximately $29,242,833.90. This trade represents a 8.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,442 shares of the business’s stock in a transaction dated Monday, October 5th. The shares were sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the completion of the transaction, the chief executive officer directly owned 178,863 shares of the company’s stock, valued at $52,054,498.89. The trade was a 7.47% 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 have sold a total of 538,818 shares of company stock valued at $134,833,645 over the last quarter. Insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Congress Asset Management Co. lifted its stake in shares of Twilio by 16.2% during the third quarter. Congress Asset Management Co. now owns 160,425 shares of the technology company’s stock valued at $46,918,000 after buying an additional 22,311 shares during the period. Plato Investment Management Ltd acquired a new stake in Twilio during the second quarter worth approximately $1,637,000. Assenagon Asset Management S.A. grew its stake in Twilio by 67.8% in the 2nd quarter. Assenagon Asset Management S.A. now owns 120,582 shares of the technology company’s stock worth $24,880,000 after acquiring an additional 48,742 shares during the period. Nykredit A S purchased a new stake in Twilio in the 2nd quarter worth approximately $10,514,000. Finally, Aware Super Pty Ltd as trustee of Aware Super purchased a new stake in Twilio in the 1st quarter worth approximately $4,288,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Tigress Financial raised its price target to $320 from $255 and maintained a Buy rating, signaling confidence in Twilio’s prospects. Tigress Financial target and rating
• Positive Sentiment: HSBC upgraded Twilio to Hold after the recent selloff, while another report highlighted the company’s AI adoption and potential for customers to increase spending. These are signs of improving sentiment, though not a strong consensus Buy signal. HSBC upgrade Twilio AI and growth outlook
• Neutral Sentiment: Zacks noted that Twilio has a Buy-equivalent average brokerage recommendation, but cautioned that analyst ratings can be overly optimistic. Increased search interest in the stock does not, by itself, indicate a change in fundamentals. Zacks brokerage recommendation
• Negative Sentiment: The key concern is a reported reduction in expected organic growth from 16% to a guided 11%–12%. That outlook has weighed on expectations despite Twilio’s latest quarterly results beating EPS and revenue estimates and showing 19.9% year-over-year revenue growth. Investor investigation notice citing growth guidance
• Negative Sentiment: Levi & Korsinsky and other firms announced investigations into potential securities claims following the decline. These are allegations and investigations—not findings of wrongdoing—but may add uncertainty and negative headlines. Investor investigation announcement

Twilio Company Profile

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.