Twilio (NYSE:TWLO) Downgraded to “Hold” Rating by Piper Sandler

Piper Sandler lowered shares of Twilio (NYSE:TWLO) from a strong-buy rating to a hold rating in a research report released on Sunday,Zacks.com reports.

A number of other research analysts also recently weighed in on the company. Needham & Company LLC increased their target price on Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a report on Friday, October 31st. Bank of America increased their price objective on shares of Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a research note on Friday, October 31st. Weiss Ratings reissued a “hold (c-)” rating on shares of Twilio in a report on Wednesday, October 8th. FBN Securities upgraded shares of Twilio to a “strong-buy” rating in a research report on Wednesday, November 12th. Finally, Royal Bank Of Canada increased their price target on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a research report on Monday. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and an average price target of $144.24.

Twilio Trading Down 1.3%

Shares of TWLO stock opened at $136.59 on Friday. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio has a 12-month low of $77.51 and a 12-month high of $151.95. The stock has a market capitalization of $20.96 billion, a P/E ratio of 333.15, a P/E/G ratio of 2.70 and a beta of 1.30. The firm’s 50 day moving average is $130.83 and its 200 day moving average is $118.95.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.18. The firm had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The company’s revenue was up 14.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Research analysts expect that Twilio will post 1.44 earnings per share for the current year.

Insiders Place Their Bets

In other Twilio news, CEO Khozema Shipchandler sold 13,266 shares of Twilio stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $143.37, for a total transaction of $1,901,946.42. Following the transaction, the chief executive officer owned 207,117 shares of the company’s stock, valued at $29,694,364.29. The trade was a 6.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the completion of the sale, the director directly owned 2,295,000 shares of the company’s stock, valued at approximately $296,055,000. This trade represents a 30.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,030,924 shares of company stock worth $133,175,286. Company insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

Institutional investors and hedge funds have recently bought and sold shares of the business. GAMMA Investing LLC boosted its stake in shares of Twilio by 70.1% in the fourth quarter. GAMMA Investing LLC now owns 2,608 shares of the technology company’s stock worth $371,000 after acquiring an additional 1,075 shares during the period. AIA Group Ltd lifted its holdings in Twilio by 27.3% in the 3rd quarter. AIA Group Ltd now owns 5,359 shares of the technology company’s stock worth $536,000 after purchasing an additional 1,150 shares in the last quarter. New Mexico Educational Retirement Board bought a new position in Twilio in the 3rd quarter worth approximately $3,143,000. Cambria Investment Management L.P. grew its holdings in Twilio by 54.7% during the 3rd quarter. Cambria Investment Management L.P. now owns 3,669 shares of the technology company’s stock valued at $367,000 after buying an additional 1,297 shares in the last quarter. Finally, Strategic Advocates LLC purchased a new stake in Twilio during the 3rd quarter valued at approximately $30,000. 84.27% of the stock is owned by institutional investors.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG initiated coverage with a “Buy” and $165 target, giving the stock a clear near‑term bullish catalyst from a new coverage analyst (encourages demand from model/coverage‑dependent funds).
• Positive Sentiment: Oppenheimer raised its price target to $170 from $145, signaling stronger upside assumptions from that shop. Oppenheimer raises TWLO PT to $170
• Positive Sentiment: Twilio was included in MarketBeat’s list of AI/cloud names with analyst conviction, reinforcing the company’s thematic exposure to AI-driven growth narratives. MarketBeat: AI & Cloud Stock Ideas
• Neutral Sentiment: Zacks ran a market‑action note highlighting TWLO’s intraday weakness vs. the market; useful for traders but contains no new fundamental catalyst. Zacks: TWLO Stock Declines
• Neutral Sentiment: Broad media/financial writeups (Yahoo Finance) revisited Twilio’s recent results and guidance — these can prompt re‑reads by investors but don’t add a new directional catalyst. Yahoo Finance: TWLO Financials Coverage
• Negative Sentiment: Piper Sandler downgraded Twilio to Neutral (from Overweight), citing fair valuation; that downgrade likely dented buy‑side conviction and contributed to selling pressure. Piper Sandler Downgrade
• Negative Sentiment: Insider selling: CEO Khozema Shipchandler sold ~13,266 shares (~$1.9M at ~$143.37) and CFO Aidan Viggiano sold 8,109 shares (~$1.16M at ~$143.38) on Dec. 31; each trimmed holdings by ~6%, which can spook investors even if the trades are routine. CEO Form 4 CFO Form 4
• Negative Sentiment: Small institutional trimming: Cwm LLC sold ~23% of its TWLO stake (4,823 shares), adding to net outflows though the position size is modest. Cwm LLC sale

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.