Twilio Inc. (NYSE:TWLO) Receives $145.22 Average Price Target from Analysts

Twilio Inc. (NYSE:TWLO) has earned a consensus recommendation of “Moderate Buy” from the twenty-seven analysts that are covering the stock, MarketBeat Ratings reports. Three analysts have rated the stock with a sell rating, five have issued a hold rating, seventeen have issued a buy rating and two have given a strong buy rating to the company. The average 1-year price target among brokers that have covered the stock in the last year is $145.2174.

Several equities research analysts have recently issued reports on TWLO shares. Needham & Company LLC reaffirmed a “buy” rating on shares of Twilio in a research report on Friday, March 13th. Morgan Stanley set a $153.00 price target on shares of Twilio in a research report on Friday, February 13th. Argus upgraded shares of Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $125.00 price objective on shares of Twilio in a research report on Friday, February 13th. Finally, TD Cowen upgraded shares of Twilio from a “hold” rating to a “buy” rating and boosted their target price for the company from $125.00 to $160.00 in a research note on Monday, March 2nd.

Twilio Price Performance

Twilio stock opened at $125.70 on Friday. Twilio has a 52 week low of $77.51 and a 52 week high of $145.90. The company’s 50 day moving average price is $120.91 and its two-hundred day moving average price is $121.94. The stock has a market cap of $19.05 billion, a P/E ratio of 661.63, a P/E/G ratio of 4.96 and a beta of 1.30. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. The company had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.Twilio’s revenue was up 14.3% on a year-over-year basis. During the same period last year, the business posted $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, equities analysts predict that Twilio will post 1.44 earnings per share for the current year.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer owned 193,781 shares in the company, valued at approximately $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Aidan Viggiano sold 7,213 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $135.97, for a total value of $980,751.61. Following the completion of the sale, the chief financial officer directly owned 112,236 shares of the company’s stock, valued at $15,260,728.92. This represents a 6.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 22,378 shares of company stock worth $2,985,465. 4.50% of the stock is owned by company insiders.

Hedge Funds Weigh In On Twilio

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TWLO. Raleigh Capital Management Inc. bought a new stake in shares of Twilio in the fourth quarter valued at approximately $26,000. SHP Wealth Management purchased a new position in Twilio in the 4th quarter valued at approximately $26,000. Zions Bancorporation National Association UT bought a new stake in Twilio during the 4th quarter valued at $29,000. Aster Capital Management DIFC Ltd purchased a new stake in shares of Twilio during the fourth quarter worth $29,000. Finally, Osbon Capital Management LLC purchased a new stake in shares of Twilio during the fourth quarter worth $30,000. Institutional investors 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.