Brokerages Set Twilio Inc. (NYSE:TWLO) Target Price at $193.65

Twilio Inc. (NYSE:TWLO) has earned an average rating of “Moderate Buy” from the twenty-three ratings firms that are currently covering the stock, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, three have given a hold recommendation, seventeen have issued a buy recommendation and two have given a strong buy recommendation to the company. The average 1 year target price among brokerages that have issued ratings on the stock in the last year is $195.40.

A number of equities analysts recently weighed in on the company. Stifel Nicolaus set a $175.00 price target on Twilio in a research report on Friday, May 1st. Citigroup reiterated an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. Needham & Company LLC increased their price target on Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Morgan Stanley reissued an “overweight” rating and issued a $200.00 price objective on shares of Twilio in a research note on Friday, May 1st. Finally, Wells Fargo & Company increased their price objective on Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st.

Insiders Place Their Bets

In related news, CEO Khozema Shipchandler sold 15,715 shares of the stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85. Following the completion of the sale, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at approximately $31,418,947.38. This represents a 6.25% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 1,500 shares of the stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $185.32, for a total value of $277,980.00. Following the completion of the sale, the director directly owned 32,995 shares of the company’s stock, valued at approximately $6,114,633.40. This represents a 4.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 725,065 shares of company stock valued at $137,140,919 in the last 90 days. Insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

Several hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. lifted its stake in Twilio by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock worth $2,197,549,000 after acquiring an additional 143,597 shares in the last quarter. State Street Corp lifted its stake in Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after acquiring an additional 1,900,551 shares in the last quarter. Royal Bank of Canada raised its stake in shares of Twilio by 10.8% during the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock worth $410,330,000 after purchasing an additional 316,858 shares in the last quarter. Invesco Ltd. raised its stake in shares of Twilio by 56.9% during the 4th quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after purchasing an additional 1,142,309 shares in the last quarter. Finally, Alyeska Investment Group L.P. raised its stake in shares of Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after purchasing an additional 750,951 shares in the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Trading Down 0.4%

NYSE:TWLO opened at $197.53 on Friday. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio has a 1-year low of $91.84 and a 1-year high of $203.71. The firm has a market capitalization of $29.98 billion, a price-to-earnings ratio of 308.64, a price-to-earnings-growth ratio of 4.12 and a beta of 1.32. The stock has a fifty day simple moving average of $144.12 and a 200 day simple moving average of $132.65.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share 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 business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter last year, the company posted $1.14 EPS. Twilio’s revenue for the quarter was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Sell-side analysts forecast that Twilio will post 2.77 earnings per share for the current year.

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.