Tigress Financial Upgrades Twilio (NYSE:TWLO) to Moderate Buy

Twilio (NYSE:TWLO) was upgraded by research analysts at Tigress Financial to a “moderate buy” rating in a research note issued to investors on Thursday,Zacks.com reports.

A number of other equities analysts have also weighed in on TWLO. Citigroup reiterated an “outperform” rating on shares of Twilio in a report on Friday, May 1st. Argus upgraded shares of Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Piper Sandler lifted their price target on shares of Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Morgan Stanley reiterated an “overweight” rating and issued a $200.00 price target on shares of Twilio in a report on Friday, May 1st. Finally, TD Cowen reiterated a “buy” rating on shares of Twilio in a report on Monday, June 1st. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Twilio presently has an average rating of “Moderate Buy” and a consensus price target of $198.24.

Twilio Trading Down 0.1%

Shares of TWLO opened at $206.85 on Thursday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The firm has a 50 day simple moving average of $172.41 and a 200-day simple moving average of $142.64. Twilio has a 1-year low of $91.84 and a 1-year high of $238.48. The stock has a market cap of $31.39 billion, a price-to-earnings ratio of 323.20, a price-to-earnings-growth ratio of 4.15 and a beta of 1.39.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same quarter last year, the business earned $1.14 earnings per share. Twilio’s revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities analysts forecast that Twilio will post 2.77 EPS for the current fiscal year.

Insider Activity

In other news, CEO Khozema Shipchandler sold 44,158 shares of the business’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the completion of the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at approximately $55,559,646.96. The trade was a 15.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the sale, the director directly owned 30,995 shares of the company’s stock, valued at $6,168,314.95. The trade was a 6.06% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 1,805,779 shares of company stock worth $338,603,196. Corporate insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of TWLO. Norges Bank acquired a new position in Twilio during the 4th quarter valued at about $273,862,000. State Street Corp boosted its stake in Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after purchasing an additional 1,900,551 shares during the period. SRS Investment Management LLC acquired a new position in Twilio during the 4th quarter valued at about $257,494,000. Invesco Ltd. boosted its stake in Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after purchasing an additional 1,391,013 shares during the period. Finally, Alyeska Investment Group L.P. lifted its stake in shares of Twilio by 39.7% in 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 acquiring an additional 750,951 shares during the period. 84.27% of the stock is owned by institutional investors and hedge funds.

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.