TD Cowen Boosts Twilio (NYSE:TWLO) Price Target to $245.00

Twilio (NYSE:TWLO) had its price target hoisted by stock analysts at TD Cowen from $210.00 to $245.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the technology company’s stock. TD Cowen’s target price suggests a potential upside of 18.03% from the company’s previous close.

A number of other research firms have also issued reports on TWLO. Wells Fargo & Company raised their price target on shares of Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Stifel Nicolaus upgraded Twilio from a “hold” rating to a “buy” rating and lifted their price objective for the company from $175.00 to $260.00 in a research note on Thursday, July 9th. Robert W. Baird set a $200.00 price objective on Twilio in a report on Friday, May 1st. Rosenblatt Securities reaffirmed a “buy” rating and set a $230.00 target price on shares of Twilio in a report on Thursday, June 18th. Finally, Oppenheimer upped their price objective on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Four analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Twilio has an average rating of “Buy” and an average target price of $216.27.

Twilio Trading Up 0.4%

NYSE:TWLO traded up $0.87 during midday trading on Friday, hitting $207.57. 151,272 shares of the company traded hands, compared to its average volume of 2,492,338. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The firm’s fifty day moving average is $202.12 and its 200-day moving average is $154.79. Twilio has a 12-month low of $91.84 and a 12-month high of $238.48. The firm has a market capitalization of $31.50 billion, a P/E ratio of 325.13, a P/E/G ratio of 4.21 and a beta of 1.36.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business’s revenue for the quarter was up 20.0% compared to the same quarter last year. During the same period in the prior year, the business earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts predict that Twilio will post 2.79 EPS for the current year.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 8,528 shares of the company’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $205.43, for a total value of $1,751,907.04. Following the transaction, the chief financial officer owned 109,724 shares of the company’s stock, valued at $22,540,601.32. This represents a 7.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the sale, the director owned 620,000 shares of the company’s stock, valued at $114,166,800. This trade represents a 61.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,805,780 shares of company stock worth $342,166,703 in the last quarter. Insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

A number of hedge funds have recently added to or reduced their stakes in the business. Raleigh Capital Management Inc. acquired a new position in Twilio during the 4th quarter worth approximately $26,000. SHP Wealth Management acquired a new position in shares of Twilio during the 4th quarter worth about $26,000. Zions Bancorporation National Association UT purchased a new position in shares of Twilio in the 4th quarter valued at about $29,000. Aster Capital Management DIFC Ltd purchased a new stake in Twilio in the fourth quarter valued at $29,000. Finally, Osbon Capital Management LLC acquired a new stake in shares of Twilio during the fourth quarter worth about $30,000. 84.27% of the stock is currently 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.