Analysts Set Twilio Inc. (NYSE:TWLO) Price Target at $195.40

Twilio Inc. (NYSE:TWLO) has received an average rating of “Moderate Buy” from the twenty-four brokerages that are currently covering the company, MarketBeat reports. One investment analyst has rated the stock with a sell rating, three have assigned a hold rating, eighteen have issued a buy rating and two have assigned a strong buy rating to the company. The average twelve-month price objective among analysts that have issued ratings on the stock in the last year is $198.2381.

Several equities analysts recently issued reports on the company. KeyCorp upped their price objective on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Bank of America raised Twilio from an “underperform” rating to a “buy” rating and upped their price objective for the company from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Needham & Company LLC upped their price objective on Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Robert W. Baird set a $200.00 price objective on Twilio in a research report on Friday, May 1st. Finally, UBS Group upped their price objective on Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Friday, May 1st.

Twilio Stock Performance

TWLO stock opened at $204.46 on Wednesday. The stock has a market capitalization of $31.03 billion, a PE ratio of 319.47, a price-to-earnings-growth ratio of 4.14 and a beta of 1.39. Twilio has a 12-month low of $91.84 and a 12-month high of $238.48. 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 stock’s 50 day simple moving average is $173.89 and its 200 day simple moving average is $143.07.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.27 by $0.23. The business had revenue of $1.41 billion for 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 firm’s quarterly revenue was up 20.0% on a year-over-year basis. During the same period in the prior year, the firm posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, research analysts forecast that Twilio will post 2.77 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Twilio news, CEO Khozema Shipchandler sold 44,158 shares of the business’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the completion of the sale, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $55,559,646.96. The trade was a 15.79% decrease in their position. The sale was disclosed in a 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 Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction 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 sale, the director owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. This represents a 61.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,805,779 shares of company stock valued at $338,603,196. Insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

Hedge funds have recently added to or reduced their stakes in the stock. Raleigh Capital Management Inc. purchased a new stake in Twilio during the 4th quarter valued at $26,000. SHP Wealth Management purchased a new stake in Twilio during the 4th quarter valued at $26,000. Zions Bancorporation National Association UT purchased a new stake in Twilio during the 4th quarter valued at $29,000. Aster Capital Management DIFC Ltd purchased a new stake in Twilio during the 4th quarter valued at $29,000. Finally, Strategic Advocates LLC purchased a new stake in Twilio during the 3rd quarter valued at $30,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

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.