Twilio (NYSE:TWLO) Given New $245.00 Price Target at BTIG Research

Twilio (NYSE:TWLO) had its price target hoisted by investment analysts at BTIG Research from $215.00 to $245.00 in a research note issued on Tuesday,Benzinga reports. The brokerage currently has a “buy” rating on the technology company’s stock. BTIG Research’s price target would indicate a potential upside of 26.11% from the stock’s current price.

TWLO has been the subject of several other research reports. UBS Group upped their price target on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Mizuho boosted their target price on shares of Twilio from $200.00 to $240.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Wells Fargo & Company upped their target price on shares of Twilio from $200.00 to $225.00 and gave the company an “overweight” rating in a report on Monday, July 20th. Jefferies Financial Group reiterated a “buy” rating and issued a $195.00 price target on shares of Twilio in a research report on Friday, May 1st. Finally, TD Cowen lifted their price target on shares of Twilio from $210.00 to $245.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Four analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Twilio has an average rating of “Buy” and a consensus price target of $220.59.

Twilio Price Performance

NYSE TWLO opened at $194.28 on Tuesday. The stock has a market capitalization of $29.49 billion, a price-to-earnings ratio of 303.56, a PEG ratio of 3.81 and a beta of 1.36. Twilio has a 1-year low of $91.84 and a 1-year high of $238.48. 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 business’s fifty day moving average price is $201.82 and its 200-day moving average price is $157.46.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS 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 company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the prior year, the business earned $1.14 earnings per share. Twilio’s revenue for the quarter was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities analysts predict that Twilio will post 2.79 earnings per share for the current year.

Insider Activity

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of the firm’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 sale, the director directly owned 30,995 shares of the company’s stock, valued at $6,168,314.95. This trade represents a 6.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 14,458 shares of the business’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $210.43, for a total value of $3,042,396.94. Following the completion of the transaction, the chief executive officer owned 207,203 shares in the company, valued at $43,601,727.29. The trade was a 6.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,803,980 shares of company stock valued at $341,898,467 over the last 90 days. Company insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

Institutional investors have recently made changes to their positions in the business. Kennicott Capital Management LLC purchased a new stake in Twilio during the 2nd quarter valued at approximately $235,000. Generali Investments Management Co LLC boosted its position in shares of Twilio by 23.5% during the second quarter. Generali Investments Management Co LLC now owns 8,192 shares of the technology company’s stock worth $1,690,000 after acquiring an additional 1,557 shares during the last quarter. Wealthcare Advisory Partners LLC purchased a new position in Twilio during the second quarter valued at $247,000. Revolve Wealth Partners LLC bought a new stake in Twilio in the 2nd quarter valued at $381,000. Finally, Legacy Wealth Asset Management LLC purchased a new stake in Twilio in the 2nd quarter worth $306,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

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.