Twilio Inc. (NYSE:TWLO) Receives Consensus Recommendation of “Buy” from Brokerages

Shares of Twilio Inc. (NYSE:TWLO) have earned a consensus rating of “Buy” from the twenty-seven brokerages that are presently covering the company, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, one has assigned a hold rating, twenty-two have assigned a buy rating and three have given a strong buy rating to the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $249.6818.

Several equities analysts have recently issued reports on the stock. BTIG Research boosted their price target on shares of Twilio from $245.00 to $285.00 and gave the company a “buy” rating in a report on Friday, August 7th. UBS Group increased their price objective on shares of Twilio from $200.00 to $285.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Wells Fargo & Company increased their price objective on shares of Twilio from $225.00 to $275.00 and gave the stock an “overweight” rating in a report on Friday, August 7th. Stifel Nicolaus set a $275.00 price objective on shares of Twilio in a research report on Friday, August 7th. Finally, Mizuho set a $270.00 target price on shares of Twilio in a research note on Wednesday, August 12th.

Insider Activity

In related news, CFO Aidan Viggiano sold 1,394 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $234.48, for a total value of $326,865.12. Following the completion of the transaction, the chief financial officer directly owned 108,330 shares of the company’s stock, valued at $25,401,218.40. This represents a 1.27% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,458 shares of the firm’s stock in a transaction that occurred on 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 sale, the chief executive officer owned 207,203 shares in the company, valued at approximately $43,601,727.29. This represents 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 a total of 1,625,670 shares of company stock worth $334,210,575 over the last ninety days. 0.21% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Brighton Jones LLC raised its stake in shares of Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock valued at $1,086,000 after purchasing an additional 623 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Twilio during the 2nd quarter worth about $251,000. Daiwa Securities Group Inc. lifted its stake in shares of Twilio by 70.6% in the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock worth $3,066,000 after acquiring an additional 10,200 shares during the period. NewEdge Advisors LLC lifted its stake in shares of Twilio by 46.9% in the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after acquiring an additional 1,841 shares during the period. Finally, Sei Investments Co. boosted its holdings in shares of Twilio by 55.1% in the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock valued at $11,208,000 after acquiring an additional 32,027 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Trading Up 0.0%

Shares of NYSE TWLO opened at $225.33 on Monday. Twilio has a 12-month low of $98.44 and a 12-month high of $258.35. The company has a market cap of $34.61 billion, a price-to-earnings ratio of 31.38, a price-to-earnings-growth ratio of 3.79 and a beta of 1.37. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11. The stock’s 50 day simple moving average is $207.46 and its 200 day simple moving average is $169.73.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The firm had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.43 billion. During the same period in the prior year, the business earned $1.19 EPS. The firm’s revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Equities research analysts expect that Twilio will post 3.08 EPS for the current year.

About Twilio

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.