Twilio Inc. (NYSE:TWLO) Given Average Recommendation of “Moderate Buy” by Brokerages

Twilio Inc. (NYSE:TWLO) has been given a consensus recommendation of “Moderate Buy” by the twenty-seven research firms that are currently covering the firm, MarketBeat.com reports. One research analyst has rated the stock with a sell recommendation, two have assigned a hold recommendation, twenty-two have issued a buy recommendation and two have issued a strong buy recommendation on the company. The average 12 month price target among brokers that have covered the stock in the last year is $252.1818.

A number of equities research analysts recently weighed in on the company. Wolfe Research raised Twilio to a “buy” rating in a research report on Friday, August 7th. KGI Securities initiated coverage on Twilio in a research report on Thursday, July 2nd. They set an “outperform” rating and a $250.00 price target on the stock. KeyCorp raised their price objective on Twilio from $200.00 to $250.00 and gave the company an “overweight” rating in a report on Friday, August 7th. The Goldman Sachs Group reissued a “buy” rating and set a $330.00 price objective on shares of Twilio in a research note on Friday, August 7th. Finally, UBS Group raised their target price on Twilio from $200.00 to $285.00 and gave the stock a “buy” rating in a research note on Friday, August 7th.

Insider Activity at Twilio

In related news, Director Andrew Stafman sold 500,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the sale, the director owned 120,000 shares in the company, valued at approximately $29,649,600. The trade was a 80.65% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 1,394 shares of the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $234.48, for a total value of $326,865.12. Following the transaction, the chief financial officer owned 108,330 shares of the company’s stock, valued at $25,401,218.40. This trade represents a 1.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 547,354 shares of company stock worth $133,284,825. Insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Norges Bank purchased a new stake in Twilio in the 4th quarter valued at $273,862,000. Quantinno Capital Management LP grew its holdings in shares of Twilio by 137.9% during the first quarter. Quantinno Capital Management LP now owns 648,882 shares of the technology company’s stock worth $81,642,000 after buying an additional 376,142 shares during the last quarter. Pictet Asset Management Holding SA increased its position in Twilio by 17.6% in the 1st quarter. Pictet Asset Management Holding SA now owns 2,331,471 shares of the technology company’s stock valued at $293,237,000 after acquiring an additional 349,131 shares during the period. Royal Bank of Canada increased its position in Twilio by 10.8% in the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after acquiring an additional 316,858 shares during the period. Finally, Temasek Holdings Private Ltd purchased a new stake in Twilio during the 4th quarter valued at approximately $44,034,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analyst price-target increases drove buying interest. Rosenblatt Securities raised its target for Twilio from $275 to $290 and maintained a “Buy” rating. TD Cowen also increased its target, reinforcing the positive analyst momentum around TWLO. Why Is Twilio Stock Soaring Today
• Positive Sentiment: AI is strengthening the growth narrative. Recent analyst commentary points to Twilio’s direct exposure to AI-powered customer engagement and communications as a potential driver of faster growth and higher long-term valuation. Twilio Stock Surges on AI Growth Potential
• Positive Sentiment: Multiple upgrades improved investor sentiment. Coverage highlighted several Wall Street target increases, pushing the stock toward the $300 level and helping support its rally toward the top of its 52-week range. Twilio Stock Surges Toward $300
• Neutral Sentiment: Twilio compares favorably on growth but remains richly valued. An analysis contrasting Twilio with Salesforce said Twilio has faster growth and more direct AI communications exposure, but also faces valuation and margin-pressure concerns. Salesforce Versus Twilio
• Negative Sentiment: Limited near-term upside remains after the rally. Rosenblatt’s $290 target implies only modest additional upside from the recently reported trading level, while Twilio’s elevated valuation leaves the stock sensitive to any slowdown in growth or disappointment in AI-related execution.

Twilio Price Performance

Twilio stock opened at $284.83 on Friday. The firm has a 50-day moving average price of $223.09 and a 200-day moving average price of $188.69. The firm has a market capitalization of $43.74 billion, a PE ratio of 39.67, a price-to-earnings-growth ratio of 5.46 and a beta of 1.40. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11. Twilio has a 12-month low of $98.44 and a 12-month high of $286.12.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.15. The business had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The business’s revenue for the quarter was up 22.0% compared to the same quarter last year. During the same period last year, the company earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, equities research analysts forecast that Twilio will post 3.12 EPS for the current year.

Twilio Company Profile

Twilio Inc is a cloud communications and customer engagement technology company that provides application programming interfaces (APIs) and software tools for businesses. Its platform enables organizations to integrate communications capabilities such as voice calls, text messaging, email, video, authentication and customer support into websites, mobile applications and other digital products.

Twilio’s offerings include programmable communications services, customer data and analytics tools through Segment, and contact center software through Twilio Flex.