Rosenblatt Securities Forecasts Strong Price Appreciation for Twilio (NYSE:TWLO) Stock

Twilio (NYSE:TWLO) had its price target increased by analysts at Rosenblatt Securities from $140.00 to $180.00 in a research report issued on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the technology company’s stock. Rosenblatt Securities’ price target points to a potential upside of 30.95% from the stock’s previous close.

A number of other analysts also recently weighed in on TWLO. Bank of America increased their price objective on Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a report on Friday, October 31st. Needham & Company LLC raised their price objective on Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Royal Bank Of Canada upped their target price on Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a report on Monday. Stifel Nicolaus boosted their price target on shares of Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. Finally, TD Cowen increased their price objective on shares of Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Twilio has a consensus rating of “Moderate Buy” and a consensus target price of $145.84.

Twilio Stock Performance

Twilio stock opened at $137.46 on Wednesday. The business has a 50 day moving average of $132.45 and a 200-day moving average of $119.40. The company has a market capitalization of $21.09 billion, a P/E ratio of 335.26, a P/E/G ratio of 2.79 and a beta of 1.30. Twilio has a 1 year low of $77.51 and a 1 year high of $151.95. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping the consensus estimate of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The business had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.25 billion. During the same period last year, the company earned $1.02 EPS. The firm’s revenue was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, equities research analysts predict that Twilio will post 1.44 earnings per share for the current year.

Insiders Place Their Bets

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of the firm’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This trade represents a 6.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Aidan Viggiano sold 8,109 shares of the business’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the sale, the chief financial officer directly owned 119,449 shares of the company’s stock, valued at approximately $17,126,597.62. The trade was a 6.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,043,438 shares of company stock worth $135,022,770. Insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

A number of institutional investors and hedge funds have recently bought and sold shares of TWLO. CENTRAL TRUST Co purchased a new position in Twilio during the 2nd quarter worth $25,000. GFG Capital LLC purchased a new stake in shares of Twilio in the second quarter valued at about $25,000. Hilltop National Bank bought a new position in shares of Twilio during the second quarter valued at about $26,000. Estabrook Capital Management purchased a new position in Twilio during the second quarter worth about $31,000. Finally, First Horizon Corp purchased a new stake in Twilio in the 3rd quarter valued at about $28,000. 84.27% of the stock is owned by hedge funds and other institutional investors.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Rosenblatt raised its price target to $180 and reiterated a “buy” rating, signaling strong upside potential if Twilio delivers on growth and AI monetization. Rosenblatt Price Target Raise
• Positive Sentiment: Seeking Alpha published a bullish thesis framing Twilio as an “agentic AI” play — highlighting double‑digit revenue growth, improving net retention (~109%) and margin expansion as drivers for a re‑rating. Seeking Alpha: Twilio AI Play
• Neutral Sentiment: BTIG initiated coverage (coverage note reported); initiation increases analyst visibility but impact depends on the research stance and models they publish. BTIG Initiates Coverage
• Neutral Sentiment: Media pieces weigh valuation versus growth: Yahoo asks if TWLO is stretched after volatile performance, and MSN examines whether a 2026 turnaround is realistic — useful context but inconclusive for near‑term direction. Yahoo: Is TWLO Pricing Stretched? MSN: Turnaround in 2026?
• Negative Sentiment: Piper Sandler downgraded TWLO (commentary questioned execution of Twilio’s AI strategy), introducing skepticism and likely restraining risk‑on flows. Piper Sandler Downgrade
• Negative Sentiment: Insider selling: CEO Khozema Shipchandler and CFO Aidan Viggiano disclosed material sales (~13k and ~7.2k shares respectively), which investors often view negatively and can add near‑term selling pressure. CEO Sale: Shipchandler CFO Sale: Viggiano
• Negative Sentiment: Broader tech/fintech weakness article grouping (Marqeta, MongoDB, Twilio, Asana, BILL) highlights sector pain that can magnify TWLO moves even when company‑specific news is mixed. Sector Weakness Article

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.