Twilio (TWLO) Projected to Post Quarterly Earnings on Thursday

Twilio (NYSE:TWLO) is projected to release its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect Twilio to post earnings of $1.24 per share and revenue of $1.3170 billion for the quarter. Interested persons can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 12, 2026 at 5:00 PM ET.

Twilio Stock Up 2.2%

Shares of NYSE TWLO opened at $111.93 on Thursday. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. The company has a market cap of $17.17 billion, a P/E ratio of 273.00, a P/E/G ratio of 2.14 and a beta of 1.32. Twilio has a 52 week low of $77.51 and a 52 week high of $149.19. The business has a 50-day simple moving average of $131.44 and a two-hundred day simple moving average of $119.77.

Insider Buying and Selling at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares in the company, valued at $26,020,912.68. This trade represents a 6.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the transaction, the director directly owned 2,295,000 shares in the company, valued at $296,055,000. This trade represents a 30.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,043,438 shares of company stock worth $135,022,770 over the last 90 days. Corporate insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

Several hedge funds have recently added to or reduced their stakes in TWLO. Brighton Jones LLC grew its position in shares of Twilio by 6.6% in the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after buying an additional 623 shares during the last quarter. Sivia Capital Partners LLC bought a new position in shares of Twilio during the second quarter valued at approximately $251,000. Shelton Capital Management purchased a new stake in Twilio in the third quarter worth $537,000. Two Sigma Securities LLC purchased a new stake in Twilio in the second quarter worth $518,000. Finally, Shay Capital LLC bought a new stake in Twilio in the second quarter valued at $510,000. 84.27% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

TWLO has been the subject of several recent analyst reports. JPMorgan Chase & Co. boosted their price objective on shares of Twilio from $140.00 to $145.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Citizens Jmp raised their price target on shares of Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a report on Tuesday, December 30th. UBS Group upped their price target on shares of Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Friday, October 31st. BTIG Research assumed coverage on Twilio in a research report on Monday, January 5th. They issued a “buy” rating and a $165.00 price objective on the stock. Finally, Wall Street Zen cut Twilio from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, November 11th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, Twilio has a consensus rating of “Moderate Buy” and a consensus target price of $146.44.

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.