Twilio (NYSE:TWLO) Stock Rating Upgraded by TD Cowen

Twilio (NYSE:TWLO) was upgraded by investment analysts at TD Cowen from a “hold” rating to a “buy” rating in a report issued on Monday, MarketBeat Ratings reports. The firm currently has a $160.00 price objective on the technology company’s stock, up from their prior price objective of $125.00. TD Cowen’s target price would indicate a potential upside of 29.15% from the stock’s current price.

A number of other analysts also recently issued reports on the stock. Argus raised shares of Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Royal Bank Of Canada lifted their price target on Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a research note on Monday, January 5th. Citigroup reiterated a “market perform” rating on shares of Twilio in a research report on Tuesday, December 30th. Morgan Stanley set a $153.00 price objective on Twilio in a report on Friday, February 13th. Finally, Piper Sandler reaffirmed a “neutral” rating and issued a $130.00 target price (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, Twilio presently has an average rating of “Moderate Buy” and an average target price of $145.22.

Twilio Stock Performance

Shares of TWLO opened at $123.89 on Monday. Twilio has a 12-month low of $77.51 and a 12-month high of $145.90. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The company has a market cap of $19.01 billion, a PE ratio of 652.09, a price-to-earnings-growth ratio of 5.08 and a beta of 1.30. The stock has a 50-day moving average price of $124.39 and a 200-day moving average price of $119.06.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, topping the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The company had revenue of $1.37 billion for the quarter, compared to analysts’ expectations of $1.32 billion. During the same period in the prior year, the business earned $1.00 earnings per share. Twilio’s revenue for the quarter was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, equities analysts forecast that Twilio will post 1.44 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the sale, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 1,023 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $110.66, for a total transaction of $113,205.18. Following the completion of the transaction, the chief financial officer owned 111,213 shares in the company, valued at $12,306,830.58. This represents a 0.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 42,947 shares of company stock valued at $5,949,330 over the last 90 days. 4.50% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Twilio

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. MassMutual Private Wealth & Trust FSB grew its holdings in Twilio by 34.7% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares during the last quarter. GHP Investment Advisors Inc. boosted its holdings in shares of Twilio by 6.3% during the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after purchasing an additional 86 shares during the period. Centaurus Financial Inc. grew its stake in shares of Twilio by 0.7% in the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after purchasing an additional 94 shares during the last quarter. Versant Capital Management Inc grew its stake in shares of Twilio by 4.5% in the third quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock worth $228,000 after purchasing an additional 98 shares during the last quarter. Finally, NewEdge Advisors LLC increased its holdings in Twilio by 1.7% during the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock valued at $841,000 after purchasing an additional 99 shares during the period. 84.27% of the stock is currently owned by institutional investors.

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.