TD Cowen Issues Positive Forecast for Twilio (NYSE:TWLO) Stock Price

Twilio (NYSE:TWLO) had its price target hoisted by TD Cowen from $210.00 to $245.00 in a report published on Friday morning,Benzinga reports. They currently have a buy rating on the technology company’s stock.

Several other brokerages have also recently issued reports on TWLO. KGI Securities started coverage on shares of Twilio in a research note on Thursday, July 2nd. They set an “outperform” rating and a $250.00 price objective for the company. Bank of America raised shares of Twilio from an “underperform” rating to a “buy” rating and lifted their price target for the company from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Needham & Company LLC increased their price objective on shares of Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. UBS Group raised their target price on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Robert W. Baird set a $200.00 target price on shares of Twilio in a report on Friday, May 1st. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $216.27.

Twilio Trading Up 0.4%

Shares of Twilio stock opened at $207.54 on Friday. Twilio has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The business’s fifty day moving average is $202.24 and its two-hundred day moving average is $155.16. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The firm has a market cap of $31.50 billion, a PE ratio of 324.29, a P/E/G ratio of 4.11 and a beta of 1.36.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the previous year, the business earned $1.14 earnings per share. The business’s revenue for the quarter was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts anticipate that Twilio will post 2.79 earnings per share for the current year.

Insider Activity

In other news, Director Erika Rottenberg sold 2,000 shares of Twilio stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the sale, the director directly owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value of $184,140,000.00. Following the completion of the transaction, the director directly owned 620,000 shares of the company’s stock, valued at $114,166,800. This represents a 61.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 1,805,780 shares of company stock worth $342,166,703. 0.21% of the stock is owned by corporate insiders.

Institutional Trading of Twilio

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

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.