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

Twilio Inc. (NYSE:TWLO) has been assigned a consensus rating of “Moderate Buy” from the twenty-five ratings firms that are presently covering the firm, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation, eighteen have given a buy recommendation and three have given a strong buy recommendation to the company. The average 1 year target price among analysts that have covered the stock in the last year is $207.4091.

Several research firms have issued reports on TWLO. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. KGI Securities started coverage on Twilio in a report on Thursday. They issued an “outperform” rating and a $250.00 price target for the company. Oppenheimer lifted their price target on Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research note on Monday, May 18th. Wells Fargo & Company upped their price objective on Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. Finally, UBS Group increased their price objective on Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, May 1st.

Twilio Stock Performance

Shares of TWLO opened at $209.31 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The stock has a market capitalization of $31.77 billion, a P/E ratio of 327.06, a P/E/G ratio of 4.16 and a beta of 1.36. The company’s fifty day moving average is $192.49 and its two-hundred day moving average is $150.00. Twilio has a 1 year low of $91.84 and a 1 year high of $238.48.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.23. The firm had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm’s revenue for the quarter was up 20.0% on a year-over-year basis. During the same period in the prior year, the company posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts predict that Twilio will post 2.79 earnings per share for the current year.

Insider Activity at Twilio

In related news, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the sale, the director owned 30,995 shares in the company, valued at $6,168,314.95. This trade represents a 6.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,093 shares of the firm’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the sale, the chief financial officer owned 118,252 shares of the company’s stock, valued at $23,798,215. This trade represents a 7.14% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,798,509 shares of company stock valued at $339,468,623 over the last 90 days. Company insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in TWLO. Raleigh Capital Management Inc. acquired a new stake in shares of Twilio during the 4th quarter valued at approximately $26,000. SHP Wealth Management purchased a new stake in shares of Twilio during the 4th quarter worth approximately $26,000. Zions Bancorporation National Association UT acquired a new stake in shares of Twilio in the 4th quarter worth approximately $29,000. Aster Capital Management DIFC Ltd acquired a new stake in shares of Twilio in the 4th quarter worth approximately $29,000. Finally, Strategic Advocates LLC purchased a new position in Twilio in the 3rd quarter valued at approximately $30,000. 84.27% of the stock is owned by hedge funds and other 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.