Zacks Research Upgrades Twilio (NYSE:TWLO) to Strong-Buy

Twilio (NYSE:TWLO) was upgraded by investment analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research note issued on Monday,Zacks.com reports.

Several other research firms have also issued reports on TWLO. Robert W. Baird set a $200.00 target price on Twilio in a research report on Friday, May 1st. Monness Crespi & Hardt lifted their price objective on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. Citizens Jmp boosted their price objective on shares of Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a report on Friday, May 1st. Mizuho upped their target price on shares of Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a research note on Tuesday, April 21st. Finally, UBS Group increased their target price on shares of Twilio from $180.00 to $200.00 and gave the stock a “buy” rating 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 given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $211.27.

Twilio Stock Down 0.0%

NYSE:TWLO opened at $218.17 on Monday. Twilio has a 12-month low of $91.84 and a 12-month high of $238.48. 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 capitalization of $33.11 billion, a P/E ratio of 340.89, a P/E/G ratio of 4.34 and a beta of 1.36. The stock’s fifty day simple moving average is $201.52 and its 200-day simple moving average is $153.82.

Twilio (NYSE:TWLO) last released 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 prior year, the company posted $1.14 earnings per share. The firm’s revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities research analysts expect that Twilio will post 2.79 earnings per share for the current year.

Insider Transactions at Twilio

In other Twilio news, CFO Aidan Viggiano sold 9,093 shares of the business’s stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total value of $1,829,966.25. Following the sale, the chief financial officer owned 118,252 shares in the company, valued at approximately $23,798,215. The trade was a 7.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 44,158 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total value of $10,415,989.04. Following the transaction, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at approximately $55,559,646.96. This trade represents a 15.79% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,805,780 shares of company stock valued at $342,166,703 over the last three months. 0.21% of the stock is currently owned by corporate insiders.

Institutional Trading of Twilio

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

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.