Monness Crespi & Hardt Increases Twilio (NYSE:TWLO) Price Target to $246.00

Twilio (NYSE:TWLO) had its price target raised by Monness Crespi & Hardt from $200.00 to $246.00 in a report released on Monday. The firm presently has a “buy” rating on the technology company’s stock. Monness Crespi & Hardt’s target price would suggest a potential upside of 21.94% from the company’s current price.

Several other equities analysts have also issued reports on TWLO. Robert W. Baird set a $200.00 price target on Twilio in a research report on Friday, May 1st. KeyCorp lifted their price target on Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Argus raised Twilio to a “strong-buy” rating in a research report on Thursday, February 19th. Stifel Nicolaus set a $175.00 target price on Twilio in a research report on Friday, May 1st. Finally, UBS Group upped 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. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Twilio has an average rating of “Moderate Buy” and an average target price of $191.15.

Twilio Stock Performance

Shares of Twilio stock opened at $201.74 on Monday. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The firm has a market capitalization of $30.57 billion, a P/E ratio of 315.22, a P/E/G ratio of 4.19 and a beta of 1.32. The business has a fifty day simple moving average of $133.63 and a two-hundred day simple moving average of $128.44. Twilio has a 12 month low of $91.84 and a 12 month high of $203.71.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.27 by $0.23. The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s revenue for the quarter was up 20.0% on a year-over-year basis. During the same quarter last year, the firm posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities analysts forecast that Twilio will post 2.77 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Erika Rottenberg sold 1,500 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $185.32, for a total value of $277,980.00. Following the sale, the director owned 32,995 shares in the company, valued at approximately $6,114,633.40. This trade represents a 4.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of the firm’s stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the completion of the sale, the chief executive officer owned 235,542 shares in the company, valued at $31,418,947.38. This represents a 6.25% 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. Over the last quarter, insiders have sold 51,088 shares of company stock worth $6,614,624. 0.21% of the stock is owned by insiders.

Institutional Investors Weigh In On Twilio

Large investors have recently made changes to their positions in the company. Northwestern Mutual Investment Management Company LLC bought a new stake in shares of Twilio during the 3rd quarter valued at about $3,423,000. Bank of New York Mellon Corp grew its stake in shares of Twilio by 57.0% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock valued at $121,353,000 after purchasing an additional 440,423 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its stake in shares of Twilio by 54.5% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock valued at $9,060,000 after purchasing an additional 31,938 shares during the period. Federated Hermes Inc. grew its stake in shares of Twilio by 19.7% during the 3rd quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock valued at $7,036,000 after acquiring an additional 11,577 shares during the period. Finally, Thrivent Financial for Lutherans grew its stake in shares of Twilio by 253.6% during the 3rd quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company’s stock valued at $4,028,000 after acquiring an additional 28,748 shares during the period. 84.27% of the stock is currently owned by institutional investors.

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.