Brokerages Set Twilio Inc. (NYSE:TWLO) Target Price at $193.65

Twilio Inc. (NYSE:TWLO) has been given an average rating of “Moderate Buy” by the twenty-three analysts that are covering the company, Marketbeat Ratings reports. One analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation, seventeen have issued a buy recommendation and two have given a strong buy recommendation to the company. The average twelve-month price target among analysts that have updated their coverage on the stock in the last year is $195.40.

A number of research analysts have commented on the stock. Monness Crespi & Hardt upped their target price on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Weiss Ratings raised shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Mizuho boosted their price target on shares of Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a research note on Tuesday, April 21st. Robert W. Baird set a $200.00 price target on shares of Twilio in a research note on Friday, May 1st. Finally, Citigroup reiterated an “outperform” rating on shares of Twilio in a research note on Friday, May 1st.

Insider Buying and Selling at Twilio

In other Twilio news, Director Andrew Stafman sold 675,000 shares of the business’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $193.54, for a total transaction of $130,639,500.00. Following the sale, the director directly owned 1,620,000 shares in the company, valued at $313,534,800. This represents a 29.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Erika Rottenberg sold 1,500 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $185.32, for a total transaction of $277,980.00. Following the sale, the director owned 32,995 shares in the company, valued at $6,114,633.40. This trade represents a 4.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 726,441 shares of company stock valued at $137,412,597 over the last three months. 0.21% of the stock is currently owned by company insiders.

Institutional Trading of Twilio

A number of institutional investors and hedge funds have recently bought and sold shares of the business. MassMutual Private Wealth & Trust FSB increased its stake in Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the period. GHP Investment Advisors Inc. increased its stake 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 buying an additional 86 shares during the period. SJS Investment Consulting Inc. increased its stake in shares of Twilio by 27.7% during the first quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after buying an additional 93 shares during the period. Centaurus Financial Inc. increased its stake in shares of Twilio by 0.7% during the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after buying an additional 94 shares during the period. Finally, Versant Capital Management Inc increased its stake in shares of Twilio by 4.5% during the third quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock worth $228,000 after buying an additional 98 shares during the period. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Twilio Trading Down 3.3%

NYSE TWLO opened at $189.55 on Friday. The firm’s 50-day moving average is $146.73 and its two-hundred day moving average is $133.78. Twilio has a 12 month low of $91.84 and a 12 month high of $203.71. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The stock has a market capitalization of $28.77 billion, a P/E ratio of 296.18, a PEG ratio of 4.07 and a beta of 1.32.

Twilio (NYSE:TWLO) last posted its earnings results 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 net margin of 1.96% and a return on equity of 4.64%. The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the prior year, the company posted $1.14 earnings per share. Twilio’s revenue for the quarter was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts anticipate that Twilio will post 2.77 earnings per share for the current year.

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.