Twilio (NYSE:TWLO) Stock Rating Upgraded by The Goldman Sachs Group

Twilio (NYSE:TWLO) was upgraded by equities researchers at The Goldman Sachs Group to a “strong-buy” rating in a report released on Tuesday,Zacks.com reports.

Several other equities research analysts have also recently commented on the company. Bank of America raised Twilio from an “underperform” rating to a “buy” rating and increased their price objective for the company from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Morgan Stanley reissued an “overweight” rating and issued a $200.00 target price on shares of Twilio in a research report on Friday, May 1st. Oppenheimer upped their target price on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research note on Monday, May 18th. BTIG Research reaffirmed a “buy” rating and set a $215.00 price target on shares of Twilio in a report on Tuesday, May 12th. Finally, Weiss Ratings raised shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Twilio currently has an average rating of “Moderate Buy” and an average target price of $205.38.

Twilio Stock Performance

TWLO stock opened at $187.92 on Tuesday. The stock’s 50 day simple moving average is $183.67 and its 200 day simple moving average is $146.64. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio has a 12-month low of $91.84 and a 12-month high of $238.48. The stock has a market capitalization of $28.52 billion, a PE ratio of 293.63, a price-to-earnings-growth ratio of 3.66 and a beta of 1.39.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates 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 quarterly revenue was up 20.0% compared to the same quarter last year. During the same quarter last year, the company earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, research analysts forecast that Twilio will post 2.79 earnings per share for the current fiscal year.

Insider Transactions at Twilio

In related news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total value of $184,140,000.00. Following the completion of the sale, the director owned 620,000 shares of the company’s stock, valued at $114,166,800. The trade was a 61.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Khozema Shipchandler sold 44,158 shares of Twilio stock in a transaction 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 completion of the sale, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $55,559,646.96. The trade was a 15.79% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 1,805,779 shares of company stock valued at $338,603,196. Corporate insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

Several hedge funds and other institutional investors have recently made changes to their positions in TWLO. New York State Teachers Retirement System grew its position in shares of Twilio by 10.8% during the 4th quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock valued at $16,570,000 after acquiring an additional 11,370 shares during the period. Nordea Investment Management AB increased its stake in shares of Twilio by 2.1% in the 4th quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock worth $168,849,000 after purchasing an additional 24,169 shares in the last quarter. Fifth Third Bancorp raised its holdings in Twilio by 339.6% in the 4th quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock worth $1,995,000 after purchasing an additional 10,834 shares during the period. Principal Financial Group Inc. raised its holdings in Twilio by 19.7% in the 4th quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company’s stock worth $84,837,000 after purchasing an additional 98,092 shares during the period. Finally, Teachers Retirement System of The State of Kentucky purchased a new position in Twilio during the third quarter valued at $4,654,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

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.