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

Shares of Twilio Inc. (NYSE:TWLO) have been assigned a consensus recommendation of “Moderate Buy” from the twenty-five research firms that are presently covering the stock, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation, eighteen have assigned a buy recommendation and three have given a strong buy recommendation to the company. The average 1-year price target among brokerages that have covered the stock in the last year is $211.2727.

Several equities analysts recently weighed in on TWLO shares. TD Cowen reaffirmed a “buy” rating on shares of Twilio in a research note on Monday, June 1st. KGI Securities initiated coverage on Twilio in a research report on Thursday, July 2nd. They set an “outperform” rating and a $250.00 target price on the stock. The Goldman Sachs Group began coverage on Twilio in a report on Wednesday, June 24th. They issued a “buy” rating and a $300.00 target price on the stock. Morgan Stanley restated an “overweight” rating and issued a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $230.00 price target on shares of Twilio in a research note on Thursday, June 18th.

Insider Buying and Selling at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 44,158 shares of the company’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at $55,559,646.96. This represents a 15.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction 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 represents a 6.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 1,805,780 shares of company stock valued at $342,166,703. Insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Wealthcare Advisory Partners LLC purchased a new position in Twilio during the second quarter worth $247,000. Revolve Wealth Partners LLC purchased a new stake in shares of Twilio in the second quarter valued at $381,000. Legacy Wealth Asset Management LLC purchased a new stake in shares of Twilio in the second quarter valued at $306,000. HF Advisory Group LLC acquired a new stake in shares of Twilio during the second quarter valued at $221,000. Finally, Everhart Financial Group Inc. boosted its stake in shares of Twilio by 4.3% during the second quarter. Everhart Financial Group Inc. now owns 1,896 shares of the technology company’s stock valued at $391,000 after acquiring an additional 79 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Stock Up 1.2%

TWLO stock opened at $218.08 on Friday. 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 company’s 50-day moving average price is $198.18 and its 200 day moving average price is $152.21. Twilio has a 52 week low of $91.84 and a 52 week high of $238.48. The company has a market cap of $33.10 billion, a P/E ratio of 340.76, a P/E/G ratio of 4.29 and a beta of 1.36.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The company 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 quarterly revenue was up 20.0% compared to the same quarter last year. During the same period last year, the company posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, research analysts expect that Twilio will post 2.79 earnings per share for the current fiscal year.

Key Stories Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio continues to draw optimistic analyst coverage, including recent “Buy” and “Outperform” calls and higher price targets from firms such as Goldman Sachs, Needham, Monness Crespi, Rosenblatt, UBS, and Bank of America. Article Title
• Positive Sentiment: Investor attention remains elevated, with TWLO trending on Zacks and drawing more searches, which can support momentum in the shares. Article Title
• Positive Sentiment: Twilio’s recent earnings beat and 20% year-over-year revenue growth continue to underpin the bullish case, with management also guiding to solid Q2 2026 earnings. Article Title
• Neutral Sentiment: Twilio’s shares also posted another gain in the latest session, extending the recent upward move. Article Title
• Negative Sentiment: CEO Khozema Shipchandler sold 14,458 shares, and CFO Aidan Viggiano sold 8,528 shares, which may be viewed cautiously by some investors even though both sales were made under pre-arranged 10b5-1 plans. Article Title

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.