Recent Analysts’ Ratings Updates for Twilio (TWLO)

A number of firms have modified their ratings and price targets on shares of Twilio (NYSE: TWLO) recently:

• 7/17/2026 – Twilio had its price target raised by Mizuho from $200.00 to $240.00. They now have an “outperform” rating on the stock.
• 7/17/2026 – Twilio had its price target raised by TD Cowen from $210.00 to $245.00. They now have a “buy” rating on the stock.
• 7/13/2026 – Twilio was upgraded by Zacks Research from “hold” to “strong-buy”.
• 7/9/2026 – Twilio was upgraded by Stifel Nicolaus from “hold” to “buy”. They now have a $260.00 price target on the stock, up from $175.00.
• 7/2/2026 – Twilio is now covered by KGI Securities. They set an “outperform” rating and a $250.00 price target on the stock.
• 6/24/2026 – Twilio is now covered by The Goldman Sachs Group, Inc.. They set a “buy” rating and a $300.00 price target on the stock.
• 6/23/2026 – Twilio was upgraded by The Goldman Sachs Group, Inc. from “buy” to “strong-buy”.
• 6/18/2026 – Twilio had its “buy” rating reaffirmed by Rosenblatt Securities. They now have a $230.00 price target on the stock.
• 6/11/2026 – Twilio had its price target raised by Tigress Financial from $170.00 to $255.00. They now have a “buy” rating on the stock.
• 6/11/2026 – Twilio had its price target raised by Tigress Financial from $170.00 to $255.00. They now have a “buy” rating on the stock.
• 6/1/2026 – Twilio had its “buy” rating reaffirmed by TD Cowen.
• 5/18/2026 – Twilio had its price target raised by Oppenheimer Holdings, Inc. from $200.00 to $235.00. They now have an “outperform” rating on the stock.

Insider Activity at Twilio

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of the company’s 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 transaction, the director owned 30,995 shares in the company, valued at approximately $6,168,314.95. This represents a 6.06% decrease in their position. 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, Director Andrew Stafman sold 1,000,000 shares of the firm’s 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 transaction, the director owned 620,000 shares of the company’s stock, valued at $114,166,800. This trade represents a 61.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,805,780 shares of company stock valued at $342,166,703 over the last 90 days. Company insiders own 0.21% of the company’s stock.

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.