Brokerages Set Twilio Inc. (NYSE:TWLO) PT at $140.33

Twilio Inc. (NYSE:TWLO) has been given an average rating of “Moderate Buy” by the twenty-nine ratings firms that are currently covering the firm, Marketbeat Ratings reports. Two equities research analysts have rated the stock with a sell recommendation, seven have given a hold recommendation, eighteen have issued a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $140.3333.

A number of equities research analysts have recently commented on TWLO shares. JPMorgan Chase & Co. lifted their price objective on Twilio from $140.00 to $145.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. UBS Group lifted their price target on shares of Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a report on Friday, October 31st. Cowen reaffirmed a “hold” rating on shares of Twilio in a research report on Friday, October 31st. Royal Bank Of Canada restated an “underperform” rating and set a $75.00 price target on shares of Twilio in a research note on Wednesday, September 17th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $154.00 target price on shares of Twilio in a report on Friday, October 31st.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG initiated coverage on Twilio with a Buy rating and a $165 price target, citing execution and a large addressable market — this is the main catalyst behind the intraday strength. BTIG Starts Coverage on Twilio (InsiderMonkey)
• Positive Sentiment: Two separate Globe and Mail press pieces flagged new “Buy” recommendations for Twilio, reinforcing the positive narrative among institutional and retail investors. New Buy Rating for Twilio (Globe and Mail)
• Positive Sentiment: Twilio was listed among the “12 Best Long Term US Stocks to Buy Now,” a pick that can attract longer?term buyers and support higher multiples. 12 Best Long Term US Stocks to Buy Now (InsiderMonkey)
• Neutral Sentiment: Yahoo Finance notes analysts and investors are reassessing Twilio’s valuation after a ~30% three?month share rebound, suggesting some may view the rally as a reason to trim exposure or wait for earnings proof. Reassessing Valuation After a 30% Three-Month Share Price Rebound (Yahoo)
• Neutral Sentiment: Market watchers at Zacks highlight growing investor attention and bullish analyst commentary but frame it as part of ongoing debate about growth vs. valuation. Wall Street Bulls Look Optimistic About Twilio (Zacks)
• Neutral Sentiment: Another Zacks piece flags Twilio as drawing increased search/interest activity — a sign of liquidity and attention but not an earnings or fundamental surprise. Twilio Attracting Investor Attention (Zacks)

Twilio Stock Up 2.2%

TWLO opened at $141.96 on Wednesday. The firm has a market cap of $21.78 billion, a P/E ratio of 346.24, a PEG ratio of 3.80 and a beta of 1.32. The business’s fifty day simple moving average is $124.00 and its 200 day simple moving average is $117.18. Twilio has a 52 week low of $77.51 and a 52 week high of $151.95. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.07 by $0.18. The company had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The firm’s revenue for the quarter was up 14.7% compared to the same quarter last year. During the same period last year, the company earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, equities research analysts anticipate that Twilio will post 1.44 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Aidan Viggiano sold 1,514 shares of the stock in a transaction on Monday, November 17th. The shares were sold at an average price of $123.28, for a total value of $186,645.92. Following the completion of the sale, the chief financial officer owned 128,104 shares of the company’s stock, valued at $15,792,661.12. This represents a 1.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the transaction, the director owned 2,295,000 shares in the company, valued at $296,055,000. The trade was a 30.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,044,515 shares of company stock worth $133,673,128 over the last ninety days. 4.50% of the stock is owned by company insiders.

Institutional Investors Weigh In On Twilio

A number of large investors have recently modified their holdings of the stock. AIA Group Ltd lifted its position in Twilio by 27.3% during the 3rd quarter. AIA Group Ltd now owns 5,359 shares of the technology company’s stock worth $536,000 after acquiring an additional 1,150 shares in the last quarter. New Mexico Educational Retirement Board purchased a new stake in shares of Twilio during the third quarter valued at approximately $3,143,000. Cambria Investment Management L.P. lifted its position in shares of Twilio by 54.7% during the third quarter. Cambria Investment Management L.P. now owns 3,669 shares of the technology company’s stock worth $367,000 after purchasing an additional 1,297 shares in the last quarter. Strategic Advocates LLC purchased a new position in shares of Twilio in the third quarter valued at $30,000. Finally, CIBC Bancorp USA Inc. acquired a new stake in Twilio during the 3rd quarter valued at $548,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

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.