BTIG Research Reiterates “Buy” Rating for Twilio (NYSE:TWLO)

Twilio (NYSE:TWLO)‘s stock had its “buy” rating reissued by equities research analysts at BTIG Research in a research report issued to clients and investors on Friday, Benzinga reports. They currently have a $285.00 price objective on the technology company’s stock. BTIG Research’s price objective would suggest a potential upside of 23.17% from the company’s current price.

Other equities research analysts have also recently issued reports about the stock. Wells Fargo & Company boosted their price objective on shares of Twilio from $225.00 to $275.00 and gave the company an “overweight” rating in a research report on Friday, August 7th. UBS Group increased their target price on Twilio from $200.00 to $285.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Zacks Research downgraded Twilio from a “strong-buy” rating to a “hold” rating in a research note on Monday. Tigress Financial boosted their price target on Twilio from $170.00 to $255.00 and gave the company a “buy” rating in a report on Thursday, June 11th. Finally, Piper Sandler upped their price objective on Twilio from $192.00 to $247.00 and gave the stock a “neutral” rating in a research report on Friday, August 7th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $249.68.

Twilio Stock Performance

Shares of TWLO stock opened at $231.40 on Friday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62. Twilio has a 52 week low of $98.44 and a 52 week high of $258.35. The company’s 50 day moving average price is $217.76 and its two-hundred day moving average price is $181.44. The company has a market capitalization of $35.54 billion, a P/E ratio of 32.23, a price-to-earnings-growth ratio of 4.71 and a beta of 1.40.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The company had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.43 billion. During the same quarter in the prior year, the company earned $1.19 earnings per share. The business’s quarterly revenue was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, analysts expect that Twilio will post 3.08 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Andrew Stafman sold 500,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the completion of the transaction, the director owned 120,000 shares of the company’s stock, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Aidan Viggiano sold 9,093 shares of Twilio stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the sale, the chief financial officer owned 118,252 shares in the company, valued at $23,798,215. The trade was a 7.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 547,354 shares of company stock worth $133,284,825. 0.21% of the stock is owned by insiders.

Institutional Trading of Twilio

Hedge funds and other institutional investors have recently modified their holdings of the stock. CX Institutional grew its stake in shares of Twilio by 9.5% in the 2nd quarter. CX Institutional now owns 701 shares of the technology company’s stock worth $145,000 after buying an additional 61 shares during the last quarter. Affinity Capital Advisors LLC increased its holdings in shares of Twilio by 2.6% during the second quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock valued at $600,000 after acquiring an additional 74 shares in the last quarter. Wedmont Private Capital raised its position in shares of Twilio by 2.1% in the 2nd quarter. Wedmont Private Capital now owns 3,691 shares of the technology company’s stock worth $792,000 after purchasing an additional 75 shares during the last quarter. Everhart Financial Group Inc. grew its position in Twilio by 4.3% during the 2nd quarter. Everhart Financial Group Inc. now owns 1,896 shares of the technology company’s stock valued at $391,000 after purchasing an additional 79 shares during the last quarter. Finally, SJS Investment Consulting Inc. increased its stake in Twilio by 27.7% during the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock valued at $54,000 after purchasing an additional 93 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

About Twilio

Twilio Inc is a cloud communications and customer engagement technology company that provides application programming interfaces (APIs) and software tools for businesses. Its platform enables organizations to integrate communications capabilities such as voice calls, text messaging, email, video, authentication and customer support into websites, mobile applications and other digital products.

Twilio’s offerings include programmable communications services, customer data and analytics tools through Segment, and contact center software through Twilio Flex.