Citizens Jmp Reiterates “Market Outperform” Rating for Twilio (NYSE:TWLO)

Twilio (NYSE:TWLO)‘s stock had its “market outperform” rating reiterated by equities researchers at Citizens Jmp in a research report issued on Thursday,Benzinga reports. They currently have a $275.00 price target on the technology company’s stock. Citizens Jmp’s target price points to a potential upside of 16.12% from the company’s current price.

A number of other equities research analysts also recently weighed in on TWLO. Rosenblatt Securities raised their price target on Twilio from $230.00 to $275.00 and gave the company a “buy” rating in a research report on Friday, August 7th. UBS Group boosted their target price on Twilio from $200.00 to $285.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. KeyCorp increased their price target on shares of Twilio from $200.00 to $250.00 and gave the company an “overweight” rating in a research report on Friday, August 7th. Monness Crespi & Hardt boosted their price objective on shares of Twilio from $246.00 to $270.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Finally, TD Cowen boosted their price target on shares of Twilio from $245.00 to $260.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $249.68.

Twilio Stock Performance

Twilio stock traded up $8.37 during midday trading on Thursday, reaching $236.83. The stock had a trading volume of 194,339 shares, compared to its average volume of 2,462,062. The firm’s 50-day moving average price is $209.28 and its 200 day moving average price is $172.15. Twilio has a 12 month low of $98.44 and a 12 month high of $258.35. The company has a quick ratio of 4.62, a current ratio of 4.62 and a debt-to-equity ratio of 0.11. The firm has a market capitalization of $36.37 billion, a PE ratio of 33.25, a P/E/G ratio of 3.78 and a beta of 1.37.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The business had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The firm’s quarterly revenue was up 22.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, research analysts predict that Twilio will post 3.07 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Twilio news, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the transaction, the director owned 120,000 shares in the company, valued at approximately $29,649,600. The trade was a 80.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the sale, the director directly owned 30,995 shares in the company, valued at $6,168,314.95. This trade represents a 6.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 593,512 shares of company stock worth $144,098,834 in the last 90 days. Corporate insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

A number of hedge funds have recently bought and sold shares of TWLO. SHP Wealth Management bought a new stake in Twilio during the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT purchased a new position in Twilio during the fourth quarter valued at $29,000. Aster Capital Management DIFC Ltd bought a new stake in shares of Twilio in the fourth quarter worth about $29,000. Osbon Capital Management LLC bought a new stake in Twilio in the 4th quarter worth approximately $30,000. Finally, Ascentis Independent Advisors bought a new position in Twilio during the first quarter valued at $33,000. 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.