Recent Analysts’ Ratings Changes for Twilio (TWLO)

Twilio (NYSE: TWLO) has recently received a number of price target changes and ratings updates:

• 5/7/2026 – Twilio had its price target raised by Rosenblatt Securities from $210.00 to $230.00. They now have a “buy” rating on the stock.
• 5/6/2026 – Twilio was upgraded by Weiss Ratings from “sell (d+)” to “hold (c)”.
• 5/1/2026 – Twilio had its price target raised by TD Cowen from $160.00 to $210.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Twilio had its “overweight” rating reaffirmed by Morgan Stanley. They now have a $200.00 price target on the stock.
• 5/1/2026 – Twilio was given a new $200.00 price target by Robert W. Baird.
• 5/1/2026 – Twilio had its “outperform” rating reaffirmed by Oppenheimer Holdings, Inc.. They now have a $200.00 price target on the stock.
• 5/1/2026 – Twilio had its price target raised by KeyCorp from $156.00 to $200.00. They now have an “overweight” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by BTIG Research from $175.00 to $215.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Twilio was given a new $175.00 price target by Stifel Nicolaus.
• 5/1/2026 – Twilio had its price target raised by Piper Sandler from $130.00 to $192.00. They now have a “neutral” rating on the stock.
• 5/1/2026 – Twilio had its “buy” rating reaffirmed by Jefferies Financial Group Inc.. They now have a $195.00 price target on the stock.
• 5/1/2026 – Twilio had its “outperform” rating reaffirmed by Citigroup Inc..
• 5/1/2026 – Twilio had its price target raised by UBS Group AG from $180.00 to $200.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by Wells Fargo & Company from $147.00 to $200.00. They now have an “overweight” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by Citizens Jmp from $185.00 to $210.00. They now have a “market outperform” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by Needham & Company LLC from $145.00 to $200.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by Rosenblatt Securities from $180.00 to $210.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Twilio had its price target raised by Monness Crespi & Hardt from $175.00 to $200.00. They now have a “buy” rating on the stock.
• 4/28/2026 – Twilio had its price target raised by BTIG Research from $155.00 to $175.00. They now have a “buy” rating on the stock.
• 4/24/2026 – Twilio had its price target raised by UBS Group AG from $150.00 to $180.00. They now have a “buy” rating on the stock.
• 4/22/2026 – Twilio was upgraded by Bank of America Corporation from “underperform” to “buy”. They now have a $190.00 price target on the stock, up from $110.00.
• 4/21/2026 – Twilio had its price target raised by Mizuho from $150.00 to $165.00. They now have an “outperform” rating on the stock.
• 4/6/2026 – Twilio was upgraded by Jefferies Financial Group Inc. from “hold” to “buy”. They now have a $160.00 price target on the stock, up from $125.00.
• 3/13/2026 – Twilio had its “buy” rating reaffirmed by Needham & Company LLC.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 15,715 shares of the company’s stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total value of $2,096,223.85. Following the completion of the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at approximately $31,418,947.38. This represents a 6.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 1,500 shares of the company’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $185.32, for a total transaction of $277,980.00. Following the completion of the sale, the director directly owned 32,995 shares of the company’s stock, valued at $6,114,633.40. This represents a 4.35% decrease in their position. 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 quarter, insiders sold 51,088 shares of company stock valued at $6,614,624. 0.21% of the stock is owned by company insiders.

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.