Twilio Inc. (TWLO) – What Are Investment Firms Thinking About This Stock?

Shares of Twilio Inc. (NYSE:TWLO) have been given a consensus recommendation of “Moderate Buy” by the twenty-eight brokerages that are covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, two have assigned a hold recommendation, twenty-two have given a buy recommendation and three have assigned a strong buy recommendation to the company. The average 1-year price objective among analysts that have issued a report on the stock in the last year is $269.48.

A number of equities research analysts recently commented on the company. Oppenheimer upped their target price on Twilio from $275.00 to $325.00 and gave the company an “outperform” rating in a research report on Wednesday, October 21st. TD Cowen reissued a “buy” rating on shares of Twilio in a research report on Friday, October 30th. Monness Crespi & Hardt boosted their price objective on Twilio from $246.00 to $270.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Tigress Financial upped their price objective on Twilio from $255.00 to $320.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, KeyCorp raised their price target on shares of Twilio from $200.00 to $250.00 and gave the stock an “overweight” rating in a report on Friday, August 7th.

Twilio Trading Up 0.5%

NYSE TWLO opened at $201.97 on Friday. Twilio has a 12-month low of $105.00 and a 12-month high of $308.40. The stock has a market cap of $31.02 billion, a P/E ratio of 25.40, a P/E/G ratio of 4.22 and a beta of 1.49. The company has a fifty day simple moving average of $254.48 and a two-hundred day simple moving average of $190.28. The company has a current ratio of 4.47, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.18. Twilio had a return on equity of 5.58% and a net margin of 21.82%. The company had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same period in the prior year, the company posted $1.25 EPS. Twilio’s quarterly revenue was up 19.9% on a year-over-year basis. On average, analysts forecast that Twilio will post 3.27 earnings per share for the current year.

Key Stories Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analysts see potential support from rising profits, record cash flow and AI-related opportunities. Northland Securities also raised its FY2026 EPS estimate to $3.32 from $3.08, while the outlook coverage points to a stronger 2026 outlook. TWLO Declines 12% Since Q3 Results: Is This a Buy-the-Dip Opportunity?
• Neutral Sentiment: Northland’s forecast revisions were mixed: it increased some near-term estimates but trimmed several 2027 quarterly forecasts and lowered FY2027 EPS to $4.04 from $4.11. Northland Securities estimate revisions
• Negative Sentiment: The main downside catalyst is Twilio’s fourth-quarter guidance, which signaled slowing growth in its largest business. Reports say shares fell sharply after the outlook, raising concerns about near-term momentum. Twilio stock weighs Q4 growth slowdown against stronger 2026 outlook
• Negative Sentiment: Levi & Korsinsky is investigating potential securities-law violations on behalf of investors who lost money following the decline. An investigation notice could add reputational and legal uncertainty, but it is not a finding of liability. Twilio securities investigation notice

Insider Buying and Selling

In other news, Director Andrew Stafman sold 500,000 shares of the stock in a transaction that occurred 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 sale, the director owned 120,000 shares of the company’s stock, valued at $29,649,600. This represents a 80.65% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CFO Aidan Viggiano sold 9,084 shares of the stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the completion of the sale, the chief financial officer directly owned 99,246 shares in the company, valued at approximately $29,242,833.90. The trade was a 8.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 538,818 shares of company stock valued at $134,833,645. Company insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in TWLO. Jacobi Capital Management LLC bought a new stake in Twilio in the third quarter valued at $28,000. Ascentis Independent Advisors acquired a new position in Twilio during the 1st quarter worth $33,000. Continuum Advisory LLC acquired a new stake in Twilio in the second quarter valued at $33,000. Western Pacific Wealth Management LP bought a new stake in shares of Twilio in the third quarter worth $39,000. Finally, Provenance Wealth Advisors LLC purchased a new stake in shares of Twilio during the third quarter worth $41,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Company Profile

Twilio provides cloud-based communications software that enables businesses to communicate with customers through applications and digital channels. Its platform offers APIs and related tools for integrating messaging, voice, video and email capabilities into software and customer workflows.

Its offerings include programmable communications products, the Twilio Flex contact center platform, SendGrid email services, and Segment, a customer data platform. Twilio also provides tools for customer identity verification and engagement, helping organizations manage communications and customer data across their operations.

Founded in 2008, Twilio serves businesses and developers in markets around the world.