Twilio (NYSE:TWLO) Stock Rating Upgraded by HSBC

26 Sep 2026, 11:46 by Danessa Lincoln · The Markets Daily

Twilio (NYSE:TWLO – Get Free Report) was upgraded by equities research analysts at HSBC to a “moderate sell” rating in a report released on Thursday, Zacks reports.

A number of other analysts also recently issued reports on the company. KGI Securities assumed coverage on Twilio in a report on Thursday, July 2nd. They set an “outperform” rating and a $250.00 price target for the company. UBS Group increased their price objective on Twilio from $200.00 to $285.00 and gave the company a “buy” rating in a report on Friday, August 7th. Zacks Research lowered Twilio from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 7th. Weiss Ratings upgraded Twilio from a “hold (c)” rating to a “buy (b-)” rating in a research note on Monday, August 17th. Finally, TD Cowen upped their price target on Twilio from $260.00 to $300.00 and gave the company a “buy” rating in a report on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $250.39.

View Our Latest Report on Twilio

Twilio Trading Down 7.9%

Shares of NYSE:TWLO opened at $275.84 on Thursday. Twilio has a 52 week low of $98.44 and a 52 week high of $304.75. The company’s 50 day moving average is $227.89 and its two-hundred day moving average is $191.65. The company has a market cap of $42.36 billion, a PE ratio of 38.42, a P/E/G ratio of 6.15 and a beta of 1.40. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11.

Twilio (NYSE:TWLO – Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.15. The business had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The company’s revenue for the quarter was up 22.0% on a year-over-year basis. During the same period in the previous year, the company earned $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Equities analysts predict that Twilio will post 3.12 earnings per share for the current fiscal year.

Insiders Place Their Bets

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

Institutional Trading of Twilio

Institutional investors and hedge funds have recently bought and sold shares of the business. QRG Capital Management Inc. raised its holdings in shares of Twilio by 10.8% in the second quarter. QRG Capital Management Inc. now owns 7,720 shares of the technology company’s stock valued at $1,593,000 after buying an additional 752 shares during the last quarter. Envestnet Portfolio Solutions Inc. boosted its stake in shares of Twilio by 62.3% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 4,334 shares of the technology company’s stock worth $894,000 after buying an additional 1,664 shares during the period. Andra AP fonden grew its holdings in shares of Twilio by 183.1% during the second quarter. Andra AP fonden now owns 50,100 shares of the technology company’s stock worth $10,337,000 after buying an additional 32,400 shares during the last quarter. Revere Asset Management Inc purchased a new position in shares of Twilio during the second quarter worth about $8,938,000. Finally, National Pension Service increased its position in Twilio by 1,177.6% in the 2nd quarter. National Pension Service now owns 261,307 shares of the technology company’s stock valued at $53,915,000 after acquiring an additional 240,854 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

Positive Sentiment: AI-driven growth remains the main bullish catalyst. Twilio’s recent results showed 22% year-over-year revenue growth, while management raised its 2026 organic-growth outlook as customers increase usage of messaging, voice and software tools for AI-enabled communications. Interest in Meta’s Muse AI agent has also renewed attention on Twilio as communications infrastructure. Why Twilio Is Up After Strong Q2 and Higher AI-Driven Growth Outlook
Positive Sentiment: Several analysts have raised their targets. TD Cowen increased its target to $300 from $260, while Rosenblatt, Wells Fargo and UBS also lifted their targets, reflecting greater confidence in Twilio’s AI opportunity and operating momentum. Twilio Keeps Climbing as Investors Rediscover Its AI Business
Neutral Sentiment: Twilio continues expanding its AI customer base. Orbio AI is scaling its AI-powered frontline recruitment platform globally using Twilio, providing evidence of adoption beyond the company’s largest customers. Orbio AI Scales AI-Powered Frontline Recruitment Globally With Twilio
Negative Sentiment: HSBC downgraded Twilio to “Reduce” after the stock’s roughly 30% rally. The firm’s caution reflects concerns that recent enthusiasm tied to Meta’s Muse may have pushed expectations and valuation too high, creating near-term profit-taking risk despite Twilio’s strong fundamentals. HSBC Cuts Twilio to Reduce After 30% Rally

About Twilio

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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.