Twilio (NYSE:TWLO) Sets New 52-Week High – What’s Next?

by · The Markets Daily

Twilio Inc. (NYSE:TWLOGet Free Report)’s share price hit a new 52-week high during mid-day trading on Monday . The stock traded as high as $261.23 and last traded at $260.6180, with a volume of 722330 shares traded. The stock had previously closed at $243.84.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on TWLO shares. Wolfe Research raised shares of Twilio to a “buy” rating in a report on Friday, August 7th. KGI Securities started coverage on Twilio in a research report on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 price target on the stock. Tigress Financial upped their price objective on Twilio from $170.00 to $255.00 and gave the company a “buy” rating in a research note on Thursday, June 11th. Oppenheimer increased their price objective on Twilio from $235.00 to $275.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $261.00 target price on shares of Twilio in a research note on Friday, August 7th. 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 one has given a Sell rating to the company’s stock. According to MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and an average target price of $249.68.

View Our Latest Stock Report on Twilio

Twilio Price Performance

The stock has a fifty day simple moving average of $220.81 and a two-hundred day simple moving average of $186.55. The company has a market cap of $39.71 billion, a PE ratio of 35.92, a price-to-earnings-growth ratio of 5.00 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:TWLOGet Free Report) last released its earnings results 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 company 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 previous year, the firm posted $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, equities analysts predict that Twilio Inc. will post 3.12 EPS for the current fiscal year.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 9,093 shares of the stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total value of $1,829,966.25. Following the completion of the transaction, the chief financial officer owned 118,252 shares in the company, valued at approximately $23,798,215. This represents a 7.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 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 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 sale, the director directly owned 120,000 shares of the company’s stock, valued at approximately $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. Insiders have sold 547,354 shares of company stock valued at $133,284,825 over the last quarter. Company insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

Institutional investors have recently added to or reduced their stakes in the stock. Revere Asset Management Inc purchased a new position in Twilio in the second quarter valued at about $8,938,000. National Pension Service boosted its stake in shares of Twilio by 1,177.6% during the 2nd quarter. National Pension Service now owns 261,307 shares of the technology company’s stock worth $53,915,000 after acquiring an additional 240,854 shares in the last quarter. NewEdge Advisors LLC grew its holdings in shares of Twilio by 194.7% in the 2nd quarter. NewEdge Advisors LLC now owns 15,338 shares of the technology company’s stock worth $3,165,000 after acquiring an additional 10,134 shares during the period. Baird Financial Group Inc. grew its holdings in shares of Twilio by 2.0% in the 2nd quarter. Baird Financial Group Inc. now owns 158,347 shares of the technology company’s stock worth $32,672,000 after acquiring an additional 3,038 shares during the period. Finally, Nykredit A S purchased a new position in Twilio in the 2nd quarter valued at approximately $10,514,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

About Twilio

(Get Free Report)

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.

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