Twilio (NYSE:TWLO) Trading Up 9.5% – Still a Buy?

01 Jun 2026, 15:52 by Mitch Edgeman · The Markets Daily

Twilio Inc. (NYSE:TWLO – Get Free Report) was up 9.5% on Monday . The stock traded as high as $208.25 and last traded at $208.7020. Approximately 1,038,504 shares were traded during trading, a decline of 59% from the average daily volume of 2,531,501 shares. The stock had previously closed at $190.64.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on TWLO shares. Morgan Stanley restated an “overweight” rating and set a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. Oppenheimer lifted their price objective on Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research note on Monday, May 18th. Jefferies Financial Group reiterated a “buy” rating and set a $195.00 price objective on shares of Twilio in a research note on Friday, May 1st. TD Cowen reiterated a “buy” rating on shares of Twilio in a research note on Monday. Finally, Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $195.40.

Get Our Latest Stock Analysis on TWLO

Twilio Stock Up 14.0%

The company has a 50 day moving average price of $155.20 and a two-hundred day moving average price of $136.51. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The stock has a market cap of $32.99 billion, a PE ratio of 339.77, a PEG ratio of 3.79 and a beta of 1.39.

Twilio (NYSE:TWLO – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the previous year, the business earned $1.14 earnings per share. The company’s revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts expect that Twilio Inc. will post 2.79 EPS for the current year.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 32,158 shares of the company’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $185.70, for a total transaction of $5,971,740.60. Following the completion of the sale, the chief executive officer owned 235,542 shares in the company, valued at approximately $43,740,149.40. This represents a 12.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 on Monday, May 4th. The shares were sold at an average price of $185.32, for a total value of $277,980.00. Following the sale, the director owned 32,995 shares of the company’s stock, valued at approximately $6,114,633.40. This trade represents a 4.35% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,759,621 shares of company stock worth $327,789,187 in the last three months. 0.21% of the stock is owned by insiders.

Institutional Trading of Twilio

Hedge funds have recently bought and sold shares of the company. Raleigh Capital Management Inc. purchased a new stake in Twilio during the fourth quarter valued at $26,000. SHP Wealth Management purchased a new stake in Twilio during the fourth quarter valued at $26,000. Zions Bancorporation National Association UT purchased a new stake in Twilio during the fourth quarter valued at $29,000. Aster Capital Management DIFC Ltd purchased a new stake in Twilio during the fourth quarter valued at $29,000. Finally, Osbon Capital Management LLC purchased a new stake in Twilio during the fourth quarter valued at $30,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Company Profile

(Get Free Report)

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.