Twilio (NYSE:TWLO) Upgraded to Moderate Buy at Tigress Financial

by · The Markets Daily

Tigress Financial upgraded shares of Twilio (NYSE:TWLO – Free Report) to a moderate buy rating in a research note issued to investors on Thursday morning,Zacks.com reports.

A number of other analysts have also issued reports on the company. Stifel Nicolaus set a $175.00 target price on Twilio in a report on Friday, May 1st. BTIG Research reaffirmed a “buy” rating and issued a $215.00 target price on shares of Twilio in a report on Tuesday, May 12th. KeyCorp raised their target price on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Wells Fargo & Company raised their target price on Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Finally, Robert W. Baird set a $200.00 target price on Twilio in a report on Friday, May 1st. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $198.24.

View Our Latest Report on TWLO

Twilio Stock Performance

TWLO opened at $206.85 on Thursday. The firm has a market capitalization of $31.39 billion, a P/E ratio of 323.20, a price-to-earnings-growth ratio of 4.15 and a beta of 1.39. The stock’s 50 day moving average price is $172.41 and its two-hundred day moving average price is $142.64. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio has a 12-month low of $91.84 and a 12-month high of $238.48.

Twilio (NYSE:TWLO – Get Free Report) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The firm had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s revenue was up 20.0% on a year-over-year basis. During the same quarter last year, the firm posted $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities analysts forecast that Twilio will post 2.77 earnings per share for the current year.

Insider Transactions at Twilio

In other news, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the sale, the director owned 30,995 shares in the company, valued at $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 44,158 shares of the business’s stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total value of $10,415,989.04. Following the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at approximately $55,559,646.96. The trade was a 15.79% 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. In the last ninety days, insiders have sold 1,805,779 shares of company stock worth $338,603,196. Insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Twilio

A number of institutional investors and hedge funds have recently made changes to their positions in the company. MassMutual Private Wealth & Trust FSB raised its position in shares of Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares during the last quarter. GHP Investment Advisors Inc. grew its stake in shares of Twilio by 6.3% during the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after purchasing an additional 86 shares during the period. SJS Investment Consulting Inc. grew its stake in shares of Twilio by 27.7% during the first quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after purchasing an additional 93 shares during the period. Centaurus Financial Inc. grew its stake in shares of Twilio by 0.7% during the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after purchasing an additional 94 shares during the period. Finally, NewEdge Advisors LLC grew its stake in shares of Twilio by 1.7% during the fourth quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock worth $841,000 after purchasing an additional 99 shares during the period. Institutional investors own 84.27% of the company’s stock.

About Twilio

(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.

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.

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