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What Analysts Are Saying About Twilio Stock
Twilio, Inc. Class A -0.42% Post
Twilio, Inc. Class A TWLO | 122.99 122.94 | -0.42% -0.04% Post |
10 analysts have shared their evaluations of Twilio (NYSE:TWLO) during the recent three months, expressing a mix of bullish and bearish perspectives.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 5 | 2 | 2 | 1 | 0 |
| Last 30D | 1 | 0 | 0 | 0 | 0 |
| 1M Ago | 2 | 0 | 1 | 0 | 0 |
| 2M Ago | 1 | 1 | 1 | 1 | 0 |
| 3M Ago | 1 | 1 | 0 | 0 | 0 |
Analysts have set 12-month price targets for Twilio, revealing an average target of $157.2, a high estimate of $185.00, and a low estimate of $100.00. Marking an increase of 9.08%, the current average surpasses the previous average price target of $144.11.
Diving into Analyst Ratings: An In-Depth Exploration
A clear picture of Twilio's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Derrick Wood | TD Cowen | Raises | Buy | $160.00 | $125.00 |
| James Fish | Piper Sandler | Lowers | Neutral | $130.00 | $148.00 |
| Catharine Trebnick | Rosenblatt | Maintains | Buy | $180.00 | $180.00 |
| Nick Altmann | BTIG | Lowers | Buy | $155.00 | $165.00 |
| Elizabeth Porter | Morgan Stanley | Raises | Overweight | $169.00 | $154.00 |
| Catharine Trebnick | Rosenblatt | Raises | Buy | $180.00 | $140.00 |
| James Fish | Piper Sandler | Raises | Neutral | $148.00 | $145.00 |
| Rishi Jaluria | RBC Capital | Raises | Underperform | $100.00 | $75.00 |
| Patrick Walravens | Citizens | Raises | Market Outperform | $185.00 | $165.00 |
| Nick Altmann | BTIG | Announces | Buy | $165.00 | - |
Key Insights:
- Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Twilio. This information offers a snapshot of how analysts perceive the current state of the company.
- Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Twilio compared to the broader market.
- Price Targets: Gaining insights, analysts provide estimates for the future value of Twilio's stock. This comparison reveals trends in analysts' expectations over time.
To gain a panoramic view of Twilio's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
Stay up to date on Twilio analyst ratings.
Discovering Twilio: A Closer Look
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
A Deep Dive into Twilio's Financials
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
Revenue Growth: Twilio displayed positive results in 3M. As of 30 September, 2025, the company achieved a solid revenue growth rate of approximately 14.71%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: Twilio's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 2.86%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 0.47%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Twilio's ROA excels beyond industry benchmarks, reaching 0.38%. This signifies efficient management of assets and strong financial health.
Debt Management: With a below-average debt-to-equity ratio of 0.14, Twilio adopts a prudent financial strategy, indicating a balanced approach to debt management.
The Basics of Analyst Ratings
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
