Twilio (NYSE:TWLO) Announces Earnings Results, Misses Expectations By $0.77 EPS

Twilio (NYSE:TWLO) released its quarterly earnings data on Thursday. The technology company reported $0.22 EPS for the quarter, missing the consensus estimate of $0.99 by ($0.77), Zacks reports. Twilio had a negative net margin of 10.65% and a positive return on equity of 0.85%. Twilio updated its Q1 2025 guidance to 0.880-0.930 EPS.

Twilio Stock Up 1.9 %

Shares of NYSE TWLO traded up $2.68 during trading hours on Thursday, hitting $147.27. 5,734,531 shares of the stock were exchanged, compared to its average volume of 3,463,135. The company has a quick ratio of 5.06, a current ratio of 5.06 and a debt-to-equity ratio of 0.12. The company has a market cap of $22.59 billion, a PE ratio of -57.30, a PEG ratio of 3.60 and a beta of 1.43. The firm has a fifty day moving average price of $120.22 and a 200-day moving average price of $89.34. Twilio has a 12 month low of $52.51 and a 12 month high of $151.95.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. TD Cowen boosted their price objective on Twilio from $70.00 to $85.00 and gave the stock a “hold” rating in a research note on Thursday, October 31st. Northland Securities lifted their target price on Twilio from $66.00 to $86.00 and gave the stock a “market perform” rating in a report on Thursday, October 31st. Wells Fargo & Company increased their price target on Twilio from $140.00 to $155.00 and gave the company an “overweight” rating in a report on Friday, January 24th. Piper Sandler reaffirmed an “overweight” rating and set a $142.00 price objective (up from $94.00) on shares of Twilio in a research note on Friday, January 24th. Finally, Scotiabank boosted their price objective on shares of Twilio from $90.00 to $160.00 and gave the company a “sector outperform” rating in a research report on Friday, January 24th. Two equities research analysts have rated the stock with a sell rating, eight have assigned a hold rating, sixteen have given a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $119.25.

Insider Activity at Twilio

In other Twilio news, CFO Aidan Viggiano sold 6,552 shares of the firm’s stock in a transaction dated Monday, January 6th. The stock was sold at an average price of $113.55, for a total value of $743,979.60. Following the completion of the sale, the chief financial officer now owns 153,910 shares of the company’s stock, valued at approximately $17,476,480.50. This trade represents a 4.08 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Khozema Shipchandler sold 10,834 shares of the business’s stock in a transaction dated Monday, January 6th. The stock was sold at an average price of $113.58, for a total value of $1,230,525.72. Following the sale, the chief executive officer now owns 244,971 shares in the company, valued at $27,823,806.18. The trade was a 4.24 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 22,015 shares of company stock valued at $2,483,695 over the last 90 days. Insiders own 4.50% of the company’s stock.

About Twilio

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.