Twilio (NYSE:TWLO) Updates Q1 2025 Earnings Guidance

Twilio (NYSE:TWLO) updated its first quarter 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 0.880-0.930 for the period, compared to the consensus earnings per share estimate of 0.980. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on TWLO. Royal Bank of Canada reissued an “underperform” rating and set a $50.00 target price on shares of Twilio in a research note on Tuesday, January 21st. The Goldman Sachs Group upgraded Twilio from a “neutral” rating to a “buy” rating and increased their price target for the stock from $77.00 to $185.00 in a research report on Monday, January 27th. William Blair reissued an “outperform” rating on shares of Twilio in a report on Friday, January 24th. Scotiabank upped their target price on Twilio from $90.00 to $160.00 and gave the stock a “sector outperform” rating in a research note on Friday, January 24th. Finally, Piper Sandler reissued an “overweight” rating and issued a $142.00 price target (up previously from $94.00) on shares of Twilio in a research note on Friday, January 24th. Two investment analysts have rated the stock with a sell rating, eight have assigned a hold rating, sixteen have issued a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $119.25.

Twilio Trading Up 1.9 %

Twilio stock traded up $2.68 during trading on Thursday, reaching $147.27. 5,734,531 shares of the company were exchanged, compared to its average volume of 3,463,135. The stock’s 50 day simple moving average is $120.22 and its two-hundred day simple moving average is $89.34. The company has a market capitalization of $22.59 billion, a P/E ratio of -57.30, a PEG ratio of 3.60 and a beta of 1.43. The company has a debt-to-equity ratio of 0.12, a current ratio of 5.06 and a quick ratio of 5.06. Twilio has a 52-week low of $52.51 and a 52-week high of $151.95.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, February 13th. The technology company reported $0.22 earnings per share for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.77). Twilio had a positive return on equity of 0.85% and a negative net margin of 10.65%. On average, equities research analysts expect that Twilio will post 0.88 earnings per share for the current fiscal year.

Insiders Place Their Bets

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

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.