Internet Services and Infrastructure

Twilio

Twilio Named Leader in Gartner CPaaS Magic Quadrant for Fourth Consecutive Year

Third Pillar Fund Increases Twilio Holdings, Directors and CFO Sell Shares

Twilio Receives Moderate Buy Rating with $193.65 Target Price, Executives Sell Shares

Twilio Board Member Sells Company Shares

Twilio Director Andrew Stafman Sells 675,000 A-Class Ordinary Shares

Twilio Launches New Platform Features for the Agentic Era in Hong Kong

Fifth Third Bancorp Significantly Increased Holdings in Twilio Inc.

Jefferies Analyst Maintains Buy Rating on Twilio

Twilio Raised Full-Year Revenue Growth Forecast, Pre-market Stock Up 18.5%

Twilio released FY2026 Q1 earnings on April 30 After-Market EST, actual revenue USD 1.407 B (forecast USD 1.341 B), actual EPS USD 0.5699 (forecast USD 0.3793)

Twilio Reports 20% Q1 2026 Revenue Growth, CEO Calls It a Milestone

Twilio to Report Q1 Earnings

Twilio to release FY2026 Q1 earnings on April 30 After-Market EST, forecast revenue USD 1.341 B, EPS USD 0.3793

Twilio Launches New Flex SDK for Seamless Integration of Contact Center Capabilities

Jefferies Upgrades Twilio Stock Rating to Buy

Twilio Inc CFO sells 8,231 shares

Twilio Expands Messaging Services and Appoints New Board Member

Twilio Launches RCS Business Messaging Service in the Netherlands

Twilio Partnerships with KPN to Facilitate National RCS Business Messaging in the Netherlands

Twilio Inc. Announces 2025 Fiscal Year Financial Results

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Twilio, Inc. (TWLO.US) Q3 2025 Earnings Conference Call

Twilio, Inc. (TWLO.US) Q2 2025 Earnings Conference Call

Twilio, Inc. (TWLO.US) Q4 2024 Earnings Conference Call

Twilio, Inc. (TWLO.US) Q3 2024 Earnings Conference Call

TWLO

Twilio (NYSE:TWLO) has been named a Leader in the 2026 Gartner Magic Quadrant for CPaaS for the fourth consecutive year, achieving the highest placement in Ability to Execute. The stock is currently priced at $189.33, with a 3-year return of 208.3% and a recent 30% increase over the last 30 days. However, it trades about 3% below the analyst target of $195.09 and 17.4% below estimated fair value. Investors should monitor earnings expectations and insider selling as potential risks.

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Twilio’s Gartner Leadership And What It May Mean For TWLO Stock

Tredje AP fonden has acquired 18,937 shares of Twilio Inc. (NYSE:TWLO) valued at approximately $2.69 million in Q4. Other hedge funds also increased their stakes. Analysts have raised target prices for Twilio, with UBS setting it at $200 and TD Cowen at $210. Insider trading includes significant sales by Director Andrew Stafman and CFO Aidan Viggiano. Twilio's stock opened at $195.97, with a market cap of $29.74 billion and a P/E ratio of 306.20.

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STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

CITIGROUP INC 6.250 NON CUM SER II PFD WI

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KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

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Tredje AP fonden Makes New Investment in Twilio Inc. $TWLO

Twilio Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for CPaaS for the Fourth Consecutive Year | TWLO Stock News

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Twilio Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for CPaaS for the Fourth Consecutive Year | TWLO Stock News

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Oppenheimer has raised its price target for Twilio (NYSE:TWLO) from $200 to $235, maintaining an 'outperform' rating. This suggests a potential upside of 19.82% from the previous close. Other analysts have also increased their ratings, with a consensus target price of $195.40. Twilio's recent quarterly earnings exceeded expectations, reporting $1.50 EPS and $1.41 billion in revenue, a 20% year-over-year increase.

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Oppenheimer Issues Positive Forecast for Twilio (NYSE:TWLO) Stock Price

Twilio's stock has surged 70% over the past year, closing at $198.29, but recent analysis suggests it may be undervalued by 14.4% based on a Discounted Cash Flow model. However, its Price to Sales ratio of 5.68x indicates it is overvalued compared to its Fair Ratio of 4.62x. Investors are encouraged to reassess Twilio's valuation through various methods and narratives that reflect future growth expectations.

Is It Time To Reassess Twilio (TWLO) After A 70% One Year Share Price Surge

Twilio Inc. (NYSE:TWLO) has received a consensus rating of 'Moderate Buy' from 23 analysts, with an average 12-month price target of $193.65. Recommendations include one sell, three holds, seventeen buys, and two strong buys. Recent analyst upgrades have raised price targets significantly, with KeyCorp setting it at $200 and Monness Crespi & Hardt at $246. Insider trading activity includes significant sales by Director Andrew Stafman and CFO Aidan Viggiano. Institutional investors hold 84.27% of the stock.

Jefferies Financial

Twilio Inc. (NYSE:TWLO) Receives Consensus Rating of "Moderate Buy" from Brokerages

In San Francisco, Twilio (NYSE: TWLO) revealed its upcoming participation in investor events. Chief Financial Officer Aidan Viggiano will engage in a fireside chat at the J.P. Morgan Global Technology, Media and Communications Conference on May 18, 2026, at 6:05 a.m. (PT) / 9:05 a.m. (ET). Additionally, Vice President of Investor Relations Rodney Nelson will participate in a fireside chat at the TD Cowen T.

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Twilio to Participate in Upcoming Investor Events

On May 13, Andrew Stafman, a Board Member at Twilio, sold 675,000 shares of the company for $130.64 million, as disclosed in a SEC filing. Following the sale, Twilio's stock price fell by 0.71% to $191.42. Twilio, a cloud-based communications platform, reported a revenue growth rate of 20% for the last three months, but faces challenges with a gross margin of 48.63%. The company's P/E ratio is 292.09, indicating potential overvaluation, while its P/S ratio of 5.77 suggests an attractive valuation for investors. Insider trading can provide insights but should be analyzed within a broader context.

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Insider Selling: Andrew Stafman Unloads $130.64M Of Twilio Stock

Twilio Stock Just Got a New Street-High Price Target. Its Bull Case Is Credible, But Shares Aren’t Cheap.

Barchart Option

Twilio Stock Just Got a New Street-High Price Target. Its Bull Case Is Credible, But Shares Aren’t Cheap.

Twilio(TWLO.US)

Twilio’s Gartner Leadership And What It May Mean For TWLO Stock

Tredje AP fonden Makes New Investment in Twilio Inc. $TWLO

Twilio Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for CPaaS for the Fourth Consecutive Year | TWLO Stock News

Oppenheimer Issues Positive Forecast for Twilio (NYSE:TWLO) Stock Price

Is It Time To Reassess Twilio (TWLO) After A 70% One Year Share Price Surge

Twilio Inc. (NYSE:TWLO) Receives Consensus Rating of "Moderate Buy" from Brokerages

Twilio to Participate in Upcoming Investor Events

Insider Selling: Andrew Stafman Unloads $130.64M Of Twilio Stock

Twilio Stock Just Got a New Street-High Price Target. Its Bull Case Is Credible, But Shares Aren’t Cheap.