Twilio (NYSE:TWLO) Issues Q1 2025 Earnings Guidance

Twilio (NYSE:TWLO) updated its first quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 0.880-0.930 for the period, compared to the consensus EPS 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 equities analysts have issued reports on the company. Barclays boosted their price target on Twilio from $120.00 to $140.00 and gave the company an “equal weight” rating in a research note on Friday. Mizuho boosted their price target on Twilio from $140.00 to $150.00 and gave the company an “outperform” rating in a research note on Friday, January 24th. Oppenheimer boosted their price target on Twilio from $90.00 to $160.00 and gave the company an “outperform” rating in a research note on Friday, January 24th. Robert W. Baird raised Twilio from a “neutral” rating to an “outperform” rating and boosted their price target for the company from $115.00 to $160.00 in a research note on Friday, January 24th. Finally, The Goldman Sachs Group raised Twilio from a “neutral” rating to a “buy” rating and boosted their price target for the company from $77.00 to $185.00 in a research note on Monday, January 27th. One investment analyst has rated the stock with a sell rating, eight have given a hold rating, sixteen have assigned a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $130.91.

Twilio Trading Down 14.9 %

Shares of NYSE:TWLO opened at $125.41 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 5.06 and a current ratio of 5.06. The business has a fifty day moving average price of $120.96 and a two-hundred day moving average price of $89.74. Twilio has a 1 year low of $52.51 and a 1 year high of $151.95.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, February 13th. The technology company reported $0.22 earnings per share for the quarter, missing the consensus estimate of $0.99 by ($0.77). Twilio had a positive return on equity of 0.85% and a negative net margin of 10.65%. Sell-side analysts anticipate that Twilio will post 0.88 EPS for the current year.

Insider Buying and Selling

In other Twilio news, insider Dana Wagner sold 4,629 shares of the firm’s stock in a transaction dated Wednesday, December 4th. The stock was sold at an average price of $110.00, for a total value of $509,190.00. Following the sale, the insider now owns 125,576 shares of the company’s stock, valued at $13,813,360. This trade represents a 3.56 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Khozema Shipchandler sold 10,834 shares of the firm’s stock in a transaction dated Monday, January 6th. The shares were sold at an average price of $113.58, for a total value of $1,230,525.72. Following the completion of the sale, the chief executive officer now directly owns 244,971 shares in the company, valued at approximately $27,823,806.18. The trade was a 4.24 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 22,015 shares of company stock valued at $2,483,695. Corporate 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.