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

Twilio (NYSE:TWLO) released its earnings results on Thursday. The technology company reported $0.22 EPS for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.77), Zacks reports. Twilio had a positive return on equity of 0.85% and a negative net margin of 10.65%. The company had revenue of $1.19 billion during the quarter, compared to analysts’ expectations of $1.19 billion. Twilio updated its Q1 2025 guidance to 0.880-0.930 EPS.

Twilio Price Performance

TWLO traded down $21.87 on Friday, hitting $125.41. 15,497,489 shares of the company’s stock traded hands, compared to its average volume of 3,818,227. The company’s 50 day simple moving average is $121.20 and its 200-day simple moving average is $90.21. The firm has a market cap of $19.23 billion, a price-to-earnings ratio of -48.80, a P/E/G ratio of 3.60 and a beta of 1.43. Twilio has a one year low of $52.51 and a one year high of $151.95. The company has a current ratio of 5.06, a quick ratio of 5.06 and a debt-to-equity ratio of 0.12.

Analyst Ratings Changes

TWLO has been the topic of a number of recent research reports. Stifel Nicolaus increased their target price on Twilio from $130.00 to $135.00 and gave the stock a “hold” rating in a research note on Friday. JMP Securities reaffirmed a “market outperform” rating and set a $165.00 price objective on shares of Twilio in a research report on Friday. Needham & Company LLC increased their price objective on Twilio from $91.00 to $165.00 and gave the company a “buy” rating in a research report on Tuesday, January 28th. UBS Group increased their price objective on Twilio from $145.00 to $175.00 and gave the company a “buy” rating in a research report on Friday. Finally, Royal Bank of Canada reaffirmed an “underperform” rating and set a $50.00 price objective on shares of Twilio in a research report on Tuesday, January 21st. One analyst has rated the stock with a sell rating, eight have given a hold rating, sixteen have given a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and a consensus price target of $130.91.

Insider Buying and Selling at Twilio

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