Twilio (TWLO) to Release Earnings on Thursday

Twilio (NYSE:TWLO) is anticipated to release its Q2 2025 earnings data after the market closes on Thursday, August 7th. Analysts expect the company to announce earnings of $1.02 per share and revenue of $1.19 billion for the quarter.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, May 1st. The technology company reported $1.14 EPS for the quarter, topping analysts’ consensus estimates of $0.92 by $0.22. The firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.14 billion. Twilio had a positive return on equity of 2.25% and a negative net margin of 0.74%. The firm’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the business posted $0.80 EPS. On average, analysts expect Twilio to post $1 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Twilio Price Performance

NYSE:TWLO opened at $131.01 on Thursday. Twilio has a 12-month low of $56.16 and a 12-month high of $151.95. The firm has a market cap of $20.00 billion, a price-to-earnings ratio of -623.86, a price-to-earnings-growth ratio of 4.04 and a beta of 1.30. The company’s 50-day moving average is $121.15 and its two-hundred day moving average is $113.84. The company has a current ratio of 4.78, a quick ratio of 4.78 and a debt-to-equity ratio of 0.12.

Insider Transactions at Twilio

In other news, Director Erika Rottenberg sold 4,100 shares of the company’s stock in a transaction dated Monday, June 2nd. The stock was sold at an average price of $120.03, for a total value of $492,123.00. Following the completion of the sale, the director owned 33,488 shares of the company’s stock, valued at $4,019,564.64. This represents a 10.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 13,595 shares of the stock in a transaction dated Thursday, July 3rd. The shares were sold at an average price of $117.06, for a total value of $1,591,430.70. Following the completion of the sale, the chief executive officer owned 246,986 shares of the company’s stock, valued at approximately $28,912,181.16. This trade represents a 5.22% decrease in their position. The disclosure for this sale can be found here. Insiders sold 55,888 shares of company stock valued at $6,753,409 over the last 90 days. Corporate insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On Twilio

An institutional investor recently raised its position in Twilio stock. Brighton Jones LLC lifted its holdings in shares of Twilio Inc. (NYSE:TWLO) by 6.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 10,051 shares of the technology company’s stock after acquiring an additional 623 shares during the quarter. Brighton Jones LLC’s holdings in Twilio were worth $1,086,000 as of its most recent filing with the SEC. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Analyst Ratings Changes

TWLO has been the topic of a number of analyst reports. Tigress Financial restated a “buy” rating and set a $170.00 target price on shares of Twilio in a research report on Thursday, May 8th. Scotiabank increased their price target on Twilio from $130.00 to $135.00 and gave the stock a “sector outperform” rating in a research note on Friday, May 2nd. Wells Fargo & Company decreased their price objective on Twilio from $160.00 to $120.00 and set an “overweight” rating on the stock in a report on Tuesday, April 22nd. JMP Securities reiterated a “market outperform” rating and issued a $165.00 target price on shares of Twilio in a research note on Tuesday, April 29th. Finally, The Goldman Sachs Group increased their target price on Twilio from $130.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, May 2nd. One research analyst has rated the stock with a sell rating, seven have given a hold rating, seventeen have assigned a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat, Twilio presently has an average rating of “Moderate Buy” and a consensus target price of $127.22.

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.