Twilio (NYSE:TWLO) Updates Q1 2025 Earnings Guidance

Twilio (NYSE:TWLO) issued an update on its first quarter 2025 earnings guidance on Thursday morning. 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.

Twilio Stock Performance

TWLO traded up $2.68 on Thursday, hitting $147.27. 5,836,954 shares of the company’s stock were exchanged, compared to its average volume of 3,474,293. The firm has a market cap of $22.59 billion, a PE ratio of -57.30, a P/E/G ratio of 3.60 and a beta of 1.43. Twilio has a twelve month low of $52.51 and a twelve month high of $151.95. The stock has a fifty day moving average of $120.22 and a two-hundred day moving average of $89.34. The company has a current ratio of 5.06, a quick ratio of 5.06 and a debt-to-equity ratio of 0.12.

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

Analyst Upgrades and Downgrades

TWLO has been the topic of a number of research analyst reports. Mizuho raised their price objective on shares of Twilio from $140.00 to $150.00 and gave the company an “outperform” rating in a research note on Friday, January 24th. William Blair reiterated an “outperform” rating on shares of Twilio in a research note on Friday, January 24th. Piper Sandler reiterated an “overweight” rating and set a $142.00 price objective (up previously from $94.00) on shares of Twilio in a research note on Friday, January 24th. Scotiabank raised their price objective on shares of Twilio from $90.00 to $160.00 and gave the company a “sector outperform” rating in a research note on Friday, January 24th. Finally, Barclays raised their price objective on shares of Twilio from $65.00 to $80.00 and gave the company an “equal weight” rating in a research note on Friday, November 1st. Two equities research analysts have rated the stock with a sell rating, eight have issued a hold rating, sixteen have issued a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $119.25.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 10,834 shares of the 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 transaction, the chief executive officer now owns 244,971 shares in the company, valued at approximately $27,823,806.18. This represents a 4.24 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Dana Wagner sold 4,629 shares of the firm’s stock in a transaction that occurred on Wednesday, December 4th. The shares were sold at an average price of $110.00, for a total transaction of $509,190.00. Following the transaction, the insider now directly owns 125,576 shares in the company, valued at approximately $13,813,360. The trade was a 3.56 % 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 worth $2,483,695. 4.50% of the stock is currently 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.