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

Twilio (NYSE:TWLO) issued 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%. Twilio updated its Q1 2025 guidance to 0.880-0.930 EPS.

Twilio Stock Performance

Shares of TWLO stock traded up $2.68 on Thursday, reaching $147.27. The stock had a trading volume of 5,734,531 shares, compared to its average volume of 3,463,135. The company has a debt-to-equity ratio of 0.12, a quick ratio of 5.06 and a current ratio of 5.06. Twilio has a 1 year low of $52.51 and a 1 year high of $151.95. The stock has a market cap of $22.59 billion, a P/E ratio of -57.30, a price-to-earnings-growth ratio of 3.60 and a beta of 1.43. The company has a 50 day simple moving average of $120.22 and a 200 day simple moving average of $89.34.

Insider Activity at Twilio

In other news, CFO Aidan Viggiano sold 6,552 shares of the firm’s stock in a transaction dated Monday, January 6th. The stock was sold at an average price of $113.55, for a total value of $743,979.60. Following the transaction, the chief financial officer now owns 153,910 shares of the company’s stock, valued at $17,476,480.50. This trade represents a 4.08 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Khozema Shipchandler sold 10,834 shares of the firm’s stock in a transaction that occurred on Monday, January 6th. The stock was sold at an average price of $113.58, for a total transaction of $1,230,525.72. Following the sale, the chief executive officer now 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. Over the last 90 days, insiders sold 22,015 shares of company stock worth $2,483,695. 4.50% of the stock is owned by insiders.

Analyst Ratings Changes

Several research firms have recently commented on TWLO. Piper Sandler reiterated an “overweight” rating and issued a $142.00 price objective (up previously from $94.00) on shares of Twilio in a report on Friday, January 24th. JPMorgan Chase & Co. lifted their price target on Twilio from $83.00 to $130.00 and gave the stock an “overweight” rating in a research note on Friday, January 24th. Oppenheimer increased their price objective on Twilio from $90.00 to $160.00 and gave the company an “outperform” rating in a research note on Friday, January 24th. Wells Fargo & Company raised their target price on shares of Twilio from $140.00 to $155.00 and gave the stock an “overweight” rating in a report on Friday, January 24th. Finally, The Goldman Sachs Group upgraded shares of Twilio from a “neutral” rating to a “buy” rating and upped their price target for the company from $77.00 to $185.00 in a report on Monday, January 27th. Two equities research analysts have rated the stock with a sell rating, eight have assigned a hold rating, sixteen have given a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $119.25.

Twilio Company Profile

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.