Twilio (NYSE:TWLO) Releases 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.

Twilio Price Performance

Shares of NYSE:TWLO traded up $2.68 during midday trading on Thursday, reaching $147.27. 5,734,531 shares of the company were exchanged, compared to its average volume of 3,463,135. The stock has a market cap of $22.59 billion, a PE ratio of -57.30, a price-to-earnings-growth ratio of 3.60 and a beta of 1.43. The business’s fifty day moving average is $120.22 and its two-hundred day moving average is $89.34. 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.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, February 13th. The technology company reported $0.22 earnings per share (EPS) 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%. As a group, analysts predict that Twilio will post 0.88 earnings per share for the current year.

Wall Street Analysts Forecast Growth

TWLO has been the subject of a number of recent analyst reports. William Blair reaffirmed an “outperform” rating on shares of Twilio in a research note on Friday, January 24th. UBS Group boosted their target price on Twilio from $140.00 to $145.00 and gave the company a “buy” rating in a research report on Friday, January 24th. Baird R W raised Twilio from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 24th. The Goldman Sachs Group raised Twilio from a “neutral” rating to a “buy” rating and raised their price target for the stock from $77.00 to $185.00 in a research note on Monday, January 27th. Finally, Mizuho upped their price objective on Twilio from $140.00 to $150.00 and gave the company an “outperform” rating in a research report on Friday, January 24th. Two 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 company. According to MarketBeat, Twilio has a consensus rating of “Moderate Buy” and a consensus price target of $119.25.

Insider Buying and Selling at Twilio

In related news, CEO Khozema Shipchandler sold 10,834 shares of the business’s stock in a transaction 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 transaction, the chief executive officer now directly owns 244,971 shares in the company, valued at $27,823,806.18. The trade was a 4.24 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Dana Wagner sold 4,629 shares of the stock in a transaction dated Wednesday, December 4th. The shares were sold at an average price of $110.00, for a total value of $509,190.00. Following the completion of the sale, the insider now owns 125,576 shares of the company’s stock, valued at approximately $13,813,360. This trade represents a 3.56 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 22,015 shares of company stock valued at $2,483,695. 4.50% of the stock is currently owned by 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.