Twilio Market Sentiment

Market sentiment signals for Twilio (TWLO): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 25, 2026	HSBC	Stephen Bersey—	-23.4%	$211	Downgrade	Hold→Reduce
Sep 22, 2026	TD Cowen	Derrick Wood—	+8.9%	$260 → $300	Maintained	Buy
Sep 22, 2026	Rosenblatt	Catharine Trebnick—	+5.3%	$275 → $290	Maintained	Buy
Sep 11, 2026	BTIG	Nick Altmann—	+3.5%	$285 → $285	Maintained	Buy
Aug 27, 2026	Citizens	Patrick Walravens—	-0.1%	$275 → $275	Maintained	Market Outperform
Aug 7, 2026	UBS	Taylor McGinnis—	+3.5%	$200 → $285	Maintained	Buy
Aug 7, 2026	TD Cowen	Derrick Wood—	-5.6%	$245 → $260	Maintained	Buy
Aug 7, 2026	Piper Sandler	James Fish—	-10.3%	$192 → $247	Maintained	Neutral
Aug 7, 2026	Oppenheimer	Ittai Kidron—	-0.1%	$235 → $275	Maintained	Outperform
Aug 7, 2026	Citizens	Patrick Walravens—	-0.1%	$250 → $275	Maintained	Market Outperform
Aug 7, 2026	Wells Fargo	Ryan Macwilliams—	-0.1%	$225 → $275	Maintained	Overweight
Aug 7, 2026	Keybanc	Jackson Ader—	-9.2%	$200 → $250	Maintained	Overweight
Aug 7, 2026	Rosenblatt	Catharine Trebnick—	-0.1%	$230 → $275	Maintained	Buy
Aug 7, 2026	Needham	Joshua Reilly—	+1.7%	$250 → $280	Maintained	Buy
Aug 7, 2026	BTIG	Nick Altmann—	+3.5%	$245 → $285	Maintained	Buy
Jul 28, 2026	BTIG	Nick Altmann—	-11.0%	$215 → $245	Maintained	Buy
Jul 20, 2026	Citizens	Patrick Walravens—	-9.2%	$210 → $250	Maintained	Market Outperform
Jul 20, 2026	Wells Fargo	Ryan Macwilliams—	-18.3%	$200 → $225	Maintained	Overweight
Jul 17, 2026	Mizuho	Siti Panigrahi—	-12.8%	$200 → $240	Maintained	Outperform
Jul 17, 2026	TD Cowen	Derrick Wood—	-11.0%	$210 → $245	Maintained	Buy
Jul 10, 2026	Stifel	Parker Lane—	-5.6%	$175 → $260	Upgrade	Hold→Buy
Jul 2, 2026	KGI Securities	——	-9.2%	$250	Initiate	Outperform
Jun 18, 2026	Rosenblatt	Catharine Trebnick—	-16.5%	$230 → $230	Maintained	Buy
Jun 11, 2026	Tigress Financial	Ivan Feinseth—	-7.4%	$170 → $255	Maintained	Buy
May 18, 2026	Oppenheimer	Ittai Kidron—	-14.7%	$200 → $235	Maintained	Outperform