Twilio Option Alert: Jun 20 $100 Calls at the Bid: 800 vs 5565 OI

Twilio Option Alert: Jun 20 $100 Calls at the Bid: 800 @ $9.56 vs 5565 OI; Ref=$105.92

Twilio (NYSE:TWLO) 주식

TWILIO INC - A

Twilio

Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.

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금요일(2일) 아침 미국 지수 선물이 상승세를 보이는 가운데 오늘 투자자들의 주목을 받을 수 있는 주식은 다음과 같다. 금요일 주목해야 할 주식: 쉐브론, 엑손모빌, 아마존, 애플 및 트윌리오

금요일 주목해야 할 주식: 쉐브론, 엑손모빌, 아마존, 애플 및 트윌리오

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지난주 가장 저조한 성과를 보인 대형주 10종목은 다음과 같다. 아카마이, 액손, 트윌리오, 이팸 시스템즈, 누 홀딩스, 오로라, 코인베이스, 다비타, 로빈후드, 레딧

트윌리오, 코인베이스, 레딧 등 지난주 급락한 대형주 10종목 (2월 17일~21일)

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이들 11개 대형주는 지난주 최악의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요? 1. 웨스트 파마슈티컬 서비시즈(NYSE:WST)의 주식은 4분기 실적 발표와 2025년 가이던스가 예상보다 저조하게 나타난 후 33.22% 급락했다.

레딧, 고대디 및 트레이드 데스크는 등 지난주 하락한 11개의 대형주 (2월 10일~2월 14일)

Twilio Inc

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/06/25</td>
<td>$139.00</td>
<td>$88.5K</td>
<td>73.0K</td>
<td>63.4K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$132.00</td>
<td>$30.5K</td>
<td>5.8K</td>
<td>17.2K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$116.00</td>
<td>$26.3K</td>
<td>10.7K</td>
<td>14.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$395.00</td>
<td>$28.0K</td>
<td>8.7K</td>
<td>10.9K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$257.50</td>
<td>$79.5K</td>
<td>318</td>
<td>3.4K</td>
</tr>
<tr>
<td>HPE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$22.00</td>
<td>$45.0K</td>
<td>5.9K</td>
<td>3.0K</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$20.00</td>
<td>$30.2K</td>
<td>14.2K</td>
<td>1.9K</td>
</tr>
<tr>
<td>CRWD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$482.50</td>
<td>$46.5K</td>
<td>12</td>
<td>1.7K</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$150.00</td>
<td>$124.9K</td>
<td>189</td>
<td>1.2K</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$110.00</td>
<td>$336.0K</td>
<td>436</td>
<td>801</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with neutral sentiment. It expires in 3 day(s) on June 6, 2025. Parties traded 250 contract(s) at a $139.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $88.5K, with a price of $354.0 per contract. There were 73075 open contracts at this strike prior to today, and today 63487 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on June 6, 2025. This event was a transfer of 86 contract(s) at a $132.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $30.5K, with a price of $355.0 per contract. There were 5849 open contracts at this strike prior to today, and today 17245 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option trade with bearish sentiment. It expires in 3 day(s) on June 6, 2025. Parties traded 100 contract(s) at a $116.00 strike. The total cost received by the writing party (or parties) was $26.3K, with a price of $263.0 per contract. There were 10787 open contracts at this strike prior to today, and today 14656 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option trade with bullish sentiment. It expires in 3 day(s) on June 6, 2025. Parties traded 50 contract(s) at a $395.00 strike. The total cost received by the writing party (or parties) was $28.0K, with a price of $560.0 per contract. There were 8701 open contracts at this strike prior to today, and today 10937 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option trade that happens to be bullish, expiring in 3 day(s) on June 6, 2025. This event was a transfer of 100 contract(s) at a $257.50 strike. The total cost received by the writing party (or parties) was $79.5K, with a price of $795.0 per contract. There were 318 open contracts at this strike prior to today, and today 3414 contract(s) were bought and sold. 
• Regarding HPE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>), we observe a call option sweep with bullish sentiment. It expires in 108 day(s) on September 19, 2025. Parties traded 1000 contract(s) at a $22.00 strike. This particular call needed to be split into 22 different trades to become filled. The total cost received by the writing party (or parties) was $45.0K, with a price of $45.0 per contract. There were 5974 open contracts at this strike prior to today, and today 3034 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a put option sweep with bearish sentiment. It expires in 136 day(s) on October 17, 2025. Parties traded 149 contract(s) at a $20.00 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $30.2K, with a price of $203.0 per contract. There were 14210 open contracts at this strike prior to today, and today 1905 contract(s) were bought and sold. 
• For CRWD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), we notice a put option sweep that happens to be bearish, expiring in 3 day(s) on June 6, 2025. This event was a transfer of 30 contract(s) at a $482.50 strike. This particular put needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $46.5K, with a price of $1550.0 per contract. There were 12 open contracts at this strike prior to today, and today 1771 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a put option sweep with bearish sentiment. It expires in 3 day(s) on June 6, 2025. Parties traded 100 contract(s) at a $150.00 strike. This particular put needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $124.9K, with a price of $1250.0 per contract. There were 189 open contracts at this strike prior to today, and today 1264 contract(s) were bought and sold. 
• Regarding TWLO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), we observe a call option sweep with bullish sentiment. It expires in 45 day(s) on July 18, 2025. Parties traded 300 contract(s) at a $110.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $336.0K, with a price of $1120.0 per contract. There were 436 open contracts at this strike prior to today, and today 801 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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10 Information Technology Stocks Whale Activity In Today's Session

Twilio's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) short percent of float has risen 34.13% since its last report. The company recently reported that it has 4.33 million shares sold short, which is 3.38% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.21 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Twilio Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748613630_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Twilio has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Twilio's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Twilio's peer group average for short interest as a percentage of float is 7.92%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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How Is The Market Feeling About Twilio?

Needham analyst Joshua Reilly maintained a Buy rating on Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) and reiterated the <a target="_blank" href="https://www.benzinga.com/quote/TWLO/analyst-ratings" rel="noreferrer noopener">$125&nbsp;price forecast</a> on Friday.
Over the last couple of days, Reilly attended the Twilio Signal customer conference in San Francisco and came away incrementally positive about the company&#8217;s products, solutions, and customer relationships.
Overall, feedback from partners and customers highlighted the platform&#8217;s increasing usage and complimentary reviews on the product roadmap.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/buybacks/25/05/45153701/twilio-stock-darts-higher-on-better-than-expected-q1-results-raised-guidance-operating-discipline-is-paying-off" rel="noreferrer noopener">Twilio Stock Darts Higher On Better-Than-Expected Q1 Results, Raised Guidance: Operating Discipline Is &#8216;Paying Off&#8217;</a>
The analyst&#8217;s partner discussions indicated an increasing pipeline of projects while they manage a more efficient implementation process utilizing AI.
He noted the company&#8217;s strategic positioning to boost cross-selling, emphasizing that the recently announced  Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) partnership will drive greater platform usage.
The collaboration with Microsoft delivers key functionalities, including capabilities for building multi-channel AI agents for automating and improving customer engagement, AI agents that assist live agents in the contact center via enhanced Twilio Agent Copilot capabilities, and multi-modal solutions for enhancing and improving digital interactions between businesses and customers.
Reilly remained bullish on Twilio&#8217;s valuation, conservative second-half revenue assumptions, and cross-sell momentum, maintaining the shares as his Conviction Pick for 2025. With Twilio having cleaned up many of its operational challenges over the past 24 months, the analyst noted that the focus moving forward is on the product, and customers will benefit.
A key challenge for customers is implementing email (Sendgrid), messaging, and CDP, which are essentially three separate platforms on which the customer receives three separate bills. Reilly noted the company is working to streamline the billing process to make bundling easier and improve the customer experience process. While developing billing systems takes time, whether building a custom solution or implementing packaged software, he anticipates a hybrid approach.
CDP currently operates on a subscription model, while other services are usage-based. Given the trend of vendors like Zuora integrating subscription and usage-based billing, a packaged software solution could be beneficial. However, the analyst expects the net benefit to be faster quoting of bundling, and accelerate the pace of cross-selling, but that could be 12-18 months away.
In conjunction with its customer event, Twilio announced a product partnership with Microsoft focused on their Conversational AI offerings. At Signal 2025, Twilio also launched several new products and solutions, with Verify and Lookup reported as particularly popular based on customer feedback. Another key product item discussed at the conference was the general availability of ConversationRelay.
Based on his customer discussions, Reilly noted that the net takeaway for investors is that they can sell ROI-driven solutions, and they are margin accretive. Management&#8217;s investor Q&amp;A on the first day further underscored this point, with several key insights emerging.
Discussions with management allowed the analyst to explore the projected trajectory of voice volumes in the coming years, suggesting a potential for growth significantly exceeding 2024 levels for several years. Reilly also observed sustained bullishness among partners and customers regarding the Twilio platform, coupled with existing budget allocations for cross-selling initiatives.
He noted that Twilio&#8217;s business model insulates the company from headwinds other software vendors will face when transitioning from seat to usage-based pricing. Reilly projected fiscal 2025 revenue of $4.82 billion and EPS of $4.45.
TWLO Price Action: Twilio shares were trading higher by 1.88% to $116.38 at the last check on Friday.
Read Next:
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Image by Tada Images via Shutterstock

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Twilio's AI Push, Microsoft Partnership Spark Analyst Optimism

Analysts' ratings for Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) over the last quarter vary from bullish to bearish, as provided by 21 analysts.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">7</td>
<td align="right">10</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">5</td>
<td align="right">8</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $132.19, a high estimate of $170.00, and a low estimate of $75.00. Experiencing a 5.74% decline, the current average is now lower than the previous average price target of $140.24. 
<img src="https://www.benzinga.com/files/images/story/2025/1747400459_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The analysis of recent analyst actions sheds light on the perception of Twilio by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Joshua Reilly</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$125.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Maintains</td>
<td>Buy</td>
<td>$170.00</td>
<td>$170.00</td>
</tr>
<tr>
<td>Stephen Bersey</td>
<td>HSBC</td>
<td>Raises</td>
<td>Hold</td>
<td>$99.00</td>
<td>$77.00</td>
</tr>
<tr>
<td>Taylor McGinnis</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$150.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Samad Samana</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Hold</td>
<td>$122.00</td>
<td>$108.00</td>
</tr>
<tr>
<td>Kash Rangan</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$145.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>James Fish</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$121.00</td>
<td>$106.00</td>
</tr>
<tr>
<td>Nick Altmann</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Outperform</td>
<td>$135.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Matthew Carletti</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$165.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Joshua Reilly</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$125.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>William Power</td>
<td>Baird</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$130.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Greg Miller</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$165.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Joshua Reilly</td>
<td>Needham</td>
<td>Lowers</td>
<td>Buy</td>
<td>$125.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Samad Samana</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$108.00</td>
<td>$145.00</td>
</tr>
<tr>
<td>Nick Altmann</td>
<td>Scotiabank</td>
<td>Lowers</td>
<td>Sector Outperform</td>
<td>$130.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$120.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$111.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$125.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Rishi Jaluria</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Underperform</td>
<td>$75.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Raises</td>
<td>Buy</td>
<td>$170.00</td>
<td>$135.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$160.00</td>
<td>$144.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Twilio. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Twilio compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Twilio's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Twilio's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/TWLO/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Twilio analyst ratings.</a>
<h2>Get to Know Twilio Better</h2>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Financial Milestones: Twilio's Journey</h3>
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Revenue Growth: Twilio's remarkable performance in 3M is evident. As of 31 March, 2025, the company achieved an impressive revenue growth rate of 11.98%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Twilio's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 1.71%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Twilio's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 0.25%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Twilio's ROA excels beyond industry benchmarks, reaching 0.2%. This signifies efficient management of assets and strong financial health.
Debt Management: Twilio's debt-to-equity ratio is below the industry average at 0.14, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>How Are Analyst Ratings Determined?</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What 21 Analyst Ratings Have To Say About Twilio

Needham analyst Joshua Reilly reiterates Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Buy and maintains $125 price target.

Needham Reiterates Buy on Twilio, Maintains $125 Price Target

Twilio to develop conversational AI solutions built on Microsoft Azure AI Foundry and Twilio's customer engagement platform
Twilio Chief Executive Officer, Khozema Shipchandler, will be joined by Microsoft Chairman and Chief Executive Officer, Satya Nadella, for a pre-recorded, virtual fireside chat at Twilio SIGNAL
<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.twilio.com%2F&amp;esheet=54254215&amp;newsitemid=20250514260508&amp;lan=en-US&amp;anchor=Twilio&amp;index=1&amp;md5=eee794a1045ce1780a30016d9b2aecb5">Twilio</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced at <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fsignal.twilio.com%2F&amp;esheet=54254215&amp;newsitemid=20250514260508&amp;lan=en-US&amp;anchor=Twilio+SIGNAL&amp;index=2&amp;md5=66e144d93992bd4798dee2d47fe7f1f5">Twilio SIGNAL</a> a multi-year strategic partnership with Microsoft to accelerate adoption of conversational AI solutions for customer engagement. The collaboration unlocks potential for more than 10 million Twilio developers and thousands of Microsoft managed customers to build the future of conversational AI and helps deliver on Twilio's vision: ensuring that every digital interaction between businesses and consumers is amazing.
Conversational AI enables computer systems to understand and respond to human conversations in a way that mimics natural dialogue. It leverages natural language processing (NLP) and machine learning (ML) to analyze and interpret human voice and text input, delivering appropriate responses through AI-generated voice or text.
Businesses building conversational AI experiences for customer engagement have run into a number of challenges — from lack of precision due to incomplete data, to difficulty scaling beyond successful pilot programs due to legacy systems integration challenges and lack of robust data infrastructure. Twilio's expertise and leadership across communications, data, and AI, combined with Microsoft Azure AI's safe, secure, enterprise-grade, and global infrastructure uniquely help accelerate conversational AI adoption across the enterprise.
The two companies will collaborate on developing conversational AI customer engagement solutions built on Microsoft Azure AI Foundry and Twilio's comprehensive customer engagement platform that combines communications, contextual data, and AI. Product innovation areas of focus for the strategic partnership will consist of a broad range of conversational AI services.

Twilio Announces Multi-Year Strategic Partnership With Microsoft To Accelerate Adoption Of Conversational AI Solutions For Customer Engagement

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Shares of companies within the broader tech sector are trading higher amid overall market strength following softer-than-expected April inflation readings. Additionally, investors continue to weigh US-China trade progress and President Trump's Middle East trip.

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Shares of companies within the broader tech sector are higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate some supply chain concerns and improve macro sentiment as well as demand visibility.

Tigress Financial analyst Ivan Feinseth maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Buy and maintains $170 price target.

Tigress Financial Maintains Buy on Twilio, Maintains $170 Price Target

Twilio shares are trading higher after HSBC upgraded the stock from Reduce to Hold and raised its price target from $77 to $99.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Morgan Stanley analyst Vikram Purohit upgraded the rating for Ascendis Pharma A/S (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASND#NASDAQ">ASND</a>) from Equal-Weight to Overweight and raised the price target from $180 to $250. Ascendis Pharma shares closed at $172.06 on Friday. <a href="https://www.benzinga.com/quote/ASND/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Canaccord Genuity analyst Brian McNamara upgraded Worthington Enterprises, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOR#NYSE">WOR</a>) from Hold to Buy and boosted the price target from $54 to $67. Worthington Enterprises shares closed at $51.99 on Friday. <a href="https://www.benzinga.com/quote/WOR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HSBC analyst Stephen Bersey upgraded Twilio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) from Reduce to Hold and raised the price target from $77 to $99. Twilio shares closed at $100.11 on Friday. <a href="https://www.benzinga.com/quote/TWLO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst John Ivankoe upgraded the rating for The Wendy&#8217;s Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) from Neutral to Overweight but lowered the price target from $17 to $15. Wendy&#8217;s shares closed at $12.55 on Friday. <a href="https://www.benzinga.com/quote/WEN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Seaport Global analyst Aaron Kessler upgraded Reddit, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) from Neutral to Buy and announced a $165 price target. Reddit shares closed at $113.83 on Friday. <a href="https://www.benzinga.com/quote/RDDT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying TWLO stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="567" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/05083045/image-2-15-1024x567.png" alt="" class="wp-image-901223" style="width:628px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/05083045/image-2-15-1024x567.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/05083045/image-2-15-300x166.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/05083045/image-2-15-768x426.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/05083045/image-2-15.png 1128w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next:<a href="https://www.benzinga.com/25/05/45164497/jim-cramer-this-financial-stock-is-a-buy-likes-exlservice-holdings"> </a>
<ul>
<li><a href="https://www.benzinga.com/25/05/45164497/jim-cramer-this-financial-stock-is-a-buy-likes-exlservice-holdings">Jim Cramer: Sunrun Had &#8216;Bad Couple Of Quarters,&#8217; ExlService Holdings Is &#8216;Solid&#8217;</a> </li>
</ul>
Photo via Shutterstock

Upgrades

ASND

This Twilio Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Monday

HSBC analyst Stephen Bersey upgrades Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) from Reduce to Hold and raises the price target from $77 to $99.

HSBC Upgrades Twilio to Hold, Raises Price Target to $99

UBS analyst Taylor McGinnis maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Buy and lowers the price target from $175 to $150.

UBS Maintains Buy on Twilio, Lowers Price Target to $150

Jefferies analyst Samad Samana maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Hold and raises the price target from $108 to $122.

Jefferies Maintains Hold on Twilio, Raises Price Target to $122

Goldman Sachs analyst Kash Rangan maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Buy and raises the price target from $130 to $145.

Goldman Sachs Maintains Buy on Twilio, Raises Price Target to $145

Piper Sandler analyst James Fish maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Overweight and raises the price target from $106 to $121.

Piper Sandler Maintains Overweight on Twilio, Raises Price Target to $121

Scotiabank analyst Nick Altmann maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Sector Outperform and raises the price target from $130 to $135.

Scotiabank Maintains Sector Outperform on Twilio, Raises Price Target to $135

JMP Securities analyst Matthew Carletti reiterates Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Market Outperform and maintains $165 price target.

JMP Securities Reiterates Market Outperform on Twilio, Maintains $165 Price Target

<h3>Gainers</h3>
<ul>
<li>Bit Origin (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTOG#NASDAQ">BTOG</a>) shares increased by 23.1% to $0.21 during Friday's pre-market session. The market value of their outstanding shares is at $12.5 million. </li>
<li>Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) shares increased by 8.3% to $106.01. The market value of their outstanding shares is at $16.1 billion. The company's, Q1 earnings came out yesterday. </li>
<li>Verint Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNT#NASDAQ">VRNT</a>) shares rose 7.44% to $19.05. The company's market cap stands at $1.1 billion. </li>
<li>GDS Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GDS#NASDAQ">GDS</a>) stock moved upwards by 6.59% to $27.46. The market value of their outstanding shares is at $5.3 billion. </li>
<li>Data I/O (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DAIO#NASDAQ">DAIO</a>) stock rose 6.46% to $2.47. The market value of their outstanding shares is at $22.8 million. </li>
<li>Ribbon Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RBBN#NASDAQ">RBBN</a>) shares increased by 6.32% to $3.43. The company's market cap stands at $604.2 million. As per the press release, Q1 earnings came out 3 days ago. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Atlassian (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>) stock decreased by 15.8% to $192.86 during Friday's pre-market session. The company's market cap stands at $50.5 billion. The company's, Q3 earnings came out yesterday. </li>
<li>Intellicheck (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IDN#NASDAQ">IDN</a>) shares declined by 13.86% to $2.3. The market value of their outstanding shares is at $45.5 million. </li>
<li>inTest (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/INTT#AMEX">INTT</a>) shares fell 13.19% to $5.4. The company's market cap stands at $66.8 million. As per the press release, Q1 earnings came out today. </li>
<li>Ascent Solar Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTI#NASDAQ">ASTI</a>) shares fell 11.05% to $1.53. The market value of their outstanding shares is at $2.6 million. </li>
<li>Viavi Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VIAV#NASDAQ">VIAV</a>) stock decreased by 8.83% to $9.71. The market value of their outstanding shares is at $2.1 billion. The company's, Q3 earnings came out yesterday. </li>
<li>BigBear.ai Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>) stock decreased by 6.29% to $3.13. The market value of their outstanding shares is at $904.5 million. The company's, Q1 earnings came out yesterday. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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12 Information Technology Stocks Moving In Friday's Pre-Market Session

Press Releases

Twilio Announces Fourth Quarter and Full Year 2024 Results

Twilio to Participate in Morgan Stanley Technology, Media & Telecom Conference

Cedar and Twilio Collaborate to Improve Patient Billing Experiences with AI-Powered Solutions

Twilio Announces the Winners of Its First Annual Excellence in Engagement Awards

Twilio to Announce First Quarter 2025 Results on May 1, 2025

Twilio Announces First Quarter 2025 Results

Twilio Announces Multi-Year Strategic Partnership With Microsoft to Accelerate Conversational AI Initiatives

Twilio Unveils Next-Generation Customer Engagement Platform Built for an AI and Data-Powered World at SIGNAL 2025

Twilio to Participate in William Blair 45th Annual Growth Stock Conference

AI Alone Won't Cut It: Twilio's 6th Annual Report Finds Trust and Timing Drive Customer Loyalty

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