TLDR
- TD Cowen raised its Twilio price target to $300 from $260, keeping a Buy rating
- Rosenblatt Securities also lifted its target, to $290 from $275, also with a Buy rating
- TWLO is trading near its 52-week high of $266.48, up 87% year-to-date
- AI agents are seen as a new driver for Twilio’s SMS, voice, and WhatsApp services
- Twilio beat Q2 estimates with EPS of $1.47 and revenue of $1.50 billion, up 22% year-over-year
Twilio (TWLO) stock is trading near its 52-week high of $266.48, sitting at around $266.06, after TD Cowen raised its price target to $300 from $260 on Monday. The firm kept its Buy rating in place.
The catalyst is straightforward. TD Cowen analyst Derrick Wood pointed to the rise of consumer AI assistants as a new demand driver for Twilio’s core communications products. AI agents are expected to generate higher volumes of SMS, voice, and WhatsApp traffic, which flows directly through Twilio’s platform.
The firm also flagged identity and security software add-ons as additional beneficiaries. It sees second-half growth potential tied to these new AI use cases.
TD Cowen was not alone. Rosenblatt Securities also raised its price target on Tuesday, moving from $275 to $290, while keeping a Buy rating. That target implies roughly 9% upside from current levels.
The stock has had a strong run. TWLO is up 87% year-to-date and has gained around 153% over the past year. It is now trading well above both its 50-day moving average of $221.76 and its 200-day moving average of $187.55.
Strong Q2 Results Gave Analysts Confidence
Twilio’s latest earnings gave Wall Street something to work with. The company reported Q2 EPS of $1.47, beating the consensus estimate of $1.32 by $0.15. Revenue came in at $1.50 billion, ahead of the $1.43 billion expected, and up 22% year-over-year.
Organic revenue growth was 17% year-over-year. The company also posted a net margin of 20.61% and a return on equity of 5.09%.
For Q3 2026, Twilio guided for EPS of $1.42 to $1.47. Analysts currently expect full-year EPS of $3.12.
Following those results, multiple firms updated their targets. Wells Fargo moved its target from $225 to $275 with an Overweight rating. UBS lifted its target to $285 with a Buy. KeyCorp raised its target to $250, also Overweight. Needham set a $280 target, citing strength in messaging and voice revenue.
Analyst Sentiment Remains Broadly Positive
The consensus rating across Wall Street sits at Moderate Buy. Of the analysts covering the stock, 22 have a Buy rating, two have Strong Buy, two Hold, and one Sell. The average price target is $250.36, which is below where the stock is currently trading.
Twenty-three analysts have revised earnings estimates upward for the upcoming period, according to InvestingPro. However, the platform’s Fair Value analysis flags the stock as potentially overvalued at current levels.
Institutional investors own 84.27% of the company. Insiders have been selling. CFO Aidan Viggiano sold stock in August at an average price of $234.48. CEO Khozema Shipchandler sold in July at $210.43 under a pre-arranged 10b5-1 plan.
Twilio carries a market cap of around $40.80 billion, a P/E ratio of 37.01, and a beta of 1.40.
The stock has a 52-week low of $98.44 and a 52-week high of $266.48.
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