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

Twilio (NYSE:TWLO - Get Free Report) issued its quarterly earnings results on Thursday. The technology company reported $0.22 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.99 by ($0.77), Zacks reports. Twilio had a negative net margin of 10.65% and a positive return on equity of 0.85%. The firm had revenue of $1.19 billion for the quarter, compared to analyst estimates of $1.19 billion. Twilio updated its Q1 2025 guidance to 0.880-0.930 EPS.

Twilio Stock Down 14.9 %

TWLO traded down $21.87 during trading on Monday, reaching $125.41. 15,497,489 shares of the stock traded hands, compared to its average volume of 3,818,227. The stock has a market cap of $19.23 billion, a price-to-earnings ratio of -48.80, a price-to-earnings-growth ratio of 3.60 and a beta of 1.43. Twilio has a fifty-two week low of $52.51 and a fifty-two week high of $151.95. The company has a debt-to-equity ratio of 0.12, a current ratio of 5.06 and a quick ratio of 5.06. The stock's 50-day simple moving average is $121.20 and its two-hundred day simple moving average is $90.64.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on TWLO. Robert W. Baird upgraded Twilio from a "neutral" rating to an "outperform" rating and lifted their price target for the company from $115.00 to $160.00 in a research report on Friday, January 24th. Northland Securities lifted their target price on Twilio from $66.00 to $86.00 and gave the stock a "market perform" rating in a report on Thursday, October 31st. Stifel Nicolaus lifted their target price on Twilio from $130.00 to $135.00 and gave the stock a "hold" rating in a report on Friday. Barclays lifted their target price on Twilio from $120.00 to $140.00 and gave the stock an "equal weight" rating in a report on Friday. Finally, Scotiabank lifted their target price on Twilio from $90.00 to $160.00 and gave the stock a "sector outperform" rating in a report on Friday, January 24th. One research analyst has rated the stock with a sell rating, eight have assigned a hold rating, sixteen have given a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $130.91.

Insider Activity at Twilio

In other Twilio news, CFO Aidan Viggiano sold 6,552 shares of the business'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 completion of the sale, the chief financial officer now owns 153,910 shares of the company's stock, valued at $17,476,480.50. The trade was a 4.08 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Khozema Shipchandler sold 10,834 shares of the business's stock in a transaction dated Monday, January 6th. The stock was sold at an average price of $113.58, for a total value of $1,230,525.72. Following the completion of the sale, the chief executive officer now directly owns 244,971 shares of the company's stock, valued at $27,823,806.18. This represents 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 valued at $2,483,695. Insiders own 4.50% of the company's stock.

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.