Twilio (NYSE:TWLO) Updates Q1 2025 Earnings Guidance

Twilio (NYSE:TWLO - Get Free Report) issued an update on its first quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.880-0.930 for the period, compared to the consensus earnings per share 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 Stock Down 14.9 %

Shares of NYSE:TWLO traded down $21.87 during trading on Monday, hitting $125.41. The company's stock had a trading volume of 15,497,489 shares, compared to its average volume of 3,818,227. The business has a 50 day moving average price of $121.20 and a two-hundred day moving average price of $90.64. The company has a market capitalization of $19.23 billion, a PE ratio of -48.80, a P/E/G ratio of 3.60 and a beta of 1.43. The company has a debt-to-equity ratio of 0.12, a quick ratio of 5.06 and a current ratio of 5.06. Twilio has a fifty-two week low of $52.51 and a fifty-two week high of $151.95.

Twilio (NYSE:TWLO - Get Free Report) last posted its quarterly earnings results on Thursday, February 13th. The technology company reported $0.22 EPS for the quarter, missing the consensus estimate of $0.99 by ($0.77). The business had revenue of $1.19 billion during the quarter, compared to analyst estimates of $1.19 billion. Twilio had a positive return on equity of 0.85% and a negative net margin of 10.65%. As a group, research analysts expect that Twilio will post 0.88 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on TWLO shares. JMP Securities reaffirmed a "market outperform" rating and set a $165.00 price objective on shares of Twilio in a research report on Friday. Stifel Nicolaus lifted their price objective on shares of Twilio from $130.00 to $135.00 and gave the stock a "hold" rating in a research report on Friday. JPMorgan Chase & Co. lifted their price objective on shares of Twilio from $83.00 to $130.00 and gave the stock an "overweight" rating in a research report on Friday, January 24th. The Goldman Sachs Group raised shares of Twilio from a "neutral" rating to a "buy" rating and lifted their price objective for the stock from $77.00 to $185.00 in a research report on Monday, January 27th. Finally, Scotiabank boosted their price target on shares of Twilio from $90.00 to $160.00 and gave the company a "sector outperform" rating in a research report on Friday, January 24th. One analyst has rated the stock with a sell rating, eight have given a hold rating, sixteen have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $130.91.

Insider Transactions at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 10,834 shares of the company's stock in a transaction dated Monday, January 6th. The shares were sold at an average price of $113.58, for a total value of $1,230,525.72. Following the sale, the chief executive officer now owns 244,971 shares of the company's stock, valued at $27,823,806.18. This represents a 4.24 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Dana Wagner sold 4,629 shares of the company's stock in a transaction dated Wednesday, December 4th. The shares were sold at an average price of $110.00, for a total transaction of $509,190.00. Following the completion of the sale, the insider now directly owns 125,576 shares in the company, valued at $13,813,360. This trade represents a 3.56 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 22,015 shares of company stock worth $2,483,695 over the last ninety days. 4.50% of the stock is currently owned by company 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.