Twilio (TWLO) Stock News

Oppenheimer increased its price target for Twilio from $275.00 to $325.00.

BTIG increased its price target for Twilio from $285.00 to $315.00.

Twilio shares fell 11% to $243.62, below the 50-day moving average for the first time since August. Profit-taking after a 90% YTD gain and an HSBC downgrade weighed on the stock. Earnings are due Oct. 29.

JP Morgan increased its price target for Twilio from $260.00 to $335.00.

S&P 500 adds Twilio and Vylor; removes Warner Bros. Discovery and Corteva.

HSBC cut Twilio to Reduce with a $211 target, arguing the stock's 30% rally since Meta's Muse launch is unjustified. The bank estimates even a bull case adds less than 0.8% of fiscal 2026 revenue, and Meta could bypass Twilio entirely. Shares fell 6.2% to $281.28.

HSBC cut its rating on Twilio to Reduce from Hold.

Twilio Q2 revenue $1.5B beat $1.43B estimate. Adj EPS $1.47 beat $1.32. FCF $352.6M beat $322M. Raised FY FCF guide to $1.1B-$1.2B. Q3 revenue guide $1.51B-$1.52B above $1.46B consensus. Organic revenue growth 17% YoY. Dollar-based net expansion 116%.