Fintel reports that on April 6, 2026, Jefferies upgraded their outlook for Twilio (NYSE:TWLO) from Hold to Buy.
Analyst Price Forecast Suggests 11.76% Upside
As of March 27, 2026, the average one-year price target for Twilio is $146.35/share. The forecasts range from a low of $101.00 to a high of $194.25. The average price target represents an increase of 11.76% from its latest reported closing price of $130.95 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Twilio is 6,369MM, an increase of 25.69%. The projected annual non-GAAP EPS is 4.09.
What is the Fund Sentiment?
There are 880 funds or institutions reporting positions in Twilio. This is an decrease of 449 owner(s) or 33.78% in the last quarter. Average portfolio weight of all funds dedicated to TWLO is 0.17%, an increase of 23.98%. Total shares owned by institutions decreased in the last three months by 11.84% to 137,308K shares. 
The put/call ratio of TWLO is 0.71, indicating a bullish outlook.
What are Other Shareholders Doing?
Jpmorgan Chase holds 9,154K shares representing 6.04% ownership of the company. In its prior filing, the firm reported owning 10,938K shares , representing a decrease of 19.49%. The firm decreased its portfolio allocation in TWLO by 86.36% over the last quarter.
Invesco holds 3,152K shares representing 2.08% ownership of the company. In its prior filing, the firm reported owning 2,009K shares , representing an increase of 36.25%. The firm decreased its portfolio allocation in TWLO by 72.93% over the last quarter.
Royal Bank Of Canada holds 2,944K shares representing 1.94% ownership of the company. In its prior filing, the firm reported owning 2,833K shares , representing an increase of 3.77%. The firm decreased its portfolio allocation in TWLO by 81.99% over the last quarter.
Geode Capital Management holds 2,747K shares representing 1.81% ownership of the company. In its prior filing, the firm reported owning 2,770K shares , representing a decrease of 0.86%. The firm decreased its portfolio allocation in TWLO by 27.45% over the last quarter.
Sachem Head Capital Management holds 2,295K shares representing 1.51% ownership of the company. In its prior filing, the firm reported owning 3,295K shares , representing a decrease of 43.57%. The firm decreased its portfolio allocation in TWLO by 17.85% over the last quarter.
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