Fintel reports that on February 24, 2025, Morgan Stanley upgraded their outlook for Twilio (NYSE:TWLO) from Equal-Weight to Overweight.
Analyst Price Forecast Suggests 23.23% Upside
As of February 19, 2025, the average one-year price target for Twilio is $140.87/share. The forecasts range from a low of $75.75 to a high of $194.25. The average price target represents an increase of 23.23% from its latest reported closing price of $114.31 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Twilio is 5,972MM, an increase of 33.96%. The projected annual non-GAAP EPS is 1.74.
What is the Fund Sentiment?
There are 1,172 funds or institutions reporting positions in Twilio. This is an increase of 121 owner(s) or 11.51% in the last quarter. Average portfolio weight of all funds dedicated to TWLO is 0.22%, an increase of 7.35%. Total shares owned by institutions increased in the last three months by 2.70% to 130,978K shares. 
The put/call ratio of TWLO is 0.48, indicating a bullish outlook.
What are Other Shareholders Doing?
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 4,598K shares representing 3.00% ownership of the company. In its prior filing, the firm reported owning 4,895K shares , representing a decrease of 6.46%. The firm increased its portfolio allocation in TWLO by 1.29% over the last quarter.
NAESX - Vanguard Small-Cap Index Fund Investor Shares holds 3,618K shares representing 2.36% ownership of the company. In its prior filing, the firm reported owning 3,872K shares , representing a decrease of 7.01%. The firm decreased its portfolio allocation in TWLO by 2.11% over the last quarter.
Sachem Head Capital Management holds 3,295K shares representing 2.15% ownership of the company. No change in the last quarter.
Arrowstreet Capital, Limited Partnership holds 3,263K shares representing 2.13% ownership of the company. In its prior filing, the firm reported owning 399K shares , representing an increase of 87.79%. The firm increased its portfolio allocation in TWLO by 1,174.79% over the last quarter.
Jericho Capital Asset Management holds 2,787K shares representing 1.82% ownership of the company. In its prior filing, the firm reported owning 0K shares , representing an increase of 100.00%.
Twilio Background Information
(This description is provided by the company.)
Millions of developers around the world have used Twilio to unlock the magic of communications to improve any human experience. Twilio has democratized communications channels like voice, text, chat, video, and email by virtualizing the world's communications infrastructure through APIs that are simple enough for any developer to use, yet robust enough to power the world's most demanding applications. By making communications a part of every software developer's toolkit, Twilio is enabling innovators across every industry - from emerging leaders to the world's largest organizations - to reinvent how companies engage with their customers.
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This story originally appeared on Fintel.
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