Rosenblatt Reiterates Buy Rating on Twilio Inc.

Rosenblatt maintains a buy rating on Twilio with a $230 price target, a 21.73% upside from the current price.

Key Points

  • Rosenblatt reiterates its buy rating on Twilio Inc. with a price target of $230, as of June 18, 2026.
  • Rosenblatt's $230 price target implies 21.73% upside from Twilio Inc.'s ($TWLO) current $188.94 share price.
  • Twilio's stock trades at $185.09, with a market cap of $28.55 billion and a forward P/E of 28.4.
  • Analysts broadly support Twilio, with a consensus buy recommendation and a mean target price of $197.50.

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On June 18, 2026, Rosenblatt reiterated its buy rating on Twilio Inc. (NYSE: TWLO), setting a price target of $230. This affirmation comes as Twilio's stock trades at around $185.09.

Twilio Inc. Stock Down 20.5%

Shares of NYSE:TWLO traded near $185.09. Twilio Inc. has a market cap of approximately $28.55 billion, with a P/E ratio of 285.0 and a forward P/E of 28.4. The stock's 52-week range spans from $91.84 to $238.48, and it has a beta of 1.38, indicating moderate volatility. Twilio's 50-day moving average is $178.72, while its 200-day moving average is $135.43.

Recent Earnings

Twilio reported revenue of $5.30 billion, growing by 20% year-over-year. The company achieved an EPS of $0.66, with a net margin of 1.96% and a return on equity of 1.32%. Investors can look forward to the next earnings report on August 6, 2026.

Insider Buying and Selling at Twilio Inc.

Recent insider activity at Twilio included both purchases and sales. On June 15, 2026, Donna Dubinsky sold 391 shares, while Andrew Stafman bought 399 shares. Other insiders such as Deval Patrick and Miyuki Suzuki also made small purchases, each acquiring between 391 and 396 shares.

Analysts Set New Price Targets

On June 18, 2026, Rosenblatt maintained its buy rating with a $230 price target. Earlier, on June 11, 2026, Tigress Financial also maintained a buy rating, setting a target of $255. Oppenheimer followed suit on May 18, 2026, with a buy rating and a $235 target. The consensus among analysts is a buy recommendation, with a mean target price of $197.50 based on 29 opinions.

About Twilio Inc.

Twilio Inc., headquartered in San Francisco, California, operates in the technology sector, specifically within the software infrastructure industry. The company offers a customer engagement platform that includes messaging, voice, email, and video interactions, among other services. Twilio's solutions help businesses build personalized relationships with customers through tools like Segment, which unifies real-time data into unique customer profiles. The company was founded in 2008 and is led by CEO Mr. Khozema Z. Shipchandler.

Bottom Line

Rosenblatt's reiterated buy rating and $230 price target highlight ongoing confidence in Twilio's growth prospects. As Twilio continues to expand its customer engagement solutions, investors remain attentive to analyst ratings and insider activity. Remember, these analyst ratings are based on past performance and projections, and actual results may vary.

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