Twilioの空売り状況は、投資家がTwilioの株価下落に賭けている度合いを知ることができます。空売りデータは2週間ごとに更新されます。

Twilio (NYSE:TWLO) 株価情報, 空売り情報

TWILIO INC - A

Twilio

Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.

Twilio Inc

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KEYS

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MNDY

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Shares of companies within the broader tech sector are trading lower as markets react to President Trump's announcement of sweeping tariffs.

Financial giants have made a conspicuous bearish move on Twilio. Our analysis of options history for Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) revealed 8 unusual trades.
Delving into the details, we found 37% of traders were bullish, while 62% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $267,080, and 3 were calls, valued at $106,920.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $60.0 to $120.0 for Twilio during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Twilio's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Twilio's substantial trades, within a strike price spectrum from $60.0 to $120.0 over the preceding 30 days.
<h3>Twilio Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743435927_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$2.77</td>
<td>$2.16</td>
<td>$2.4</td>
<td>$60.00</td>
<td>$120.2K</td>
<td>246</td>
<td align="right">500</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$2.23</td>
<td>$2.22</td>
<td>$2.23</td>
<td>$89.00</td>
<td>$60.2K</td>
<td>0</td>
<td align="right">0</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$10.8</td>
<td>$10.65</td>
<td>$10.8</td>
<td>$95.00</td>
<td>$47.5K</td>
<td>1.8K</td>
<td align="right">47</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$10.4</td>
<td>$10.15</td>
<td>$10.4</td>
<td>$97.50</td>
<td>$32.2K</td>
<td>839</td>
<td align="right">32</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$16.25</td>
<td>$16.0</td>
<td>$16.0</td>
<td>$100.00</td>
<td>$30.4K</td>
<td>1.6K</td>
<td align="right">71</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
After a thorough review of the options trading surrounding Twilio, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Current Position of Twilio</h3>
<ul>
<li>With a trading volume of 472,442, the price of TWLO is down by -2.95%, reaching $96.06.</li>
<li>Current RSI values indicate that the stock is may be approaching oversold.</li>
<li>Next earnings report is scheduled for 36 days from now.</li>
</ul>
<h3>What The Experts Say On Twilio</h3>
In the last month, 1 experts released ratings on this stock with an average target price of $75.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; In a cautious move, an analyst from RBC Capital downgraded its rating to Underperform, setting a price target of $75. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Twilio options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Markets

Decoding Twilio's Options Activity: What's the Big Picture?

Whales with a lot of money to spend have taken a noticeably bearish stance on Twilio.
Looking at options history for Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) we detected 9 trades.
If we consider the specifics of each trade, it is accurate to state that 22% of the investors opened trades with bullish expectations and 66% with bearish.
From the overall spotted trades, 4 are puts, for a total amount of $337,845 and 5, calls, for a total amount of $171,155.
<h3>Projected Price Targets</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $90.0 and $112.0 for Twilio, spanning the last three months.
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Twilio's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Twilio's whale trades within a strike price range from $90.0 to $112.0 in the last 30 days. 
<h3>Twilio Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742930143_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$9.5</td>
<td>$9.35</td>
<td>$9.5</td>
<td>$110.00</td>
<td>$160.5K</td>
<td align="right">879</td>
<td align="right">169</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$9.55</td>
<td>$9.3</td>
<td>$9.55</td>
<td>$110.00</td>
<td>$84.0K</td>
<td align="right">879</td>
<td align="right">257</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$12.65</td>
<td>$12.45</td>
<td>$12.45</td>
<td>$110.00</td>
<td>$61.0K</td>
<td align="right">333</td>
<td align="right">51</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$13.6</td>
<td>$13.3</td>
<td>$13.3</td>
<td>$100.00</td>
<td>$53.2K</td>
<td align="right">499</td>
<td align="right">43</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$6.7</td>
<td>$6.4</td>
<td>$6.45</td>
<td>$90.00</td>
<td>$32.2K</td>
<td align="right">81</td>
<td align="right">75</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Present Market Standing of Twilio</h3>
<ul>
<li>With a volume of 784,467, the price of TWLO is down -0.76% at $105.46. </li>
<li>RSI indicators hint that the underlying stock is currently neutral between overbought and oversold.</li>
<li>Next earnings are expected to be released in 42 days.</li>
</ul>
<h3>Professional Analyst Ratings for Twilio</h3>
3 market experts have recently issued ratings for this stock, with a consensus target price of $135.0.
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&#x2A; Showing optimism, an analyst from Morgan Stanley upgrades its rating to Overweight with a revised price target of $160. 
&#x2A; An analyst from Tigress Financial has decided to maintain their Buy rating on Twilio, which currently sits at a price target of $170. 
&#x2A; An analyst from RBC Capital downgraded its action to Underperform with a price target of $75. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
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Twilio's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) short percent of float has fallen 6.69% since its last report. The company recently reported that it has 3.03 million shares sold short, which is 2.37% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.0 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Twilio Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742923820_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Twilio has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Twilio's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Twilio's peer group average for short interest as a percentage of float is 7.18%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

What Does the Market Think About Twilio?

In the preceding three months, 24 analysts have released ratings for Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), presenting a wide array of perspectives from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">11</td>
<td align="right">5</td>
<td align="right">3</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">4</td>
<td align="right">8</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Twilio and provided 12-month price targets. The average target is $140.42, accompanied by a high estimate of $185.00 and a low estimate of $50.00. Marking an increase of 29.17%, the current average surpasses the previous average price target of $108.71. 
<img src="https://www.benzinga.com/files/images/story/2025/1742407213_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Twilio. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Rishi Jaluria</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Underperform</td>
<td>$75.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Raises</td>
<td>Buy</td>
<td>$170.00</td>
<td>$135.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$160.00</td>
<td>$144.00</td>
</tr>
<tr>
<td>Taylor McGinnis</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$175.00</td>
<td>$145.00</td>
</tr>
<tr>
<td>Parker Lane</td>
<td>Stifel</td>
<td>Raises</td>
<td>Hold</td>
<td>$135.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Patrick Walravens</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$165.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Ryan Macwilliams</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$140.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Samad Samana</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Hold</td>
<td>$145.00</td>
<td>$105.00</td>
</tr>
<tr>
<td>Ryan Koontz</td>
<td>Needham</td>
<td>Raises</td>
<td>Buy</td>
<td>$165.00</td>
<td>$91.00</td>
</tr>
<tr>
<td>Kash Rangan</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$185.00</td>
<td>$77.00</td>
</tr>
<tr>
<td>Nick Altmann</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Outperform</td>
<td>$160.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Rishi Jaluria</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Underperform</td>
<td>$75.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$150.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>James Fish</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$142.00</td>
<td>$94.00</td>
</tr>
<tr>
<td>Ittai Kidron</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$160.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Parker Lane</td>
<td>Stifel</td>
<td>Raises</td>
<td>Hold</td>
<td>$130.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$155.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Taylor McGinnis</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$145.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Mark Murphy</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$130.00</td>
<td>$83.00</td>
</tr>
<tr>
<td>William Power</td>
<td>Baird</td>
<td>Raises</td>
<td>Outperform</td>
<td>$160.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>Rishi Jaluria</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Underperform</td>
<td>$50.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$118.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$140.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$140.00</td>
<td>$120.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Twilio. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Twilio compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Twilio's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
For valuable insights into Twilio's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/TWLO/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Twilio analyst ratings.</a>
<h2>Discovering Twilio: A Closer Look</h2>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Breaking Down Twilio's Financial Performance</h3>
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Revenue Growth: Twilio's revenue growth over a period of 3 months has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 11.05%. This indicates a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: Twilio's net margin excels beyond industry benchmarks, reaching -1.04%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Twilio's ROE stands out, surpassing industry averages. With an impressive ROE of -0.15%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of -0.13%, the company showcases effective utilization of assets.
Debt Management: Twilio's debt-to-equity ratio is below the industry average. With a ratio of 0.14, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Twilio Stock: A Deep Dive Into Analyst Perspectives (24 Ratings)

RBC Capital analyst Rishi Jaluria reiterates Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Underperform and maintains $75 price target.

News

Price Target

Reiteration

RBC Capital Reiterates Underperform on Twilio, Maintains $75 Price Target

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Shares of companies in the broader software sector are trading higher. The sector may be rising as the overall market rebounds after falling recently on tariff concerns.

Investors with a lot of money to spend have taken a bullish stance on Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with TWLO, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 26 uncommon options trades for Twilio.
This isn't normal.
The overall sentiment of these big-money traders is split between 53% bullish and 34%, bearish.
Out of all of the special options we uncovered, 19 are puts, for a total amount of $1,930,766, and 7 are calls, for a total amount of $296,927.
<h3>Expected Price Movements</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $35.0 to $140.0 for Twilio over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
In terms of liquidity and interest, the mean open interest for Twilio options trades today is 289.33 with a total volume of 2,049.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Twilio's big money trades within a strike price range of $35.0 to $140.0 over the last 30 days.
<h3>Twilio Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741628735_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$9.7</td>
<td>$9.6</td>
<td>$9.6</td>
<td>$110.00</td>
<td>$576.0K</td>
<td>1.3K</td>
<td align="right">610</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$33.45</td>
<td>$32.5</td>
<td>$33.05</td>
<td>$125.00</td>
<td>$132.2K</td>
<td>117</td>
<td align="right">40</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$31.15</td>
<td>$31.0</td>
<td>$31.0</td>
<td>$130.00</td>
<td>$124.0K</td>
<td>125</td>
<td align="right">41</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$43.2</td>
<td>$41.0</td>
<td>$41.0</td>
<td>$140.00</td>
<td>$114.8K</td>
<td>143</td>
<td align="right">0</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$1.04</td>
<td>$1.03</td>
<td>$1.04</td>
<td>$85.00</td>
<td>$100.5K</td>
<td>3</td>
<td align="right">1</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
<h3>Current Position of Twilio</h3>
<ul>
<li>Trading volume stands at 2,315,541, with TWLO's price down by -6.56%, positioned at $99.12.</li>
<li>RSI indicators show the stock to be may be oversold.</li>
<li>Earnings announcement expected in 57 days.</li>
</ul>
<h3>Professional Analyst Ratings for Twilio</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $161.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Stifel persists with their Hold rating on Twilio, maintaining a target price of $135. 
&#x2A; An analyst from Tigress Financial persists with their Buy rating on Twilio, maintaining a target price of $170. 
&#x2A; In a cautious move, an analyst from JMP Securities downgraded its rating to Market Outperform, setting a price target of $165. 
&#x2A; An analyst from UBS has decided to maintain their Buy rating on Twilio, which currently sits at a price target of $175. 
&#x2A; An analyst from Morgan Stanley has elevated its stance to Overweight, setting a new price target at $160. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Twilio with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Twilio Options Trading: A Deep Dive into Market Sentiment

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Next Technology Holding Inc. - Ordinary Shares

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Shares of software stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition." Economic uncertainty could drive a rotation out of growth sectors.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/07/25</td>
<td>$109.00</td>
<td>$39.3K</td>
<td>3.7K</td>
<td>35.8K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/07/25</td>
<td>$390.00</td>
<td>$30.9K</td>
<td>2.0K</td>
<td>6.5K</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$175.00</td>
<td>$596.6K</td>
<td>8.1K</td>
<td>2.1K</td>
</tr>
<tr>
<td>MRVL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$70.00</td>
<td>$539.0K</td>
<td>5.0K</td>
<td>2.1K</td>
</tr>
<tr>
<td>DDOG</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$110.00</td>
<td>$27.0K</td>
<td>2.8K</td>
<td>1.1K</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$27.00</td>
<td>$362.5K</td>
<td>1.5K</td>
<td>1.1K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$190.00</td>
<td>$54.2K</td>
<td>6.3K</td>
<td>605</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/07/25</td>
<td>$105.00</td>
<td>$25.0K</td>
<td>11</td>
<td>504</td>
</tr>
<tr>
<td>OKTA</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/14/25</td>
<td>$115.00</td>
<td>$27.2K</td>
<td>126</td>
<td>452</td>
</tr>
<tr>
<td>ASML</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/07/25</td>
<td>$720.00</td>
<td>$66.1K</td>
<td>228</td>
<td>431</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 303 contract(s) at a $109.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $39.3K, with a price of $130.0 per contract. There were 3705 open contracts at this strike prior to today, and today 35823 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 250 contract(s) at a $390.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $30.9K, with a price of $123.0 per contract. There were 2034 open contracts at this strike prior to today, and today 6557 contract(s) were bought and sold. 
• Regarding TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we observe a put option sweep with bearish sentiment. It expires in 41 day(s) on April 17, 2025. Parties traded 489 contract(s) at a $175.00 strike. This particular put needed to be split into 48 different trades to become filled. The total cost received by the writing party (or parties) was $596.6K, with a price of $1220.0 per contract. There were 8172 open contracts at this strike prior to today, and today 2193 contract(s) were bought and sold. 
• Regarding MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we observe a put option trade with bullish sentiment. It expires in 70 day(s) on May 16, 2025. Parties traded 700 contract(s) at a $70.00 strike. The total cost received by the writing party (or parties) was $539.0K, with a price of $770.0 per contract. There were 5053 open contracts at this strike prior to today, and today 2132 contract(s) were bought and sold. 
• For DDOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>), we notice a put option trade that happens to be bearish, expiring in 14 day(s) on March 21, 2025. This event was a transfer of 50 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $27.0K, with a price of $540.0 per contract. There were 2886 open contracts at this strike prior to today, and today 1120 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a put option sweep with bullish sentiment. It expires in 105 day(s) on June 20, 2025. Parties traded 500 contract(s) at a $27.00 strike. This particular put needed to be split into 40 different trades to become filled. The total cost received by the writing party (or parties) was $362.5K, with a price of $725.0 per contract. There were 1524 open contracts at this strike prior to today, and today 1118 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option sweep with bullish sentiment. It expires in 41 day(s) on April 17, 2025. Parties traded 40 contract(s) at a $190.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $54.2K, with a price of $1355.0 per contract. There were 6338 open contracts at this strike prior to today, and today 605 contract(s) were bought and sold. 
• For TWLO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 500 contract(s) at a $105.00 strike. This particular call needed to be split into 38 different trades to become filled. The total cost received by the writing party (or parties) was $25.0K, with a price of $50.0 per contract. There were 11 open contracts at this strike prior to today, and today 504 contract(s) were bought and sold. 
• Regarding OKTA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>), we observe a put option trade with neutral sentiment. It expires in 7 day(s) on March 14, 2025. Parties traded 40 contract(s) at a $115.00 strike. The total cost received by the writing party (or parties) was $27.2K, with a price of $681.0 per contract. There were 126 open contracts at this strike prior to today, and today 452 contract(s) were bought and sold. 
• For ASML (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>), we notice a call option trade that happens to be neutral, is expiring today. Parties traded 189 contract(s) at a $720.00 strike. The total cost received by the writing party (or parties) was $66.1K, with a price of $350.0 per contract. There were 228 open contracts at this strike prior to today, and today 431 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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10 Information Technology Stocks Whale Activity In Today's Session

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Shares of companies with the broader tech sector are trading lower amid overall market weakness following a rise in Treasury yields. Investors may be evaluating ongoing global tension related to tariffs and conflict.

Twilio enables Cedar to streamline communications, elevating patient service and reducing provider costs with AI-driven automation and empathetic support
Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>), the customer engagement platform that drives real-time, personalized experiences for leading brands, and <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.cedar.com%2F%3Futm_source%3Dpress-release%26utm_medium%3Dpr%26utm_campaign%3DPR%26utm_content%3Dwp&amp;esheet=54218435&amp;newsitemid=20250304590428&amp;lan=en-US&amp;anchor=Cedar&amp;index=1&amp;md5=0bb07910cc48cc4294df65019a542dd5">Cedar</a>, the leading patient financial experience platform for healthcare providers, today announced Twilio is powering Cedar's patient communications across SMS and Voice, including via Twilio's AI-powered ConversationRelay service, with the goals of improving the patient financial experience, driving operational efficiency and delivering cost reduction.
Navigating healthcare bills can be overwhelming, particularly for patients managing multiple providers or facing the burden of being uninsured. Simultaneously, healthcare providers are inundated with thousands of daily inquiries from patients seeking clarity on their financial obligations, driving up administrative costs. Cedar is addressing this systemic challenge by leveraging Twilio's scalable communications technology, seamlessly integrating it into its platform to enhance accessibility, streamline patient interactions, and create a more intuitive financial experience—while also reducing operational expenses for providers.
Cedar is leveraging Twilio's flexible and innovative solutions to build an AI-powered patient financial experience, including:
<ul>
<li>Streamlined Communication: Cedar utilizes Twilio's SMS capabilities to enhance bill notifications and appointment reminders, ensuring patients receive timely and effective updates.</li>
<li>Seamless Payment Experience: By integrating Twilio's Voice API and Stripe Pay Connector, Cedar enables patients to make secure payments over the phone with interactive voice response (IVR), including support for Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA). With <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ebri.org%2Fhealth%2Fcontent%2Fvital-statistics-on-flexible-spending-accounts--2022--forfeitures-on-the-rise&amp;esheet=54218435&amp;newsitemid=20250304590428&amp;lan=en-US&amp;anchor=roughly+half+of+FSA+account+holders+forfeiting+funds&amp;index=2&amp;md5=3442c7b8a59c2b9c859ab57404e2ebf1">roughly half of FSA account holders forfeiting funds</a> due to lack of awareness, this will help patients maximize available resources.</li>
<li>Smart and Personalized Patient Support: Built on Twilio's ConversationRelay service, Cedar later this year will be able to automate inbound patient billing calls with AI-powered voice agents that provide quick answers, reduce wait times, and improve satisfaction.</li>
</ul>
Twilio's ConversationRelay service, which enables developers to create robust natural voice AI agents by seamlessly integrating real-time streaming, speech recognition, and interruption handling, will support HIPAA-eligible use cases in the coming weeks for healthcare providers.

Twilio Collaborates With Cedar to Enhance Patient Service And Reduce Costs Through AI-Driven Communication Tools

Whales with a lot of money to spend have taken a noticeably bullish stance on Twilio.
Looking at options history for Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) we detected 8 trades.
If we consider the specifics of each trade, it is accurate to state that 75% of the investors opened trades with bullish expectations and 12% with bearish.
From the overall spotted trades, 2 are puts, for a total amount of $69,250 and 6, calls, for a total amount of $263,385.
<h3>Predicted Price Range</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $105.0 to $135.0 for Twilio during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Twilio's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Twilio's substantial trades, within a strike price spectrum from $105.0 to $135.0 over the preceding 30 days.
<h3>Twilio Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1740681949_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$2.76</td>
<td>$2.53</td>
<td>$2.77</td>
<td>$135.00</td>
<td>$110.8K</td>
<td align="right">445</td>
<td align="right">420</td>
</tr>
<tr>
<td>TWLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/14/25</td>
<td>$4.3</td>
<td>$4.15</td>
<td>$4.3</td>
<td>$120.00</td>
<td>$42.9K</td>
<td align="right">62</td>
<td align="right">101</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$4.55</td>
<td>$4.45</td>
<td>$4.55</td>
<td>$125.00</td>
<td>$34.1K</td>
<td align="right">703</td>
<td align="right">77</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$22.75</td>
<td>$22.2</td>
<td>$22.6</td>
<td>$120.00</td>
<td>$33.9K</td>
<td align="right">177</td>
<td align="right">17</td>
</tr>
<tr>
<td>TWLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>03/28/25</td>
<td>$6.35</td>
<td>$6.1</td>
<td>$6.2</td>
<td>$120.00</td>
<td>$31.0K</td>
<td align="right">374</td>
<td align="right">51</td>
</tr>
</tbody>
</table>

<h3>About Twilio</h3>
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
After a thorough review of the options trading surrounding Twilio, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Twilio's Current Market Status</h3>
<ul>
<li>Trading volume stands at 879,376, with TWLO's price up by 1.43%, positioned at $120.92.</li>
<li>RSI indicators show the stock to be may be oversold.</li>
<li>Earnings announcement expected in 68 days.</li>
</ul>
<h3>What The Experts Say On Twilio</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $153.0.
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&#x2A; An analyst from UBS has decided to maintain their Buy rating on Twilio, which currently sits at a price target of $175. 
&#x2A; Consistent in their evaluation, an analyst from Jefferies keeps a Hold rating on Twilio with a target price of $145. 
&#x2A; Maintaining their stance, an analyst from Tigress Financial continues to hold a Buy rating for Twilio, targeting a price of $170. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Equal-Weight rating for Twilio, targeting a price of $140. 
&#x2A; Consistent in their evaluation, an analyst from Stifel keeps a Hold rating on Twilio with a target price of $135. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Twilio, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

What the Options Market Tells Us About Twilio

DOCU

Shares of software stocks are trading lower amid overall market weakness. Weak consumer confidence and China uncertainty may be weighing on growth and tech-related stocks. Additionally, weak guidance from zoom may also be affecting sector sentiment.

Tigress Financial analyst Ivan Feinseth maintains Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) with a Buy and raises the price target from $135 to $170.

Tigress Financial Maintains Buy on Twilio, Raises Price Target to $170

Shares of Twilio Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) were rising in early trading on Monday after having <a href="https://www.benzinga.com/quote/TWLO">lost almost 15% over the past month</a>.
The company has the ability to generate double-digit growth and improve operating margins, driven by cross-sell motions, according to Morgan Stanley.
The Twilio Analyst: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58933b2143eaaa0001698f54/meta-marshall">Meta Marshall</a> upgraded Twilio&#8217;s rating from Equal-Weight to Overweight, while raising the price target from $144 to $160.
The Twilio Thesis: The sell-off of around 20% in the company's shares after the release of fourth-quarter results appears "overdone, creating attractive buying opportunity," Marshall said in the upgrade note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Channel checks indicate that Twilio's "cross-sell motions have runway to recovery, which in turn should also help drive larger deals," he added.
In the core business, messaging and email are likely to continue driving double-digit growth "on back of continued traction in self-serve / ISV / cross-sell channels," the analyst stated.
"Our base case credits ~10% CAGR and achievement of operating margin targets a year ahead, given flow through of revenue upside to 7-8% growth targets," Marshall further wrote.
TWLO Price Action: Shares of Twilio had risen by1.85% to $116.42 at the time of publication on Monday.
Read More: <a href="https://www.benzinga.com/trading-ideas/movers/25/01/43138493/hutchinson-maintains-buy-rating-on-bath-body-works-sees-continued-growth">Twilio, Coinbase And Reddit Are Among Top 10 Large Cap Losers Last Week (Feb 17-Feb 21): Are The Others In Your Portfolio?</a>
Photo: Shutterstock

Analyst Color

Long Ideas

Upgrades

Movers

Twilio Can Generate Around 10% Growth With Margin Expansion, Says Bullish Analyst

Twilio shares are trading higher after JP Morgan upgraded the stock from Equal-Weight to Overweight and raised its price target from $144 to $160.

Morgan Stanley analyst Meta Marshall upgrades Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) from Equal-Weight to Overweight and raises the price target from $144 to $160.

Morgan Stanley Upgrades Twilio to Overweight, Raises Price Target to $160

These ten large-cap stocks were the worst performers in the last week. Are they in your portfolio?
<ol>
<li>Akamai Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AKAM#NASDAQ">AKAM</a>) stock fell 23.01% following weak FY25 guidance. Several analysts lowered the <a href="https://www.benzinga.com/quote/sfm/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
<li>Axon Enterprise (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>) shares fell 22.79% after Craig-Hallum analyst Jeremy Hamblin downgraded the stock from Buy to Hold and <a href="https://www.benzinga.com/quote/axon/analyst-ratings" target="_blank" rel="noreferrer noopener">announced a $625 price forecast</a>.</li>
<li>Twilio Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) shares tumbled 22.39% after the company reported mixed fourth-quarter results and analysts revised <a href="https://www.benzinga.com//node/43742521" target="_blank" rel="noreferrer noopener">forecasts on the stock</a>.</li>
<li>EPAM Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) stock declined 21.97% following its fourth-quarter and full-year 2024 earnings report <a href="https://www.benzinga.com//node/43867480" target="_blank" rel="noreferrer noopener">and disappointing 2025 guidance.</a></li>
<li>Nu Holdings Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NU#NYSE">NU</a>) stock decreased 21.54% following the company's<a href="https://www.benzinga.com//node/43869101" target="_blank" rel="noreferrer noopener"> fourth-quarter financial results</a>.</li>
<li>Aurora Innovation, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUR#NASDAQ">AUR</a>) lost 21.18% as the software company's stocks fell amid overall market weakness on U.S. consumer and economic concerns.</li>
<li>Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) stock lost 21.04% last week. The stock reversed its gains following an <a href="https://www.benzinga.com//node/43883117" target="_blank" rel="noreferrer noopener">agreement in principle with SEC staff</a> to drop the case against the company.</li>
<li>DaVita Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVA#NYSE">DVA</a>) shares dipped 19.58%. Warren Buffett's investment firm, Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>), has offloaded a 2% stake in the company, with the transaction <a href="https://www.benzinga.com//node/43874883" target="_blank" rel="noreferrer noopener">valued at around $116 million</a>.</li>
<li>Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) stock lost 19.12% as broader financial sector stocks fell amid overall market weakness on U.S. consumer and economic concerns.</li>
<li>Reddit (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) shares declined 18.81%. Piper Sandler analyst Thomas Champion maintained an Overweight rating and raised the <a href="https://www.benzinga.com/quote/rddt/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from $210 to $220</a>.</li>
</ol>
Read Next:
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<li><a href="https://www.benzinga.com/news/large-cap/25/02/43902979/alibaba-super-micro-computer-and-xpeng-are-among-top-10-large-cap-gainers-last-week-feb-17-feb-21-are-the-others-in-your-portfolio" target="_blank" rel="noreferrer noopener">Alibaba, Super Micro Computer And XPeng Are Among Top 10 Large Cap Gainers Last Week (Feb 17-Feb 21): Are The Others In Your Portfolio?</a></li>
</ul>
Photo via Shutterstock

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EPAM

HOOD

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Twilio, Coinbase And Reddit Are Among Top 10 Large Cap Losers Last Week (Feb 17-Feb 21): Are The Others In Your Portfolio?

BNAI

BTBT

CSAI

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Shares of companies in the broader technology sector are trading lower amid overall market weakness on US consumer and economic concerns.

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Twilio Announces Upcoming 2025 Investor Day

Twilio Unveils the Honorees of the 2024 AI Startup Searchlight Awards

Transcend Named to the Deloitte Technology Fast 500™

Twilio Segment Expands Integration with AWS, Empowering Mutual Customers to Build Personalized Engagement Solutions at Scale

Twilio Named a Leader in 2024-2025 IDC MarketScape for Worldwide Customer Data Platforms Focused on B2C Users

Twilio to Announce Fourth Quarter and Fiscal Year 2024 Results on February 13, 2025

Twilio Scores a Multi-Year Partnership to Support Chelsea Football Club's Fan Engagement Strategy

Twilio Announces Fourth Quarter and Full Year 2024 Results

Twilio to Participate in Morgan Stanley Technology, Media & Telecom Conference

Cedar and Twilio Collaborate to Improve Patient Billing Experiences with AI-Powered Solutions

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