In a report released today, Joshua Reilly from Needham maintained a Buy rating on Twilio, with a price target of $145.00.
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Joshua Reilly has given his Buy rating due to a combination of factors tied to Twilio’s recent performance and outlook. He highlights that the company beat its own organic revenue growth guidance in Q4, driven in particular by strong momentum in its core voice business and rapid expansion in Voice AI. He views this strength as durable into 2026, noting that management’s initial organic growth forecast appears deliberately cautious relative to what solid execution could deliver.
Reilly also emphasizes Twilio’s sharpened go‑to‑market approach and the outperformance of its ISV partners, which together should help the company capture demand as customers integrate AI more deeply into messaging and voice workflows. In addition, he points to Twilio’s new fiscal 2027 operating income goal, which implies healthy profit growth from the 2025 baseline, reinforcing confidence in both earnings leverage and long‑term value creation for shareholders.
Based on the recent corporate insider activity of 68 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of TWLO in relation to earlier this year.