Twilio Market Sentiment

Market sentiment signals for Twilio (TWLO): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Aug 7, 2026	UBS	Taylor McGinnis—	+22.8%	$200 → $285	Maintained	Buy
Aug 7, 2026	TD Cowen	Derrick Wood—	+12.1%	$245 → $260	Maintained	Buy
Aug 7, 2026	Piper Sandler	James Fish—	+6.5%	$192 → $247	Maintained	Neutral
Aug 7, 2026	Oppenheimer	Ittai Kidron—	+18.5%	$235 → $275	Maintained	Outperform
Aug 7, 2026	Citizens	Patrick Walravens—	+18.5%	$250 → $275	Maintained	Market Outperform
Aug 7, 2026	Wells Fargo	Ryan Macwilliams—	+18.5%	$225 → $275	Maintained	Overweight
Aug 7, 2026	Keybanc	Jackson Ader—	+7.8%	$200 → $250	Maintained	Overweight
Aug 7, 2026	Rosenblatt	Catharine Trebnick—	+18.5%	$230 → $275	Maintained	Buy
Aug 7, 2026	Needham	Joshua Reilly—	+20.7%	$250 → $280	Maintained	Buy
Aug 7, 2026	BTIG	Nick Altmann—	+22.8%	$245 → $285	Maintained	Buy
Jul 28, 2026	BTIG	Nick Altmann—	+5.6%	$215 → $245	Maintained	Buy
Jul 20, 2026	Citizens	Patrick Walravens—	+7.8%	$210 → $250	Maintained	Market Outperform
Jul 20, 2026	Wells Fargo	Ryan Macwilliams—	-3.0%	$200 → $225	Maintained	Overweight
Jul 17, 2026	Mizuho	Siti Panigrahi—	+3.4%	$200 → $240	Maintained	Outperform
Jul 17, 2026	TD Cowen	Derrick Wood—	+5.6%	$210 → $245	Maintained	Buy
Jul 10, 2026	Stifel	Parker Lane—	+12.1%	$175 → $260	Upgrade	Hold→Buy
Jul 2, 2026	KGI Securities	——	+7.8%	$250	Initiate	Outperform
Jun 18, 2026	Rosenblatt	Catharine Trebnick—	-0.9%	$230 → $230	Maintained	Buy
Jun 11, 2026	Tigress Financial	Ivan Feinseth—	+9.9%	$170 → $255	Maintained	Buy
May 18, 2026	Oppenheimer	Ittai Kidron—	+1.3%	$200 → $235	Maintained	Outperform
May 12, 2026	BTIG	Nick Altmann—	-7.3%	$215 → $215	Maintained	Buy
May 11, 2026	Needham	Joshua Reilly—	+7.8%	$200 → $250	Maintained	Buy
May 7, 2026	Rosenblatt	Catharine Trebnick—	-0.9%	$210 → $230	Maintained	Buy
May 1, 2026	UBS	Taylor McGinnis—	-13.8%	$180 → $200	Maintained	Buy
May 1, 2026	TD Cowen	Derrick Wood—	-9.5%	$160 → $210	Maintained	Buy