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
Sep 25, 2026	HSBC	Stephen Bersey—	-27.6%	$211	Downgrade	Hold→Reduce
Sep 22, 2026	TD Cowen	Derrick Wood—	+2.9%	$260 → $300	Maintained	Buy
Sep 22, 2026	Rosenblatt	Catharine Trebnick—	-0.6%	$275 → $290	Maintained	Buy
Sep 11, 2026	BTIG	Nick Altmann—	-2.3%	$285 → $285	Maintained	Buy
Aug 27, 2026	Citizens	Patrick Walravens—	-5.7%	$275 → $275	Maintained	Market Outperform
Aug 7, 2026	UBS	Taylor McGinnis—	-2.3%	$200 → $285	Maintained	Buy
Aug 7, 2026	TD Cowen	Derrick Wood—	-10.8%	$245 → $260	Maintained	Buy
Aug 7, 2026	Piper Sandler	James Fish—	-15.3%	$192 → $247	Maintained	Neutral
Aug 7, 2026	Oppenheimer	Ittai Kidron—	-5.7%	$235 → $275	Maintained	Outperform
Aug 7, 2026	Citizens	Patrick Walravens—	-5.7%	$250 → $275	Maintained	Market Outperform
Aug 7, 2026	Wells Fargo	Ryan Macwilliams—	-5.7%	$225 → $275	Maintained	Overweight
Aug 7, 2026	Keybanc	Jackson Ader—	-14.3%	$200 → $250	Maintained	Overweight
Aug 7, 2026	Rosenblatt	Catharine Trebnick—	-5.7%	$230 → $275	Maintained	Buy
Aug 7, 2026	Needham	Joshua Reilly—	-4.0%	$250 → $280	Maintained	Buy
Aug 7, 2026	BTIG	Nick Altmann—	-2.3%	$245 → $285	Maintained	Buy
Jul 28, 2026	BTIG	Nick Altmann—	-16.0%	$215 → $245	Maintained	Buy
Jul 20, 2026	Citizens	Patrick Walravens—	-14.3%	$210 → $250	Maintained	Market Outperform
Jul 20, 2026	Wells Fargo	Ryan Macwilliams—	-22.8%	$200 → $225	Maintained	Overweight
Jul 17, 2026	Mizuho	Siti Panigrahi—	-17.7%	$200 → $240	Maintained	Outperform
Jul 17, 2026	TD Cowen	Derrick Wood—	-16.0%	$210 → $245	Maintained	Buy
Jul 10, 2026	Stifel	Parker Lane—	-10.8%	$175 → $260	Upgrade	Hold→Buy
Jul 2, 2026	KGI Securities	——	-14.3%	$250	Initiate	Outperform
Jun 18, 2026	Rosenblatt	Catharine Trebnick—	-21.1%	$230 → $230	Maintained	Buy
Jun 11, 2026	Tigress Financial	Ivan Feinseth—	-12.6%	$170 → $255	Maintained	Buy
May 18, 2026	Oppenheimer	Ittai Kidron—	-19.4%	$200 → $235	Maintained	Outperform