Oppenheimer Raises Twilio (TWLO) Price Target to $325

By TradeTexts Research Desk Oct 21, 2026, 2:15 PM EDT

Key Points

Oppenheimer reaffirmed its Outperform rating on Twilio Inc. (TWLO) on October 21, 2026, while bumping its price target up to $325.00 from $275.00.
Oppenheimer's $325 price target implies 21.92% upside from Twilio Inc.'s ($TWLO) current $266.56 share price.
The stock traded around $268.63 recently, holding strong above both its 50-day and 200-day moving averages as it heads toward its upcoming October 29, 2026 earnings report.
Wall Street maintains a consensus buy rating on the communications platform provider across 29 analyst opinions with a mean target price of $270.64.

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Oppenheimer reaffirmed its Outperform rating on Twilio Inc. (TWLO) on October 21, 2026, while raising its price target to $325.00 from $275.00. The research note arrived as shares of the customer engagement platform provider traded near $268.63. Twilio closed at $269.41 on the day of the update.

TWLO Twilio Inc.

$270.08 +95.20% year to date

Daily close · Oct 21, 2026

Analyst rating track record

Oppenheimer vs. the S&P 500

YTD return -5.03% hypothetical

All-time return -5.03% S&P 500 +2.63%

vs. S&P 500 -7.66% behind the index

Hypothetical returns from Oppenheimer's disclosed trades, not real profit or advice. How we model this.

Oppenheimer's Call on Twilio Inc.

On October 21, 2026, Oppenheimer kept its Outperform rating on Twilio and lifted its target to $325.00 from its previous $275.00 target. The updated outlook places the firm well above the average Wall Street target.

Other Institutional Activity in Twilio Inc.

Alkeon Capital Management LLC grew its holdings by 495,697 shares, ending with 2,335,700 shares worth about $629,249,469.00. Royal Bank of Canada reduced its stake by 1,010,972 shares, ending with 2,250,229 shares valued at roughly $606,223,147.00. Pictet Asset Management Holding SA trimmed its position by 83,936 shares, finishing with 2,247,629 shares worth about $605,522,693.00.

Twilio Inc. Stock Up 9.1%

Twilio shares recently traded around $268.63, sitting about 0.3% below their event-day close. The stock trades well above its 200-day moving average of $183.52 and roughly 12.9% below its 52-week high of $308.40.

12-month forecast

$TWLO price target

Twilio Inc. daily closes and this analyst's $325 target. Not advice.

Recent Earnings

Twilio reported trailing twelve month revenue of $5,572,327,936.00 alongside a trailing twelve month EPS of $7.61. The company posted a net profit margin of 20.6% and a return on equity of 13.5%. The next earnings release is scheduled for October 29, 2026.

Insider Buying and Selling at Twilio Inc.

Director Erika Rottenberg sold 3,500 shares on August 10, 2026, for a total value of $881,378.00. Director Andrew J. Stafman disposed of 500,000 shares at a price of $247.08 on August 12, 2026, totaling $123,540,000.00. Chief Financial Officer Aidan Viggiano sold 1,394 shares on August 17, 2026, valued at $326,863.00. Chief Executive Officer Khozema Shipchandler sold 14,442 shares on October 5, 2026, worth $4,203,120.00.

Analysts Set New Price Targets

HSBC downgraded the stock to a Reduce rating with a $211.00 target on September 25, 2026. JP Morgan maintained an Overweight rating on October 8, 2026, lifting its target to $335.00 from $260.00. B of A Securities kept a Buy rating on October 14, 2026, raising its target to $320.00 from $270.00. BTIG maintained a Buy rating on October 16, 2026, raising its target to $315.00 from $285.00. Overall, the stock carries a consensus buy recommendation from 29 analysts with a mean price target of $270.64.

About Twilio Inc.

Twilio Inc. provides cloud communications and customer engagement software solutions that allow businesses to connect with users through messaging, voice, email, and video. The company's developer-friendly tools and identity solutions form a backbone for digital interactions across global markets. Analysts monitor these platforms closely as enterprise software demand shifts.

Bottom Line

Oppenheimer's revised target highlights strong conviction ahead of the company's scheduled October 29 earnings report. Investors will be watching upcoming financial results to see if software demand matches Wall Street's higher expectations.