Twilio (NYSE:TWLO) CFO Sells $1,162,668.42 in Stock

Twilio Inc. (NYSE:TWLO) CFO Aidan Viggiano sold 8,109 shares of the firm’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the transaction, the chief financial officer directly owned 119,449 shares in the company, valued at approximately $17,126,597.62. The trade was a 6.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link.

Aidan Viggiano also recently made the following trade(s):

• On Monday, January 5th, Aidan Viggiano sold 7,213 shares of Twilio stock. The stock was sold at an average price of $135.97, for a total transaction of $980,751.61.
• On Monday, November 17th, Aidan Viggiano sold 1,514 shares of Twilio stock. The shares were sold at an average price of $123.28, for a total transaction of $186,645.92.
• On Thursday, October 9th, Aidan Viggiano sold 8,035 shares of Twilio stock. The shares were sold at an average price of $115.00, for a total transaction of $924,025.00.

Twilio Price Performance

Shares of NYSE:TWLO opened at $142.88 on Thursday. The stock has a market cap of $21.92 billion, a price-to-earnings ratio of 348.50, a PEG ratio of 2.72 and a beta of 1.30. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $151.95. The stock’s 50 day moving average price is $131.97 and its 200 day moving average price is $119.28.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.18. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The company had revenue of $1.30 billion for the quarter, compared to analysts’ expectations of $1.25 billion. During the same period last year, the firm earned $1.02 EPS. The firm’s revenue for the quarter was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities research analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Rosenblatt raised its price target sharply to $180 and reiterated a Buy — a large upside target that can attract momentum buyers and support higher valuations. Rosenblatt Price Target Raise
• Positive Sentiment: BTIG initiated coverage with a Buy and $165 target, providing fresh institutional endorsement that may draw investor interest. BTIG Initiates Coverage
• Positive Sentiment: Oppenheimer lifted its target to $170 (from $145), another analyst upgrade adding to upside narrative. Oppenheimer Target Raise
• Positive Sentiment: Analyst/industry pieces highlight Twilio as an “agentic AI” play — citing accelerating revenue, improving net retention and expanding TAM for AI-native customer-engagement products. This supports a growth story beyond legacy CPaaS demand. Seeking Alpha: Agentic AI Play
• Neutral Sentiment: Analytical pieces (e.g., Piper Sandler debate coverage, Yahoo/finance summaries, Zacks intraday notes) are re‑examining Twilio’s AI strategy and valuation — useful context but not single decisive catalysts. Yahoo: Piper Sandler Debate
• Negative Sentiment: Piper Sandler downgraded Twilio from a stronger stance to Neutral/Hold on valuation grounds — a high‑profile sell‑side pullback that likely reduced near‑term buying conviction. Zacks: Piper Sandler Downgrade
• Negative Sentiment: Insider selling: CEO Khozema Shipchandler and CFO Aidan Viggiano both sold sizeable stakes (each reducing positions by ~6%), including recent Form 4 filings — insider sales can spook investors even if for diversification or tax reasons. CEO Form 4: CEO Form 4; CFO Form 4: CFO Form 4
• Negative Sentiment: Small institutional selling (e.g., CWM LLC trimmed ~23%) contributes incremental supply and could add short‑term pressure if follow‑through occurs. CWM LLC Sale

Hedge Funds Weigh In On Twilio

A number of hedge funds have recently added to or reduced their stakes in TWLO. MassMutual Private Wealth & Trust FSB boosted its holdings in Twilio by 34.7% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares in the last quarter. GHP Investment Advisors Inc. lifted its position in shares of Twilio by 7.3% in the second quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock worth $158,000 after buying an additional 87 shares during the last quarter. Centaurus Financial Inc. boosted its stake in shares of Twilio by 0.7% during the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after acquiring an additional 94 shares in the last quarter. Versant Capital Management Inc increased its holdings in shares of Twilio by 4.5% during the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after acquiring an additional 98 shares during the last quarter. Finally, Optimum Investment Advisors raised its stake in shares of Twilio by 13.6% in the 2nd quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock valued at $104,000 after acquiring an additional 100 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Twilio in a research note on Wednesday, October 8th. Royal Bank Of Canada lifted their price target on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a research report on Monday. Oppenheimer reiterated an “outperform” rating and set a $170.00 price objective on shares of Twilio in a research report on Monday. KeyCorp lifted their target price on Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Finally, Citigroup reaffirmed a “market perform” rating on shares of Twilio in a research report on Tuesday, December 30th. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $145.84.

About Twilio

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.