Triasima Portfolio Management inc. Makes New Investment in Twilio Inc. $TWLO

Posted by Stanley Muller on Oct 16th, 2026

Triasima Portfolio Management inc. purchased a new position in Twilio Inc. (NYSE:TWLO – Free Report) in the 3rd quarter, Holdings Channel reports. The firm purchased 16,465 shares of the technology company’s stock, valued at approximately $4,815,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Plato Investment Management Ltd bought a new stake in Twilio in the 2nd quarter worth approximately $1,637,000. Congress Asset Management Co. raised its stake in Twilio by 16.2% during the 3rd quarter. Congress Asset Management Co. now owns 160,425 shares of the technology company’s stock valued at $46,918,000 after buying an additional 22,311 shares during the last quarter. Assenagon Asset Management S.A. lifted its holdings in shares of Twilio by 67.8% during the 2nd quarter. Assenagon Asset Management S.A. now owns 120,582 shares of the technology company’s stock valued at $24,880,000 after buying an additional 48,742 shares during the period. Aware Super Pty Ltd as trustee of Aware Super bought a new position in shares of Twilio during the 1st quarter valued at $4,288,000. Finally, Nykredit A S bought a new position in shares of Twilio during the 2nd quarter valued at $10,514,000. 84.27% of the stock is owned by institutional investors.

Twilio Stock Performance

Shares of NYSE TWLO opened at $274.06 on Friday. The firm has a 50 day moving average of $253.65 and a 200 day moving average of $207.87. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11. The firm has a market capitalization of $42.09 billion, a price-to-earnings ratio of 105.08, a price-to-earnings-growth ratio of 5.56 and a beta of 1.35. Twilio Inc. has a 12-month low of $104.50 and a 12-month high of $308.40.

Twilio (NYSE:TWLO – Get Free Report) last announced its earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.43 billion. During the same period in the prior year, the company earned $1.19 earnings per share. The firm’s revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, research analysts anticipate that Twilio Inc. will post 3.12 earnings per share for the current year.

Key Twilio News

Here are the key news stories impacting Twilio this week:

Positive Sentiment: Bank of America raised its price target to $320 from $270 and reaffirmed a Buy rating, implying meaningful upside and signaling increased confidence in Twilio’s growth prospects. Bank of America Securities Reaffirms Their Buy Rating on Twilio
Positive Sentiment: Stifel increased its Twilio price target to $325 and maintained a Buy rating. The higher target reinforces the positive analyst outlook and supports investor sentiment. Twilio Price Target Raised to $325 at Stifel
Positive Sentiment: Bank of America separately reaffirmed its Buy recommendation, while the latest analyst commentary reflects continued optimism about Twilio’s communications and artificial-intelligence opportunity. Bank of America Buy Rating
Positive Sentiment: Twilio’s Voice AI received promotional attention through a French cultural campaign, providing visibility for the company’s AI capabilities. The announcement is more brand-building than financially material, but it supports the broader AI narrative. Twilio Voice AI French Campaign
Neutral Sentiment: Twilio has been trending among Zacks users, prompting renewed focus on its outlook. Recent results provide a constructive backdrop, with revenue growth and earnings above estimates, but the article does not introduce a major new catalyst. Is Twilio a Buy Now?
Negative Sentiment: Twilio recently declined more than the broader market, highlighting short-term volatility and the possibility that investors remain sensitive to its premium valuation. Twilio Declines More Than Market

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on TWLO shares. Wells Fargo & Company raised their price target on Twilio from $225.00 to $275.00 and gave the stock an “overweight” rating in a research note on Friday, August 7th. Piper Sandler upped their price objective on Twilio from $192.00 to $247.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Citigroup reissued a “market outperform” rating on shares of Twilio in a report on Thursday, August 27th. The Goldman Sachs Group reissued a “buy” rating and issued a $330.00 target price on shares of Twilio in a report on Friday, August 7th. Finally, TD Cowen raised their target price on Twilio from $260.00 to $300.00 and gave the stock a “buy” rating in a research report on Tuesday, September 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and an average price target of $266.48.

Read Our Latest Analysis on Twilio

Insider Activity

In other news, CEO Khozema Shipchandler sold 14,442 shares of the business’s stock in a transaction on Monday, October 5th. The shares were sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the completion of the sale, the chief executive officer owned 178,863 shares of the company’s stock, valued at $52,054,498.89. The trade was a 7.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 500,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the completion of the sale, the director owned 120,000 shares of the company’s stock, valued at $29,649,600. This trade represents a 80.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 538,818 shares of company stock valued at $134,833,645 in the last 90 days. Company insiders own 0.21% of the company’s stock.

About Twilio

(Free Report)

Twilio Inc is a communications technology company that provides a cloud-based platform for businesses to engage with customers through digital channels. Its software and application programming interfaces (APIs) support communications capabilities such as voice calling, messaging, video, email, authentication and contact-center interactions.

The company’s offerings include programmable communications services, customer data and engagement tools, and contact-center solutions. Twilio also provides email services through SendGrid and customer data platform capabilities through Segment, which it acquired in 2020.