Tredje AP fonden purchased a new position in shares of Twilio Inc. (NYSE:TWLO – Free Report) during the 4th quarter, HoldingsChannel reports. The firm purchased 18,937 shares of the technology company’s stock, valued at approximately $2,694,000.
A number of other hedge funds and other institutional investors have also modified their holdings of TWLO. Raleigh Capital Management Inc. acquired a new stake in shares of Twilio in the 4th quarter valued at $26,000. Strategic Advocates LLC acquired a new position in Twilio during the third quarter worth $30,000. Wolff Wiese Magana LLC raised its holdings in Twilio by 2,488.9% during the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after buying an additional 224 shares in the last quarter. Park Place Capital Corp bought a new position in Twilio during the fourth quarter valued at about $39,000. Finally, Cloud Capital Management LLC acquired a new stake in shares of Twilio in the third quarter worth about $42,000. Institutional investors own 84.27% of the company’s stock.
Analyst Upgrades and Downgrades
A number of brokerages have recently commented on TWLO. KeyCorp increased their price objective on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Needham & Company LLC boosted their target price on Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Rosenblatt Securities upped their target price on Twilio from $210.00 to $230.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Monness Crespi & Hardt increased their price target on Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a report on Monday, May 11th. Finally, Oppenheimer lifted their price target on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and an average price target of $195.40.
Insider Activity at Twilio
In other Twilio news, Director Andrew Stafman sold 675,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $193.54, for a total value of $130,639,500.00. Following the completion of the transaction, the director owned 1,620,000 shares of the company’s stock, valued at $313,534,800. This represents a 29.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Khozema Shipchandler sold 15,715 shares of the firm’s stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85. Following the completion of the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at $31,418,947.38. This represents a 6.25% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 726,441 shares of company stock worth $137,412,597 in the last three months. Corporate insiders own 0.21% of the company’s stock.
Twilio Stock Down 0.9%
TWLO opened at $195.97 on Wednesday. The business has a 50 day moving average of $145.47 and a 200-day moving average of $133.24. The stock has a market capitalization of $29.74 billion, a price-to-earnings ratio of 306.20, a P/E/G ratio of 4.11 and a beta of 1.32. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 1-year low of $91.84 and a 1-year high of $203.71.
Twilio (NYSE:TWLO – Get Free Report) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the prior year, the company earned $1.14 EPS. The business’s quarterly revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, sell-side analysts anticipate that Twilio Inc. will post 2.77 earnings per share for the current year.
Twilio Profile
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.
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