Key Points
- Director Andrew Stafman sold 1,000,000 Twilio shares on Dec. 2 at an average price of $129, totaling $129 million, cutting his stake by 30.35% to 2,295,000 shares (about $296.06 million).
- Twilio beat quarterly expectations, reporting $1.25 EPS and $1.30 billion in revenue (up 14.7% year-over-year) and issuing Q4 2025 EPS guidance of $1.17–$1.22.
- Shares trade around $129 with a market cap of about $19.9 billion and a P/E of ~316; analyst sentiment is broadly positive with a consensus price target of $139.26 and several recent target upgrades.
Twilio Inc. (NYSE:TWLO - Get Free Report) Director Andrew Stafman sold 1,000,000 shares of the firm's stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the completion of the sale, the director owned 2,295,000 shares of the company's stock, valued at $296,055,000. This trade represents a 30.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink.
Twilio Trading Up 1.7%
Shares of Twilio stock opened at $129.69 on Wednesday. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $151.95. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. The company's 50-day simple moving average is $116.82 and its 200-day simple moving average is $115.67. The firm has a market cap of $19.90 billion, a price-to-earnings ratio of 316.32, a price-to-earnings-growth ratio of 3.42 and a beta of 1.32.
Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, beating analysts' consensus estimates of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The firm had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. During the same quarter last year, the firm earned $1.02 earnings per share. The firm's revenue was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, equities research analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current year.
Institutional Inflows and Outflows
A number of hedge funds have recently made changes to their positions in TWLO. Wellington Management Group LLP increased its holdings in Twilio by 4,280.5% during the 1st quarter. Wellington Management Group LLP now owns 260,069 shares of the technology company's stock valued at $25,463,000 after acquiring an additional 254,132 shares in the last quarter. Bank of Nova Scotia lifted its holdings in shares of Twilio by 502.1% in the first quarter. Bank of Nova Scotia now owns 32,341 shares of the technology company's stock valued at $3,167,000 after purchasing an additional 26,970 shares in the last quarter. ASR Vermogensbeheer N.V. acquired a new stake in shares of Twilio in the first quarter valued at approximately $716,000. Knights of Columbus Asset Advisors LLC purchased a new position in shares of Twilio during the 2nd quarter worth approximately $4,809,000. Finally, Mirae Asset Global Investments Co. Ltd. increased its stake in shares of Twilio by 694.7% during the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 58,579 shares of the technology company's stock worth $7,285,000 after purchasing an additional 51,208 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company's stock.
Wall Street Analysts Forecast Growth
TWLO has been the subject of several recent analyst reports. Wells Fargo & Company raised their price target on Twilio from $130.00 to $147.00 and gave the company an "overweight" rating in a report on Friday, October 31st. The Goldman Sachs Group reiterated a "buy" rating and issued a $150.00 price objective on shares of Twilio in a research report on Friday, October 31st. KeyCorp boosted their target price on shares of Twilio from $146.00 to $156.00 and gave the stock an "overweight" rating in a research report on Friday, October 31st. UBS Group upped their price target on shares of Twilio from $135.00 to $150.00 and gave the stock a "buy" rating in a research note on Friday, October 31st. Finally, Royal Bank Of Canada reiterated an "underperform" rating and issued a $75.00 price target on shares of Twilio in a report on Wednesday, September 17th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat, Twilio presently has an average rating of "Moderate Buy" and a consensus price target of $139.26.
Get Our Latest Stock Analysis on TWLO
About Twilio
(
Get Free Report)
Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.
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