Key Points
- CFO Aidan Viggiano sold 8,109 shares on Dec. 31 at an average price of $143.38 for about $1.16M, reducing his stake by 6.36% to 119,449 shares, and CEO Khozema Shipchandler also sold 13,266 shares the same day—insider sales that could weigh on investor sentiment.
- Twilio beat Q3 estimates with EPS $1.25 (vs. $1.07 est.) and revenue $1.30B (up 14.7% YoY), set Q4 2025 guidance of $1.17–1.22 EPS, and faces mixed analyst views—average rating "Moderate Buy" with a $144.24 target and notable calls ranging from BTIG's $165 buy to downgrades from other firms.
Twilio Inc. (NYSE:TWLO - Get Free Report) CFO Aidan Viggiano sold 8,109 shares of the business's stock in a transaction that occurred on 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 sale, the chief financial officer owned 119,449 shares in the company, valued at $17,126,597.62. This represents a 6.36% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.
Aidan Viggiano also recently made the following trade(s):
- On Monday, November 17th, Aidan Viggiano sold 1,514 shares of Twilio stock. The stock was 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 stock was sold at an average price of $115.00, for a total transaction of $924,025.00.
Twilio Price Performance
TWLO opened at $136.59 on Tuesday. The firm has a market capitalization of $20.96 billion, a P/E ratio of 333.15, a PEG ratio of 2.70 and a beta of 1.30. The stock has a fifty day moving average of $130.83 and a 200-day moving average of $118.95. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95.
Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating analysts' consensus estimates of $1.07 by $0.18. The business had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.Twilio's revenue for the quarter was up 14.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.
Analyst Ratings Changes
A number of brokerages recently commented on TWLO. Cowen reaffirmed a "hold" rating on shares of Twilio in a research report on Friday, October 31st. BTIG Research started coverage on shares of Twilio in a research note on Monday. They set a "buy" rating and a $165.00 target price for the company. Piper Sandler restated a "neutral" rating and set a $148.00 price target (up from $145.00) on shares of Twilio in a report on Monday. Bank of America increased their price objective on Twilio from $100.00 to $110.00 and gave the stock an "underperform" rating in a report on Friday, October 31st. Finally, Rosenblatt Securities reissued a "buy" rating and set a $140.00 price objective on shares of Twilio in a research report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $144.24.
Get Our Latest Stock Analysis on TWLO
Institutional Inflows and Outflows
A number of institutional investors have recently made changes to their positions in TWLO. GAMMA Investing LLC boosted its position in Twilio by 70.1% during the fourth quarter. GAMMA Investing LLC now owns 2,608 shares of the technology company's stock worth $371,000 after purchasing an additional 1,075 shares during the period. AIA Group Ltd lifted its stake in shares of Twilio by 27.3% in the third quarter. AIA Group Ltd now owns 5,359 shares of the technology company's stock worth $536,000 after buying an additional 1,150 shares during the last quarter. New Mexico Educational Retirement Board bought a new stake in shares of Twilio during the 3rd quarter worth $3,143,000. Cambria Investment Management L.P. grew its stake in Twilio by 54.7% in the 3rd quarter. Cambria Investment Management L.P. now owns 3,669 shares of the technology company's stock valued at $367,000 after buying an additional 1,297 shares during the last quarter. Finally, Strategic Advocates LLC bought a new position in Twilio in the 3rd quarter worth $30,000. 84.27% of the stock is owned by institutional investors.
Twilio News Summary
Here are the key news stories impacting Twilio this week:
- Positive Sentiment: BTIG Research initiated coverage with a "buy" rating and $165 price target (roughly 20.8% upside from the current level), providing a catalyst that could attract buyers and support the stock.
- Positive Sentiment: Twilio was included in a MarketBeat roundup of "3 AI and Cloud Stocks With Analyst Conviction and Long Runways," highlighting its exposure to AI/cloud demand and helping the bullish narrative. MarketBeat AI & Cloud Stock Ideas
- Neutral Sentiment: Zacks published a note observing Twilio's intraday decline relative to the broader market, a descriptive piece that signals trading weakness but doesn’t add new fundamental drivers. Zacks: TWLO Stock Declines
- Neutral Sentiment: Headline pieces assessing Twilio’s financials and momentum appeared (coverage on Yahoo/finance), which may prompt investors to re-check earnings/guidance but do not contain a single decisive new catalyst. Yahoo Finance: TWLO Financials Coverage
- Negative Sentiment: Piper Sandler downgraded Twilio from Overweight to Neutral, citing fair valuation — a notable negative from a sell-side firm that likely pressured sentiment and reduced near-term buy-side conviction. MSN: Piper Sandler Downgrade
- Negative Sentiment: Insider selling: CEO Khozema Shipchandler sold 13,266 shares (~$1.9M at ~$143.37) and CFO Aidan Viggiano sold 8,109 shares (~$1.16M at ~$143.38) on Dec. 31; each reduced their holdings by ~6%, which can spook investors even if sales are routine. CEO Form 4 CFO Form 4
- Negative Sentiment: Cwm LLC trimmed its position by ~23.2% (selling 4,823 shares), a small institutional reduction that contributes to selling pressure though the stake size is modest. DefenseWorld: Cwm LLC Sale
About Twilio
(
Get Free Report)
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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