Key Points
- CFO Aidan Viggiano sold 7,213 TWLO shares on Jan. 5 at an average price of $135.97 for about $980,752, reducing his stake by 6.04% to 112,236 shares and adding to several insider sales in Oct–Dec.
- Despite the insider sales, Twilio recently beat quarterly EPS and revenue estimates (EPS $1.25 vs $1.07; revenue $1.30B, +14.7% YoY), gave Q4 2025 EPS guidance of $1.17–1.22, and maintains mostly bullish analyst coverage with a consensus price target around $145.84.
Twilio Inc. (NYSE:TWLO - Get Free Report) CFO Aidan Viggiano sold 7,213 shares of the firm's stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $135.97, for a total transaction of $980,751.61. Following the sale, the chief financial officer owned 112,236 shares of the company's stock, valued at approximately $15,260,728.92. The trade was a 6.04% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.
Aidan Viggiano also recently made the following trade(s):
- On Wednesday, December 31st, Aidan Viggiano sold 8,109 shares of Twilio stock. The shares were sold at an average price of $143.38, for a total value of $1,162,668.42.
- 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 value 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 value of $924,025.00.
Twilio Stock Performance
Shares of TWLO opened at $142.88 on Thursday. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $151.95. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68. The stock's fifty day moving average price is $131.97 and its two-hundred day moving average price is $119.28. The firm has a market cap of $21.92 billion, a PE ratio of 348.50, a PEG ratio of 2.72 and a beta of 1.30.
Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, topping 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 during the quarter, compared to analyst estimates of $1.25 billion. During the same quarter last year, the firm posted $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. On average, equities research analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.
Institutional Inflows and Outflows
A number of hedge funds have recently made changes to their positions in TWLO. State Street Corp grew its stake in Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company's stock worth $588,469,000 after buying an additional 1,900,551 shares in the last quarter. Norges Bank bought a new stake in shares of Twilio during the 2nd quarter worth $228,877,000. Ninety One UK Ltd purchased a new position in Twilio in the second quarter worth $212,059,000. Invesco Ltd. increased its stake in Twilio by 225.0% in the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company's stock valued at $201,105,000 after acquiring an additional 1,391,013 shares during the last quarter. Finally, Nordea Investment Management AB increased its stake in Twilio by 4,231.2% in the second quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company's stock valued at $139,736,000 after acquiring an additional 1,097,695 shares during the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about Twilio
Here are the key news stories impacting Twilio this week:
- Positive Sentiment: Rosenblatt raised its price target to $180 and reiterated a "buy" rating, implying meaningful upside vs. current levels — a clear catalyst for buying interest. Rosenblatt Price Target Raise
- Positive Sentiment: Seeking Alpha publishes a bullish thesis calling Twilio "a strong agentic AI play," highlighting double-digit revenue growth, rising net retention (≈109%), margin improvement, and TAM expansion from AI initiatives — supports a growth rerating narrative. Seeking Alpha: Twilio AI Play
- Neutral Sentiment: Analysis pieces are debating valuation and timing: a Yahoo piece asks whether TWLO's multi‑year volatility leaves the stock stretched, offering mixed signals on valuation vs. growth prospects. Yahoo: Is TWLO Pricing Stretched?
- Neutral Sentiment: MSN runs a turnaround‑themed article evaluating whether Twilio can materially improve momentum in 2026 — useful for sentiment but inconclusive on near‑term stock direction. MSN: Turnaround in 2026?
- Neutral Sentiment: BTIG initiated coverage on Twilio (coverage note reported) — initiation can increase analyst attention but impact depends on the stance and model assumptions. BTIG Initiates Coverage
- Negative Sentiment: Piper Sandler downgraded TWLO from "strong-buy" to "hold," and coverage commentary has injected skepticism about Twilio's AI strategy execution — this likely weighs on sceptical investors and tempers upside momentum. Piper Sandler Downgrade Zacks: Downgrade Report
- Negative Sentiment: Insider selling: CFO Aidan Viggiano and other insiders disclosed multiple share sales (A. Viggiano reported sales around the $136–$136 range and others sold material lots), which can be perceived negatively by investors and add near‑term selling pressure. InsiderTrades: Aidan Viggiano Sale AmericanBankingNews: Insider Sales
Wall Street Analysts Forecast Growth
TWLO has been the topic of a number of recent research reports. UBS Group upped their price target on shares of Twilio from $135.00 to $150.00 and gave the company a "buy" rating in a research note on Friday, October 31st. Monness Crespi & Hardt boosted their target price on shares of Twilio from $165.00 to $175.00 and gave the company a "buy" rating in a report on Friday, October 31st. Needham & Company LLC raised their price target on Twilio from $125.00 to $145.00 and gave the stock a "buy" rating in a report on Friday, October 31st. JPMorgan Chase & Co. lifted their price target on Twilio from $140.00 to $145.00 and gave the company an "overweight" rating in a research report on Friday, October 31st. Finally, FBN Securities upgraded Twilio to a "strong-buy" rating in a research note on Wednesday, November 12th. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $145.84.
Get Our Latest Analysis on Twilio
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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