Key Points
- CFO Aidan Viggiano sold 1,023 shares on Feb. 17 at $110.66 for $113,205.18, trimming his stake by 0.91% to 111,213 shares (valued at about $12.31M).
- Viggiano also sold 7,213 shares on Jan. 5 (~$980,752) and 8,109 shares on Dec. 31 (~$1.16M), reflecting a pattern of recent insider selling.
- Twilio beat Q4 expectations with $1.33 EPS vs. $1.24 expected and $1.37B revenue (up 14.3% YoY), set Q1 2026 EPS guidance of $1.21–$1.26, and trades around $112.52 with a consensus rating of Moderate Buy and an average target of $143.70.
Twilio Inc. (NYSE:TWLO - Get Free Report) CFO Aidan Viggiano sold 1,023 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $110.66, for a total transaction of $113,205.18. Following the completion of the transaction, the chief financial officer directly owned 111,213 shares of the company's stock, valued at $12,306,830.58. The trade was a 0.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink.
Aidan Viggiano also recently made the following trade(s):
- On Monday, January 5th, Aidan Viggiano sold 7,213 shares of Twilio stock. The stock was sold at an average price of $135.97, for a total transaction of $980,751.61.
- 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.
Twilio Stock Performance
Shares of Twilio stock traded up $1.56 during trading on Friday, hitting $112.52. 483,709 shares of the company's stock were exchanged, compared to its average volume of 2,774,687. The stock has a market capitalization of $17.26 billion, a price-to-earnings ratio of 593.76, a PEG ratio of 4.58 and a beta of 1.32. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $145.90. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.03. The business has a 50-day simple moving average of $127.70 and a 200-day simple moving average of $118.49.
Twilio (NYSE:TWLO - Get Free Report) last posted its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, beating the consensus estimate of $1.24 by $0.09. The company had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. Twilio's revenue was up 14.3% on a year-over-year basis. During the same period in the previous year, the business posted $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, research analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.
Analyst Ratings Changes
Several brokerages have recently weighed in on TWLO. Citigroup reiterated a "market perform" rating on shares of Twilio in a research note on Tuesday, December 30th. The Goldman Sachs Group restated a "buy" rating and set a $150.00 target price on shares of Twilio in a research report on Friday, October 31st. Rosenblatt Securities restated a "buy" rating and issued a $180.00 price target on shares of Twilio in a report on Friday, February 13th. Wall Street Zen cut Twilio from a "strong-buy" rating to a "buy" rating in a research report on Tuesday, November 11th. Finally, Morgan Stanley set a $153.00 price objective on Twilio in a research report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $143.70.
Get Our Latest Stock Report on TWLO
Hedge Funds Weigh In On Twilio
Hedge funds and other institutional investors have recently bought and sold shares of the stock. Norges Bank acquired a new position in Twilio during the 4th quarter valued at approximately $273,862,000. State Street Corp boosted its position in shares of Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company's stock valued at $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. SRS Investment Management LLC bought a new position in shares of Twilio during the 4th quarter valued at about $257,494,000. Invesco Ltd. raised its holdings in shares of Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company's stock worth $201,105,000 after purchasing an additional 1,391,013 shares in the last quarter. Finally, Alyeska Investment Group L.P. lifted its stake in Twilio by 39.7% during the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company's stock valued at $264,624,000 after purchasing an additional 750,951 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.
Twilio Company Profile
(
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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