Key Points
- CFO Aidan Viggiano sold 8,231 shares of Twilio on March 31 at an average price of $122.79, raising about $1.01 million and trimming his ownership by 5.56% to 139,730 shares (≈$17.16M).
- Twilio recently beat Q4 estimates (EPS $1.33 vs. $1.24; revenue $1.37B, +14.3% YoY) and set Q1 guidance of $1.21–1.26 EPS, while the stock trades at a lofty PE (~689) and carries a consensus "Moderate Buy" target of $145.22.
Twilio Inc. (NYSE:TWLO - Get Free Report) CFO Aidan Viggiano sold 8,231 shares of the business's stock in a transaction that occurred on Tuesday, March 31st. The shares were sold at an average price of $122.79, for a total value of $1,010,684.49. Following the transaction, the chief financial officer owned 139,730 shares of the company's stock, valued at approximately $17,157,446.70. This trade represents a 5.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.
Aidan Viggiano also recently made the following trade(s):
- On Monday, March 2nd, Aidan Viggiano sold 806 shares of Twilio stock. The stock was sold at an average price of $125.00, for a total transaction of $100,750.00.
- On Tuesday, February 17th, Aidan Viggiano sold 1,023 shares of Twilio stock. The stock was sold at an average price of $110.66, for a total transaction of $113,205.18.
- 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.
Twilio Stock Performance
Shares of NYSE TWLO opened at $130.88 on Friday. The firm has a fifty day moving average price of $121.20 and a 200-day moving average price of $122.06. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03. The stock has a market cap of $19.83 billion, a PE ratio of 688.87, a price-to-earnings-growth ratio of 5.35 and a beta of 1.28. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $145.90.
Twilio (NYSE:TWLO - Get Free Report) last released its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, beating analysts' consensus estimates of $1.24 by $0.09. The company had revenue of $1.37 billion for the quarter, compared to analysts' expectations of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. Twilio's revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Equities analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.
Institutional Investors Weigh In On Twilio
Hedge funds have recently made changes to their positions in the company. Raleigh Capital Management Inc. purchased a new position in Twilio during the 4th quarter valued at approximately $26,000. SHP Wealth Management bought a new stake in Twilio in the 4th quarter worth approximately $26,000. SJS Investment Consulting Inc. raised its holdings in shares of Twilio by 1,564.7% during the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company's stock worth $28,000 after acquiring an additional 266 shares in the last quarter. First Horizon Corp bought a new position in shares of Twilio during the 3rd quarter valued at approximately $28,000. Finally, Zions Bancorporation National Association UT bought a new position in shares of Twilio during the 4th quarter valued at approximately $29,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades
TWLO has been the subject of a number of recent analyst reports. Morgan Stanley set a $153.00 target price on Twilio in a research report on Friday, February 13th. Jefferies Financial Group reissued a "hold" rating and issued a $125.00 price target on shares of Twilio in a report on Friday, February 13th. Oppenheimer reaffirmed an "outperform" rating and set a $170.00 price objective on shares of Twilio in a report on Monday, January 5th. Mizuho set a $150.00 price objective on shares of Twilio in a research report on Monday, December 15th. Finally, Argus raised shares of Twilio to a "strong-buy" rating in a report on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, Twilio presently has a consensus rating of "Moderate Buy" and a consensus target price of $145.22.
View Our Latest Stock Analysis on TWLO
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.
Further Reading
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