Key Points
- Twilio CEO Khozema Shipchandler sold 15,715 shares on April 6 at an average of $133.39 for a total of $2,096,223.85 under a pre‑arranged Rule 10b5‑1 plan, reducing his stake by 6.25% to 235,542 shares (~$31.4M).
- Company performance: Twilio beat Q4 estimates with EPS $1.33 vs. $1.24 and revenue $1.37B (up 14.3% YoY), provided Q1 2026 EPS guidance of 1.210–1.260, and carries a consensus analyst rating of Moderate Buy with an average target of $146.74.
- Market context: Shares opened at $129.57 and were down ~2.3%, the stock has a market cap of approximately $19.6B and a 52‑week range of $78.39–$145.90.
Twilio Inc. (NYSE:TWLO - Get Free Report) CEO Khozema Shipchandler sold 15,715 shares of the business's stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total value of $2,096,223.85. Following the completion of the sale, the chief executive officer directly owned 235,542 shares of the company's stock, valued at approximately $31,418,947.38. This represents a 6.25% 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Khozema Shipchandler also recently made the following trade(s):
- On Tuesday, March 31st, Khozema Shipchandler sold 12,624 shares of Twilio stock. The shares were sold at an average price of $122.81, for a total value of $1,550,353.44.
Twilio Stock Down 2.3%
Shares of Twilio stock opened at $129.57 on Thursday. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The firm has a market cap of $19.63 billion, a P/E ratio of 681.97, a P/E/G ratio of 5.37 and a beta of 1.28. Twilio Inc. has a fifty-two week low of $78.39 and a fifty-two week high of $145.90. The business has a 50-day moving average price of $121.06 and a 200 day moving average price of $122.91.
Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings data 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 firm had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.Twilio's quarterly revenue was up 14.3% on a year-over-year basis. During the same period in the previous year, the company earned $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, sell-side analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
Several brokerages recently weighed in on TWLO. TD Cowen raised Twilio from a "hold" rating to a "buy" rating and boosted their price objective for the company from $125.00 to $160.00 in a report on Monday, March 2nd. BTIG Research lowered their price objective on Twilio from $165.00 to $155.00 and set a "buy" rating for the company in a report on Friday, February 13th. Needham & Company LLC reissued a "buy" rating on shares of Twilio in a report on Friday, March 13th. Weiss Ratings lowered Twilio from a "hold (c-)" rating to a "sell (d+)" rating in a report on Friday, February 27th. Finally, Morgan Stanley set a $153.00 price objective on Twilio in a report on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, four have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, Twilio currently has a consensus rating of "Moderate Buy" and an average target price of $146.74.
Check Out Our Latest Stock Report on TWLO
Hedge Funds Weigh In On Twilio
Several institutional investors have recently made changes to their positions in the stock. MassMutual Private Wealth & Trust FSB grew its holdings in shares of Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company's stock valued at $43,000 after purchasing an additional 78 shares during the last quarter. GHP Investment Advisors Inc. grew its holdings in shares of Twilio by 6.3% during the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company's stock valued at $208,000 after purchasing an additional 86 shares during the last quarter. Centaurus Financial Inc. grew its holdings in shares of Twilio by 0.7% during the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company's stock valued at $1,360,000 after purchasing an additional 94 shares during the last quarter. Versant Capital Management Inc grew its holdings in shares of Twilio by 4.5% during the third quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company's stock valued at $228,000 after purchasing an additional 98 shares during the last quarter. Finally, NewEdge Advisors LLC grew its holdings in shares of Twilio by 1.7% during the fourth quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company's stock valued at $841,000 after purchasing an additional 99 shares during the last quarter. 84.27% of the stock is owned by institutional investors.
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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