Key Points
- Twilio director Erika Rottenberg sold 1,500 shares on May 4 at an average price of $185.32 under a pre‑arranged Rule 10b5‑1 plan, lowering her stake by about 4.35% to 32,995 shares valued at roughly $6.11M.
- Twilio delivered a strong quarter, beating estimates with $1.50 EPS (vs. $1.27) and $1.41B revenue (up 20% YoY), cited “unprecedented” AI demand, set Q2 2026 guidance of $2.50–$2.60 EPS, and drew analyst target upgrades to the $195–$200 area with a consensus target of $187.
Twilio Inc. (NYSE:TWLO - Get Free Report) Director Erika Rottenberg sold 1,500 shares of the stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $185.32, for a total value of $277,980.00. Following the completion of the sale, the director directly owned 32,995 shares of the company's stock, valued at $6,114,633.40. This represents a 4.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Erika Rottenberg also recently made the following trade(s):
- On Tuesday, April 21st, Erika Rottenberg sold 1,800 shares of Twilio stock. The shares were sold at an average price of $149.02, for a total value of $268,236.00.
Twilio Stock Performance
Shares of NYSE TWLO opened at $191.51 on Thursday. The business has a fifty day simple moving average of $131.97 and a 200 day simple moving average of $127.80. The company has a current ratio of 4.66, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The firm has a market capitalization of $29.02 billion, a price-to-earnings ratio of 299.24, a PEG ratio of 4.45 and a beta of 1.32. Twilio Inc. has a one year low of $91.84 and a one year high of $200.00.
Twilio (NYSE:TWLO - Get Free Report) last issued its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts' consensus estimates of $1.27 by $0.23. The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.Twilio's revenue was up 20.0% on a year-over-year basis. During the same period in the prior year, the company posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Sell-side analysts expect that Twilio Inc. will post 2.53 EPS for the current year.
Twilio News Summary
Here are the key news stories impacting Twilio this week:
Analysts Set New Price Targets
A number of brokerages recently commented on TWLO. Jefferies Financial Group restated a "buy" rating and issued a $195.00 target price on shares of Twilio in a research note on Friday, May 1st. Citigroup restated an "outperform" rating on shares of Twilio in a research note on Friday, May 1st. Needham & Company LLC increased their price objective on Twilio from $145.00 to $200.00 and gave the stock a "buy" rating in a research note on Friday, May 1st. Argus upgraded Twilio to a "strong-buy" rating in a research note on Thursday, February 19th. Finally, Monness Crespi & Hardt increased their price objective on Twilio from $175.00 to $200.00 and gave the stock a "buy" rating in a research note on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, two have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $187.00.
Read Our Latest Research Report on TWLO
Institutional Trading of Twilio
A number of hedge funds and other institutional investors have recently made changes to their positions in the business. MassMutual Private Wealth & Trust FSB increased its stake in shares of Twilio by 34.7% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company's stock valued at $43,000 after buying an additional 78 shares in the last quarter. GHP Investment Advisors Inc. increased its stake in shares of Twilio by 6.3% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company's stock valued at $208,000 after buying an additional 86 shares in the last quarter. SJS Investment Consulting Inc. increased its position in Twilio by 27.7% in the first quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company's stock worth $54,000 after purchasing an additional 93 shares during the period. Centaurus Financial Inc. increased its position in Twilio by 0.7% in the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company's stock worth $1,360,000 after purchasing an additional 94 shares during the period. Finally, Versant Capital Management Inc increased its position in Twilio by 4.5% in the third quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company's stock worth $228,000 after purchasing an additional 98 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.
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.
Further Reading
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