Key Points
- Twilio director Andrew Stafman sold 675,000 shares on May 12 at an average price of $193.54, for total proceeds of about $130.6 million. After the sale, he still held 1.62 million shares, reducing his stake by 29.41%.
- Twilio recently beat earnings and revenue expectations, reporting $1.50 EPS versus $1.27 expected and $1.41 billion in revenue versus $1.34 billion expected. Quarterly revenue rose 20% year over year, and the company issued Q2 2026 EPS guidance of 2.50 to 2.60.
- Analyst sentiment remains mostly bullish, with several firms raising price targets or reiterating buy ratings, including BTIG, Needham, Monness Crespi & Hardt, UBS, and Bank of America. MarketBeat shows a consensus rating of Moderate Buy with a price target of $193.65.
Twilio Inc. (NYSE:TWLO - Get Free Report) Director Andrew Stafman sold 675,000 shares of the stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $193.54, for a total value of $130,639,500.00. Following the completion of the transaction, the director owned 1,620,000 shares in the company, valued at $313,534,800. This represents a 29.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.
Twilio Price Performance
NYSE TWLO opened at $192.59 on Wednesday. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The stock has a market capitalization of $29.23 billion, a PE ratio of 300.93, a price-to-earnings-growth ratio of 4.13 and a beta of 1.32. The company has a 50 day moving average price of $138.31 and a two-hundred day moving average price of $130.29. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $203.71.
Twilio (NYSE:TWLO - Get Free Report) last posted its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping the consensus estimate of $1.27 by $0.23. The company had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The company's revenue for the quarter was up 20.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities analysts predict that Twilio Inc. will post 2.77 earnings per share for the current fiscal year.
Hedge Funds Weigh In On Twilio
Several large investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its position in Twilio by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company's stock worth $2,197,549,000 after buying an additional 143,597 shares during the period. State Street Corp boosted its position in shares of Twilio by 47.8% in the third quarter. State Street Corp now owns 5,879,395 shares of the technology company's stock valued at $588,469,000 after acquiring an additional 1,900,551 shares during the period. Invesco Ltd. grew its stake in shares of Twilio by 56.9% in the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company's stock worth $448,276,000 after acquiring an additional 1,142,309 shares during the last quarter. Royal Bank of Canada grew its stake in shares of Twilio by 3.9% in the fourth quarter. Royal Bank of Canada now owns 2,944,377 shares of the technology company's stock worth $418,808,000 after acquiring an additional 110,941 shares during the last quarter. Finally, Alyeska Investment Group L.P. increased its position 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 worth $264,624,000 after acquiring an additional 750,951 shares during the period. Institutional investors and hedge funds own 84.27% of the company's stock.
Analyst Upgrades and Downgrades
Several equities analysts have weighed in on TWLO shares. Weiss Ratings upgraded Twilio from a "sell (d+)" rating to a "hold (c)" rating in a report on Wednesday, May 6th. UBS Group upped their price target on Twilio from $180.00 to $200.00 and gave the stock a "buy" rating in a research note on Friday, May 1st. Jefferies Financial Group reissued a "buy" rating and issued a $195.00 price objective on shares of Twilio in a research note on Friday, May 1st. Robert W. Baird set a $200.00 target price on Twilio in a report on Friday, May 1st. Finally, Bank of America raised Twilio from an "underperform" rating to a "buy" rating and upped their target price for the stock from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $193.65.
Check Out Our Latest Analysis on TWLO
Twilio News Summary
Here are the key news stories impacting Twilio this week:
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.
Featured Stories
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
