Key Points
- Twilio CFO Aidan Viggiano sold 1,828 shares on May 19 at an average price of $200, totaling $365,600. The sale was made under a pre-arranged Rule 10b5-1 trading plan, and he still owns 127,345 shares.
- Twilio reported strong quarterly results, with EPS of $1.50 beating estimates and revenue of $1.41 billion topping expectations. Revenue rose 20% year over year, and the company guided Q2 2026 EPS to 2.500-2.600.
- Analyst sentiment remains positive despite the insider sale, with several firms raising price targets and the stock carrying a consensus rating of Moderate Buy. Twilio’s shares were trading near their 52-week high, with the stock opening at $183.14.
Twilio Inc. (NYSE:TWLO - Get Free Report) CFO Aidan Viggiano sold 1,828 shares of the stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $200.00, for a total value of $365,600.00. Following the completion of the sale, the chief financial officer directly owned 127,345 shares in the company, valued at $25,469,000. This represents a 1.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Aidan Viggiano also recently made the following trade(s):
- On Friday, May 15th, Aidan Viggiano sold 1,376 shares of Twilio stock. The shares were sold at an average price of $197.44, for a total value of $271,677.44.
- On Thursday, April 2nd, Aidan Viggiano sold 9,389 shares of Twilio stock. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39.
- On Tuesday, March 31st, Aidan Viggiano sold 8,231 shares of Twilio stock. The shares were sold at an average price of $122.79, for a total value of $1,010,684.49.
- On Monday, March 2nd, Aidan Viggiano sold 806 shares of Twilio stock. The shares were sold at an average price of $125.00, for a total value of $100,750.00.
Twilio Price Performance
TWLO stock opened at $183.14 on Friday. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $203.71. The firm has a market capitalization of $27.80 billion, a P/E ratio of 286.16, a P/E/G ratio of 3.94 and a beta of 1.32. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The business's 50-day moving average is $147.89 and its two-hundred day moving average is $134.12.
Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts' consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the prior year, the business posted $1.14 EPS. The business's revenue for the quarter was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts anticipate that Twilio Inc. will post 2.77 earnings per share for the current fiscal year.
Institutional Inflows and Outflows
Several institutional investors have recently added to or reduced their stakes in the company. Northwestern Mutual Investment Management Company LLC purchased a new position in shares of Twilio in the 3rd quarter valued at approximately $3,423,000. Bank of New York Mellon Corp grew its stake in shares of Twilio by 57.0% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company's stock valued at $121,353,000 after purchasing an additional 440,423 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. grew its stake in shares of Twilio by 54.5% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company's stock valued at $9,060,000 after purchasing an additional 31,938 shares during the last quarter. Federated Hermes Inc. grew its stake in shares of Twilio by 19.7% in the 3rd quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company's stock valued at $7,036,000 after purchasing an additional 11,577 shares during the last quarter. Finally, Thrivent Financial for Lutherans grew its stake in shares of Twilio by 253.6% in the 3rd quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company's stock valued at $4,028,000 after purchasing an additional 28,748 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company's stock.
Wall Street Analyst Weigh In
TWLO has been the topic of a number of recent analyst reports. Bank of America upgraded Twilio from an "underperform" rating to a "buy" rating and increased their price objective for the company from $110.00 to $190.00 in a report on Wednesday, April 22nd. Robert W. Baird set a $200.00 price objective on Twilio in a report on Friday, May 1st. Jefferies Financial Group reiterated a "buy" rating and issued a $195.00 price objective on shares of Twilio in a report on Friday, May 1st. Monness Crespi & Hardt increased their price objective on Twilio from $200.00 to $246.00 and gave the company a "buy" rating in a report on Monday, May 11th. Finally, Argus upgraded Twilio to a "strong-buy" rating in a report on Thursday, February 19th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $195.40.
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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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