Key Points
- Twilio director Andrew Stafman sold 1,000,000 shares on May 27 at an average price of $184.14, totaling about $184.1 million. After the sale, he still owned 620,000 shares, representing a 61.73% reduction in his stake.
- The stock was trading lower on the day of the report, opening at $181.56 and down 4.3%. Twilio also remains well above its 52-week low of $91.84 and near its 52-week high of $203.71.
- Twilio posted strong quarterly results, with earnings of $1.50 per share and revenue of $1.41 billion, both above analyst expectations. The company also reported 20% year-over-year revenue growth and maintained a moderate-buy consensus from analysts.
Twilio Inc. (NYSE:TWLO - Get Free Report) Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value of $184,140,000.00. Following the sale, the director directly owned 620,000 shares in the company, valued at $114,166,800. This trade represents a 61.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink.
Andrew Stafman also recently made the following trade(s):
- On Tuesday, May 12th, Andrew Stafman sold 675,000 shares of Twilio stock. The shares were sold at an average price of $193.54, for a total value of $130,639,500.00.
Twilio Trading Down 4.3%
Twilio stock opened at $181.56 on Thursday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. Twilio Inc. has a one year low of $91.84 and a one year high of $203.71. The stock has a market capitalization of $27.56 billion, a PE ratio of 283.69, a price-to-earnings-growth ratio of 3.94 and a beta of 1.32. The business's fifty day moving average is $152.77 and its 200 day moving average is $135.68.
Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating analysts' consensus estimates of $1.27 by $0.23. The company had revenue of $1.41 billion for 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 firm's revenue for the quarter was up 20.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts predict that Twilio Inc. will post 2.77 EPS for the current year.
Analyst Upgrades and Downgrades
A number of brokerages recently weighed in on TWLO. Mizuho increased their price objective on shares of Twilio from $150.00 to $165.00 and gave the company an "outperform" rating in a research report on Tuesday, April 21st. Wells Fargo & Company upped their price objective on Twilio from $147.00 to $200.00 and gave the company an "overweight" rating in a research report on Friday, May 1st. Morgan Stanley reiterated an "overweight" rating and set a $200.00 price objective on shares of Twilio in a research report on Friday, May 1st. Piper Sandler upped their price objective on Twilio from $130.00 to $192.00 and gave the company a "neutral" rating in a research report on Friday, May 1st. Finally, Citigroup reiterated an "outperform" rating on shares of Twilio in a research report on Friday, May 1st. Two research 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 assigned a Sell rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $195.40.
Read Our Latest Analysis on Twilio
Institutional Trading of Twilio
Several large investors have recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its position in Twilio by 6.6% during the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company's stock valued at $1,086,000 after purchasing an additional 623 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in Twilio during the second quarter valued at $251,000. Daiwa Securities Group Inc. lifted its position in Twilio by 70.6% during the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company's stock valued at $3,066,000 after purchasing an additional 10,200 shares in the last quarter. NewEdge Advisors LLC lifted its position in Twilio by 46.9% during the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company's stock valued at $718,000 after purchasing an additional 1,841 shares in the last quarter. Finally, Sei Investments Co. lifted its position in Twilio by 55.1% during the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company's stock valued at $11,208,000 after purchasing an additional 32,027 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors.
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.
Recommended 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].
