Key Points
- Twilio CEO Khozema Shipchandler sold 32,158 shares on May 26 at an average price of $185.70, totaling about $5.97 million. After the sale, he still directly owned 235,542 shares, and the trade was made under a pre-arranged Rule 10b5-1 plan.
- Twilio reported strong quarterly results on April 30, posting earnings of $1.50 per share versus the $1.27 estimate and revenue of $1.41 billion, up 20% year over year. The company also issued Q2 guidance of 2.500-2.600 EPS.
- Wall Street remains broadly positive on TWLO, with a consensus “Moderate Buy” rating and an average price target of $195.40. Several firms recently raised targets, including Needham to $250 and TD Cowen to $210.
Twilio Inc. (NYSE:TWLO - Get Free Report) CEO Khozema Shipchandler sold 32,158 shares of the business's stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $185.70, for a total value of $5,971,740.60. Following the completion of the sale, the chief executive officer directly owned 235,542 shares in the company, valued at $43,740,149.40. This represents a 12.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at 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 Monday, April 6th, Khozema Shipchandler sold 15,715 shares of Twilio stock. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85.
- 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 Performance
Shares of TWLO stock opened at $184.82 on Friday. Twilio Inc. has a 1-year low of $91.84 and a 1-year high of $203.71. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The company has a market capitalization of $28.05 billion, a price-to-earnings ratio of 288.78, a P/E/G ratio of 3.78 and a beta of 1.32. The stock's fifty day simple moving average is $153.92 and its 200-day simple moving average is $136.09.
Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings results 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. 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 previous year, the company posted $1.14 earnings per share. Twilio's revenue for the quarter was up 20.0% compared to the same quarter last year. 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 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
A number of brokerages have 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. TD Cowen boosted their target price on Twilio from $160.00 to $210.00 and gave the company a "buy" rating in a research note on Friday, May 1st. Needham & Company LLC boosted their target price on Twilio from $200.00 to $250.00 and gave the company a "buy" rating in a research note on Monday, May 11th. Wells Fargo & Company boosted their target price on Twilio from $147.00 to $200.00 and gave the company an "overweight" rating in a research note on Friday, May 1st. Finally, Argus upgraded Twilio to a "strong-buy" rating in a research note on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Twilio has a consensus rating of "Moderate Buy" and a consensus price target of $195.40.
Read Our Latest Analysis on TWLO
Institutional Trading of Twilio
Large investors have recently made changes to their positions in the stock. Raleigh Capital Management Inc. bought a new stake in shares of Twilio during the 4th quarter worth about $26,000. SHP Wealth Management bought a new stake in shares of Twilio during the 4th quarter worth about $26,000. Zions Bancorporation National Association UT bought a new stake in shares of Twilio during the 4th quarter worth about $29,000. Aster Capital Management DIFC Ltd bought a new stake in shares of Twilio during the 4th quarter worth about $29,000. Finally, Osbon Capital Management LLC bought a new stake in shares of Twilio during the 4th quarter worth about $30,000. Institutional investors own 84.27% of the company's stock.
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.
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].
