Key Points
- Twilio CEO Khozema Shipchandler sold 44,158 shares on June 4 at an average price of $235.88, bringing in about $10.4 million. After the sale, he still held 235,542 shares, and the trade was made under a pre-arranged Rule 10b5-1 plan.
- Twilio reported strong quarterly results, with EPS of $1.50 versus analyst expectations of $1.27 and revenue of $1.41 billion, up 20% year over year. The company also issued Q2 guidance of 2.500–2.600 EPS.
- Analysts remain broadly positive on TWLO, with a consensus rating of “Moderate Buy” and an average target price of $195.40. Several firms recently raised their price targets, including Rosenblatt, JMP, and Wells Fargo.
Twilio Inc. (NYSE:TWLO - Get Free Report) CEO Khozema Shipchandler sold 44,158 shares of the stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the completion of the transaction, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $55,559,646.96. This trade represents a 15.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 Tuesday, May 26th, Khozema Shipchandler sold 32,158 shares of Twilio stock. The shares were sold at an average price of $185.70, for a total value of $5,971,740.60.
- On Monday, April 6th, Khozema Shipchandler sold 15,715 shares of Twilio stock. The shares were 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
TWLO stock opened at $212.90 on Tuesday. The business's fifty day moving average is $167.36 and its 200-day moving average is $140.81. 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 company has a market cap of $32.31 billion, a P/E ratio of 332.66, a price-to-earnings-growth ratio of 4.53 and a beta of 1.39. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $238.48.
Twilio (NYSE:TWLO - Get Free Report) last posted 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 company 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 firm's quarterly revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities research analysts forecast that Twilio Inc. will post 2.77 EPS for the current year.
Analyst Upgrades and Downgrades
A number of research firms recently commented on TWLO. Rosenblatt Securities upped their price objective on shares of Twilio from $210.00 to $230.00 and gave the company a "buy" rating in a research report on Thursday, May 7th. Citizens Jmp upped their price objective on shares of Twilio from $185.00 to $210.00 and gave the company a "market outperform" rating in a research report on Friday, May 1st. Argus upgraded shares of Twilio to a "strong-buy" rating in a research report on Thursday, February 19th. Jefferies Financial Group restated a "buy" rating and issued a $195.00 price objective on shares of Twilio in a research report on Friday, May 1st. Finally, Wells Fargo & Company upped their price objective on shares of Twilio from $147.00 to $200.00 and gave the company an "overweight" rating in a research report on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $195.40.
Check Out Our Latest Analysis on Twilio
Hedge Funds Weigh In On Twilio
A number of large investors have recently added to or reduced their stakes in the company. MassMutual Private Wealth & Trust FSB increased its holdings in Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company's stock worth $43,000 after purchasing an additional 78 shares in the last quarter. GHP Investment Advisors Inc. increased its holdings in Twilio by 6.3% during the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company's stock worth $208,000 after purchasing an additional 86 shares in the last quarter. SJS Investment Consulting Inc. increased its holdings in Twilio by 27.7% during the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company's stock worth $54,000 after purchasing an additional 93 shares in the last quarter. Centaurus Financial Inc. increased its holdings in Twilio by 0.7% during the 3rd 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 in the last quarter. Finally, NewEdge Advisors LLC increased its holdings in Twilio by 1.7% during the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company's stock worth $841,000 after purchasing an additional 99 shares in the last quarter. Institutional investors own 84.27% of the company's stock.
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.
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