Key Points
- Twilio director Andrew Stafman sold 500,000 shares at an average price of $247.08, generating $123.54 million. His remaining direct ownership fell 80.65% to 120,000 shares.
- Twilio reported stronger-than-expected quarterly results, with revenue up 22% year over year to $1.50 billion and EPS of $1.47 versus the $1.32 consensus estimate. The company issued Q3 EPS guidance of $1.42–$1.47.
- Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $249.68, though the stock is near its 52-week high and elevated valuation could increase volatility.
Twilio Inc. (NYSE:TWLO - Get Free Report) Director Andrew Stafman sold 500,000 shares of the firm's stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the transaction, the director directly owned 120,000 shares in the company, valued at approximately $29,649,600. This represents a 80.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website.
Andrew Stafman also recently made the following trade(s):
- On Wednesday, May 27th, Andrew Stafman sold 1,000,000 shares of Twilio stock. The stock was sold at an average price of $184.14, for a total value of $184,140,000.00.
Twilio Stock Down 4.0%
Shares of TWLO opened at $245.75 on Thursday. Twilio Inc. has a 1 year low of $95.21 and a 1 year high of $258.35. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.66. The stock has a 50 day simple moving average of $205.15 and a two-hundred day simple moving average of $164.66. The firm has a market cap of $37.30 billion, a P/E ratio of 34.23, a P/E/G ratio of 4.72 and a beta of 1.37.
Twilio (NYSE:TWLO - Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping the consensus estimate of $1.32 by $0.15. The firm had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The business's revenue was up 22.0% compared to the same quarter last year. During the same period last year, the firm posted $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, analysts forecast that Twilio Inc. will post 2.82 earnings per share for the current fiscal year.
Institutional Investors Weigh In On Twilio
Several institutional investors have recently added to or reduced their stakes in the company. New York State Teachers Retirement System raised its stake in shares of Twilio by 10.8% during the fourth quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company's stock valued at $16,570,000 after acquiring an additional 11,370 shares during the last quarter. Fifth Third Bancorp grew its stake in shares of Twilio by 339.6% in the fourth quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company's stock worth $1,995,000 after purchasing an additional 10,834 shares during the last quarter. Principal Financial Group Inc. grew its stake in shares of Twilio by 19.7% in the fourth quarter. Principal Financial Group Inc. now owns 596,438 shares of the technology company's stock worth $84,837,000 after purchasing an additional 98,092 shares during the last quarter. National Pension Service grew its stake in shares of Twilio by 184.4% in the fourth quarter. National Pension Service now owns 18,545 shares of the technology company's stock worth $2,638,000 after purchasing an additional 12,025 shares during the last quarter. Finally, Jefferies Financial Group Inc. purchased a new position in Twilio during the 4th quarter valued at about $895,000. Hedge funds and other institutional investors own 84.27% of the company's stock.
Analysts Set New Price Targets
TWLO has been the subject of several recent research reports. Wells Fargo & Company boosted their price target on shares of Twilio from $225.00 to $275.00 and gave the stock an "overweight" rating in a research note on Friday, August 7th. Jefferies Financial Group reiterated a "buy" rating and issued a $240.00 price objective on shares of Twilio in a report on Friday, August 7th. Piper Sandler boosted their target price on Twilio from $192.00 to $247.00 and gave the company a "neutral" rating in a research note on Friday, August 7th. Citizens Jmp increased their target price on Twilio from $250.00 to $275.00 and gave the company a "market outperform" rating in a report on Friday, August 7th. Finally, Bank of America upgraded Twilio from an "underperform" rating to a "buy" rating and increased their target price for the company from $110.00 to $190.00 in a report on Wednesday, April 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $249.68.
View Our Latest Stock Report on Twilio
More Twilio News
Here are the key news stories impacting Twilio this week:
- Positive Sentiment: Q2 results significantly exceeded expectations. Revenue increased 22% year over year to $1.50 billion, ahead of consensus, while non-GAAP EPS of $1.47 surpassed estimates by roughly 11%. TWLO Q2 Deep Dive: AI Adoption and Platform Expansion Drive Revenue Acceleration
- Positive Sentiment: The outlook was stronger than expected. Twilio guided to approximately $1.51 billion in next-quarter revenue at the midpoint, about 3.2% above analyst expectations, and provided Q3 EPS guidance of $1.42–$1.47. The company also raised full-year revenue-growth and free-cash-flow-margin expectations. Twilio: Becoming A Free Cash Flow Behemoth
- Positive Sentiment: AI adoption and platform expansion are improving the growth narrative. Investors are responding to evidence that customers are expanding their use of Twilio’s communications and customer-engagement products, potentially supporting continued revenue acceleration. Why Are Twilio Shares Soaring Today
- Positive Sentiment: Analyst sentiment remains broadly constructive. Several recent commentaries highlight bullish brokerage views and recommend considering Twilio for portfolios, adding support to the post-earnings rally. Is It Worth Investing in Twilio Based on Wall Street's Bullish Views?
- Neutral Sentiment: Twilio presented at Canaccord Genuity’s growth conference on August 12. The event provides additional management commentary on growth and strategy, but no separate material announcement or guidance change was provided in the supplied report. Twilio Presents at Canaccord Genuity's 46th Annual Growth Conference
- Negative Sentiment: Valuation and expectations are elevated. Following a gain of more than 80% year to date, Twilio trades near its 52-week high with a forward-growth narrative already reflected in the share price. Conflicting analyst views and potential profit-taking could make the stock more volatile if execution or guidance moderates. Analysts Conflicted on Twilio and Nvidia
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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