Key Points
- Twilio CFO Aidan Viggiano sold 9,084 shares for approximately $2.68 million, reducing his direct holdings by 8.39% to 99,246 shares. The sale was reportedly made to cover tax-withholding obligations tied to vested equity awards.
- Twilio reported quarterly earnings of $1.47 per share and $1.50 billion in revenue, exceeding analyst expectations, while revenue increased 22% year over year.
- Analyst sentiment remains broadly positive, with a “Moderate Buy” consensus and an average price target of $250.39. Twilio’s upcoming addition to the S&P 500 and its AI-related growth prospects are key investor catalysts.
Twilio Inc. (NYSE:TWLO - Get Free Report) CFO Aidan Viggiano sold 9,084 shares of the firm's stock in a transaction that occurred on Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total value of $2,676,600.60. Following the completion of the sale, the chief financial officer directly owned 99,246 shares in the company, valued at approximately $29,242,833.90. This trade represents a 8.39% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Aidan Viggiano also recently made the following trade(s):
- On Monday, August 17th, Aidan Viggiano sold 1,394 shares of Twilio stock. The shares were sold at an average price of $234.48, for a total value of $326,865.12.
Twilio Price Performance
Shares of TWLO opened at $295.23 on Friday. The company has a market cap of $45.34 billion, a P/E ratio of 41.12, a PEG ratio of 6.18 and a beta of 1.35. The stock has a fifty day moving average price of $237.99 and a 200 day moving average price of $197.52. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. Twilio Inc. has a 12 month low of $99.22 and a 12 month high of $305.95.
Twilio (NYSE:TWLO - Get Free Report) last issued its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share 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 analyst estimates of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The firm's revenue for the quarter was up 22.0% on a year-over-year basis. During the same period last year, the company earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, research analysts forecast that Twilio Inc. will post 3.12 earnings per share for the current year.
Analysts Set New Price Targets
Several brokerages recently weighed in on TWLO. HSBC downgraded shares of Twilio from a "hold" rating to a "reduce" rating and set a $211.00 price objective on the stock. in a research report on Thursday, September 24th. Citigroup restated a "market outperform" rating on shares of Twilio in a research report on Thursday, August 27th. Needham & Company LLC boosted their price objective on Twilio from $250.00 to $280.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. Piper Sandler increased their price objective on Twilio from $192.00 to $247.00 and gave the stock a "neutral" rating in a report on Friday, August 7th. Finally, UBS Group raised their target price on Twilio from $200.00 to $285.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Twilio currently has an average rating of "Moderate Buy" and an average price target of $250.39.
Check Out Our Latest Analysis on Twilio
Twilio News Roundup
Here are the key news stories impacting Twilio this week:
- Positive Sentiment: S&P 500 inclusion is the main catalyst. Twilio will replace Warner Bros. Discovery in the S&P 500 effective October 6. Index funds that track the benchmark are expected to purchase shares, potentially increasing demand and liquidity. Twilio And Vylor Stocks Added To The S&P 500
- Positive Sentiment: Investors are also focusing on AI-related growth prospects. Coverage surrounding the index addition highlights analysts’ expectations that Twilio’s communications platform and artificial-intelligence initiatives could support further growth. The stock has risen substantially from its 52-week low ahead of the index change. S&P 500 Addition Fuels Twilio Rally
- Neutral Sentiment: CEO Khozema Shipchandler sold $4.1 million of shares, while CFO Aidan Viggiano sold $2.7 million. Both transactions reduced their holdings, but the filings state the sales were made to cover tax-withholding obligations tied to vested equity awards. That makes them less concerning than discretionary insider selling, although the transactions may attract investor attention. Twilio CEO Form 4 Filing
Hedge Funds Weigh In On Twilio
Several large investors have recently bought and sold shares of the stock. Continuum Advisory LLC acquired a new stake in shares of Twilio in the 2nd quarter worth approximately $33,000. SHP Wealth Management acquired a new position in shares of Twilio during the fourth quarter valued at approximately $26,000. Osbon Capital Management LLC acquired a new position in shares of Twilio during the fourth quarter valued at approximately $30,000. Hilltop National Bank bought a new stake in Twilio during the second quarter worth approximately $50,000. Finally, Reflection Asset Management bought a new stake in Twilio during the fourth quarter worth approximately $37,000. Institutional investors and hedge funds own 84.27% of the company's stock.
About Twilio
(
Get Free Report)
Twilio Inc is a communications technology company that provides a cloud-based platform for businesses to engage with customers through digital channels. Its software and application programming interfaces (APIs) support communications capabilities such as voice calling, messaging, video, email, authentication and contact-center interactions.
The company's offerings include programmable communications services, customer data and engagement tools, and contact-center solutions. Twilio also provides email services through SendGrid and customer data platform capabilities through Segment, which it acquired in 2020.
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