Insider Selling: Twilio (NYSE:TWLO) Director Sells 675,000 Shares of Stock

Twilio Inc. (NYSE:TWLO) Director Andrew Stafman sold 675,000 shares of Twilio stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $193.54, for a total value of $130,639,500.00. Following the completion of the transaction, the director directly owned 1,620,000 shares of the company’s stock, valued at approximately $313,534,800. This trade represents a 29.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link.

Twilio Trading Down 3.0%

Shares of TWLO stock traded down $6.00 during mid-day trading on Tuesday, hitting $192.59. The company’s stock had a trading volume of 2,967,914 shares, compared to its average volume of 2,897,959. The company’s fifty day simple moving average is $136.88 and its 200-day simple moving average is $129.71. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $203.71. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The company has a market cap of $29.23 billion, a PE ratio of 300.93, a P/E/G ratio of 4.13 and a beta of 1.32.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same period last year, the company posted $1.14 EPS. The business’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. As a group, equities research analysts expect that Twilio Inc. will post 2.77 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on TWLO shares. Needham & Company LLC lifted their price objective on Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research report on Monday. Robert W. Baird set a $200.00 target price on Twilio in a research report on Friday, May 1st. Bank of America raised Twilio from an “underperform” rating to a “buy” rating and boosted their target price for the company from $110.00 to $190.00 in a research report on Wednesday, April 22nd. BTIG Research reissued a “buy” rating and set a $215.00 price objective on shares of Twilio in a report on Tuesday. Finally, Oppenheimer restated an “outperform” rating and set a $200.00 target price on shares of Twilio in a research report on Friday, May 1st. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $193.65.

Hedge Funds Weigh In On Twilio

A number of hedge funds have recently added to or reduced their stakes in the company. Raleigh Capital Management Inc. bought a new position in Twilio in the 4th quarter worth $26,000. SHP Wealth Management bought a new position in shares of Twilio during the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT bought a new position in shares of Twilio during the fourth quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd bought a new position in shares of Twilio during the fourth quarter valued at approximately $29,000. Finally, Osbon Capital Management LLC acquired a new stake in Twilio in the fourth quarter valued at approximately $30,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG Research reaffirmed its buy rating on Twilio and set a $215 price target, suggesting further upside from current levels. BTIG Research Reaffirms Buy Rating On Twilio With $215 Price Target
• Positive Sentiment: Needham & Company raised its price target on Twilio from $200 to $250 and reiterated a buy rating, signaling stronger confidence in the company’s execution and growth prospects. Twilio Price Target Raised to $250.00 at Needham & Company LLC
• Positive Sentiment: Monness Crespi & Hardt also turned more upbeat, lifting its target from $200 to $246 with a buy rating, adding to the bullish analyst momentum around the stock. Twilio Price Target Raised by Monness Crespi & Hardt

Twilio Company Profile

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.