Twilio (NYSE:TWLO) Director Sells $398,020.00 in Stock

Twilio Inc. (NYSE:TWLO) Director Erika Rottenberg sold 2,000 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the sale, the director directly owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. This trade represents a 6.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Erika Rottenberg also recently made the following trade(s):

• On Monday, May 4th, Erika Rottenberg sold 1,500 shares of Twilio stock. The shares were sold at an average price of $185.32, for a total transaction of $277,980.00.
• On Tuesday, April 21st, Erika Rottenberg sold 1,800 shares of Twilio stock. The shares were sold at an average price of $149.02, for a total transaction of $268,236.00.

Twilio Trading Down 4.3%

Shares of TWLO opened at $226.39 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The firm has a market cap of $34.36 billion, a P/E ratio of 353.74, a price-to-earnings-growth ratio of 4.75 and a beta of 1.39. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48. The company has a 50 day simple moving average of $165.62 and a two-hundred day simple moving average of $140.02.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The firm had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same period in the prior year, the company earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities analysts expect that Twilio Inc. will post 2.77 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Argus upgraded Twilio to a “strong-buy” rating in a research report on Thursday, February 19th. KeyCorp increased their target price on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Robert W. Baird set a $200.00 target price on Twilio in a research report on Friday, May 1st. Finally, Stifel Nicolaus set a $175.00 target price on Twilio in a research report on Friday, May 1st. Two 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 stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $195.40.

Institutional Trading of Twilio

A number of institutional investors have recently bought and sold shares of TWLO. Raleigh Capital Management Inc. bought a new stake in Twilio in the fourth quarter worth $26,000. SHP Wealth Management bought a new stake in Twilio in the fourth quarter worth $26,000. Zions Bancorporation National Association UT bought a new stake in Twilio in the fourth quarter worth $29,000. Aster Capital Management DIFC Ltd bought a new stake in Twilio in the fourth quarter worth $29,000. Finally, Strategic Advocates LLC bought a new stake in Twilio in the third quarter worth $30,000. 84.27% of the stock is currently owned by institutional investors.

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.