Alpha Cubed Investments LLC Increases Position in Twilio Inc. $TWLO

Alpha Cubed Investments LLC lifted its stake in Twilio Inc. (NYSE:TWLO) by 14.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,319 shares of the technology company’s stock after purchasing an additional 2,453 shares during the period. Alpha Cubed Investments LLC’s holdings in Twilio were worth $2,403,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in TWLO. Ninety One UK Ltd purchased a new position in Twilio in the second quarter valued at about $212,059,000. Nordea Investment Management AB raised its holdings in Twilio by 4,231.2% during the second quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock worth $139,736,000 after purchasing an additional 1,097,695 shares during the last quarter. Alyeska Investment Group L.P. raised its holdings in Twilio by 36.4% during the first quarter. Alyeska Investment Group L.P. now owns 2,071,826 shares of the technology company’s stock worth $202,852,000 after purchasing an additional 553,043 shares during the last quarter. Robeco Institutional Asset Management B.V. boosted its position in Twilio by 58.2% during the second quarter. Robeco Institutional Asset Management B.V. now owns 1,418,754 shares of the technology company’s stock worth $176,436,000 after purchasing an additional 521,713 shares in the last quarter. Finally, Jericho Capital Asset Management L.P. grew its holdings in Twilio by 17.7% in the first quarter. Jericho Capital Asset Management L.P. now owns 3,280,363 shares of the technology company’s stock valued at $321,180,000 after purchasing an additional 493,000 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,035 shares of Twilio stock in a transaction on Thursday, October 9th. The shares were sold at an average price of $115.00, for a total value of $924,025.00. Following the transaction, the chief financial officer owned 129,618 shares in the company, valued at $14,906,070. This trade represents a 5.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Khozema Shipchandler sold 12,922 shares of the company’s stock in a transaction on Friday, October 3rd. The stock was sold at an average price of $104.09, for a total value of $1,345,050.98. Following the sale, the chief executive officer owned 220,383 shares of the company’s stock, valued at approximately $22,939,666.47. The trade was a 5.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 44,808 shares of company stock worth $4,677,916 over the last three months. Corporate insiders own 4.50% of the company’s stock.

Twilio Price Performance

TWLO stock opened at $127.54 on Monday. The stock has a market capitalization of $19.57 billion, a price-to-earnings ratio of 311.08, a price-to-earnings-growth ratio of 3.42 and a beta of 1.33. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $151.95. The stock’s fifty day simple moving average is $109.93 and its 200-day simple moving average is $113.06.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.18. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The firm had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.25 billion. During the same period in the prior year, the business posted $1.02 earnings per share. The firm’s revenue for the quarter was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities research analysts expect that Twilio Inc. will post 1.44 EPS for the current year.

Analyst Ratings Changes

TWLO has been the subject of several research reports. The Goldman Sachs Group reaffirmed a “buy” rating and set a $150.00 price target on shares of Twilio in a research note on Friday, October 31st. Monness Crespi & Hardt lifted their target price on shares of Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Stifel Nicolaus upped their price target on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a report on Friday, October 31st. Bank of America increased their price target on shares of Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a research report on Friday, October 31st. Finally, Wells Fargo & Company lifted their price objective on Twilio from $130.00 to $147.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $139.26.

Twilio Company Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.