Melqart Asset Management UK Ltd Buys New Shares in Twilio Inc. $TWLO

Melqart Asset Management UK Ltd bought a new position in Twilio Inc. (NYSE:TWLO) in the 4th quarter, Holdings Channel reports. The fund bought 40,447 shares of the technology company’s stock, valued at approximately $5,753,000.

Other large investors have also added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Twilio in the fourth quarter worth approximately $273,862,000. State Street Corp lifted its stake in shares of Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after buying an additional 1,900,551 shares in the last quarter. Invesco Ltd. boosted its holdings in Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares during the period. Alyeska Investment Group L.P. boosted its holdings in Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after buying an additional 750,951 shares during the period. Finally, Atreides Management LP increased its stake in Twilio by 533.1% in the 2nd quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock worth $90,820,000 after buying an additional 614,943 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Transactions at Twilio

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of Twilio stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $199.01, for a total value of $398,020.00. Following the sale, the director owned 30,995 shares of the company’s stock, valued at $6,168,314.95. The trade was a 6.06% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total value of $1,197,191.39. Following the sale, the chief financial officer directly owned 130,341 shares in the company, valued at $16,619,780.91. This trade represents a 6.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is owned by corporate insiders.

Twilio Stock Down 4.6%

Shares of TWLO stock opened at $192.65 on Wednesday. The stock has a market cap of $29.24 billion, a P/E ratio of 301.02, a PEG ratio of 4.05 and a beta of 1.39. The company’s fifty day simple moving average is $176.57 and its two-hundred day simple moving average is $144.19. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share 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 analyst estimates of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts predict that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on TWLO shares. Piper Sandler raised their price target on Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Citizens Jmp increased their target price on Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a research report on Friday, May 1st. BTIG Research reissued a “buy” rating and set a $215.00 target price on shares of Twilio in a research note on Tuesday, May 12th. Morgan Stanley reissued an “overweight” rating and issued a $200.00 price target on shares of Twilio in a report on Friday, May 1st. Finally, Stifel Nicolaus set a $175.00 price target on Twilio in a research note on Friday, May 1st. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $198.24.

About Twilio

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.