Swiss National Bank Acquires 24,600 Shares of Twilio Inc. $TWLO

Swiss National Bank raised its holdings in Twilio Inc. (NYSE:TWLO) by 5.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 445,000 shares of the technology company’s stock after buying an additional 24,600 shares during the period. Swiss National Bank’s holdings in Twilio were worth $55,990,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Twilio during the 4th quarter worth about $273,862,000. State Street Corp increased its position in shares of Twilio by 47.8% in the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after acquiring an additional 1,900,551 shares during the last quarter. SRS Investment Management LLC acquired a new stake in shares of Twilio in the fourth quarter valued at about $257,494,000. Invesco Ltd. raised its holdings in Twilio by 225.0% during the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after acquiring an additional 1,391,013 shares in the last quarter. Finally, Alyeska Investment Group L.P. boosted its position in Twilio by 39.7% during the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after purchasing an additional 750,951 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have weighed in on TWLO. Wells Fargo & Company boosted their price target on Twilio from $200.00 to $225.00 and gave the stock an “overweight” rating in a research report on Monday. Needham & Company LLC increased their price objective on Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a report on Monday, May 11th. The Goldman Sachs Group assumed coverage on shares of Twilio in a research note on Wednesday, June 24th. They issued a “buy” rating and a $300.00 target price for the company. Citizens Jmp boosted their target price on shares of Twilio from $210.00 to $250.00 and gave the stock a “market outperform” rating in a report on Monday. Finally, Rosenblatt Securities restated a “buy” rating and set a $230.00 target price on shares of Twilio in a report on Thursday, June 18th. Four research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $219.23.

Twilio Price Performance

Shares of NYSE TWLO opened at $196.32 on Wednesday. The business’s 50 day moving average price is $202.46 and its two-hundred day moving average price is $156.07. The company has a market cap of $29.80 billion, a PE ratio of 306.75, a price-to-earnings-growth ratio of 4.08 and a beta of 1.36. 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 twelve month low of $91.84 and a twelve month high of $238.48.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the prior year, the company earned $1.14 earnings per share. The business’s revenue for the quarter was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, analysts predict that Twilio Inc. will post 2.79 EPS for the current year.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analysts turned more constructive on Twilio, with Citizens JMP raising its price target to $250 and Wells Fargo lifting its target to $225, signaling confidence in upside from current levels.
• Positive Sentiment: Jefferies expects Twilio to post second-quarter revenue and operating income ahead of expectations, suggesting the company could still deliver solid operating momentum when it reports on August 6. Article Title
• Neutral Sentiment: Investors are watching whether Twilio can keep gross profit growth in the mid-teens in the second half of the year, which has created a “higher bar” heading into earnings and may be limiting short-term enthusiasm. Article Title
• Neutral Sentiment: Recent coverage highlighted Twilio’s broader AI and cloud-related breakout potential, but the stock has still struggled to break out decisively as traders wait for stronger confirmation. Article Title
• Negative Sentiment: Twilio has recently fallen despite a market uptick, indicating investors are rotating out of the name ahead of earnings and taking profits after a strong run.

Insiders Place Their Bets

In related news, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction 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 in the company, valued at approximately $6,168,314.95. This represents a 6.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 44,158 shares of the firm’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the sale, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $55,559,646.96. This represents a 15.79% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,803,980 shares of company stock valued at $341,898,467 over the last 90 days. 0.21% of the stock is owned by insiders.

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.