Trek Financial LLC Purchases New Position in Twilio Inc. $TWLO

Trek Financial LLC purchased a new stake in shares of Twilio Inc. (NYSE:TWLO) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 4,323 shares of the technology company’s stock, valued at approximately $615,000.

Several other hedge funds and other institutional investors also recently modified their holdings of TWLO. Northwestern Mutual Investment Management Company LLC purchased a new stake in shares of Twilio during the third quarter valued at approximately $3,423,000. Bank of New York Mellon Corp grew its holdings in shares of Twilio by 57.0% during the third quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock valued at $121,353,000 after buying an additional 440,423 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of Twilio by 54.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock valued at $9,060,000 after buying an additional 31,938 shares during the last quarter. Federated Hermes Inc. grew its holdings in shares of Twilio by 19.7% during the third quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock valued at $7,036,000 after buying an additional 11,577 shares during the last quarter. Finally, Thrivent Financial for Lutherans grew its holdings in shares of Twilio by 253.6% during the third quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company’s stock valued at $4,028,000 after buying an additional 28,748 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

TWLO has been the topic of a number of recent analyst reports. Citigroup reiterated an “outperform” rating on shares of Twilio in a report on Friday, May 1st. Jefferies Financial Group reiterated a “buy” rating and set a $195.00 price target on shares of Twilio in a report on Friday, May 1st. Oppenheimer reiterated an “outperform” rating and set a $200.00 price target on shares of Twilio in a report on Friday, May 1st. Piper Sandler raised their target price on shares of Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Finally, Argus upgraded shares of Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Twilio has a consensus rating of “Moderate Buy” and an average price target of $193.65.

Insider Buying and Selling at Twilio

In other Twilio news, Director Andrew Stafman sold 675,000 shares of the stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $193.54, for a total value of $130,639,500.00. Following the transaction, the director directly owned 1,620,000 shares in the company, 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 legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 15,715 shares of the firm’s stock in a transaction on Monday, April 6th. The shares were sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the sale, the chief executive officer owned 235,542 shares in the company, valued at $31,418,947.38. The trade was a 6.25% 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. Insiders have sold a total of 726,088 shares of company stock valued at $137,254,124 over the last three months. Insiders own 0.21% of the company’s stock.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG Research reiterated a buy rating on Twilio and set a $215 price target, signaling expectations for more upside. BTIG Research Reaffirms Buy Rating On Twilio With $215 Price Target
• Positive Sentiment: Needham & Company raised its price target to $250 and kept a buy rating, reflecting growing confidence in Twilio’s execution and AI-driven opportunity. Twilio Price Target Raised to $250.00 at Needham & Company LLC
• Positive Sentiment: Monness Crespi & Hardt also turned more constructive, reportedly lifting its target on Twilio to $246 and maintaining a bullish stance. Monness Crespi & Hardt Issues Positive Forecast for Twilio (NYSE:TWLO) Stock Price
• Positive Sentiment: Twilio is continuing to pitch its AI platform story after SIGNAL, highlighting new products like Conversation Memory, Conversation Orchestrator, and Agent Connect that could deepen its role in enterprise workflows. Is Twilio’s New AI Conversation Platform Shifting Its Role Inside Enterprise Workflows (TWLO)?

Twilio Stock Up 0.0%

TWLO opened at $192.80 on Thursday. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 1-year low of $91.84 and a 1-year high of $203.71. The company has a market capitalization of $29.26 billion, a PE ratio of 301.25, a PEG ratio of 4.01 and a beta of 1.32. The firm’s 50 day simple moving average is $139.69 and its two-hundred day simple moving average is $130.87.

Twilio (NYSE:TWLO) last released its quarterly earnings results 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 net margin of 1.96% and a return on equity of 4.64%. The business had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same period last year, the firm earned $1.14 earnings per share. The company’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 analysts forecast that Twilio Inc. will post 2.77 EPS for the current year.

Twilio 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.