Twilio Inc. $TWLO Shares Sold by Comerica Bank

Comerica Bank lowered its stake in shares of Twilio Inc. (NYSE:TWLO) by 81.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 42,472 shares of the technology company’s stock after selling 186,522 shares during the quarter. Comerica Bank’s holdings in Twilio were worth $6,041,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Raleigh Capital Management Inc. acquired a new position in Twilio during the fourth quarter worth $26,000. SJS Investment Consulting Inc. boosted its stake in Twilio by 1,564.7% during the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock worth $28,000 after buying an additional 266 shares during the last quarter. First Horizon Corp acquired a new position in Twilio during the third quarter worth $28,000. Strategic Advocates LLC acquired a new position in Twilio during the third quarter worth $30,000. Finally, Wolff Wiese Magana LLC boosted its stake in Twilio by 2,488.9% during the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock worth $33,000 after buying an additional 224 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Price Performance

TWLO stock opened at $148.17 on Friday. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The company has a market capitalization of $22.45 billion, a PE ratio of 779.88, a P/E/G ratio of 5.56 and a beta of 1.28. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $154.64. The business’s fifty day moving average price is $128.65 and its 200 day moving average price is $126.34.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.09. The firm had revenue of $1.37 billion for the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The company’s quarterly revenue was up 14.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, sell-side analysts anticipate that Twilio Inc. will post 2.47 EPS for the current year.

Wall Street Analyst Weigh In

TWLO has been the topic of a number of recent research reports. Argus raised Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Mizuho upped their price target on Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a research note on Tuesday, April 21st. Weiss Ratings lowered Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 27th. UBS Group upped their price target on Twilio from $150.00 to $180.00 and gave the company a “buy” rating in a research note on Friday, April 24th. Finally, Piper Sandler reaffirmed a “neutral” rating and issued a $130.00 price target (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $154.09.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 15,715 shares of the business’s stock in a transaction on Monday, April 6th. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85. Following the sale, the chief executive officer owned 235,542 shares in the company, valued at approximately $31,418,947.38. The trade was a 6.25% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 1,800 shares of the business’s stock in a transaction on Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total value of $268,236.00. Following the completion of the sale, the director owned 34,495 shares in the company, valued at $5,140,444.90. This represents a 4.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 49,588 shares of company stock worth $6,336,644. 0.21% of the stock is currently owned by company insiders.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q1 EPS and revenue beat — Twilio reported non‑GAAP EPS of $1.50 vs. consensus ~$1.26 and revenue of $1.41B, up 20% year/year, demonstrating continued top‑line acceleration. Read More.
• Positive Sentiment: Strong quarter prompted an immediate bullish market reaction — multiple outlets note the share jump after the 20% revenue gain and beat on EPS, underscoring investor enthusiasm for the growth print. Read More.
• Positive Sentiment: Raised guidance and optimistic June-quarter outlook — Twilio set Q2 EPS guidance well above prior expectations and gave revenue guidance slightly above Street views (midpoint ~ $1.43B), supporting expectations for further upside. Read More.
• Positive Sentiment: Company lifts full‑year growth outlook driven by AI demand — Management raised its annual revenue growth forecast, citing AI‑driven demand for customer engagement tools as a tailwind. Read More.
• Neutral Sentiment: Official press release and materials available — The company published the full Q1 release, slide deck and conference call materials for investors to review details and management commentary. Read More.
• Neutral Sentiment: Analysts and previews highlighted margin focus going into the print — Some coverage flagged that margins remain an area investors will watch even as growth accelerates. Read More.

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.