Twilio Inc. $TWLO Shares Sold by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR lessened its holdings in shares of Twilio Inc. (NYSE:TWLO) by 17.1% during the 4th quarter, HoldingsChannel reports. The firm owned 12,838 shares of the technology company’s stock after selling 2,649 shares during the period. Generali Asset Management SPA SGR’s holdings in Twilio were worth $1,826,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Northwestern Mutual Investment Management Company LLC acquired a new stake in Twilio during the 3rd quarter worth $3,423,000. Bank of New York Mellon Corp boosted its stake in Twilio by 57.0% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock worth $121,353,000 after purchasing an additional 440,423 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its stake in Twilio by 54.5% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock worth $9,060,000 after purchasing an additional 31,938 shares during the last quarter. Federated Hermes Inc. boosted its stake in Twilio by 19.7% during the 3rd quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock worth $7,036,000 after purchasing an additional 11,577 shares during the last quarter. Finally, Thrivent Financial for Lutherans boosted its stake in Twilio by 253.6% during the 3rd quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company’s stock worth $4,028,000 after purchasing an additional 28,748 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio’s latest earnings are being described as high quality, reinforcing confidence that the company’s recent strength is supported by fundamentals rather than one-time factors.
• Positive Sentiment: Rosenblatt Securities reiterated a Buy rating and raised its price target on Twilio to $230, signaling further upside expectations.
• Positive Sentiment: Northland Securities lifted its full-year and FY2027 EPS estimates for Twilio, reflecting improving profit outlook and stronger confidence in earnings growth.
• Positive Sentiment: Recent coverage says Twilio’s fastest growth since 2022 is being helped by “unprecedented” AI demand, which is boosting the stock’s growth story.
• Positive Sentiment: Several articles frame Twilio as a strong momentum and enterprise software stock, which can attract traders and investors chasing relative strength.
• Neutral Sentiment: Twilio received additional positive analyst notes from firms like Jefferies, Citigroup, Needham, and Monness Crespi & Hardt, but these mostly reinforce an already constructive view rather than introducing new catalysts.
• Neutral Sentiment: Twilio continues to draw attention as a trending stock, increasing visibility and trading interest without necessarily changing the underlying business outlook.
• Negative Sentiment: Director Erika Rottenberg sold 1,500 shares in a pre-arranged 10b5-1 plan, which is not necessarily a red flag but can still create mild short-term selling pressure.
• Negative Sentiment: RBC warned that long-term AI benefits for Twilio may be more limited than the market expects, a reminder that some analysts remain cautious about how durable the AI upside will be.
• Negative Sentiment: Northland also trimmed one near-term quarter EPS estimate slightly, which may temper enthusiasm around the next earnings period.

Twilio Stock Up 2.4%

Shares of NYSE:TWLO opened at $201.74 on Friday. The business has a 50-day moving average price of $133.63 and a 200 day moving average price of $128.44. The company has a current ratio of 4.66, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The company has a market capitalization of $30.56 billion, a price-to-earnings ratio of 315.22, a PEG ratio of 4.19 and a beta of 1.32. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $203.71.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The firm had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s quarterly revenue was up 20.0% on a year-over-year basis. During the same period last year, the company earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Sell-side analysts expect that Twilio Inc. will post 2.77 EPS for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on TWLO. Mizuho lifted their target price on shares of Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a research note on Tuesday, April 21st. KeyCorp lifted their target price on shares of Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. 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. Finally, Argus upgraded Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Twilio has a consensus rating of “Moderate Buy” and an average price target of $188.85.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 9,389 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the completion of the sale, the chief financial officer directly owned 130,341 shares of the company’s stock, valued at approximately $16,619,780.91. This trade represents a 6.72% decrease in their position. The sale was disclosed in a document filed 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, CEO Khozema Shipchandler sold 15,715 shares of the firm’s stock in a transaction dated 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 directly owned 235,542 shares of the company’s stock, valued at $31,418,947.38. The trade was a 6.25% decrease in their ownership of the stock. 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 ninety days, insiders sold 51,088 shares of company stock valued at $6,614,624. 0.21% of the stock is currently owned by insiders.

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.