Twilio (NYSE:TWLO) CEO Khozema Shipchandler Sells 13,336 Shares

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,336 shares of Twilio stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the sale, the chief executive officer owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Khozema Shipchandler also recently made the following trade(s):

• On Wednesday, December 31st, Khozema Shipchandler sold 13,266 shares of Twilio stock. The shares were sold at an average price of $143.37, for a total transaction of $1,901,946.42.

Twilio Trading Down 3.8%

Shares of TWLO stock traded down $5.44 during trading hours on Thursday, reaching $137.46. The company had a trading volume of 2,386,437 shares, compared to its average volume of 2,262,887. The company has a 50 day moving average of $131.97 and a 200 day moving average of $119.28. The firm has a market cap of $21.09 billion, a price-to-earnings ratio of 335.26, a P/E/G ratio of 2.72 and a beta of 1.30. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $151.95.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.07 by $0.18. The company had revenue of $1.30 billion during the quarter, compared to analyst estimates of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The company’s revenue for the quarter was up 14.7% compared to the same quarter last year. During the same period in the previous year, the company earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, equities research analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on TWLO shares. Rosenblatt Securities boosted their price objective on shares of Twilio from $140.00 to $180.00 and gave the company a “buy” rating in a research report on Wednesday. Needham & Company LLC upped their price target on shares of Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Monness Crespi & Hardt lifted their target price on Twilio from $165.00 to $175.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Bank of America increased their price objective on shares of Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a research report on Friday, October 31st. Finally, Citigroup reaffirmed a “market perform” rating on shares of Twilio in a report on Tuesday, December 30th. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $145.84.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Rosenblatt raised its price target to $180 and kept a “buy” rating, implying meaningful upside vs. current levels — a near‑term catalyst for buyers. Rosenblatt Price Target Raise
• Positive Sentiment: Seeking Alpha published a bullish thesis positioning Twilio as a strong “agentic AI” play, citing double‑digit revenue growth, improving net retention (~109%) and expanding TAM from AI initiatives — supports a growth rerating narrative. Seeking Alpha: Twilio AI Play
• Neutral Sentiment: BTIG initiated coverage (noted in press reports) — new coverage raises visibility but impact depends on BTIG’s stance and model assumptions. BTIG Initiates Coverage
• Neutral Sentiment: Analyst and media pieces are debating valuation — Yahoo asks whether TWLO is “stretched” after volatile multi‑year moves; useful for longer‑term framing but inconclusive on near‑term direction. Yahoo: Is TWLO Pricing Stretched?
• Neutral Sentiment: MSN published a turnaround‑focused article weighing whether Twilio can regain momentum in 2026 — helpful for sentiment but not an immediate catalyst. MSN: Turnaround in 2026?
• Negative Sentiment: Insider selling: CFO Aidan Viggiano sold 7,213 shares at about $135.97 (reported sale on Jan 5) and other insiders have disclosed recent sales — a signal that can create near‑term selling pressure and weigh on sentiment. InsiderTrades: Aidan Viggiano Sale
• Negative Sentiment: Piper Sandler downgraded TWLO from “strong‑buy” to “hold” and raised questions about execution on the AI strategy — the downgrade injects skepticism and likely dampens enthusiasm among momentum traders. Piper Sandler Downgrade
• Negative Sentiment: Broader tech weakness / sector selloff stories (coverage grouping Marqeta, MongoDB, Twilio, Asana and BILL) highlight why TWLO shares are down today — marketwide pressure amplifies stock‑specific negatives. MSN: Marketwide Selloff

Institutional Investors Weigh In On Twilio

Hedge funds have recently modified their holdings of the company. GFG Capital LLC acquired a new stake in Twilio during the 2nd quarter worth approximately $25,000. CENTRAL TRUST Co bought a new stake in shares of Twilio in the 2nd quarter valued at $25,000. Hilltop National Bank bought a new stake in Twilio in the second quarter valued at $26,000. SJS Investment Consulting Inc. raised its stake in Twilio by 1,564.7% during the 3rd 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 period. Finally, First Horizon Corp bought a new stake in shares of Twilio during the third quarter valued at approximately $28,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Company 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.