Twilio (NYSE:TWLO) Director Andrew Stafman Sells 500,000 Shares

Twilio Inc. (NYSE:TWLO) Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the transaction, the director owned 120,000 shares of the company’s stock, valued at $29,649,600. This represents a 80.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Andrew Stafman also recently made the following trade(s):

• On Wednesday, May 27th, Andrew Stafman sold 1,000,000 shares of Twilio stock. The shares were sold at an average price of $184.14, for a total transaction of $184,140,000.00.

Twilio Trading Down 4.0%

NYSE:TWLO opened at $245.75 on Thursday. Twilio Inc. has a 1 year low of $95.21 and a 1 year high of $258.35. The stock’s fifty day moving average price is $205.15 and its two-hundred day moving average price is $164.66. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.66. The company has a market cap of $37.30 billion, a P/E ratio of 34.23, a P/E/G ratio of 4.72 and a beta of 1.37.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.15. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The company had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.43 billion. During the same period in the previous year, the business earned $1.19 earnings per share. The firm’s quarterly revenue was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, analysts expect that Twilio Inc. will post 2.82 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of TWLO. SHP Wealth Management bought a new stake in Twilio during the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT bought a new position in shares of Twilio in the 4th quarter worth $29,000. Aster Capital Management DIFC Ltd bought a new position in shares of Twilio in the 4th quarter worth $29,000. Osbon Capital Management LLC purchased a new stake in shares of Twilio during the 4th quarter valued at $30,000. Finally, Hilltop National Bank purchased a new position in Twilio in the second quarter worth $50,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Analysts Set New Price Targets

TWLO has been the subject of a number of analyst reports. Stifel Nicolaus set a $275.00 price objective on shares of Twilio in a research report on Friday, August 7th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $330.00 target price on shares of Twilio in a report on Friday, August 7th. Citizens Jmp increased their target price on shares of Twilio from $250.00 to $275.00 and gave the stock a “market outperform” rating in a research note on Friday, August 7th. Morgan Stanley reissued an “overweight” rating and issued a $261.00 price target on shares of Twilio in a report on Friday, August 7th. Finally, Wolfe Research upgraded shares of Twilio to a “buy” rating in a research report on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $249.68.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q2 results significantly exceeded expectations. Revenue increased 22% year over year to $1.50 billion, ahead of consensus, while non-GAAP EPS of $1.47 surpassed estimates by roughly 11%. TWLO Q2 Deep Dive: AI Adoption and Platform Expansion Drive Revenue Acceleration
• Positive Sentiment: The outlook was stronger than expected. Twilio guided to approximately $1.51 billion in next-quarter revenue at the midpoint, about 3.2% above analyst expectations, and provided Q3 EPS guidance of $1.42–$1.47. The company also raised full-year revenue-growth and free-cash-flow-margin expectations. Twilio: Becoming A Free Cash Flow Behemoth
• Positive Sentiment: AI adoption and platform expansion are improving the growth narrative. Investors are responding to evidence that customers are expanding their use of Twilio’s communications and customer-engagement products, potentially supporting continued revenue acceleration. Why Are Twilio Shares Soaring Today
• Positive Sentiment: Analyst sentiment remains broadly constructive. Several recent commentaries highlight bullish brokerage views and recommend considering Twilio for portfolios, adding support to the post-earnings rally. Is It Worth Investing in Twilio Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Twilio presented at Canaccord Genuity’s growth conference on August 12. The event provides additional management commentary on growth and strategy, but no separate material announcement or guidance change was provided in the supplied report. Twilio Presents at Canaccord Genuity’s 46th Annual Growth Conference
• Negative Sentiment: Valuation and expectations are elevated. Following a gain of more than 80% year to date, Twilio trades near its 52-week high with a forward-growth narrative already reflected in the share price. Conflicting analyst views and potential profit-taking could make the stock more volatile if execution or guidance moderates. Analysts Conflicted on Twilio and Nvidia

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.