Twilio (NYSE:TWLO) Director Andrew Stafman Sells 675,000 Shares

Twilio Inc. (NYSE:TWLO) Director Andrew Stafman sold 675,000 shares of the company’s stock in a transaction 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 completion of 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Twilio Stock Performance

Shares of Twilio stock opened at $192.59 on Wednesday. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $203.71. The business’s fifty day simple moving average is $138.31 and its 200-day simple moving average is $130.29. The firm has a market cap of $29.23 billion, a PE ratio of 300.93, a price-to-earnings-growth ratio of 4.13 and a beta of 1.32. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the prior year, the company posted $1.14 EPS. 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. Equities analysts forecast that Twilio Inc. will post 2.77 earnings per share for the current year.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG Research reaffirmed its buy rating on Twilio and set a $215 price target, suggesting further upside from current levels. BTIG Research Reaffirms Buy Rating On Twilio With $215 Price Target
• Positive Sentiment: Needham & Company raised its price target on Twilio from $200 to $250 and reiterated a buy rating, signaling stronger confidence in the company’s execution and growth prospects. Twilio Price Target Raised to $250.00 at Needham & Company LLC
• Positive Sentiment: Monness Crespi & Hardt also turned more upbeat, lifting its target from $200 to $246 with a buy rating, adding to the bullish analyst momentum around the stock. Twilio Price Target Raised by Monness Crespi & Hardt

Institutional Investors Weigh In On Twilio

Several institutional investors and hedge funds have recently modified their holdings of the company. MassMutual Private Wealth & Trust FSB grew its holdings in shares of Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after acquiring an additional 78 shares in the last quarter. GHP Investment Advisors Inc. increased its stake in shares of Twilio by 6.3% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after acquiring an additional 86 shares during the last quarter. SJS Investment Consulting Inc. raised its holdings in shares of Twilio by 27.7% during the first quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after acquiring an additional 93 shares in the last quarter. Centaurus Financial Inc. boosted its position in Twilio by 0.7% during the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after purchasing an additional 94 shares during the last quarter. Finally, Versant Capital Management Inc boosted its position in Twilio by 4.5% during the third quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after purchasing an additional 98 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. 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. Stifel Nicolaus set a $175.00 price objective on Twilio in a report on Friday, May 1st. Needham & Company LLC boosted their price objective on Twilio from $200.00 to $250.00 and gave the company a “buy” rating in a report on Monday. Rosenblatt Securities boosted their price objective on Twilio from $210.00 to $230.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Finally, Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $193.65.

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.