Twilio Inc. $TWLO Stake Reduced by Yousif Capital Management LLC

Yousif Capital Management LLC lowered its holdings in Twilio Inc. (NYSE:TWLO) by 5.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,087 shares of the technology company’s stock after selling 2,127 shares during the period. Yousif Capital Management LLC’s holdings in Twilio were worth $11,724,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Western Pacific Wealth Management LP bought a new stake in Twilio during the 3rd quarter worth about $39,000. Continuum Advisory LLC acquired a new position in shares of Twilio during the 2nd quarter worth about $33,000. Reyes Financial Architecture Inc. bought a new position in shares of Twilio in the 3rd quarter valued at about $58,000. Hilltop National Bank bought a new position in shares of Twilio in the 2nd quarter valued at about $50,000. Finally, Ascentis Independent Advisors bought a new position in shares of Twilio in the 1st quarter valued at about $33,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Stock Performance

Shares of TWLO stock opened at $261.83 on Friday. The stock has a market cap of $40.21 billion, a P/E ratio of 36.47, a P/E/G ratio of 5.37 and a beta of 1.35. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. The company has a fifty day moving average price of $254.84 and a two-hundred day moving average price of $212.72. Twilio Inc. has a one year low of $105.00 and a one year high of $308.40.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The company’s quarterly revenue was up 22.0% on a year-over-year basis. During the same quarter last year, the firm posted $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, equities analysts predict that Twilio Inc. will post 3.12 EPS for the current year.

Twilio News Roundup

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Strong results and guidance support the rally. Twilio reported quarterly adjusted earnings of $1.47 per share versus the $1.32 consensus estimate, while revenue of $1.50 billion exceeded expectations of $1.43 billion. Revenue grew 22% year over year, and management’s outlook—including third-quarter EPS guidance of $1.42–$1.47—helped reinforce confidence in continued growth. Twilio Inc. Rallies as Strong Results and Higher Guidance Boost Investor Confidence
• Positive Sentiment: Analyst optimism is improving. Seeking Alpha upgraded its view of Twilio, arguing that the company offers investors an attractive way to participate in the AI trend through its communications and customer-engagement platform. Twilio: An Intriguing Way to Own a Piece of the AI Revolution
• Positive Sentiment: Institutional investors cited accelerating growth. Brown Advisory highlighted Twilio’s improving revenue trajectory in its third-quarter investor letter, while Polen Capital’s commentary identified the company as a notable small- and mid-cap growth holding. Brown Advisory Notes Accelerating Revenue Growth at Twilio
• Neutral Sentiment: Expectations were already elevated. Pre-earnings coverage pointed to a likely earnings beat, but Twilio’s valuation remains demanding, with a price-to-earnings ratio above 36 and a price-to-earnings-growth ratio above 5. Market volatility, interest-rate concerns and changing sentiment toward AI-related stocks remain risks. Twilio Earnings Expected to Grow

Insider Buying and Selling

In other Twilio news, Director Andrew Stafman sold 500,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the transaction, the director owned 120,000 shares of the company’s stock, valued at $29,649,600. The trade was a 80.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Khozema Shipchandler sold 14,442 shares of the company’s stock in a transaction that occurred on Monday, October 5th. The shares were sold at an average price of $291.03, for a total value of $4,203,055.26. Following the completion of the sale, the chief executive officer owned 178,863 shares in the company, valued at $52,054,498.89. This represents a 7.47% 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. Over the last 90 days, insiders sold 538,818 shares of company stock worth $134,833,645. Company insiders own 0.21% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on the company. UBS Group upped their target price on Twilio from $200.00 to $285.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Oppenheimer increased their price target on Twilio from $275.00 to $325.00 and gave the company an “outperform” rating in a research report on Wednesday. Zacks Research upgraded Twilio from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 16th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $330.00 price target on shares of Twilio in a research report on Friday, August 7th. Finally, JPMorgan Chase & Co. boosted their price target on Twilio from $260.00 to $335.00 and gave the stock an “overweight” rating in a research report on Thursday, October 8th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, Twilio currently has a consensus rating of “Moderate Buy” and a consensus price target of $269.96.

Twilio Company Profile

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.