Oppenheimer & Co. Inc. Decreases Stock Holdings in Twilio Inc. $TWLO

Oppenheimer & Co. Inc. lessened its position in Twilio Inc. (NYSE:TWLO) by 43.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,896 shares of the technology company’s stock after selling 3,760 shares during the period. Oppenheimer & Co. Inc.’s holdings in Twilio were worth $696,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. State Street Corp grew its stake in Twilio by 47.8% in the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. Invesco Ltd. raised its position in Twilio by 225.0% during the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after acquiring an additional 1,391,013 shares during the period. Alyeska Investment Group L.P. lifted its stake in shares of Twilio by 39.7% in the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after buying an additional 750,951 shares in the last quarter. Atreides Management LP raised its stake in Twilio by 533.1% during the second quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock worth $90,820,000 after purchasing an additional 614,943 shares during the period. Finally, Victory Capital Management Inc. raised its stake in shares of Twilio by 1,296.3% in the 3rd quarter. Victory Capital Management Inc. now owns 592,085 shares of the technology company’s stock valued at $59,262,000 after acquiring an additional 549,680 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting 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.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Stifel Nicolaus set a $175.00 price target on shares of Twilio in a research note on Friday, May 1st. Morgan Stanley reissued an “overweight” rating and issued a $200.00 target price on shares of Twilio in a research report on Friday, May 1st. Robert W. Baird set a $200.00 target price on shares of Twilio in a research report on Friday, May 1st. Citigroup reiterated an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Finally, Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and increased their target price for the company from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Twilio presently has an average rating of “Moderate Buy” and a consensus price target of $188.85.

Twilio Stock Performance

Shares of TWLO stock opened at $201.74 on Friday. The stock has a 50-day moving average of $133.63 and a 200-day moving average of $128.44. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.03. Twilio Inc. has a one year low of $91.84 and a one year high of $203.71. The stock has a market cap of $30.56 billion, a PE ratio of 315.22, a price-to-earnings-growth ratio of 4.10 and a beta of 1.32.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period last year, the business earned $1.14 EPS. The business’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. As a group, sell-side analysts expect that Twilio Inc. will post 2.77 earnings per share for the current year.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 15,715 shares of the business’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the sale, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $31,418,947.38. The trade was a 6.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total value of $1,197,191.39. Following the transaction, the chief financial officer owned 130,341 shares in the company, valued at $16,619,780.91. The trade was a 6.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 51,088 shares of company stock worth $6,614,624. Insiders own 0.21% 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.