Rep. Josh Gottheimer Purchases Shares of Twilio Inc. (NYSE:TWLO)

Representative Josh Gottheimer (Democratic-New Jersey) recently bought shares of Twilio Inc. (NYSE:TWLO). In a filing disclosed on June 03rd, the Representative disclosed that they had bought between $1,001 and $15,000 in Twilio stock on May 4th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Abbott Laboratories (NYSE:ABT) on 5/27/2026.
• Purchased $1,001 – $15,000 in shares of Lumentum (NASDAQ:LITE) on 5/22/2026.
• Sold $1,001 – $15,000 in shares of Intuit (NASDAQ:INTU) on 5/22/2026.
• Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 5/21/2026.
• Purchased $1,001 – $15,000 in shares of Analog Devices (NASDAQ:ADI) on 5/19/2026.
• Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 5/15/2026.
• Purchased $1,001 – $15,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 5/14/2026.
• Sold $1,001 – $15,000 in shares of Nestle (OTCMKTS:NSRGY) on 5/14/2026.
• Purchased $1,001 – $15,000 in shares of Sandisk (NASDAQ:SNDK) on 5/7/2026.
• Sold $1,001 – $15,000 in shares of Nestle (OTCMKTS:NSRGY) on 5/5/2026.

Twilio Stock Up 4.3%

Shares of NYSE TWLO opened at $237.14 on Friday. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48. The firm’s 50 day moving average price is $163.60 and its 200 day moving average price is $139.42. The firm has a market cap of $35.99 billion, a P/E ratio of 370.54, a price-to-earnings-growth ratio of 4.56 and a beta of 1.39. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s revenue was up 20.0% on a year-over-year basis. During the same quarter last year, the firm posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, sell-side analysts anticipate that Twilio Inc. will post 2.77 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on TWLO shares. Monness Crespi & Hardt increased their price target on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. KeyCorp lifted their price objective on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Stifel Nicolaus set a $175.00 price objective on Twilio in a research note on Friday, May 1st. Argus raised Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Finally, Weiss Ratings raised Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $195.40.

Insider Activity

In other news, CEO Khozema Shipchandler sold 32,158 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $185.70, for a total value of $5,971,740.60. Following the completion of the transaction, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $43,740,149.40. This represents a 12.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the completion of the transaction, the chief financial officer owned 130,341 shares of the company’s stock, valued at $16,619,780.91. This trade represents a 6.72% decrease in their ownership of the stock. 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. Insiders have sold a total of 1,761,621 shares of company stock valued at $328,187,207 over the last ninety days. 0.21% of the stock is owned by company insiders.

Institutional Investors Weigh In On Twilio

Several large investors have recently made changes to their positions in TWLO. Norges Bank acquired a new stake in shares of Twilio in the fourth quarter worth $273,862,000. State Street Corp increased its position in shares of 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 acquiring an additional 1,900,551 shares in the last quarter. SRS Investment Management LLC purchased a new position in shares of Twilio in the fourth quarter valued at $257,494,000. Invesco Ltd. boosted its stake in shares of Twilio by 225.0% in the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after purchasing an additional 1,391,013 shares during the period. Finally, Alyeska Investment Group L.P. boosted 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 valued at $264,624,000 after purchasing an additional 750,951 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

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.