Cooper Creek Partners Management LLC Purchases New Holdings in Twilio Inc. $TWLO

Cooper Creek Partners Management LLC purchased a new position in shares of Twilio Inc. (NYSE:TWLO) during the first quarter, Holdings Channel reports. The firm purchased 128,322 shares of the technology company’s stock, valued at approximately $16,145,000.

A number of other hedge funds have also recently added to or reduced their stakes in TWLO. Raleigh Capital Management Inc. acquired a new position in Twilio in the 4th quarter valued at $26,000. SHP Wealth Management acquired a new stake in shares of Twilio during the 4th quarter worth $26,000. Zions Bancorporation National Association UT acquired a new stake in shares of Twilio during the 4th quarter worth $29,000. Aster Capital Management DIFC Ltd bought a new position in shares of Twilio in the fourth quarter worth $29,000. Finally, Osbon Capital Management LLC bought a new position in shares of Twilio in the fourth quarter worth $30,000. Institutional investors own 84.27% of the company’s stock.

Insiders Place Their Bets

In other news, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value of $184,140,000.00. Following the sale, the director directly owned 620,000 shares in the company, valued at approximately $114,166,800. This trade represents a 61.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 44,158 shares of Twilio stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the sale, the chief executive officer directly owned 235,542 shares in the company, valued at $55,559,646.96. This trade represents a 15.79% 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. Insiders sold a total of 1,803,980 shares of company stock worth $341,898,467 in the last ninety days. Insiders own 0.21% of the company’s stock.

Twilio Trading Up 3.4%

Shares of TWLO opened at $191.43 on Friday. 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 Inc. has a 52-week low of $91.84 and a 52-week high of $238.48. The firm has a market cap of $29.05 billion, a price-to-earnings ratio of 299.12, a PEG ratio of 3.81 and a beta of 1.36. The business’s fifty day moving average is $201.89 and its 200-day moving average is $156.93.

Twilio (NYSE:TWLO) last announced its quarterly earnings data 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 return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same period in the prior year, the company earned $1.14 EPS. Twilio’s revenue for the quarter 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 anticipate that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts recently commented on TWLO shares. Rosenblatt Securities reaffirmed a “buy” rating and issued a $230.00 price target on shares of Twilio in a research note on Thursday, June 18th. Needham & Company LLC increased their price objective on shares of Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. Monness Crespi & Hardt raised their target price on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a report on Monday, May 11th. Morgan Stanley restated an “overweight” rating and issued a $200.00 target price on shares of Twilio in a research report on Friday, May 1st. Finally, KGI Securities initiated coverage on shares of Twilio in a report on Thursday, July 2nd. They set an “outperform” rating and a $250.00 price target for the company. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Twilio currently has an average rating of “Buy” and an average target price of $219.23.

Twilio 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.