Valeo Financial Advisors LLC Invests $492,000 in Twilio Inc. $TWLO

Valeo Financial Advisors LLC acquired a new position in shares of Twilio Inc. (NYSE:TWLO) in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 2,382 shares of the technology company’s stock, valued at approximately $492,000.

A number of other institutional investors also recently added to or reduced their stakes in the stock. SHP Wealth Management bought a new position in Twilio in the fourth quarter worth about $26,000. Zions Bancorporation National Association UT bought a new stake in shares of Twilio in the 4th quarter valued at about $29,000. Aster Capital Management DIFC Ltd purchased a new position in shares of Twilio in the 4th quarter worth approximately $29,000. Osbon Capital Management LLC bought a new position in shares of Twilio during the 4th quarter worth approximately $30,000. Finally, Hilltop National Bank bought a new position in shares of Twilio during the 2nd quarter worth approximately $50,000. Institutional investors own 84.27% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on TWLO. Oppenheimer raised their target price on shares of Twilio from $235.00 to $275.00 and gave the company an “outperform” rating in a research note on Friday, August 7th. Zacks Research upgraded Twilio from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Needham & Company LLC raised their price objective on Twilio from $250.00 to $280.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Morgan Stanley restated an “overweight” rating and set a $261.00 target price on shares of Twilio in a research note on Friday. Finally, Piper Sandler upped their target price on Twilio from $192.00 to $247.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Twilio currently has an average rating of “Moderate Buy” and a consensus target price of $248.32.

Insider Transactions at Twilio

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the sale, the director owned 30,995 shares in the company, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction dated 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 completion of the transaction, the director directly owned 620,000 shares in the company, valued at $114,166,800. This represents a 61.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 1,127,480 shares of company stock worth $210,980,987. 0.21% of the stock is owned by insiders.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Strong Q2 beat: Twilio reported adjusted EPS of $1.47 versus the $1.32 analyst consensus and revenue of $1.50 billion versus estimates of $1.43 billion. Revenue increased 22% year over year to a record level, helping drive the stock’s surge. Why Are Twilio Shares Soaring Today
• Positive Sentiment: Higher outlook: Management raised its full-year 2026 revenue-growth forecast to 18%–18.5%, up from 14%–15%. The increase was described as largely organic rather than being driven by carrier-fee pass-throughs, which makes the guidance improvement more meaningful to investors. Twilio Raised Its Full-Year Growth Guide
• Positive Sentiment: Cash-flow and AI momentum: Twilio lifted its free-cash-flow margin guidance to approximately 19.1%, while analysts highlighted accelerating AI adoption and broader platform expansion as drivers of revenue growth. Twilio Becoming a Free Cash Flow Behemoth
• Positive Sentiment: Analyst support: Several firms raised their price targets to between $247 and $285, and the average brokerage recommendation remains bullish. These revisions reinforce the market’s favorable interpretation of the earnings report. Twilio Price Target Raised to $270
• Neutral Sentiment: Analyst views are not unanimous, and some published targets are below the current trading level. With a P/E ratio above 35 and a PEG ratio near 4.8, further gains may depend on Twilio sustaining its elevated growth and profitability. Analysts Conflicted on Twilio and Nvidia

Twilio Trading Up 2.5%

Shares of Twilio stock opened at $256.26 on Wednesday. The firm’s 50 day simple moving average is $204.78 and its two-hundred day simple moving average is $163.82. The firm has a market capitalization of $38.89 billion, a price-to-earnings ratio of 35.69, a PEG ratio of 4.61 and a beta of 1.37. Twilio Inc. has a 12-month low of $92.55 and a 12-month high of $258.35. The company has a current ratio of 4.62, a quick ratio of 4.66 and a debt-to-equity ratio of 0.11.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping the consensus estimate of $1.32 by $0.15. The business 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 business’s revenue for the quarter was up 22.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Analysts predict that Twilio Inc. will post 2.82 EPS for the current year.

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.