Readystate Asset Management LP Cuts Stake in Twilio Inc. $TWLO

Readystate Asset Management LP decreased its holdings in Twilio Inc. (NYSE:TWLO) by 65.0% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,962 shares of the technology company’s stock after selling 25,921 shares during the quarter. Readystate Asset Management LP’s holdings in Twilio were worth $2,881,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. SHP Wealth Management acquired a new stake in shares of Twilio in the fourth quarter valued at about $26,000. Zions Bancorporation National Association UT acquired a new position in Twilio during the fourth quarter worth about $29,000. Aster Capital Management DIFC Ltd acquired a new position in Twilio during the fourth quarter worth about $29,000. Osbon Capital Management LLC purchased a new position in Twilio in the fourth quarter valued at about $30,000. Finally, Ascentis Independent Advisors purchased a new position in Twilio in the first quarter valued at about $33,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Twilio Trading Down 0.3%

Twilio stock opened at $232.27 on Monday. The stock has a 50-day moving average price of $215.92 and a 200 day moving average price of $178.11. Twilio Inc. has a 52 week low of $98.44 and a 52 week high of $258.35. The stock has a market cap of $35.67 billion, a PE ratio of 32.35, a P/E/G ratio of 4.83 and a beta of 1.40. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The company had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. During the same period in the prior year, the firm earned $1.19 EPS. The firm’s quarterly revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Equities research analysts predict that Twilio Inc. will post 3.08 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 1,394 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $234.48, for a total value of $326,865.12. Following the completion of the transaction, the chief financial officer directly owned 108,330 shares in the company, valued at approximately $25,401,218.40. The trade was a 1.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,458 shares of the stock in a transaction on Monday, July 6th. The stock was sold at an average price of $210.43, for a total value of $3,042,396.94. Following the transaction, the chief executive officer directly owned 207,203 shares in the company, valued at approximately $43,601,727.29. This represents a 6.52% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 547,354 shares of company stock worth $133,284,825. 0.21% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts have recently commented on TWLO shares. BTIG Research boosted their price target on Twilio from $245.00 to $285.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $330.00 price objective on shares of Twilio in a research note on Friday, August 7th. UBS Group lifted their price objective on Twilio from $200.00 to $285.00 and gave the stock a “buy” rating in a report on Friday, August 7th. KGI Securities assumed coverage on Twilio in a research report on Thursday, July 2nd. They set an “outperform” rating and a $250.00 target price on the stock. Finally, Mizuho set a $270.00 target price on Twilio in a report on Wednesday, August 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $249.68.

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.