Twilio Inc. $TWLO Shares Sold by State of Wyoming

State of Wyoming decreased its position in Twilio Inc. (NYSE:TWLO) by 33.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,650 shares of the technology company’s stock after selling 2,850 shares during the quarter. State of Wyoming’s holdings in Twilio were worth $1,652,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Western Pacific Wealth Management LP bought a new stake in shares of Twilio during the 3rd quarter worth $39,000. Continuum Advisory LLC bought a new position in Twilio in the 2nd quarter worth $33,000. Reyes Financial Architecture Inc. bought a new position in Twilio in the 3rd quarter worth $58,000. WPG Advisers LLC raised its holdings in Twilio by 48.0% in the 3rd quarter. WPG Advisers LLC now owns 222 shares of the technology company’s stock worth $65,000 after acquiring an additional 72 shares during the period. Finally, Hilltop National Bank acquired a new position in Twilio during the 2nd quarter worth $50,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CFO Aidan Viggiano sold 9,084 shares of the company’s stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total value of $2,676,600.60. Following the sale, the chief financial officer owned 99,246 shares of the company’s stock, valued at $29,242,833.90. The trade was a 8.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the sale, the director directly owned 120,000 shares in the company, valued at approximately $29,649,600. The trade was a 80.65% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 538,818 shares of company stock worth $134,833,645. Corporate insiders own 0.21% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have issued reports on TWLO. Stifel Nicolaus set a $325.00 price target on shares of Twilio in a report on Wednesday, October 14th. Rosenblatt Securities raised their price target on Twilio from $275.00 to $290.00 and gave the company a “buy” rating in a research report on Tuesday, September 22nd. Piper Sandler lifted their price objective on Twilio from $192.00 to $247.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. Wolfe Research raised Twilio to a “buy” rating in a research report on Friday, August 7th. Finally, Needham & Company LLC decreased their target price on Twilio from $280.00 to $240.00 and set a “buy” rating for the company in a research note on Friday. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $268.00.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio reported third-quarter revenue of $1.56 billion, up nearly 20% year over year and above the $1.52 billion analyst consensus. Adjusted earnings of $1.65 per share also exceeded estimates of approximately $1.46-$1.47. Twilio Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Demand for messaging, voice, email and artificial-intelligence-related communications supported growth, while profitability improved. Management also raised its full-year 2026 revenue outlook. Twilio Q3 Earnings Beat Estimates on Strong Revenue Growth
• Positive Sentiment: Record free cash flow and management’s view that long-term AI demand remains intact provide support for the company’s longer-term growth thesis. TWLO Stock and AI Demand
• Neutral Sentiment: Needham maintained a “buy” rating but lowered its price target from $280 to $240, reflecting continued confidence in Twilio while acknowledging increased near-term uncertainty. Needham Twilio Rating
• Negative Sentiment: Organic revenue growth was 16% in the third quarter, but management expects it to slow to roughly 11%-12% in the fourth quarter. The lower growth forecast overshadowed the earnings beat and raised concerns that AI benefits may take longer to accelerate. Twilio Sees Slower Q4 Growth and Lower Profit
• Negative Sentiment: The fourth-quarter outlook also points to lower profit, prompting investors to reassess Twilio’s elevated valuation despite strong cash generation and a raised full-year revenue forecast. Twilio Stock Sinks as Slowing Growth Raises Concerns

Twilio Stock Down 14.9%

TWLO opened at $205.95 on Friday. Twilio Inc. has a fifty-two week low of $105.00 and a fifty-two week high of $308.40. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. The firm’s fifty day moving average price is $256.56 and its two-hundred day moving average price is $188.15. The company has a market capitalization of $31.63 billion, a P/E ratio of 25.91, a P/E/G ratio of 4.96 and a beta of 1.35.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.47 by $0.18. Twilio had a net margin of 21.82% and a return on equity of 5.74%. The firm had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same quarter in the previous year, the firm posted $1.25 EPS. The business’s revenue for the quarter was up 19.9% on a year-over-year basis. On average, analysts anticipate that Twilio Inc. will post 3.12 EPS for the current year.

Twilio Company Profile

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.