Twilio (NYSE:TWLO) CEO Khozema Shipchandler Sells 13,336 Shares

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,336 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the sale, the chief executive officer directly owned 193,781 shares in the company, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website.

Khozema Shipchandler also recently made the following trade(s):

• On Wednesday, December 31st, Khozema Shipchandler sold 13,266 shares of Twilio stock. The shares were sold at an average price of $143.37, for a total transaction of $1,901,946.42.

Twilio Stock Performance

Twilio stock opened at $137.46 on Friday. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $151.95. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. The firm has a market capitalization of $21.09 billion, a PE ratio of 335.26, a price-to-earnings-growth ratio of 2.79 and a beta of 1.30. The firm’s 50 day simple moving average is $132.45 and its 200 day simple moving average is $119.40.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, beating analysts’ consensus estimates of $1.07 by $0.18. The firm had revenue of $1.30 billion during the quarter, compared to analyst estimates of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The business’s revenue for the quarter was up 14.7% on a year-over-year basis. During the same period in the previous year, the business earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, analysts expect that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Analysts Set New Price Targets

TWLO has been the subject of several recent analyst reports. Needham & Company LLC boosted their price objective on Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Citizens Jmp boosted their price target on shares of Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a research note on Tuesday, December 30th. KeyCorp increased their price target on shares of Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Mizuho set a $150.00 price objective on shares of Twilio in a report on Monday, December 15th. Finally, Wells Fargo & Company upped their target price on shares of Twilio from $130.00 to $147.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $145.84.

Hedge Funds Weigh In On Twilio

Institutional investors and hedge funds have recently made changes to their positions in the business. State Street Corp lifted its stake in 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 purchasing an additional 1,900,551 shares during the last quarter. Norges Bank bought a new position in shares of Twilio during the second quarter valued at about $228,877,000. Ninety One UK Ltd purchased a new position in shares of Twilio in the second quarter worth about $212,059,000. Invesco Ltd. lifted its stake in shares of Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after acquiring an additional 1,391,013 shares during the last quarter. Finally, Nordea Investment Management AB boosted its holdings in Twilio by 4,231.2% during the 2nd quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock valued at $139,736,000 after acquiring an additional 1,097,695 shares during the period. Institutional investors own 84.27% of the company’s stock.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Rosenblatt raised its price target to $180 and reiterated a “buy” rating, signaling strong upside potential if Twilio delivers on growth and AI monetization. Rosenblatt Price Target Raise
• Positive Sentiment: Seeking Alpha published a bullish thesis framing Twilio as an “agentic AI” play — highlighting double‑digit revenue growth, improving net retention (~109%) and margin expansion as drivers for a re‑rating. Seeking Alpha: Twilio AI Play
• Neutral Sentiment: BTIG initiated coverage (coverage note reported); initiation increases analyst visibility but impact depends on the research stance and models they publish. BTIG Initiates Coverage
• Neutral Sentiment: Media pieces weigh valuation versus growth: Yahoo asks if TWLO is stretched after volatile performance, and MSN examines whether a 2026 turnaround is realistic — useful context but inconclusive for near‑term direction. Yahoo: Is TWLO Pricing Stretched? MSN: Turnaround in 2026?
• Negative Sentiment: Piper Sandler downgraded TWLO (commentary questioned execution of Twilio’s AI strategy), introducing skepticism and likely restraining risk‑on flows. Piper Sandler Downgrade
• Negative Sentiment: Insider selling: CEO Khozema Shipchandler and CFO Aidan Viggiano disclosed material sales (~13k and ~7.2k shares respectively), which investors often view negatively and can add near‑term selling pressure. CEO Sale: Shipchandler CFO Sale: Viggiano
• Negative Sentiment: Broader tech/fintech weakness article grouping (Marqeta, MongoDB, Twilio, Asana, BILL) highlights sector pain that can magnify TWLO moves even when company‑specific news is mixed. Sector Weakness Article

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.