Trek Financial LLC Takes Position in Twilio Inc. $TWLO

Trek Financial LLC acquired a new stake in shares of Twilio Inc. (NYSE:TWLO) during the 4th quarter, Holdings Channel reports. The fund acquired 4,323 shares of the technology company’s stock, valued at approximately $615,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Raleigh Capital Management Inc. bought a new stake in shares of Twilio during the 4th quarter valued at $26,000. First Horizon Corp bought a new stake in shares of Twilio during the 3rd quarter valued at $28,000. Strategic Advocates LLC bought a new stake in shares of Twilio during the 3rd quarter valued at $30,000. Wolff Wiese Magana LLC raised its position in shares of Twilio by 2,488.9% during the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after purchasing an additional 224 shares during the period. Finally, Park Place Capital Corp bought a new stake in shares of Twilio during the 4th quarter valued at $39,000. 84.27% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Twilio

In other Twilio news, Director Erika Rottenberg sold 1,800 shares of Twilio stock in a transaction on Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total value of $268,236.00. Following the completion of the transaction, the director directly owned 34,495 shares of the company’s stock, valued at $5,140,444.90. This trade represents a 4.96% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 675,000 shares of Twilio stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $193.54, for a total transaction of $130,639,500.00. Following the completion of the transaction, the director directly owned 1,620,000 shares of the company’s stock, valued at $313,534,800. The trade was a 29.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 726,088 shares of company stock valued at $137,254,124. Corporate insiders own 0.21% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the stock. Argus upgraded shares of Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Citizens Jmp lifted their price target on shares of Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a report on Friday, May 1st. Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. TD Cowen lifted their price target on shares of Twilio from $160.00 to $210.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, BTIG Research reiterated a “buy” rating and issued a $215.00 price target on shares of Twilio in a report on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and an average target price of $193.65.

Twilio News Roundup

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG Research reiterated a buy rating on Twilio and set a $215 price target, signaling expectations for more upside. BTIG Research Reaffirms Buy Rating On Twilio With $215 Price Target
• Positive Sentiment: Needham & Company raised its price target to $250 and kept a buy rating, reflecting growing confidence in Twilio’s execution and AI-driven opportunity. Twilio Price Target Raised to $250.00 at Needham & Company LLC
• Positive Sentiment: Monness Crespi & Hardt also turned more constructive, reportedly lifting its target on Twilio to $246 and maintaining a bullish stance. Monness Crespi & Hardt Issues Positive Forecast for Twilio (NYSE:TWLO) Stock Price
• Positive Sentiment: Twilio is continuing to pitch its AI platform story after SIGNAL, highlighting new products like Conversation Memory, Conversation Orchestrator, and Agent Connect that could deepen its role in enterprise workflows. Is Twilio’s New AI Conversation Platform Shifting Its Role Inside Enterprise Workflows (TWLO)?

Twilio Stock Performance

Shares of NYSE TWLO opened at $192.80 on Thursday. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $203.71. The company has a market cap of $29.26 billion, a P/E ratio of 301.25, a P/E/G ratio of 4.01 and a beta of 1.32. The firm’s fifty day moving average is $139.69 and its two-hundred day moving average is $130.87. 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 (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period last year, the company posted $1.14 EPS. The business’s revenue was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, analysts anticipate that Twilio Inc. will post 2.77 EPS for the current fiscal 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.