Twilio (NYSE:TWLO) Director Sells $130,639,500.00 in Stock

Twilio Inc. (NYSE:TWLO) Director Andrew Stafman sold 675,000 shares of the company’s stock in a transaction that occurred 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 owned 1,620,000 shares in the company, valued at approximately $313,534,800. This trade represents a 29.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website.

Twilio Stock Up 2.9%

TWLO stock opened at $198.10 on Friday. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The company’s 50 day moving average is $141.18 and its 200 day moving average is $131.47. The stock has a market cap of $30.07 billion, a price-to-earnings ratio of 309.54, a price-to-earnings-growth ratio of 4.00 and a beta of 1.32. Twilio Inc. has a 1-year low of $91.84 and a 1-year high of $203.71.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s revenue for the quarter was up 20.0% compared to the same quarter last year. During the same period in the prior year, the business earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Sell-side analysts predict that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Analyst Ratings Changes

TWLO has been the topic of a number of recent research reports. Oppenheimer reiterated an “outperform” rating and set a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. Citizens Jmp increased their price target on shares of Twilio from $185.00 to $210.00 and gave the company a “market outperform” rating in a research report on Friday, May 1st. Jefferies Financial Group reiterated a “buy” rating and set a $195.00 price target on shares of Twilio in a research report on Friday, May 1st. Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and increased their price target for the company from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Finally, Robert W. Baird set a $200.00 price target on shares of Twilio in a research report on Friday, May 1st. 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 assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $193.65.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Raleigh Capital Management Inc. purchased a new stake in shares of Twilio during the fourth quarter valued at approximately $26,000. SHP Wealth Management purchased a new stake in shares of Twilio during the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT purchased a new stake in shares of Twilio during the fourth quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd purchased a new stake in shares of Twilio during the fourth quarter valued at approximately $29,000. Finally, Osbon Capital Management LLC purchased a new stake in shares of Twilio during the fourth quarter valued at approximately $30,000. 84.27% of the stock is currently owned by institutional investors.

Twilio Company 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.