Delta Global Management LP Purchases Shares of 61,232 Twilio Inc. $TWLO

Delta Global Management LP acquired a new position in shares of Twilio Inc. (NYSE:TWLO) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 61,232 shares of the technology company’s stock, valued at approximately $7,704,000.

Other large investors have also recently made changes to their positions in the company. Raleigh Capital Management Inc. bought a new stake in shares of Twilio during the fourth quarter worth about $26,000. SHP Wealth Management acquired a new stake in shares of Twilio in the 4th quarter worth about $26,000. Zions Bancorporation National Association UT bought a new position in Twilio in the 4th quarter valued at about $29,000. Aster Capital Management DIFC Ltd bought a new position in Twilio in the 4th quarter valued at about $29,000. Finally, Osbon Capital Management LLC acquired a new position in Twilio during the 4th quarter valued at about $30,000. 84.27% of the stock is owned by institutional investors.

Twilio Price Performance

Shares of NYSE TWLO opened at $191.43 on Friday. The company has a market capitalization of $29.05 billion, a PE ratio of 299.12, a PEG ratio of 3.81 and a beta of 1.36. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The stock’s 50 day moving average price is $201.89 and its 200-day moving average price is $156.93. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $238.48.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same period last year, the business posted $1.14 earnings per share. Twilio’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. On average, equities analysts anticipate that Twilio Inc. will post 2.79 EPS for the current year.

Insiders Place Their Bets

In related news, CEO Khozema Shipchandler sold 14,458 shares of the business’s stock in a transaction dated Monday, July 6th. The shares were 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 of the company’s stock, valued at approximately $43,601,727.29. The trade was a 6.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 8,528 shares of the stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $205.43, for a total transaction of $1,751,907.04. Following the transaction, the chief financial officer owned 109,724 shares of the company’s stock, valued at approximately $22,540,601.32. The trade was a 7.21% 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 1,803,980 shares of company stock valued at $341,898,467. 0.21% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on TWLO. Piper Sandler increased their price objective on Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. Monness Crespi & Hardt lifted their target price on Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Citizens Jmp increased their price target on Twilio from $210.00 to $250.00 and gave the company a “market outperform” rating in a research report on Monday, July 20th. Jefferies Financial Group restated a “buy” rating and set a $195.00 price objective on shares of Twilio in a research note on Friday, May 1st. Finally, BTIG Research reaffirmed a “buy” rating and set a $215.00 price objective on shares of Twilio in a report on Tuesday, May 12th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $219.23.

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.