GAMMA Investing LLC Has $142,000 Stock Holdings in Twilio Inc. $TWLO

GAMMA Investing LLC increased its holdings in shares of Twilio Inc. (NYSE:TWLO) by 19.7% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,141 shares of the technology company’s stock after buying an additional 188 shares during the period. GAMMA Investing LLC’s holdings in Twilio were worth $142,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in TWLO. LRI Investments LLC acquired a new position in shares of Twilio in the 1st quarter worth approximately $25,000. Financial Gravity Asset Management Inc. acquired a new position in shares of Twilio in the 1st quarter worth approximately $28,000. TCTC Holdings LLC lifted its position in shares of Twilio by 118.1% in the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock worth $33,000 after purchasing an additional 183 shares during the period. Cloud Capital Management LLC acquired a new position in shares of Twilio in the 1st quarter worth approximately $34,000. Finally, UMB Bank n.a. acquired a new position in shares of Twilio in the 1st quarter worth approximately $37,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Stock Performance

Shares of TWLO stock opened at $104.13 on Tuesday. The firm has a market capitalization of $15.98 billion, a PE ratio of 867.82, a price-to-earnings-growth ratio of 3.23 and a beta of 1.27. The firm has a fifty day simple moving average of $110.15 and a two-hundred day simple moving average of $108.65. The company has a current ratio of 4.90, a quick ratio of 4.90 and a debt-to-equity ratio of 0.12. Twilio Inc. has a 12 month low of $63.19 and a 12 month high of $151.95.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, August 7th. The technology company reported $1.19 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. The business had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.19 billion. Twilio had a net margin of 0.43% and a return on equity of 2.78%. Twilio’s quarterly revenue was up 13.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.87 EPS. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. Analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

TWLO has been the topic of a number of recent analyst reports. Rosenblatt Securities restated a “buy” rating and issued a $140.00 price target on shares of Twilio in a research report on Friday. KeyCorp initiated coverage on shares of Twilio in a research report on Friday, June 6th. They issued an “overweight” rating and a $146.00 price target on the stock. Jefferies Financial Group set a $132.00 price target on shares of Twilio and gave the stock a “hold” rating in a research report on Sunday, June 15th. Piper Sandler boosted their price target on shares of Twilio from $140.00 to $144.00 and gave the stock an “overweight” rating in a research report on Friday, August 8th. Finally, UBS Group dropped their price target on shares of Twilio from $150.00 to $135.00 and set a “buy” rating on the stock in a research report on Friday, August 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $129.78.

Insiders Place Their Bets

In other Twilio news, CFO Aidan Viggiano sold 1,807 shares of the business’s stock in a transaction on Friday, August 15th. The shares were sold at an average price of $105.94, for a total transaction of $191,433.58. Following the completion of the sale, the chief financial officer owned 146,016 shares in the company, valued at approximately $15,468,935.04. The trade was a 1.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Khozema Shipchandler sold 13,595 shares of the business’s stock in a transaction on Thursday, July 3rd. The shares were sold at an average price of $117.06, for a total transaction of $1,591,430.70. Following the sale, the chief executive officer owned 246,986 shares of the company’s stock, valued at $28,912,181.16. This trade represents a 5.22% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 23,699 shares of company stock valued at $2,754,028 in the last 90 days. 4.50% of the stock is currently owned by company insiders.

Twilio Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.