Twilio Inc. $TWLO Position Increased by AlphaQuest LLC

AlphaQuest LLC boosted its position in shares of Twilio Inc. (NYSE:TWLO) by 45.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,092 shares of the technology company’s stock after purchasing an additional 651 shares during the period. AlphaQuest LLC’s holdings in Twilio were worth $260,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. LRI Investments LLC acquired a new position in Twilio in the 1st quarter worth about $25,000. GFG Capital LLC acquired a new stake in shares of Twilio during the 2nd quarter valued at about $25,000. Hilltop National Bank bought a new stake in shares of Twilio in the 2nd quarter valued at approximately $26,000. Financial Gravity Asset Management Inc. acquired a new position in Twilio in the first quarter worth approximately $28,000. Finally, TCTC Holdings LLC increased its holdings in Twilio by 118.1% in the first quarter. TCTC Holdings LLC now owns 338 shares of the technology company’s stock worth $33,000 after buying an additional 183 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the stock. Wall Street Zen cut shares of Twilio from a “strong-buy” rating to a “buy” rating in a research note on Sunday, October 26th. TD Cowen raised their price target on shares of Twilio from $117.00 to $125.00 and gave the company a “hold” rating in a report on Friday. Royal Bank Of Canada reaffirmed an “underperform” rating and issued a $75.00 price objective on shares of Twilio in a research note on Wednesday, September 17th. Stifel Nicolaus upped their price objective on shares of Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a report on Friday. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Twilio in a research report on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $139.26.

Twilio Stock Up 19.6%

TWLO opened at $135.02 on Friday. The business has a 50 day moving average of $107.35 and a 200-day moving average of $111.26. The stock has a market capitalization of $20.72 billion, a price-to-earnings ratio of 329.31, a P/E/G ratio of 4.18 and a beta of 1.25. 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 1-year low of $77.51 and a 1-year high of $151.95.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, beating the consensus estimate of $1.07 by $0.18. Twilio had a net margin of 1.37% and a return on equity of 3.35%. The firm had revenue of $1.30 billion during the quarter, compared to analysts’ expectations of $1.25 billion. During the same period in the prior year, the company earned $1.02 EPS. The business’s quarterly revenue was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, sell-side analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current year.

Insider Transactions at Twilio

In other news, CFO Aidan Viggiano sold 8,363 shares of the company’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the transaction, the chief financial officer owned 137,653 shares of the company’s stock, valued at approximately $13,846,515.27. This represents a 5.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Khozema Shipchandler sold 13,681 shares of Twilio stock in a transaction dated Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $1,376,171.79. Following the sale, the chief executive officer directly owned 233,305 shares in the company, valued at approximately $23,468,149.95. This trade represents a 5.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 44,808 shares of company stock valued at $4,677,916 in the last ninety days. 0.21% of the stock is 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.