Bouvel Investment Partners LLC Makes New $1.18 Million Investment in Twilio Inc. $TWLO

Bouvel Investment Partners LLC acquired a new stake in Twilio Inc. (NYSE:TWLO) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 11,753 shares of the technology company’s stock, valued at approximately $1,176,000.

Other hedge funds also recently made changes to their positions in the company. D.A. Davidson & CO. purchased a new position in shares of Twilio in the 3rd quarter worth about $231,000. CWA Asset Management Group LLC raised its position in Twilio by 5.2% in the third quarter. CWA Asset Management Group LLC now owns 58,772 shares of the technology company’s stock worth $5,882,000 after acquiring an additional 2,929 shares during the period. Fifth Third Wealth Advisors LLC purchased a new position in Twilio in the third quarter valued at about $367,000. GraniteShares Advisors LLC grew its position in shares of Twilio by 9.1% during the 3rd quarter. GraniteShares Advisors LLC now owns 4,551 shares of the technology company’s stock valued at $456,000 after acquiring an additional 380 shares during the period. Finally, Hedeker Wealth LLC grew its position in shares of Twilio by 49.7% during the 3rd quarter. Hedeker Wealth LLC now owns 46,013 shares of the technology company’s stock valued at $4,605,000 after acquiring an additional 15,278 shares during the period. 84.27% of the stock is currently owned by institutional investors.

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG Research initiated coverage with a “buy” rating and $165 price target (roughly 20.8% upside from the current level), providing a catalyst that could attract buyers and support the stock.
• Positive Sentiment: Twilio was included in a MarketBeat roundup of “3 AI and Cloud Stocks With Analyst Conviction and Long Runways,” highlighting its exposure to AI/cloud demand and helping the bullish narrative. MarketBeat AI & Cloud Stock Ideas
• Neutral Sentiment: Zacks published a note observing Twilio’s intraday decline relative to the broader market, a descriptive piece that signals trading weakness but doesn’t add new fundamental drivers. Zacks: TWLO Stock Declines
• Neutral Sentiment: Headline pieces assessing Twilio’s financials and momentum appeared (coverage on Yahoo/finance), which may prompt investors to re-check earnings/guidance but do not contain a single decisive new catalyst. Yahoo Finance: TWLO Financials Coverage
• Negative Sentiment: Piper Sandler downgraded Twilio from Overweight to Neutral, citing fair valuation — a notable negative from a sell-side firm that likely pressured sentiment and reduced near-term buy-side conviction. MSN: Piper Sandler Downgrade
• Negative Sentiment: Insider selling: CEO Khozema Shipchandler sold 13,266 shares (~$1.9M at ~$143.37) and CFO Aidan Viggiano sold 8,109 shares (~$1.16M at ~$143.38) on Dec. 31; each reduced their holdings by ~6%, which can spook investors even if sales are routine. CEO Form 4 CFO Form 4
• Negative Sentiment: Cwm LLC trimmed its position by ~23.2% (selling 4,823 shares), a small institutional reduction that contributes to selling pressure though the stake size is modest. DefenseWorld: Cwm LLC Sale

Twilio Stock Performance

Twilio stock opened at $136.59 on Tuesday. Twilio Inc. has a 1-year low of $77.51 and a 1-year high of $151.95. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. The firm has a market capitalization of $20.96 billion, a PE ratio of 333.15, a price-to-earnings-growth ratio of 2.70 and a beta of 1.30. The firm’s 50 day simple moving average is $130.83 and its 200 day simple moving average is $118.95.

Twilio (NYSE:TWLO) last announced its quarterly 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. The firm had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The business’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same period last year, the firm earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, analysts expect that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

TWLO has been the topic of several research analyst reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $150.00 price objective on shares of Twilio in a research note on Friday, October 31st. Oppenheimer reaffirmed an “outperform” rating and set a $170.00 price target on shares of Twilio in a research report on Monday. JPMorgan Chase & Co. lifted their price objective on Twilio from $140.00 to $145.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Stifel Nicolaus upped their price objective on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a report on Friday, October 31st. Finally, BTIG Research initiated coverage on shares of Twilio in a research report on Monday. They set a “buy” rating and a $165.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $144.24.

Insider Buying and Selling

In other news, CFO Aidan Viggiano sold 8,109 shares of Twilio stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the completion of the sale, the chief financial officer owned 119,449 shares in the company, valued at approximately $17,126,597.62. This trade represents a 6.36% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the completion of the transaction, the director owned 2,295,000 shares in the company, valued at approximately $296,055,000. This trade represents a 30.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,030,924 shares of company stock worth $133,175,286 over the last ninety days. 0.21% of the stock is owned by corporate insiders.

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.