Twilio (NYSE:TWLO) CEO Khozema Shipchandler Sells 13,266 Shares

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 13,266 shares of the firm’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $143.37, for a total transaction of $1,901,946.42. Following the completion of the transaction, the chief executive officer directly owned 207,117 shares of the company’s stock, valued at approximately $29,694,364.29. The trade was a 6.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website.

Twilio Price Performance

Shares of TWLO opened at $136.59 on Tuesday. Twilio Inc. has a fifty-two week low of $77.51 and a fifty-two week high of $151.95. The firm’s 50 day moving average price is $130.83 and its 200 day moving average price is $118.95. The company has a market cap of $20.96 billion, a P/E ratio of 333.15, a PEG ratio of 2.70 and a beta of 1.30. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued 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. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The company had revenue of $1.30 billion during the quarter, compared to analysts’ expectations of $1.25 billion. During the same quarter last year, the company posted $1.02 EPS. The firm’s 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. On average, research analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

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

Institutional Investors Weigh In On Twilio

Institutional investors and hedge funds have recently bought and sold shares of the stock. State Street Corp grew its holdings in shares of Twilio by 47.8% during the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares during the last quarter. Norges Bank acquired a new stake in shares of Twilio in the 2nd quarter valued at about $228,877,000. Ninety One UK Ltd acquired a new stake in shares of Twilio in the 2nd quarter valued at about $212,059,000. Invesco Ltd. grew its stake in Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares during the last quarter. Finally, Nordea Investment Management AB increased its position in Twilio by 4,231.2% during the second quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock worth $139,736,000 after buying an additional 1,097,695 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages have recently commented on TWLO. Oppenheimer reissued an “outperform” rating and set a $170.00 price objective on shares of Twilio in a research report on Monday. Royal Bank Of Canada increased their price objective on shares of Twilio from $75.00 to $100.00 and gave the company an “underperform” rating in a research report on Monday. Citizens Jmp raised their price objective on shares of Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a report on Tuesday, December 30th. JPMorgan Chase & Co. boosted their target price on shares of Twilio from $140.00 to $145.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. Finally, Citigroup reissued a “market perform” rating on shares of Twilio in a report on Tuesday, December 30th. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $144.24.

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.