Khozema Shipchandler Sells 15,715 Shares of Twilio (NYSE:TWLO) Stock

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 15,715 shares of the firm’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85. Following the completion of the transaction, the chief executive officer owned 235,542 shares in the company, valued at approximately $31,418,947.38. This trade represents a 6.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Khozema Shipchandler also recently made the following trade(s):

• On Tuesday, March 31st, Khozema Shipchandler sold 12,624 shares of Twilio stock. The stock was sold at an average price of $122.81, for a total value of $1,550,353.44.

Twilio Stock Performance

Twilio stock opened at $124.85 on Friday. The stock’s 50-day moving average is $121.08 and its 200-day moving average is $122.92. The company has a market cap of $18.92 billion, a price-to-earnings ratio of 657.12, a price-to-earnings-growth ratio of 5.32 and a beta of 1.28. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.03. Twilio Inc. has a 12 month low of $80.90 and a 12 month high of $145.90.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The company had revenue of $1.37 billion for the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The company’s quarterly revenue was up 14.3% compared to the same quarter last year. During the same period last year, the business posted $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Equities analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current year.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analyst optimism and momentum — Several broker notes and pieces highlight growing conviction that Twilio is well-positioned for voice/engagement AI, with recent upgrades and higher price targets supporting the rally and investor demand.
• Positive Sentiment: Short-term price momentum — Coverage noted a multi-session win streak and recent outperformance versus many SaaS peers, which can attract momentum buyers. Twilio set to gain for seven straight sessions
• Neutral Sentiment: Earnings date is set — Twilio confirmed it will report Q1 2026 results after market close on April 30 and will host a webcast; this is the next major catalyst and is likely why traders are repositioning ahead of the print. Twilio to Announce First Quarter 2026 Results on April 30, 2026
• Neutral Sentiment: Brand/marketing activity — Company announced winners of its 2026 Excellence in Engagement Awards, a PR item that supports product positioning but is unlikely to move the stock materially. Twilio Announces the Winners of Its 2026 Excellence in Engagement Awards
• Negative Sentiment: Insider selling — CEO Khozema Shipchandler sold ~15,715 shares (~$2.1M) under a pre-arranged Rule 10b5-1 plan; while planned plans limit the signal, headline insider sales can spur short-term profit-taking. Twilio (NYSE:TWLO) CEO Sells $2,096,223.85 in Stock
• Negative Sentiment: Very high valuation and execution risk — Commentators note an extreme P/E and the need for continued acceleration in revenue, margins and guidance to justify current levels; that makes the stock sensitive to any earnings miss.
• Negative Sentiment: Recent pullbacks and volatility — Coverage flagged recent down sessions and consolidation after the run; with elevated volume, short-term sellers may be pressuring the shares. Twilio (TWLO) Stock Sinks As Market Gains: What You Should Know

Institutional Investors Weigh In On Twilio

Several hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. raised its holdings in shares of Twilio by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock valued at $2,197,549,000 after buying an additional 143,597 shares during the period. State Street Corp raised its holdings in shares of Twilio by 47.8% during the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock valued at $588,469,000 after buying an additional 1,900,551 shares during the period. Invesco Ltd. raised its holdings in shares of Twilio by 56.9% during the 4th quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock valued at $448,276,000 after buying an additional 1,142,309 shares during the period. Royal Bank of Canada grew its stake in Twilio by 3.9% during the 4th quarter. Royal Bank of Canada now owns 2,944,377 shares of the technology company’s stock valued at $418,808,000 after purchasing an additional 110,941 shares in the last quarter. Finally, Alyeska Investment Group L.P. increased its holdings in Twilio by 39.7% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after purchasing an additional 750,951 shares during the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently commented on TWLO. Weiss Ratings downgraded Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 27th. Citizens Jmp raised their price objective on Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a report on Tuesday, December 30th. Jefferies Financial Group upgraded Twilio from a “hold” rating to a “buy” rating and raised their target price for the company from $125.00 to $160.00 in a report on Monday. Argus upgraded Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Finally, Piper Sandler reiterated a “neutral” rating and set a $130.00 target price (down from $148.00) on shares of Twilio in a report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and an average target price of $146.74.

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.