Cinctive Capital Management LP Invests $3.46 Million in Twilio Inc. $TWLO

Cinctive Capital Management LP purchased a new position in shares of Twilio Inc. (NYSE:TWLO) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 34,601 shares of the technology company’s stock, valued at approximately $3,463,000.

Other large investors also recently bought and sold shares of the company. Northwestern Mutual Investment Management Company LLC acquired a new stake in shares of Twilio in the third quarter valued at approximately $3,423,000. Bank of New York Mellon Corp lifted its position in Twilio by 57.0% during the third quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock worth $121,353,000 after buying an additional 440,423 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its stake in Twilio by 54.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,517 shares of the technology company’s stock worth $9,060,000 after buying an additional 31,938 shares during the last quarter. Federated Hermes Inc. grew its holdings in Twilio by 19.7% in the 3rd quarter. Federated Hermes Inc. now owns 70,294 shares of the technology company’s stock valued at $7,036,000 after buying an additional 11,577 shares in the last quarter. Finally, Hood River Capital Management LLC grew its holdings in Twilio by 36.2% in the 2nd quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock valued at $16,606,000 after buying an additional 35,468 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Stock Performance

Shares of TWLO opened at $124.40 on Monday. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $145.90. The stock has a market capitalization of $18.85 billion, a PE ratio of 654.78, a PEG ratio of 5.11 and a beta of 1.30. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03. The stock has a 50-day simple moving average of $121.91 and a 200-day simple moving average of $120.31.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, beating the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The firm had revenue of $1.37 billion for the quarter, compared to analysts’ expectations of $1.32 billion. During the same quarter last year, the company earned $1.00 earnings per share. The firm’s revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, analysts predict that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Khozema Shipchandler sold 13,336 shares of the business’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the completion of the transaction, the chief executive officer owned 193,781 shares in the company, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 806 shares of the stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $125.00, for a total value of $100,750.00. Following the completion of the transaction, the chief financial officer directly owned 147,961 shares in the company, valued at $18,495,125. This trade represents a 0.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 43,753 shares of company stock worth $6,050,080 over the last 90 days. Company insiders own 4.50% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on TWLO. Royal Bank Of Canada lifted their price target on Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a report on Monday, January 5th. Argus raised shares of Twilio to a “strong-buy” rating in a research report on Thursday, February 19th. Citizens Jmp boosted their target price on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a research report on Tuesday, December 30th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $180.00 price objective on shares of Twilio in a research note on Friday, February 13th. Finally, Piper Sandler reaffirmed a “neutral” rating and set a $130.00 target price (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $145.22.

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.