Twilio (NYSE:TWLO) CFO Aidan Viggiano Sells 9,389 Shares

Twilio Inc. (NYSE:TWLO) CFO Aidan Viggiano sold 9,389 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the sale, the chief financial officer owned 130,341 shares in the company, valued at $16,619,780.91. This represents a 6.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Aidan Viggiano also recently made the following trade(s):

• On Tuesday, March 31st, Aidan Viggiano sold 8,231 shares of Twilio stock. The shares were sold at an average price of $122.79, for a total transaction of $1,010,684.49.
• On Monday, March 2nd, Aidan Viggiano sold 806 shares of Twilio stock. The shares were sold at an average price of $125.00, for a total transaction of $100,750.00.
• On Tuesday, February 17th, Aidan Viggiano sold 1,023 shares of Twilio stock. The shares were sold at an average price of $110.66, for a total transaction of $113,205.18.

Twilio Stock Up 0.5%

Shares of NYSE TWLO opened at $131.61 on Tuesday. The firm’s 50-day moving average price is $121.21 and its 200-day moving average price is $122.68. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The stock has a market capitalization of $19.94 billion, a price-to-earnings ratio of 692.74, a P/E/G ratio of 5.37 and a beta of 1.28. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $145.90.

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

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Jefferies upgraded TWLO to Buy from Hold and raised its price target to $160 (from $125), calling out increased confidence in Twilio’s positioning in the emerging Voice AI stack and the long‑term growth potential this creates. This call is the main catalyst for the intraday lift. Twilio upgraded, price target boosted on voice AI growth potential
• Neutral Sentiment: Multiple outlets (Seeking Alpha, Benzinga, Yahoo/market coverage) are amplifying the Jefferies note, increasing visibility and short‑term buying interest; this media/coverage effect can reinforce momentum but isn’t a change in fundamentals by itself. Twilio rises after Jefferies upgrades to Buy
• Negative Sentiment: Twilio’s CFO, Aidan Viggiano, sold 9,389 shares (≈$1.2M) under a pre‑arranged Rule 10b5‑1 plan, reducing his holding by ~6.7%. The sale is disclosed to the SEC and was executed under a trading plan, but investors may view insider selling as a cautionary sign and should monitor insider activity and future filings. Twilio CFO sells shares under 10b5-1 plan

Wall Street Analyst Weigh In

Several brokerages recently commented on TWLO. BTIG Research cut their price target on shares of Twilio from $165.00 to $155.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Jefferies Financial Group upgraded shares of Twilio from a “hold” rating to a “buy” rating and upped their price target for the company from $125.00 to $160.00 in a report on Monday. TD Cowen upgraded shares of Twilio from a “hold” rating to a “buy” rating and upped their price target for the company from $125.00 to $160.00 in a report on Monday, March 2nd. Weiss Ratings downgraded shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 27th. Finally, Oppenheimer reiterated an “outperform” rating and set a $170.00 price target on shares of Twilio in a report on Monday, January 5th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $146.74.

Hedge Funds Weigh In On Twilio

A number of hedge funds have recently added to or reduced their stakes in the stock. MassMutual Private Wealth & Trust FSB grew its stake in Twilio by 34.7% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares in the last quarter. GHP Investment Advisors Inc. grew its stake in Twilio by 6.3% in the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after acquiring an additional 86 shares in the last quarter. Centaurus Financial Inc. grew its stake in Twilio by 0.7% in the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after acquiring an additional 94 shares in the last quarter. Versant Capital Management Inc grew its stake in Twilio by 4.5% in the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock worth $228,000 after acquiring an additional 98 shares in the last quarter. Finally, NewEdge Advisors LLC grew its stake in Twilio by 1.7% in the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock worth $841,000 after acquiring an additional 99 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors.

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.