Azzad Asset Management Inc. ADV Sells 6,613 Shares of Twilio Inc. $TWLO

Azzad Asset Management Inc. ADV cut its position in Twilio Inc. (NYSE:TWLO) by 41.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,270 shares of the technology company’s stock after selling 6,613 shares during the quarter. Azzad Asset Management Inc. ADV’s holdings in Twilio were worth $1,319,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in TWLO. Brighton Jones LLC raised its holdings in Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after purchasing an additional 623 shares in the last quarter. Sivia Capital Partners LLC bought a new position in Twilio in the second quarter worth about $251,000. Beacon Pointe Advisors LLC purchased a new position in Twilio in the second quarter worth $238,000. CW Advisors LLC grew its holdings in Twilio by 14.0% in the second quarter. CW Advisors LLC now owns 2,882 shares of the technology company’s stock worth $359,000 after purchasing an additional 354 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in Twilio by 18.5% in the second quarter. Invesco Ltd. now owns 618,224 shares of the technology company’s stock worth $76,882,000 after purchasing an additional 96,514 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors.

Twilio Stock Performance

TWLO opened at $132.59 on Wednesday. Twilio Inc. has a 52-week low of $78.39 and a 52-week high of $145.90. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The company has a market cap of $20.09 billion, a P/E ratio of 697.89, a price-to-earnings-growth ratio of 5.37 and a beta of 1.28. The firm’s 50-day moving average price is $121.18 and its 200-day moving average price is $122.86.

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

Insiders Place Their Bets

In other news, CEO Khozema Shipchandler sold 12,624 shares of the business’s stock in a transaction on Tuesday, March 31st. The shares were sold at an average price of $122.81, for a total transaction of $1,550,353.44. Following the sale, the chief executive officer directly owned 251,257 shares of the company’s stock, valued at $30,856,872.17. The trade was a 4.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Aidan Viggiano sold 9,389 shares of the business’s stock in a transaction on 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 directly owned 130,341 shares in the company, valued at $16,619,780.91. This trade represents a 6.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 32,073 shares of company stock worth $3,972,185 over the last three months. Corporate insiders own 4.50% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on TWLO shares. Weiss Ratings lowered Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 27th. Rosenblatt Securities reiterated a “buy” rating and set a $180.00 price objective on shares of Twilio in a report on Friday, February 13th. Citizens Jmp increased their price objective on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a report on Tuesday, December 30th. Argus upgraded Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Finally, Citigroup reiterated 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 issued a Buy rating, four have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, Twilio has an average rating of “Moderate Buy” and an average price target of $146.74.

Twilio News Roundup

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, citing increased confidence in Twilio’s positioning in the emerging Voice AI stack and the potential for long‑term revenue upside; this note is the primary catalyst for today’s lift. Twilio upgraded, price target boosted on voice AI growth potential
• Neutral Sentiment: Major outlets amplified the Jefferies call (Seeking Alpha, Benzinga, Yahoo, 247WallSt), increasing visibility and short‑term buying interest; this media flow can reinforce momentum but does not change fundamentals by itself. Twilio rises after Jefferies upgrades to Buy
• Neutral Sentiment: Recent fundamentals provide context: TWLO beat Q4 estimates (EPS $1.33 vs $1.24; revenue $1.37B vs $1.32B) and guided Q1 EPS to $1.21–$1.26 — supportive background but not new news tied to today’s move. Twilio stock overview and recent earnings
• Negative Sentiment: Insider selling: CFO Aidan Viggiano sold 9,389 shares (~$1.2M) under a pre‑arranged Rule 10b5‑1 plan, trimming his stake by ~6.7%; executed plans reduce immediate governance concerns but investors sometimes view repeated insider sales cautiously. Twilio CFO sells shares under 10b5-1 plan

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.