Twilio (NYSE:TWLO) Director Sells $129,000,000.00 in Stock

Twilio Inc. (NYSE:TWLO) Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total value of $129,000,000.00. Following the completion of the transaction, the director directly owned 2,295,000 shares of the company’s stock, valued at approximately $296,055,000. The trade was a 30.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink.

Twilio Stock Performance

Shares of TWLO opened at $124.99 on Friday. The firm has a market cap of $19.18 billion, a P/E ratio of 304.85, a PEG ratio of 3.43 and a beta of 1.32. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $151.95. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. The firm’s 50 day moving average price is $117.79 and its two-hundred day moving average price is $115.82.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. The business had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The firm’s quarterly revenue was up 14.7% on a year-over-year basis. During the same period last year, the business posted $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. On average, analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

TWLO has been the subject of a number of research reports. UBS Group increased their price objective on Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Stifel Nicolaus raised their price target on shares of Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a research note on Friday, October 31st. Wall Street Zen lowered shares of Twilio from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, November 11th. TD Cowen increased their target price on shares of Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a report on Friday, October 31st. Finally, Needham & Company LLC lifted their price target on shares of Twilio from $125.00 to $145.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $139.26.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. CENTRAL TRUST Co bought a new position in shares of Twilio during the 2nd quarter valued at $25,000. GFG Capital LLC purchased a new stake in Twilio during the second quarter valued at $25,000. Hilltop National Bank bought a new position in Twilio in the second quarter valued at about $26,000. Estabrook Capital Management purchased a new position in Twilio in the second quarter worth about $31,000. Finally, First Horizon Corp purchased a new position in Twilio in the third quarter worth about $28,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

About Twilio

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.