11,753 Shares in Twilio Inc. $TWLO Bought by Bouvel Investment Partners LLC

Bouvel Investment Partners LLC bought a new stake in Twilio Inc. (NYSE:TWLO) during the third quarter, HoldingsChannel reports. The fund bought 11,753 shares of the technology company’s stock, valued at approximately $1,176,000.

Several other hedge funds have also recently added to or reduced their stakes in TWLO. D.A. Davidson & CO. bought a new position in shares of Twilio during the 3rd quarter valued at about $231,000. CWA Asset Management Group LLC lifted its position in Twilio by 5.2% in the 3rd quarter. CWA Asset Management Group LLC now owns 58,772 shares of the technology company’s stock worth $5,882,000 after buying an additional 2,929 shares during the last quarter. Fifth Third Wealth Advisors LLC purchased a new stake in Twilio in the third quarter worth approximately $367,000. GraniteShares Advisors LLC grew its position in Twilio by 9.1% during the third quarter. GraniteShares Advisors LLC now owns 4,551 shares of the technology company’s stock valued at $456,000 after acquiring an additional 380 shares during the last quarter. Finally, Hedeker Wealth LLC raised its stake in shares of Twilio by 49.7% during the third quarter. Hedeker Wealth LLC now owns 46,013 shares of the technology company’s stock worth $4,605,000 after acquiring an additional 15,278 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on TWLO. Cowen reaffirmed a “hold” rating on shares of Twilio in a research note on Friday, October 31st. JPMorgan Chase & Co. upped their price target on shares of Twilio from $140.00 to $145.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. TD Cowen lifted their price objective on Twilio from $117.00 to $125.00 and gave the stock a “hold” rating in a report on Friday, October 31st. Bank of America boosted their target price on Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a research note on Friday, October 31st. Finally, Royal Bank Of Canada raised their price target on Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a research report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Twilio presently has a consensus rating of “Moderate Buy” and a consensus target price of $144.24.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG Research initiated coverage with a “buy” rating and $165 price target (roughly 20.8% upside from the current level), providing a catalyst that could attract buyers and support the stock.
• Positive Sentiment: Twilio was included in a MarketBeat roundup of “3 AI and Cloud Stocks With Analyst Conviction and Long Runways,” highlighting its exposure to AI/cloud demand and helping the bullish narrative. MarketBeat AI & Cloud Stock Ideas
• Neutral Sentiment: Zacks published a note observing Twilio’s intraday decline relative to the broader market, a descriptive piece that signals trading weakness but doesn’t add new fundamental drivers. Zacks: TWLO Stock Declines
• Neutral Sentiment: Headline pieces assessing Twilio’s financials and momentum appeared (coverage on Yahoo/finance), which may prompt investors to re-check earnings/guidance but do not contain a single decisive new catalyst. Yahoo Finance: TWLO Financials Coverage
• Negative Sentiment: Piper Sandler downgraded Twilio from Overweight to Neutral, citing fair valuation — a notable negative from a sell-side firm that likely pressured sentiment and reduced near-term buy-side conviction. MSN: Piper Sandler Downgrade
• Negative Sentiment: Insider selling: CEO Khozema Shipchandler sold 13,266 shares (~$1.9M at ~$143.37) and CFO Aidan Viggiano sold 8,109 shares (~$1.16M at ~$143.38) on Dec. 31; each reduced their holdings by ~6%, which can spook investors even if sales are routine. CEO Form 4 CFO Form 4
• Negative Sentiment: Cwm LLC trimmed its position by ~23.2% (selling 4,823 shares), a small institutional reduction that contributes to selling pressure though the stake size is modest. DefenseWorld: Cwm LLC Sale

Insider Transactions at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the sale, the director 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 position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Khozema Shipchandler sold 13,266 shares of the business’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $143.37, for a total transaction of $1,901,946.42. Following the transaction, the chief executive officer owned 207,117 shares in the company, valued at $29,694,364.29. This represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,030,924 shares of company stock valued at $133,175,286. Company insiders own 0.21% of the company’s stock.

Twilio Trading Down 1.3%

TWLO opened at $136.59 on Tuesday. The firm has a market capitalization of $20.96 billion, a price-to-earnings ratio of 333.15, a PEG ratio of 2.70 and a beta of 1.30. Twilio Inc. has a one year low of $77.51 and a one year high of $151.95. The business has a 50 day simple moving average of $130.83 and a two-hundred day simple moving average of $118.95. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, beating analysts’ consensus estimates of $1.07 by $0.18. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The company had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. During the same quarter in the prior year, the company earned $1.02 earnings per share. The firm’s revenue for the quarter was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Analysts predict that Twilio Inc. will post 1.44 EPS for the current year.

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.