Aidan Viggiano Sells 7,213 Shares of Twilio (NYSE:TWLO) Stock

Twilio Inc. (NYSE:TWLO) CFO Aidan Viggiano sold 7,213 shares of the business’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $135.97, for a total transaction of $980,751.61. Following the sale, the chief financial officer directly owned 112,236 shares of the company’s stock, valued at approximately $15,260,728.92. The trade was a 6.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

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

• On Wednesday, December 31st, Aidan Viggiano sold 8,109 shares of Twilio stock. The shares were sold at an average price of $143.38, for a total value of $1,162,668.42.
• On Monday, November 17th, Aidan Viggiano sold 1,514 shares of Twilio stock. The stock was sold at an average price of $123.28, for a total transaction of $186,645.92.
• On Thursday, October 9th, Aidan Viggiano sold 8,035 shares of Twilio stock. The stock was sold at an average price of $115.00, for a total transaction of $924,025.00.

Twilio Stock Down 3.8%

TWLO stock opened at $137.46 on Friday. Twilio Inc. has a 12 month low of $77.51 and a 12 month high of $151.95. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68. The company has a market capitalization of $21.09 billion, a P/E ratio of 335.26, a price-to-earnings-growth ratio of 2.79 and a beta of 1.30. The firm’s fifty day simple moving average is $132.45 and its 200-day simple moving average is $119.40.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, October 30th. The technology company reported $1.25 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.18. The firm 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%. Twilio’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same period last year, the company posted $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, equities research analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current year.

Institutional Investors Weigh In On Twilio

A number of institutional investors have recently made changes to their positions in the stock. GFG Capital LLC acquired a new position in shares of Twilio during the 2nd quarter worth about $25,000. CENTRAL TRUST Co acquired a new position in Twilio in the second quarter valued at approximately $25,000. Hilltop National Bank bought a new stake in Twilio during the 2nd quarter valued at $26,000. SJS Investment Consulting Inc. increased its stake in Twilio by 1,564.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after buying an additional 266 shares during the last quarter. Finally, First Horizon Corp bought a new stake in shares of Twilio in the third quarter valued at $28,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have recently commented on TWLO. FBN Securities raised Twilio to a “strong-buy” rating in a report on Wednesday, November 12th. Cowen restated a “hold” rating on shares of Twilio in a report on Friday, October 31st. JPMorgan Chase & Co. boosted their target price on shares of Twilio from $140.00 to $145.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Morgan Stanley reissued an “overweight” rating and set a $154.00 price target on shares of Twilio in a research report on Friday, October 31st. Finally, Stifel Nicolaus raised their price target on shares of Twilio from $110.00 to $120.00 and gave the company a “hold” rating in a research note on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $145.84.

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Rosenblatt raised its price target to $180 and reiterated a “buy” rating, signaling strong upside potential if Twilio delivers on growth and AI monetization. Rosenblatt Price Target Raise
• Positive Sentiment: Seeking Alpha published a bullish thesis framing Twilio as an “agentic AI” play — highlighting double‑digit revenue growth, improving net retention (~109%) and margin expansion as drivers for a re‑rating. Seeking Alpha: Twilio AI Play
• Neutral Sentiment: BTIG initiated coverage (coverage note reported); initiation increases analyst visibility but impact depends on the research stance and models they publish. BTIG Initiates Coverage
• Neutral Sentiment: Media pieces weigh valuation versus growth: Yahoo asks if TWLO is stretched after volatile performance, and MSN examines whether a 2026 turnaround is realistic — useful context but inconclusive for near‑term direction. Yahoo: Is TWLO Pricing Stretched? MSN: Turnaround in 2026?
• Negative Sentiment: Piper Sandler downgraded TWLO (commentary questioned execution of Twilio’s AI strategy), introducing skepticism and likely restraining risk‑on flows. Piper Sandler Downgrade
• Negative Sentiment: Insider selling: CEO Khozema Shipchandler and CFO Aidan Viggiano disclosed material sales (~13k and ~7.2k shares respectively), which investors often view negatively and can add near‑term selling pressure. CEO Sale: Shipchandler CFO Sale: Viggiano
• Negative Sentiment: Broader tech/fintech weakness article grouping (Marqeta, MongoDB, Twilio, Asana, BILL) highlights sector pain that can magnify TWLO moves even when company‑specific news is mixed. Sector Weakness Article

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.