Twilio Inc. $TWLO Shares Sold by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. cut its stake in shares of Twilio Inc. (NYSE:TWLO) by 11.1% in the third quarter, HoldingsChannel.com reports. The fund owned 59,326 shares of the technology company’s stock after selling 7,407 shares during the period. Asset Management One Co. Ltd.’s holdings in Twilio were worth $5,938,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of TWLO. GFG Capital LLC acquired a new position in shares of Twilio during the 2nd quarter worth about $25,000. CENTRAL TRUST Co purchased a new stake in Twilio during the 2nd quarter worth approximately $25,000. Hilltop National Bank acquired a new position in shares of Twilio during the second quarter valued at approximately $26,000. SJS Investment Consulting Inc. lifted its position in shares of Twilio by 1,564.7% in the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after acquiring an additional 266 shares in the last quarter. Finally, Estabrook Capital Management acquired a new stake in shares of Twilio in the second quarter worth approximately $31,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio News Roundup

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

Analyst Upgrades and Downgrades

Several brokerages recently commented on TWLO. Bank of America boosted their price target on Twilio from $100.00 to $110.00 and gave the stock an “underperform” rating in a research report on Friday, October 31st. Needham & Company LLC upped their target price on shares of Twilio from $125.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Wells Fargo & Company increased their target price on shares of Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Cowen restated a “hold” rating on shares of Twilio in a research report on Friday, October 31st. Finally, Rosenblatt Securities raised their target price on shares of Twilio from $140.00 to $180.00 and gave the stock a “buy” rating in a research note on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $145.84.

Insider Activity at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,109 shares of Twilio stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total value of $1,162,668.42. Following the sale, the chief financial officer owned 119,449 shares in the company, valued at $17,126,597.62. The trade was a 6.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction on 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 in the company, valued at approximately $296,055,000. This trade represents a 30.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,043,438 shares of company stock worth $135,022,770. Insiders own 0.21% of the company’s stock.

Twilio Price Performance

Twilio stock opened at $137.46 on Friday. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. The company has a 50-day moving average price of $132.45 and a 200 day moving average price of $119.40. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95. The stock has a market cap of $21.09 billion, a P/E ratio of 335.26, a PEG ratio of 2.79 and a beta of 1.30.

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