Andrew Stafman Sells 1,000,000 Shares of Twilio (NYSE:TWLO) Stock

Twilio Inc. (NYSE:TWLO) Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total value of $184,140,000.00. Following the completion of the transaction, the director owned 620,000 shares in the company, valued at approximately $114,166,800. This represents a 61.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link.

Andrew Stafman also recently made the following trade(s):

• On Tuesday, May 12th, Andrew Stafman sold 675,000 shares of Twilio stock. The stock was sold at an average price of $193.54, for a total value of $130,639,500.00.

Twilio Stock Up 1.8%

NYSE TWLO opened at $184.82 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The stock has a market capitalization of $28.05 billion, a PE ratio of 288.78, a PEG ratio of 3.78 and a beta of 1.32. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $203.71. The business’s 50-day moving average is $153.92 and its 200 day moving average is $136.09.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.Twilio’s quarterly revenue was up 20.0% on a year-over-year basis. During the same period last year, the firm earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Sell-side analysts forecast that Twilio Inc. will post 2.77 earnings per share for the current year.

Institutional Trading of Twilio

A number of hedge funds have recently made changes to their positions in the stock. MassMutual Private Wealth & Trust FSB increased its holdings in shares of Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after buying an additional 78 shares during the last quarter. GHP Investment Advisors Inc. increased its holdings in shares of Twilio by 6.3% during the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after buying an additional 86 shares during the last quarter. SJS Investment Consulting Inc. increased its holdings in shares of Twilio by 27.7% during the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after buying an additional 93 shares during the last quarter. Centaurus Financial Inc. increased its holdings in shares of Twilio by 0.7% during the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after buying an additional 94 shares during the last quarter. Finally, NewEdge Advisors LLC increased its holdings in Twilio by 1.7% in the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock valued at $841,000 after purchasing an additional 99 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on TWLO shares. Rosenblatt Securities raised their target price on Twilio from $210.00 to $230.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Jefferies Financial Group reaffirmed a “buy” rating and set a $195.00 price objective on shares of Twilio in a research report on Friday, May 1st. Monness Crespi & Hardt lifted their price objective on Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a research report on Monday, May 11th. BTIG Research reaffirmed a “buy” rating and set a $215.00 price objective on shares of Twilio in a research report on Tuesday, May 12th. Finally, Mizuho lifted their price objective on Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a research report on Tuesday, April 21st. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $195.40.

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.