Aigen Investment Management LP Makes New $689,000 Investment in Twilio Inc. $TWLO

Aigen Investment Management LP bought a new stake in Twilio Inc. (NYSE:TWLO) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 4,845 shares of the technology company’s stock, valued at approximately $689,000.

A number of other institutional investors have also recently bought and sold shares of TWLO. Raleigh Capital Management Inc. acquired a new position in Twilio during the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT acquired a new stake in Twilio in the fourth quarter valued at $29,000. Strategic Advocates LLC acquired a new stake in Twilio in the third quarter valued at $30,000. Wolff Wiese Magana LLC raised its holdings in Twilio by 2,488.9% in the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after acquiring an additional 224 shares in the last quarter. Finally, Park Place Capital Corp acquired a new stake in Twilio in the fourth quarter valued at $39,000. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on TWLO. Morgan Stanley reissued an “overweight” rating and set a $200.00 target price on shares of Twilio in a report on Friday, May 1st. Rosenblatt Securities upped their price target on shares of Twilio from $210.00 to $230.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Oppenheimer upped their price target on shares of Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. UBS Group upped their price target on shares of Twilio from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Finally, Needham & Company LLC upped their price target on shares of Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $198.24.

Twilio Price Performance

TWLO stock opened at $204.46 on Monday. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a one year low of $91.84 and a one year high of $238.48. The firm has a market capitalization of $31.03 billion, a PE ratio of 319.47, a P/E/G ratio of 4.09 and a beta of 1.39. The firm has a 50-day moving average of $173.89 and a two-hundred day moving average of $143.20.

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

Insider Buying and Selling at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 44,158 shares of the stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the transaction, the chief executive officer owned 235,542 shares in the company, valued at $55,559,646.96. This trade represents a 15.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39. Following the transaction, the chief financial officer owned 130,341 shares in the company, valued at approximately $16,619,780.91. This trade represents a 6.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,805,779 shares of company stock worth $338,603,196 in the last ninety days. Insiders own 0.21% of the company’s stock.

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.