Tlwm Invests $945,000 in Twilio Inc. $TWLO

Tlwm bought a new position in Twilio Inc. (NYSE:TWLO) during the third quarter, according to the company in its most recent filing with the SEC. The firm bought 9,444 shares of the technology company’s stock, valued at approximately $945,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of TWLO. Norges Bank purchased a new position in shares of Twilio in the second quarter worth $228,877,000. Ninety One UK Ltd purchased a new position in shares of Twilio in the second quarter valued at about $212,059,000. Nordea Investment Management AB raised its stake in shares of Twilio by 4,231.2% during the second quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock valued at $139,736,000 after acquiring an additional 1,097,695 shares during the last quarter. Voya Investment Management LLC boosted its holdings in shares of Twilio by 752.5% during the third quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company’s stock worth $75,569,000 after purchasing an additional 666,448 shares during the period. Finally, Atreides Management LP grew its position in shares of Twilio by 533.1% in the 2nd quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock worth $90,820,000 after buying an additional 614,943 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Twilio News Roundup

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG initiated coverage on Twilio with a Buy rating and a $165 price target, citing execution and a large addressable market — this is the main catalyst behind the intraday strength. BTIG Starts Coverage on Twilio (InsiderMonkey)
• Positive Sentiment: Two separate Globe and Mail press pieces flagged new “Buy” recommendations for Twilio, reinforcing the positive narrative among institutional and retail investors. New Buy Rating for Twilio (Globe and Mail)
• Positive Sentiment: Twilio was listed among the “12 Best Long Term US Stocks to Buy Now,” a pick that can attract longer‑term buyers and support higher multiples. 12 Best Long Term US Stocks to Buy Now (InsiderMonkey)
• Neutral Sentiment: Yahoo Finance notes analysts and investors are reassessing Twilio’s valuation after a ~30% three‑month share rebound, suggesting some may view the rally as a reason to trim exposure or wait for earnings proof. Reassessing Valuation After a 30% Three-Month Share Price Rebound (Yahoo)
• Neutral Sentiment: Market watchers at Zacks highlight growing investor attention and bullish analyst commentary but frame it as part of ongoing debate about growth vs. valuation. Wall Street Bulls Look Optimistic About Twilio (Zacks)
• Neutral Sentiment: Another Zacks piece flags Twilio as drawing increased search/interest activity — a sign of liquidity and attention but not an earnings or fundamental surprise. Twilio Attracting Investor Attention (Zacks)

Twilio Price Performance

TWLO opened at $141.96 on Friday. The stock has a market cap of $21.78 billion, a P/E ratio of 346.24, a PEG ratio of 3.80 and a beta of 1.32. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $151.95. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. The business has a fifty day moving average of $124.00 and a 200 day moving average of $117.20.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.18. The company 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 firm’s quarterly revenue was up 14.7% on a year-over-year basis. During the same period in the previous year, the company earned $1.02 EPS. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, sell-side analysts anticipate that Twilio Inc. will post 1.44 EPS for the current year.

Insiders Place Their Bets

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of the 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 transaction, the director directly owned 2,295,000 shares in the company, valued at $296,055,000. This represents a 30.35% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Khozema Shipchandler sold 12,922 shares of the stock in a transaction that occurred on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total transaction of $1,345,050.98. Following the transaction, the chief executive officer owned 220,383 shares in the company, valued at approximately $22,939,666.47. This represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 1,044,515 shares of company stock worth $133,673,128. 0.21% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

TWLO has been the topic of a number of research reports. KeyCorp lifted their target price on shares of Twilio from $146.00 to $156.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Stifel Nicolaus boosted their target price on Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a research report on Friday, October 31st. UBS Group raised their target price on Twilio from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Rosenblatt Securities reiterated a “buy” rating and issued a $140.00 price objective on shares of Twilio in a research note on Friday, October 31st. Finally, Bank of America upped their target price on shares of Twilio from $100.00 to $110.00 and gave the company an “underperform” rating in a report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $140.33.

Twilio 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.