Pictet Asset Management Holding SA Lowers Stake in Twilio Inc. $TWLO

Pictet Asset Management Holding SA lessened its holdings in Twilio Inc. (NYSE:TWLO) by 12.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 1,982,340 shares of the technology company’s stock after selling 287,345 shares during the quarter. Pictet Asset Management Holding SA’s holdings in Twilio were worth $281,955,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. increased its position in Twilio by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock valued at $2,197,549,000 after buying an additional 143,597 shares in the last quarter. State Street Corp raised its position in shares of Twilio by 47.8% in the 3rd quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares during the last quarter. Alyeska Investment Group L.P. raised its position in shares of Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after purchasing an additional 750,951 shares during the last quarter. Invesco Ltd. grew its position in Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after purchasing an additional 1,391,013 shares during the last quarter. Finally, Northern Trust Corp increased its stake in Twilio by 40.4% during the 3rd quarter. Northern Trust Corp now owns 1,673,339 shares of the technology company’s stock valued at $167,485,000 after purchasing an additional 481,257 shares in the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages have recently issued reports on TWLO. Piper Sandler reiterated a “neutral” rating and issued a $130.00 target price (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. Oppenheimer restated an “outperform” rating and issued a $170.00 price target on shares of Twilio in a research note on Monday, January 5th. Jefferies Financial Group upgraded shares of Twilio from a “hold” rating to a “buy” rating and lifted their price target for the stock from $125.00 to $160.00 in a research note on Monday, April 6th. Weiss Ratings lowered shares of Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 27th. Finally, Citizens Jmp raised their price target on Twilio from $165.00 to $185.00 and gave the stock a “market outperform” rating in a research note on Tuesday, December 30th. Two analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Twilio has an average rating of “Moderate Buy” and a consensus target price of $152.17.

Insider Buying and Selling at Twilio

In other news, Director Erika Rottenberg sold 1,800 shares of the stock in a transaction that occurred on Tuesday, April 21st. The stock was sold at an average price of $149.02, for a total transaction of $268,236.00. Following the completion of the transaction, the director directly owned 34,495 shares in the company, valued at approximately $5,140,444.90. This represents a 4.96% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of the company’s stock in a transaction on Monday, April 6th. The shares were sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the sale, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $31,418,947.38. The trade was a 6.25% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 49,588 shares of company stock valued at $6,336,644 in the last three months. 4.50% of the stock is currently owned by corporate insiders.

Twilio Stock Down 0.3%

Shares of TWLO stock opened at $143.43 on Monday. The company has a 50 day simple moving average of $126.04 and a two-hundred day simple moving average of $125.64. The stock has a market cap of $21.73 billion, a P/E ratio of 754.93, a P/E/G ratio of 5.67 and a beta of 1.28. Twilio Inc. has a 12 month low of $91.84 and a 12 month high of $154.64. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The firm had revenue of $1.37 billion during the quarter, compared to the consensus estimate of $1.32 billion. During the same quarter in the previous year, the firm posted $1.00 EPS. The company’s revenue for the quarter was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. On average, research analysts expect that Twilio Inc. will post 2.47 earnings per share for the current year.

Twilio News Roundup

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Bank of America issued a rare double‑upgrade from Underperform to Buy and raised its price target sharply to $190, highlighting Twilio as key infrastructure for AI‑driven voice and messaging — the upgrade triggered a rapid market rally. Bank of America upgrade
• Positive Sentiment: Mizuho raised its price target to $165 and other bullish analyst moves (Jefferies, Oppenheimer, Rosenblatt) have supported a narrative that Twilio can monetize AI/communication scale, helping push the shares to recent highs. Mizuho price target raise
• Neutral Sentiment: Market commentary highlights Twilio’s strong earnings‑surprise history and suggests the company has the factors that could produce another beat — this supports expectations but is not a guaranteed catalyst. Earnings beat outlook
• Neutral Sentiment: Bernstein reiterated a Hold rating, underscoring that some analysts remain cautious despite the upgrades — expect mixed analyst views to keep volatility elevated. Bernstein hold
• Neutral Sentiment: Director Erika Rottenberg sold 1,800 shares under a pre‑arranged Rule 10b5‑1 plan; the trade reduces her stake but was planned, so it’s less likely to indicate new inside concerns. SEC Form 4
• Negative Sentiment: After the analyst‑driven spike, Twilio later closed notably below the broader market as traders booked profits and rotated out of momentum names — that intraday reversal amplified downside pressure. Zacks coverage of the decline
• Negative Sentiment: Analyses framing Twilio as a transition story (growth → maturity) emphasize execution and margin risks; combined with an elevated P/E, the stock is sensitive to any earnings or AI‑monetization miss. Seeking Alpha analysis

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.