Alkeon Capital Management LLC Buys New Shares in Twilio Inc. $TWLO

Alkeon Capital Management LLC bought a new stake in Twilio Inc. (NYSE:TWLO) in the fourth quarter, HoldingsChannel.com reports. The firm bought 250,000 shares of the technology company’s stock, valued at approximately $35,560,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Northwestern Mutual Investment Management Company LLC purchased a new position in Twilio in the third quarter valued at $3,423,000. New York State Teachers Retirement System boosted its holdings in Twilio by 10.8% in the fourth quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock valued at $16,570,000 after purchasing an additional 11,370 shares during the period. Nordea Investment Management AB boosted its holdings in Twilio by 2.1% in the fourth quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock valued at $168,849,000 after purchasing an additional 24,169 shares during the period. Vanguard Group Inc. raised its stake in Twilio by 2.6% in the third quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock valued at $1,531,976,000 after buying an additional 392,023 shares in the last quarter. Finally, Fifth Third Bancorp raised its stake in Twilio by 339.6% in the fourth quarter. Fifth Third Bancorp now owns 14,024 shares of the technology company’s stock valued at $1,995,000 after buying an additional 10,834 shares in the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Twilio Stock Performance

Shares of TWLO stock opened at $203.08 on Tuesday. The stock’s 50-day moving average is $175.33 and its two-hundred day moving average is $143.73. The firm has a market cap of $30.82 billion, a price-to-earnings ratio of 317.31, a PEG ratio of 4.09 and a beta of 1.39. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66.

Twilio (NYSE:TWLO) last issued its quarterly earnings data 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 analyst estimates of $1.34 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same quarter last year, the company posted $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts predict that Twilio Inc. will post 2.77 earnings per share for the current year.

Insider Transactions at Twilio

In other Twilio news, CFO Aidan Viggiano sold 9,389 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the transaction, the chief financial officer owned 130,341 shares of the company’s stock, valued at approximately $16,619,780.91. This trade represents a 6.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the firm’s 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 transaction, the director directly owned 620,000 shares in the company, valued at approximately $114,166,800. The trade was a 61.73% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,805,779 shares of company stock worth $338,603,196. 0.21% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

TWLO has been the topic of a number of analyst reports. Citigroup restated an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Wells Fargo & Company raised their price target on Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Morgan Stanley restated an “overweight” rating and issued a $200.00 price target on shares of Twilio in a research note on Friday, May 1st. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Finally, BTIG Research restated a “buy” rating and issued a $215.00 price target on shares of Twilio in a research note on Tuesday, May 12th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $198.24.

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.