FNY Investment Advisers LLC Invests $722,000 in Twilio Inc. $TWLO

FNY Investment Advisers LLC purchased a new stake in shares of Twilio Inc. (NYSE:TWLO) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 3,500 shares of the technology company’s stock, valued at approximately $722,000.

Several other large investors have also recently bought and sold shares of TWLO. Vanguard Group Inc. boosted 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 worth $2,197,549,000 after acquiring an additional 143,597 shares during the period. State Street Corp increased its holdings 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 valued at $588,469,000 after purchasing an additional 1,900,551 shares during the period. Royal Bank of Canada increased its holdings in shares of Twilio by 10.8% in the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company’s stock valued at $410,330,000 after purchasing an additional 316,858 shares during the period. Invesco Ltd. increased its holdings in shares of Twilio by 56.9% in the 4th quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock valued at $448,276,000 after purchasing an additional 1,142,309 shares during the period. Finally, Alyeska Investment Group L.P. lifted its position in shares of Twilio by 39.7% in the third 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 in the last quarter. 84.27% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

TWLO has been the subject of several research reports. Morgan Stanley restated an “overweight” rating and set a $200.00 price target on shares of Twilio in a report on Friday, May 1st. UBS Group upped their price objective on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Citigroup reiterated an “outperform” rating on shares of Twilio in a research report on Monday, July 20th. Piper Sandler lifted their target price on shares of Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Finally, Zacks Research raised shares of Twilio from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Four analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $220.59.

Insider Buying and Selling

In other news, CFO Aidan Viggiano sold 8,528 shares of the business’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $205.43, for a total value of $1,751,907.04. Following the completion of the sale, the chief financial officer directly owned 109,724 shares in the company, valued at approximately $22,540,601.32. The trade was a 7.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, 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 business’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the sale, the director owned 620,000 shares of the company’s stock, valued at $114,166,800. The trade was a 61.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,802,480 shares of company stock worth $341,620,487 over the last ninety days. Company insiders own 0.21% of the company’s stock.

Twilio Price Performance

Shares of NYSE:TWLO opened at $193.20 on Friday. The stock has a market capitalization of $29.32 billion, a P/E ratio of 301.88, a P/E/G ratio of 3.84 and a beta of 1.37. The business has a 50-day moving average of $202.76 and a two-hundred day moving average of $161.07. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. During the same quarter in the prior year, the firm posted $1.19 EPS. The firm’s revenue for the quarter was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, equities research analysts predict that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q2 results exceeded expectations: Twilio reported adjusted earnings of $1.47 per share, above the $1.32 consensus estimate, while revenue increased 22% year over year to $1.50 billion versus expectations of approximately $1.43 billion. Twilio Q2 earnings report
• Positive Sentiment: AI momentum is supporting growth: Reports highlighted increasing traction for Twilio’s voice-based AI tools, reinforcing the company’s positioning as infrastructure for customer engagement in the AI era. Twilio earnings and voice AI article
• Positive Sentiment: Upbeat Q3 guidance: Management forecast adjusted EPS of $1.42-$1.47, well above the $1.25 analyst consensus. Revenue guidance was approximately $1.51 billion at the midpoint, about 3% above expectations. Twilio earnings beat and guidance
• Positive Sentiment: Full-year outlook improved: Twilio projected 2026 revenue of approximately $6.0 billion, ahead of the $5.8 billion consensus estimate, further supporting the bullish reaction. Twilio second-quarter 2026 results
• Negative Sentiment: Valuation remains a risk: Following the rally, Twilio’s elevated valuation—including a price-to-earnings ratio above 300—leaves the stock vulnerable if AI-related growth slows or future results fail to maintain the current pace of beats.

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.