70,040 Shares in Twilio Inc. $TWLO Acquired by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. acquired a new position in shares of Twilio Inc. (NYSE:TWLO) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 70,040 shares of the technology company’s stock, valued at approximately $20,484,000.

Other institutional investors also recently bought and sold shares of the company. Western Pacific Wealth Management LP acquired a new position in Twilio in the 3rd quarter valued at about $39,000. Continuum Advisory LLC purchased a new stake in shares of Twilio in the 2nd quarter valued at approximately $33,000. Reyes Financial Architecture Inc. acquired a new stake in shares of Twilio during the 3rd quarter worth approximately $58,000. WPG Advisers LLC increased its holdings in shares of Twilio by 48.0% during the 3rd quarter. WPG Advisers LLC now owns 222 shares of the technology company’s stock worth $65,000 after buying an additional 72 shares during the last quarter. Finally, Hilltop National Bank acquired a new stake in shares of Twilio during the 2nd quarter worth approximately $50,000. 84.27% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Twilio news, Director Andrew Stafman sold 500,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the transaction, the director owned 120,000 shares of the company’s stock, valued at $29,649,600. This represents a 80.65% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Khozema Shipchandler sold 14,442 shares of the firm’s stock in a transaction on Monday, October 5th. The shares were sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the completion of the transaction, the chief executive officer directly owned 178,863 shares of the company’s stock, valued at approximately $52,054,498.89. This trade represents a 7.47% 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 538,818 shares of company stock valued at $134,833,645 in the last quarter. 0.21% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

TWLO has been the topic of several analyst reports. Piper Sandler lifted their price target on shares of Twilio from $192.00 to $247.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. JPMorgan Chase & Co. raised their target price on Twilio from $260.00 to $335.00 and gave the stock an “overweight” rating in a research note on Thursday, October 8th. Wells Fargo & Company boosted their price objective on Twilio from $275.00 to $300.00 and gave the company an “overweight” rating in a report on Tuesday, October 27th. Jefferies Financial Group restated a “buy” rating and issued a $240.00 price objective on shares of Twilio in a report on Friday, August 7th. Finally, Needham & Company LLC cut their target price on shares of Twilio from $280.00 to $240.00 and set a “buy” rating on the stock in a research note on Friday. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.00.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio reported third-quarter revenue of $1.56 billion, up nearly 20% year over year and above the $1.52 billion analyst consensus. Adjusted earnings of $1.65 per share also exceeded estimates of approximately $1.46-$1.47. Twilio Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Demand for messaging, voice, email and artificial-intelligence-related communications supported growth, while profitability improved. Management also raised its full-year 2026 revenue outlook. Twilio Q3 Earnings Beat Estimates on Strong Revenue Growth
• Positive Sentiment: Record free cash flow and management’s view that long-term AI demand remains intact provide support for the company’s longer-term growth thesis. TWLO Stock and AI Demand
• Neutral Sentiment: Needham maintained a “buy” rating but lowered its price target from $280 to $240, reflecting continued confidence in Twilio while acknowledging increased near-term uncertainty. Needham Twilio Rating
• Negative Sentiment: Organic revenue growth was 16% in the third quarter, but management expects it to slow to roughly 11%-12% in the fourth quarter. The lower growth forecast overshadowed the earnings beat and raised concerns that AI benefits may take longer to accelerate. Twilio Sees Slower Q4 Growth and Lower Profit
• Negative Sentiment: The fourth-quarter outlook also points to lower profit, prompting investors to reassess Twilio’s elevated valuation despite strong cash generation and a raised full-year revenue forecast. Twilio Stock Sinks as Slowing Growth Raises Concerns

Twilio Trading Up 0.4%

Twilio stock opened at $205.95 on Monday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.47. Twilio Inc. has a 52 week low of $105.00 and a 52 week high of $308.40. The firm has a market capitalization of $31.63 billion, a PE ratio of 25.91, a PEG ratio of 4.20 and a beta of 1.35. The business’s 50-day simple moving average is $256.56 and its 200-day simple moving average is $188.15.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, October 29th. The technology company reported $1.65 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.18. Twilio had a net margin of 21.82% and a return on equity of 5.58%. The business had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same quarter last year, the firm earned $1.25 EPS. Twilio’s quarterly revenue was up 19.9% compared to the same quarter last year. Equities research analysts forecast that Twilio Inc. will post 3.12 earnings per share for the current year.

Twilio Company Profile

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.