Twilio Inc. $TWLO Holdings Cut by Parallel Advisors LLC

Parallel Advisors LLC cut its stake in shares of Twilio Inc. (NYSE:TWLO) by 11.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 23,567 shares of the technology company’s stock after selling 3,004 shares during the period. Parallel Advisors LLC’s holdings in Twilio were worth $6,892,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in TWLO. Abacus Wealth Partners LLC purchased a new stake in shares of Twilio during the third quarter worth approximately $250,000. Alps Advisors Inc. purchased a new position in Twilio in the 3rd quarter valued at $2,035,000. CenterBook Partners LP purchased a new position in Twilio in the 3rd quarter valued at $4,173,000. Heritage Family Offices LLP purchased a new position in Twilio in the 3rd quarter valued at $186,000. Finally, Calamos Advisors LLC increased its stake in Twilio by 48.2% in the 3rd quarter. Calamos Advisors LLC now owns 15,656 shares of the technology company’s stock valued at $4,579,000 after buying an additional 5,089 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analysts see potential support from rising profits, record cash flow and AI-related opportunities. Northland Securities also raised its FY2026 EPS estimate to $3.32 from $3.08, while the outlook coverage points to a stronger 2026 outlook. TWLO Declines 12% Since Q3 Results: Is This a Buy-the-Dip Opportunity?
• Neutral Sentiment: Northland’s forecast revisions were mixed: it increased some near-term estimates but trimmed several 2027 quarterly forecasts and lowered FY2027 EPS to $4.04 from $4.11. Northland Securities estimate revisions
• Negative Sentiment: The main downside catalyst is Twilio’s fourth-quarter guidance, which signaled slowing growth in its largest business. Reports say shares fell sharply after the outlook, raising concerns about near-term momentum. Twilio stock weighs Q4 growth slowdown against stronger 2026 outlook
• Negative Sentiment: Levi & Korsinsky is investigating potential securities-law violations on behalf of investors who lost money following the decline. An investigation notice could add reputational and legal uncertainty, but it is not a finding of liability. Twilio securities investigation notice

Wall Street Analysts Forecast Growth

A number of brokerages have commented on TWLO. Wells Fargo & Company upped their price objective on shares of Twilio from $275.00 to $300.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 27th. KeyCorp lifted their target price on shares of Twilio from $200.00 to $250.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Oppenheimer lifted their target price on shares of Twilio from $275.00 to $325.00 and gave the company an “outperform” rating in a report on Wednesday, October 21st. Mizuho set a $270.00 price target on shares of Twilio in a research note on Wednesday, August 12th. Finally, Morgan Stanley reissued an “overweight” rating and set a $261.00 price target (up from $200.00) on shares of Twilio in a report on Friday, August 7th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and a consensus price target of $269.48.

Twilio Trading Up 0.5%

NYSE:TWLO opened at $201.97 on Friday. The stock has a fifty day moving average price of $254.48 and a two-hundred day moving average price of $190.28. The stock has a market capitalization of $31.02 billion, a price-to-earnings ratio of 25.40, a PEG ratio of 3.94 and a beta of 1.49. 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 1 year low of $105.00 and a 1 year high of $308.40.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, October 29th. The technology company reported $1.65 EPS 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 company had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same period in the previous year, the firm earned $1.25 EPS. The business’s revenue was up 19.9% on a year-over-year basis. As a group, sell-side analysts anticipate that Twilio Inc. will post 3.27 earnings per share for the current fiscal year.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 14,442 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer owned 178,863 shares of the company’s stock, valued at approximately $52,054,498.89. The trade was a 7.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,084 shares of the company’s stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the transaction, the chief financial officer owned 99,246 shares in the company, valued at $29,242,833.90. The trade was a 8.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 538,818 shares of company stock worth $134,833,645 over the last 90 days. Company insiders own 0.21% of the company’s stock.

About Twilio

Twilio provides cloud-based communications software that enables businesses to communicate with customers through applications and digital channels. Its platform offers APIs and related tools for integrating messaging, voice, video and email capabilities into software and customer workflows.

Its offerings include programmable communications products, the Twilio Flex contact center platform, SendGrid email services, and Segment, a customer data platform. Twilio also provides tools for customer identity verification and engagement, helping organizations manage communications and customer data across their operations.

Founded in 2008, Twilio serves businesses and developers in markets around the world.