Gateway Investment Advisers LLC Has $2.75 Million Stock Position in Twilio Inc. $TWLO

Gateway Investment Advisers LLC increased its position in Twilio Inc. (NYSE:TWLO) by 17.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,351 shares of the technology company’s stock after purchasing an additional 2,891 shares during the quarter. Gateway Investment Advisers LLC’s holdings in Twilio were worth $2,752,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. MassMutual Private Wealth & Trust FSB increased its position in Twilio by 34.7% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the period. GHP Investment Advisors Inc. increased its position in Twilio by 6.3% in the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after purchasing an additional 86 shares during the period. Centaurus Financial Inc. increased its position in Twilio by 0.7% in the third quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after purchasing an additional 94 shares during the period. Versant Capital Management Inc grew its position in shares of Twilio by 4.5% during the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock worth $228,000 after buying an additional 98 shares during the period. Finally, Lansforsakringar Fondforvaltning AB publ grew its position in shares of Twilio by 0.3% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock worth $4,226,000 after buying an additional 108 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Twilio

In other news, Director Erika Rottenberg sold 1,500 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $185.32, for a total transaction of $277,980.00. Following the sale, the director owned 32,995 shares in the company, valued at $6,114,633.40. This represents a 4.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. 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 that occurred on Monday, April 6th. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85. Following the sale, the chief executive officer owned 235,542 shares in the company, valued at approximately $31,418,947.38. This represents a 6.25% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 51,088 shares of company stock worth $6,614,624 in the last 90 days. Corporate insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on TWLO. Morgan Stanley restated an “overweight” rating and set a $200.00 target price on shares of Twilio in a research report on Friday, May 1st. Wells Fargo & Company boosted their target price on Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Citigroup restated an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. Rosenblatt Securities boosted their target price on Twilio from $210.00 to $230.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Robert W. Baird set a $200.00 target price on Twilio in a research report on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $188.85.

Twilio Price Performance

Shares of TWLO opened at $201.74 on Friday. The stock has a market capitalization of $30.56 billion, a P/E ratio of 315.22, a P/E/G ratio of 4.10 and a beta of 1.32. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $203.71. The company has a 50 day moving average of $133.63 and a 200-day moving average of $128.44. The company has a quick ratio of 4.03, a current ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last issued its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business’s quarterly revenue was up 20.0% on a year-over-year basis. During the same period last year, the business earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. As a group, equities research analysts forecast that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio’s latest earnings are being described as high quality, reinforcing confidence that the company’s recent strength is supported by fundamentals rather than one-time factors.
• Positive Sentiment: Rosenblatt Securities reiterated a Buy rating and raised its price target on Twilio to $230, signaling further upside expectations.
• Positive Sentiment: Northland Securities lifted its full-year and FY2027 EPS estimates for Twilio, reflecting improving profit outlook and stronger confidence in earnings growth.
• Positive Sentiment: Recent coverage says Twilio’s fastest growth since 2022 is being helped by “unprecedented” AI demand, which is boosting the stock’s growth story.
• Positive Sentiment: Several articles frame Twilio as a strong momentum and enterprise software stock, which can attract traders and investors chasing relative strength.
• Neutral Sentiment: Twilio received additional positive analyst notes from firms like Jefferies, Citigroup, Needham, and Monness Crespi & Hardt, but these mostly reinforce an already constructive view rather than introducing new catalysts.
• Neutral Sentiment: Twilio continues to draw attention as a trending stock, increasing visibility and trading interest without necessarily changing the underlying business outlook.
• Negative Sentiment: Director Erika Rottenberg sold 1,500 shares in a pre-arranged 10b5-1 plan, which is not necessarily a red flag but can still create mild short-term selling pressure.
• Negative Sentiment: RBC warned that long-term AI benefits for Twilio may be more limited than the market expects, a reminder that some analysts remain cautious about how durable the AI upside will be.
• Negative Sentiment: Northland also trimmed one near-term quarter EPS estimate slightly, which may temper enthusiasm around the next earnings period.

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.