Mirae Asset Global Investments Co. Ltd. Makes New Investment in Twilio Inc. $TWLO

Mirae Asset Global Investments Co. Ltd. purchased a new position in Twilio Inc. (NYSE:TWLO) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 5,067 shares of the technology company’s stock, valued at approximately $1,482,000.

A number of other large investors also recently added to or reduced their stakes in the stock. Royal Bank of Canada lifted its stake in 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 buying an additional 316,858 shares in the last quarter. Atreides Management LP increased its stake in Twilio by 28.5% during the 1st quarter. Atreides Management LP now owns 921,602 shares of the technology company’s stock worth $115,956,000 after buying an additional 204,656 shares in the last quarter. KBC Group NV increased its stake in Twilio by 1.4% during the 1st quarter. KBC Group NV now owns 790,548 shares of the technology company’s stock worth $99,466,000 after buying an additional 11,014 shares in the last quarter. First Trust Advisors LP increased its stake in Twilio by 10.8% during the 1st quarter. First Trust Advisors LP now owns 721,734 shares of the technology company’s stock worth $90,808,000 after buying an additional 70,154 shares in the last quarter. Finally, Quantinno Capital Management LP raised its holdings in shares of Twilio by 137.9% during the first quarter. Quantinno Capital Management LP now owns 648,882 shares of the technology company’s stock valued at $81,642,000 after acquiring an additional 376,142 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Trading Up 0.5%

TWLO opened at $201.97 on Friday. The firm has a market capitalization of $31.02 billion, a price-to-earnings ratio of 25.40, a price-to-earnings-growth ratio of 3.94 and a beta of 1.49. The company’s 50 day simple moving average is $254.48 and its two-hundred day simple moving average is $190.28. Twilio Inc. has a 1-year low of $105.00 and a 1-year high of $308.40. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.47 and a quick ratio of 4.62.

Twilio (NYSE:TWLO) last posted its quarterly earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.18. Twilio had a return on equity of 5.58% and a net margin of 21.82%. The business had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.52 billion. During the same period in the prior year, the business earned $1.25 earnings per share. The business’s revenue was up 19.9% compared to the same quarter last year. Analysts expect that Twilio Inc. will post 3.27 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on TWLO. UBS Group decreased their target price on Twilio from $285.00 to $255.00 and set a “buy” rating on the stock in a research report on Friday, October 30th. Weiss Ratings upgraded Twilio from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, September 29th. KeyCorp increased their price objective on Twilio from $200.00 to $250.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. Rosenblatt Securities raised their price objective on Twilio from $275.00 to $290.00 and gave the company a “buy” rating in a report on Tuesday, September 22nd. Finally, TD Cowen reaffirmed a “buy” rating on shares of Twilio in a research note on Friday, October 30th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $269.48.

Trending Headlines about Twilio

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

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 9,084 shares of the firm’s stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total value of $2,676,600.60. Following the completion of the sale, the chief financial officer directly owned 99,246 shares of the company’s stock, valued at $29,242,833.90. This trade represents a 8.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the transaction, the director owned 120,000 shares in the company, valued at approximately $29,649,600. This represents a 80.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 538,818 shares of company stock worth $134,833,645 in the last three months. 0.21% of the stock is owned by corporate insiders.

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.