Insider Selling: Twilio (NYSE:TWLO) Director Sells $184,140,000.00 in Stock

Twilio Inc. (NYSE:TWLO) Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction that occurred 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 sale, the director owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. The trade was a 61.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Andrew Stafman also recently made the following trade(s):

• On Tuesday, May 12th, Andrew Stafman sold 675,000 shares of Twilio stock. The stock was sold at an average price of $193.54, for a total transaction of $130,639,500.00.

Twilio Stock Up 3.2%

TWLO opened at $190.48 on Friday. The company has a 50 day moving average of $155.20 and a 200 day moving average of $136.47. The company has a market cap of $28.91 billion, a PE ratio of 297.63, a price-to-earnings-growth ratio of 3.70 and a beta of 1.32. Twilio Inc. has a 12 month low of $91.84 and a 12 month high of $203.71. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS 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 the consensus estimate of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s revenue for the quarter was up 20.0% on a year-over-year basis. During the same period last year, the firm earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts expect that Twilio Inc. will post 2.77 EPS for the current year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Raleigh Capital Management Inc. bought a new stake in shares of Twilio during the 4th quarter worth $26,000. SHP Wealth Management bought a new stake in shares of Twilio during the 4th quarter worth $26,000. Zions Bancorporation National Association UT bought a new stake in shares of Twilio during the 4th quarter worth $29,000. Aster Capital Management DIFC Ltd bought a new stake in shares of Twilio during the 4th quarter worth $29,000. Finally, Strategic Advocates LLC bought a new stake in shares of Twilio during the 3rd quarter worth $30,000. 84.27% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have commented on TWLO shares. Wells Fargo & Company raised their price target on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Robert W. Baird set a $200.00 price target on shares of Twilio in a report on Friday, May 1st. TD Cowen raised their price target on shares of Twilio from $160.00 to $210.00 and gave the company a “buy” rating in a report on Friday, May 1st. Monness Crespi & Hardt raised their price target on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a report on Monday, May 11th. Finally, Oppenheimer raised their price target on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $195.40.

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.