FNY Investment Advisers LLC Invests $722,000 in Twilio Inc. $TWLO

FNY Investment Advisers LLC acquired a new stake in shares of Twilio Inc. (NYSE:TWLO) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 3,500 shares of the technology company’s stock, valued at approximately $722,000.

Several other institutional investors have also bought and sold shares of the stock. Elevation Wealth Partners LLC lifted its holdings in Twilio by 38.9% in the second quarter. Elevation Wealth Partners LLC now owns 986 shares of the technology company’s stock worth $203,000 after purchasing an additional 276 shares during the period. PensionDanmark Pensionsforsikringsaktieselskab increased its stake in Twilio by 9.4% during the 2nd quarter. PensionDanmark Pensionsforsikringsaktieselskab now owns 66,391 shares of the technology company’s stock valued at $13,698,000 after buying an additional 5,700 shares during the period. Assenagon Asset Management S.A. increased its stake in Twilio by 67.8% during the 2nd quarter. Assenagon Asset Management S.A. now owns 120,582 shares of the technology company’s stock valued at $24,880,000 after buying an additional 48,742 shares during the period. 55 North Private Wealth LLC bought a new stake in shares of Twilio during the 2nd quarter worth about $258,000. Finally, David J Yvars Group bought a new stake in shares of Twilio during the 2nd quarter worth about $221,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Price Performance

Shares of NYSE:TWLO opened at $193.20 on Friday. The company has a market capitalization of $29.32 billion, a PE ratio of 301.88, a price-to-earnings-growth ratio of 3.84 and a beta of 1.37. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The stock has a fifty day moving average of $202.76 and a 200-day moving average of $161.07. Twilio Inc. has a one year low of $91.84 and a one year high of $238.48.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.15. The business had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.43 billion. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company’s quarterly revenue was up 22.0% on a year-over-year basis. During the same period in the previous year, the firm posted $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, equities analysts anticipate that Twilio Inc. will post 2.79 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts have recently issued reports on TWLO shares. Robert W. Baird set a $200.00 price objective on shares of Twilio in a report on Friday, May 1st. Citizens Jmp boosted their target price on Twilio from $210.00 to $250.00 and gave the stock a “market outperform” rating in a report on Monday, July 20th. Needham & Company LLC upped their target price on Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Oppenheimer upped their target price on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Finally, Zacks Research raised Twilio from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Four analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $220.59.

Insider Buying and Selling

In other Twilio news, CEO Khozema Shipchandler sold 44,158 shares of the company’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the completion of the sale, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at approximately $55,559,646.96. This represents a 15.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the transaction, the director owned 30,995 shares of the company’s stock, valued at approximately $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 1,802,480 shares of company stock worth $341,620,487. Company insiders own 0.21% of the company’s stock.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q2 results exceeded expectations: Twilio reported adjusted earnings of $1.47 per share, above the $1.32 consensus estimate, while revenue increased 22% year over year to $1.50 billion versus expectations of approximately $1.43 billion. Twilio Q2 earnings report
• Positive Sentiment: AI momentum is supporting growth: Reports highlighted increasing traction for Twilio’s voice-based AI tools, reinforcing the company’s positioning as infrastructure for customer engagement in the AI era. Twilio earnings and voice AI article
• Positive Sentiment: Upbeat Q3 guidance: Management forecast adjusted EPS of $1.42-$1.47, well above the $1.25 analyst consensus. Revenue guidance was approximately $1.51 billion at the midpoint, about 3% above expectations. Twilio earnings beat and guidance
• Positive Sentiment: Full-year outlook improved: Twilio projected 2026 revenue of approximately $6.0 billion, ahead of the $5.8 billion consensus estimate, further supporting the bullish reaction. Twilio second-quarter 2026 results
• Negative Sentiment: Valuation remains a risk: Following the rally, Twilio’s elevated valuation—including a price-to-earnings ratio above 300—leaves the stock vulnerable if AI-related growth slows or future results fail to maintain the current pace of beats.

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.