Plato Investment Management Ltd Buys Shares of 7,980 Twilio Inc. $TWLO

Plato Investment Management Ltd bought a new stake in Twilio Inc. (NYSE:TWLO) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund bought 7,980 shares of the technology company’s stock, valued at approximately $1,637,000.

Several other hedge funds have also made changes to their positions in the business. SHP Wealth Management acquired a new position in shares of Twilio in the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT acquired a new position in Twilio during the 4th quarter worth $29,000. Aster Capital Management DIFC Ltd acquired a new position in Twilio during the 4th quarter worth $29,000. Osbon Capital Management LLC purchased a new stake in Twilio during the 4th quarter worth about $30,000. Finally, Ascentis Independent Advisors purchased a new stake in Twilio during the 1st quarter worth about $33,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Rosenblatt Securities lifted their price objective on Twilio from $230.00 to $275.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Monness Crespi & Hardt raised their target price on shares of Twilio from $246.00 to $270.00 and gave the company a “buy” rating in a report on Friday, August 7th. Mizuho set a $270.00 target price on shares of Twilio in a report on Wednesday, August 12th. Citigroup reiterated an “outperform” rating on shares of Twilio in a research note on Monday, July 20th. Finally, TD Cowen increased their price objective on shares of Twilio from $245.00 to $260.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $249.68.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 14,458 shares of the stock in a transaction on Monday, July 6th. The shares were sold at an average price of $210.43, for a total value of $3,042,396.94. Following the transaction, the chief executive officer directly owned 207,203 shares of the company’s stock, valued at $43,601,727.29. This trade represents a 6.52% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of Twilio stock in a transaction on Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the sale, the director owned 30,995 shares in the company, valued at $6,168,314.95. This represents a 6.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,624,276 shares of company stock worth $333,883,710 over the last 90 days. 0.21% of the stock is owned by corporate insiders.

Twilio Trading Down 3.8%

NYSE:TWLO opened at $229.20 on Tuesday. The stock has a 50-day simple moving average of $205.95 and a 200-day simple moving average of $166.91. The stock has a market cap of $34.79 billion, a P/E ratio of 31.92, a P/E/G ratio of 4.38 and a beta of 1.37. Twilio Inc. has a 1 year low of $98.44 and a 1 year high of $258.35. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.15. The business had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The business’s quarterly revenue was up 22.0% on a year-over-year basis. During the same quarter last year, the company earned $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, analysts anticipate that Twilio Inc. will post 2.82 earnings per share for the current fiscal year.

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.