Alta Park Capital LP Acquires 75,086 Shares of Twilio Inc. $TWLO

Alta Park Capital LP boosted its position in Twilio Inc. (NYSE:TWLO) by 114.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 140,467 shares of the technology company’s stock after acquiring an additional 75,086 shares during the quarter. Twilio comprises approximately 2.4% of Alta Park Capital LP’s portfolio, making the stock its 16th largest holding. Alta Park Capital LP’s holdings in Twilio were worth $19,980,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in TWLO. Caisse de depot et placement du Quebec boosted its stake in Twilio by 51.6% during the 4th quarter. Caisse de depot et placement du Quebec now owns 160,041 shares of the technology company’s stock valued at $22,764,000 after purchasing an additional 54,453 shares during the last quarter. Schonfeld Strategic Advisors LLC acquired a new position in Twilio during the 4th quarter valued at about $32,151,000. Metavasi Capital LP boosted its stake in Twilio by 48.4% during the 4th quarter. Metavasi Capital LP now owns 87,574 shares of the technology company’s stock valued at $12,457,000 after purchasing an additional 28,574 shares during the last quarter. Lazard Asset Management LLC boosted its stake in Twilio by 3.1% during the 4th quarter. Lazard Asset Management LLC now owns 5,707 shares of the technology company’s stock valued at $812,000 after purchasing an additional 174 shares during the last quarter. Finally, Cetera Investment Advisers boosted its stake in Twilio by 30.1% during the 4th quarter. Cetera Investment Advisers now owns 45,222 shares of the technology company’s stock valued at $6,432,000 after purchasing an additional 10,462 shares during the last quarter. 84.27% of the stock is owned by institutional investors.

Twilio Trading Down 2.7%

Shares of TWLO stock opened at $187.53 on Thursday. The company’s fifty day simple moving average is $177.69 and its two-hundred day simple moving average is $144.62. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48. The stock has a market capitalization of $28.46 billion, a price-to-earnings ratio of 293.02, a PEG ratio of 3.86 and a beta of 1.39.

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

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Monness Crespi & Hardt boosted their target price on Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. BTIG Research restated a “buy” rating and issued a $215.00 target price on shares of Twilio in a research note on Tuesday, May 12th. TD Cowen restated a “buy” rating on shares of Twilio in a research note on Monday, June 1st. KeyCorp boosted their target price on Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Finally, Oppenheimer boosted their target price on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Twilio currently has an average rating of “Moderate Buy” and a consensus target price of $198.24.

Insider Activity at Twilio

In related news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value of $184,140,000.00. Following the completion of the transaction, the director directly owned 620,000 shares in the company, valued at approximately $114,166,800. The trade was a 61.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Erika Rottenberg sold 2,000 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were 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 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 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 1,805,779 shares of company stock valued at $338,603,196 over the last ninety days. 0.21% of the stock is currently owned by insiders.

Twilio Company Profile

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.