Sequoia Financial Advisors LLC Increases Stake in Twilio Inc. $TWLO

Sequoia Financial Advisors LLC boosted its position in shares of Twilio Inc. (NYSE:TWLO) by 129.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 7,495 shares of the technology company’s stock after purchasing an additional 4,223 shares during the period. Sequoia Financial Advisors LLC’s holdings in Twilio were worth $1,066,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Raleigh Capital Management Inc. purchased a new stake in Twilio during the 4th quarter valued at about $26,000. First Horizon Corp purchased a new stake in Twilio during the 3rd quarter valued at about $28,000. Strategic Advocates LLC purchased a new stake in Twilio during the 3rd quarter valued at about $30,000. Wolff Wiese Magana LLC grew its position in Twilio by 2,488.9% during the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after purchasing an additional 224 shares during the last quarter. Finally, Park Place Capital Corp purchased a new stake in Twilio during the 4th quarter valued at about $39,000. 84.27% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Twilio news, Director Andrew Stafman sold 675,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $193.54, for a total transaction of $130,639,500.00. Following the sale, the director owned 1,620,000 shares in the company, valued at approximately $313,534,800. This trade represents a 29.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 9,389 shares of the firm’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the sale, the chief financial officer owned 130,341 shares in the company, valued at approximately $16,619,780.91. The trade was a 6.72% decrease in their position. 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 726,088 shares of company stock worth $137,254,124 in the last quarter. 0.21% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several equities analysts have issued reports on TWLO shares. Robert W. Baird set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Wells Fargo & Company upped their target price on shares of Twilio from $147.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. UBS Group upped their target price on shares of Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Citigroup restated an “outperform” rating on shares of Twilio in a research note on Friday, May 1st. Finally, Morgan Stanley restated an “overweight” rating and set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Twilio currently has a consensus rating of “Moderate Buy” and a consensus price target of $193.65.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG Research reiterated a buy rating on Twilio and set a $215 price target, signaling expectations for more upside. BTIG Research Reaffirms Buy Rating On Twilio With $215 Price Target
• Positive Sentiment: Needham & Company raised its price target to $250 and kept a buy rating, reflecting growing confidence in Twilio’s execution and AI-driven opportunity. Twilio Price Target Raised to $250.00 at Needham & Company LLC
• Positive Sentiment: Monness Crespi & Hardt also turned more constructive, reportedly lifting its target on Twilio to $246 and maintaining a bullish stance. Monness Crespi & Hardt Issues Positive Forecast for Twilio (NYSE:TWLO) Stock Price
• Positive Sentiment: Twilio is continuing to pitch its AI platform story after SIGNAL, highlighting new products like Conversation Memory, Conversation Orchestrator, and Agent Connect that could deepen its role in enterprise workflows. Is Twilio’s New AI Conversation Platform Shifting Its Role Inside Enterprise Workflows (TWLO)?

Twilio Price Performance

Shares of NYSE:TWLO opened at $192.80 on Thursday. The firm’s 50 day moving average price is $139.69 and its 200-day moving average price is $130.87. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $203.71. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The stock has a market capitalization of $29.26 billion, a PE ratio of 301.25, a price-to-earnings-growth ratio of 4.01 and a beta of 1.32.

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

Twilio 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.