Twilio (NYSE:TWLO) Stock Acquired Rep. Josh Gottheimer

Posted by Tammy Falkenburg on Jun 5th, 2026

Representative Josh Gottheimer (Democratic-New Jersey) recently bought shares of Twilio Inc. (NYSE:TWLO). In a filing disclosed on June 03rd, the Representative disclosed that they had bought between $1,001 and $15,000 in Twilio stock on May 4th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

Sold $1,001 – $15,000 in shares of Abbott Laboratories (NYSE:ABT) on 5/27/2026.
Purchased $1,001 – $15,000 in shares of Lumentum (NASDAQ:LITE) on 5/22/2026.
Sold $1,001 – $15,000 in shares of Intuit (NASDAQ:INTU) on 5/22/2026.
Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 5/21/2026.
Purchased $1,001 – $15,000 in shares of Analog Devices (NASDAQ:ADI) on 5/19/2026.
Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 5/15/2026.
Purchased $1,001 – $15,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 5/14/2026.
Sold $1,001 – $15,000 in shares of Nestle (OTCMKTS:NSRGY) on 5/14/2026.
Purchased $1,001 – $15,000 in shares of Sandisk (NASDAQ:SNDK) on 5/7/2026.
Sold $1,001 – $15,000 in shares of Nestle (OTCMKTS:NSRGY) on 5/5/2026.

Twilio Stock Up 4.3%

Shares of NYSE TWLO opened at $237.14 on Friday. Twilio Inc. has a 1 year low of $91.84 and a 1 year high of $238.48. The firm has a 50-day simple moving average of $163.60 and a two-hundred day simple moving average of $139.42. The company has a market cap of $35.99 billion, a P/E ratio of 370.54, a PEG ratio of 4.56 and a beta of 1.39. 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 (NYSE:TWLO – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same period last year, the company earned $1.14 EPS. Twilio’s quarterly revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Research analysts anticipate that Twilio Inc. will post 2.77 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on TWLO shares. Mizuho lifted their target price on Twilio from $150.00 to $165.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 21st. Oppenheimer upped their price target on shares of Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. Monness Crespi & Hardt lifted their price objective on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a report on Monday, May 11th. Citigroup reissued an “outperform” rating on shares of Twilio in a research report on Friday, May 1st. Finally, Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $195.40.

Check Out Our Latest Stock Report on TWLO

Insider Buying and Selling at Twilio

In related news, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the transaction, the director owned 30,995 shares of the company’s stock, valued at $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the company’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total value of $1,197,191.39. Following the sale, the chief financial officer owned 130,341 shares of the company’s stock, valued at approximately $16,619,780.91. This represents 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. In the last three months, insiders sold 1,761,621 shares of company stock valued at $328,187,207. 0.21% of the stock is owned by corporate insiders.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

Positive Sentiment: Twilio drew bullish attention after a Seeking Alpha piece argued that AI-driven demand, multi-product adoption, and margin expansion could support further upside, citing record revenue and gross-profit growth, non-GAAP operating income growth, and 2026 free-cash-flow guidance above $1 billion. Article Title
Positive Sentiment: Zacks noted that Twilio is a trending stock, reflecting elevated investor interest and momentum following its strong post-earnings performance. Article Title
Positive Sentiment: Another bullish note highlighted Twilio’s AI demand and margin expansion, with a $251 price target and the view that the company’s platform and AI adoption could drive continued multiple expansion. Article Title
Neutral Sentiment: MarketBeat and Zacks commentary reiterated generally favorable analyst sentiment, with most coverage still showing a Moderate Buy/Buy stance, reinforcing a constructive but not newly changed outlook. Article Title
Negative Sentiment: Investor sentiment may be slightly tempered by insider selling, as director Erika Rottenberg sold 2,000 shares under a pre-arranged Rule 10b5-1 plan, which can sometimes be viewed cautiously even when routine. Article Title

Hedge Funds Weigh In On Twilio

Several institutional investors have recently made changes to their positions in TWLO. Brighton Jones LLC lifted its stake in Twilio by 6.6% in the fourth quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after acquiring an additional 623 shares during the period. Sivia Capital Partners LLC purchased a new position in Twilio during the 2nd quarter valued at about $251,000. Daiwa Securities Group Inc. raised its holdings in shares of Twilio by 70.6% in the 2nd quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock valued at $3,066,000 after purchasing an additional 10,200 shares in the last quarter. NewEdge Advisors LLC lifted its position in shares of Twilio by 46.9% in the 2nd quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock worth $718,000 after purchasing an additional 1,841 shares during the period. Finally, Sei Investments Co. lifted its position in shares of Twilio by 55.1% in the 2nd quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after purchasing an additional 32,027 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

Twilio Company Profile

(Get Free Report)

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.