Twilio Inc. $TWLO Shares Purchased by Gilder Gagnon Howe & Co. LLC

Gilder Gagnon Howe & Co. LLC grew its position in Twilio Inc. (NYSE:TWLO) by 27.9% in the 2nd quarter, Holdings Channel.com reports. The firm owned 231,488 shares of the technology company’s stock after buying an additional 50,431 shares during the period. Gilder Gagnon Howe & Co. LLC’s holdings in Twilio were worth $28,788,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the company. Engineers Gate Manager LP boosted its position in shares of Twilio by 52.0% during the second quarter. Engineers Gate Manager LP now owns 213,759 shares of the technology company’s stock worth $26,583,000 after buying an additional 73,170 shares during the period. Curi Capital LLC bought a new stake in Twilio during the 2nd quarter valued at $262,000. Beaconlight Capital LLC boosted its position in Twilio by 589.8% during the 2nd quarter. Beaconlight Capital LLC now owns 68,753 shares of the technology company’s stock worth $8,550,000 after acquiring an additional 58,786 shares during the period. BI Asset Management Fondsmaeglerselskab A S grew its stake in shares of Twilio by 48.0% in the second quarter. BI Asset Management Fondsmaeglerselskab A S now owns 10,767 shares of the technology company’s stock worth $1,339,000 after purchasing an additional 3,491 shares in the last quarter. Finally, Brevan Howard Capital Management LP increased its holdings in shares of Twilio by 331.3% during the second quarter. Brevan Howard Capital Management LP now owns 30,442 shares of the technology company’s stock valued at $3,786,000 after purchasing an additional 23,384 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 8,363 shares of Twilio stock in a transaction dated Tuesday, September 30th. The stock was sold at an average price of $100.59, for a total value of $841,234.17. Following the transaction, the chief financial officer owned 137,653 shares of the company’s stock, valued at approximately $13,846,515.27. This trade represents a 5.73% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Khozema Shipchandler sold 13,681 shares of the company’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the sale, the chief executive officer directly owned 233,305 shares of the company’s stock, valued at $23,468,149.95. This represents a 5.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,044,515 shares of company stock worth $133,673,128 in the last three months. 0.21% of the stock is currently owned by insiders.

Twilio Stock Performance

Shares of TWLO opened at $132.83 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.68 and a quick ratio of 4.68. The firm’s 50 day moving average is $121.23 and its 200-day moving average is $116.50. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95. The stock has a market capitalization of $20.38 billion, a P/E ratio of 323.98, a P/E/G ratio of 3.60 and a beta of 1.32.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, beating the consensus estimate of $1.07 by $0.18. The business had revenue of $1.30 billion during the quarter, compared to analyst estimates of $1.25 billion. Twilio had a net margin of 1.37% and a return on equity of 3.36%. The business’s quarterly revenue was up 14.7% on a year-over-year basis. During the same period in the prior year, the business earned $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities research analysts anticipate that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. Cowen restated a “hold” rating on shares of Twilio in a research note on Friday, October 31st. Rosenblatt Securities reissued a “buy” rating and set a $140.00 target price on shares of Twilio in a research note on Friday, October 31st. Wall Street Zen lowered shares of Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. Piper Sandler increased their price objective on shares of Twilio from $144.00 to $145.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $150.00 target price on shares of Twilio in a report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Twilio has an average rating of “Moderate Buy” and an average target price of $139.26.

About Twilio

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.