Capstone Capital Management Ltd Acquires New Position in Twilio Inc. $TWLO

Capstone Capital Management Ltd purchased a new position in shares of Twilio Inc. (NYSE:TWLO) during the fourth quarter, Holdings Channel.com reports. The fund purchased 5,635 shares of the technology company’s stock, valued at approximately $802,000.

A number of other large investors have also modified their holdings of TWLO. Raleigh Capital Management Inc. acquired a new stake in shares of Twilio in the fourth quarter valued at approximately $26,000. First Horizon Corp acquired a new stake in shares of Twilio in the third quarter valued at $28,000. Strategic Advocates LLC acquired a new stake in Twilio in the 3rd quarter valued at about $30,000. Wolff Wiese Magana LLC lifted its holdings in Twilio by 2,488.9% in the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock valued at $33,000 after acquiring an additional 224 shares during the last quarter. Finally, Park Place Capital Corp bought a new position in shares of Twilio during the 4th quarter valued at about $39,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Stock Down 0.4%

TWLO opened at $197.53 on Tuesday. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13. The business has a 50 day moving average of $144.12 and a 200-day moving average of $132.65. Twilio Inc. has a 1-year low of $91.84 and a 1-year high of $203.71. The stock has a market capitalization of $29.98 billion, a price-to-earnings ratio of 308.64, a P/E/G ratio of 4.12 and a beta of 1.32.

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

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 9,389 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the completion of the transaction, the chief financial officer owned 130,341 shares in the company, valued at $16,619,780.91. This trade represents a 6.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 1,500 shares of Twilio stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $185.32, for a total value of $277,980.00. Following the sale, the director directly owned 32,995 shares in the company, valued at $6,114,633.40. The trade was a 4.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 725,065 shares of company stock worth $137,140,919. Corporate insiders own 0.21% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on TWLO shares. Argus raised shares of Twilio to a “strong-buy” rating in a research note on Thursday, February 19th. Citizens Jmp raised their target price on shares of Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a report on Friday, May 1st. Stifel Nicolaus set a $175.00 price target on shares of Twilio in a research report on Friday, May 1st. Monness Crespi & Hardt boosted their price objective on Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Finally, Needham & Company LLC raised their target price on Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Twilio presently has an average rating of “Moderate Buy” and an average price target of $195.40.

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.