FirstWave Capital Management LLC Makes New $1.24 Million Investment in Twilio Inc. $TWLO

FirstWave Capital Management LLC acquired a new position in Twilio Inc. (NYSE:TWLO) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 6,025 shares of the technology company’s stock, valued at approximately $1,243,000.

A number of other large investors also recently modified their holdings of TWLO. CX Institutional lifted its position in Twilio by 9.5% in the 2nd quarter. CX Institutional now owns 701 shares of the technology company’s stock worth $145,000 after buying an additional 61 shares during the last quarter. Affinity Capital Advisors LLC grew its position in Twilio by 2.6% during the second quarter. Affinity Capital Advisors LLC now owns 2,869 shares of the technology company’s stock valued at $600,000 after acquiring an additional 74 shares during the last quarter. Everhart Financial Group Inc. raised its stake in shares of Twilio by 4.3% during the second quarter. Everhart Financial Group Inc. now owns 1,896 shares of the technology company’s stock worth $391,000 after acquiring an additional 79 shares in the last quarter. SJS Investment Consulting Inc. raised its stake in shares of Twilio by 27.7% during the first quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after acquiring an additional 93 shares in the last quarter. Finally, NewEdge Advisors LLC lifted its holdings in shares of Twilio by 1.7% in the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock worth $841,000 after acquiring an additional 99 shares during the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Twilio Stock Performance

Shares of NYSE:TWLO opened at $232.27 on Friday. The company has a market cap of $35.67 billion, a price-to-earnings ratio of 32.35, a price-to-earnings-growth ratio of 4.99 and a beta of 1.40. The company has a 50-day moving average price of $215.92 and a 200-day moving average price of $177.65. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11. Twilio Inc. has a 12 month low of $98.44 and a 12 month high of $258.35.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.Twilio’s revenue was up 22.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, equities analysts anticipate that Twilio Inc. will post 3.08 EPS for the current year.

Wall Street Analyst Weigh In

TWLO has been the topic of a number of analyst reports. Wells Fargo & Company lifted their target price on shares of Twilio from $225.00 to $275.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Citizens Jmp reaffirmed a “market outperform” rating and set a $275.00 price objective on shares of Twilio in a research note on Thursday, August 27th. Piper Sandler raised their price objective on Twilio from $192.00 to $247.00 and gave the company a “neutral” rating in a research note on Friday, August 7th. Stifel Nicolaus set a $275.00 price objective on Twilio in a report on Friday, August 7th. Finally, Weiss Ratings upgraded Twilio from a “hold (c)” rating to a “buy (b-)” rating in a report on Monday, August 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $249.68.

Insider Activity

In related news, CEO Khozema Shipchandler sold 14,458 shares of the company’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $210.43, for a total transaction of $3,042,396.94. Following the completion of the transaction, the chief executive officer owned 207,203 shares in the company, valued at $43,601,727.29. This represents a 6.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the sale, the director owned 120,000 shares in the company, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 547,354 shares of company stock valued at $133,284,825. Company insiders own 0.21% of the company’s stock.

About Twilio

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.