Twilio Inc. $TWLO Stock: Parallel Advisors LLC Decreases Position

Parallel Advisors LLC decreased its position in Twilio Inc. (NYSE:TWLO) by 11.3% during the 3rd quarter, Holdings Channel reports. The firm owned 23,567 shares of the technology company’s stock after selling 3,004 shares during the quarter. Parallel Advisors LLC’s holdings in Twilio were worth $6,892,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Abacus Wealth Partners LLC purchased a new position in shares of Twilio in the third quarter valued at $250,000. Alps Advisors Inc. acquired a new position in shares of Twilio during the 3rd quarter worth $2,035,000. CenterBook Partners LP purchased a new stake in shares of Twilio in the 3rd quarter worth about $4,173,000. Heritage Family Offices LLP purchased a new stake in shares of Twilio in the 3rd quarter worth about $186,000. Finally, Calamos Advisors LLC boosted its position in shares of Twilio by 48.2% in the 3rd quarter. Calamos Advisors LLC now owns 15,656 shares of the technology company’s stock worth $4,579,000 after buying an additional 5,089 shares in the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Stock Performance

Twilio stock opened at $201.97 on Friday. Twilio Inc. has a fifty-two week low of $105.00 and a fifty-two week high of $308.40. The company has a market capitalization of $31.02 billion, a price-to-earnings ratio of 25.40, a PEG ratio of 3.94 and a beta of 1.49. The stock has a fifty day moving average of $254.48 and a two-hundred day moving average of $190.28. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.47.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, October 29th. The technology company reported $1.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.47 by $0.18. The business had revenue of $1.56 billion for the quarter, compared to the consensus estimate of $1.52 billion. Twilio had a return on equity of 5.58% and a net margin of 21.82%. The business’s revenue was up 19.9% on a year-over-year basis. During the same period in the prior year, the business earned $1.25 earnings per share. On average, analysts anticipate that Twilio Inc. will post 3.27 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on TWLO. Morgan Stanley reissued an “overweight” rating and issued a $261.00 price objective (up from $200.00) on shares of Twilio in a research note on Friday, August 7th. Weiss Ratings upgraded shares of Twilio from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, September 29th. JPMorgan Chase & Co. cut their target price on shares of Twilio from $335.00 to $300.00 and set an “overweight” rating for the company in a research report on Friday, October 30th. Monness Crespi & Hardt upped their price target on shares of Twilio from $246.00 to $270.00 and gave the company a “buy” rating in a report on Friday, August 7th. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $240.00 price target on shares of Twilio in a research report on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $269.48.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analysts see potential support from rising profits, record cash flow and AI-related opportunities. Northland Securities also raised its FY2026 EPS estimate to $3.32 from $3.08, while the outlook coverage points to a stronger 2026 outlook. TWLO Declines 12% Since Q3 Results: Is This a Buy-the-Dip Opportunity?
• Neutral Sentiment: Northland’s forecast revisions were mixed: it increased some near-term estimates but trimmed several 2027 quarterly forecasts and lowered FY2027 EPS to $4.04 from $4.11. Northland Securities estimate revisions
• Negative Sentiment: The main downside catalyst is Twilio’s fourth-quarter guidance, which signaled slowing growth in its largest business. Reports say shares fell sharply after the outlook, raising concerns about near-term momentum. Twilio stock weighs Q4 growth slowdown against stronger 2026 outlook
• Negative Sentiment: Levi & Korsinsky is investigating potential securities-law violations on behalf of investors who lost money following the decline. An investigation notice could add reputational and legal uncertainty, but it is not a finding of liability. Twilio securities investigation notice

Insider Activity at Twilio

In other Twilio news, Director Andrew Stafman sold 500,000 shares of the firm’s stock in a transaction dated 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 sale, the director directly owned 120,000 shares of the company’s stock, valued at $29,649,600. This trade represents a 80.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Aidan Viggiano sold 9,084 shares of the firm’s stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the sale, the chief financial officer directly owned 99,246 shares in the company, valued at $29,242,833.90. This represents a 8.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 538,818 shares of company stock valued at $134,833,645. 0.21% of the stock is owned by insiders.

Twilio Company Profile

Twilio provides cloud-based communications software that enables businesses to communicate with customers through applications and digital channels. Its platform offers APIs and related tools for integrating messaging, voice, video and email capabilities into software and customer workflows.

Its offerings include programmable communications products, the Twilio Flex contact center platform, SendGrid email services, and Segment, a customer data platform. Twilio also provides tools for customer identity verification and engagement, helping organizations manage communications and customer data across their operations.

Founded in 2008, Twilio serves businesses and developers in markets around the world.