New York State Teachers Retirement System Grows Stock Holdings in Twilio Inc. $TWLO

New York State Teachers Retirement System grew its stake in shares of Twilio Inc. (NYSE:TWLO) by 10.8% during the 4th quarter, HoldingsChannel reports. The fund owned 116,494 shares of the technology company’s stock after buying an additional 11,370 shares during the period. New York State Teachers Retirement System’s holdings in Twilio were worth $16,570,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in TWLO. Raleigh Capital Management Inc. purchased a new stake in Twilio during the 4th quarter worth about $26,000. SJS Investment Consulting Inc. grew its holdings in Twilio by 1,564.7% during the 3rd quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company’s stock valued at $28,000 after buying an additional 266 shares in the last quarter. First Horizon Corp bought a new stake in shares of Twilio during the third quarter valued at about $28,000. Strategic Advocates LLC bought a new stake in shares of Twilio during the third quarter valued at about $30,000. Finally, Wolff Wiese Magana LLC lifted its holdings in shares of Twilio by 2,488.9% in the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock worth $33,000 after buying an additional 224 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Twilio News Roundup

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q1 beat and stronger guidance — Twilio reported ~20% revenue growth, EPS above estimates and raised full?year outlook, driving the core fundamental move higher. Twilio’s Q1 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: AI-driven demand cited by management — CEO commentary and the earnings call highlighted “unprecedented” demand for AI-voice and expanded channel adoption, supporting better revenue and margin trends. Twilio stock soared to its highest level in 4 years
• Positive Sentiment: Wall Street price-target lift — At least six firms raised targets (range ~$192–$225) and several upgraded ratings (UBS, Wells Fargo, Needham, Rosenblatt, Citizens JMP, etc.), reinforcing buy-side conviction and adding upside to the stock. Wall Street Floods Twilio With Price Target Hikes
• Positive Sentiment: Bullish options activity — Unusually large call buying was recorded (nearly 20k calls), indicating short?term speculative or hedged bullish positioning by traders.
• Neutral Sentiment: Widespread media coverage and analyst note flow — Multiple outlets and research notes amplified the story, increasing attention and intraday liquidity; useful for momentum but not an earnings driver itself. Seeking Alpha coverage
• Negative Sentiment: Technical/resistance risk — Some commentators flag the stock approaching key technical levels that could act as resistance and pause the rally in the short term. Stock Of The Day: Is The Twilio Rally Over Already?
• Negative Sentiment: High valuation risk — The shares trade with a very high forward P/E and elevated PEG; if growth or AI adoption slows versus expectations, downside could be swift.

Analysts Set New Price Targets

A number of equities analysts have recently commented on TWLO shares. Needham & Company LLC raised their price objective on shares of Twilio from $145.00 to $200.00 and gave the company a “buy” rating in a research report on Friday. Stifel Nicolaus set a $175.00 target price on shares of Twilio in a research note on Friday. Rosenblatt Securities boosted their price target on shares of Twilio from $180.00 to $210.00 and gave the company a “buy” rating in a research report on Friday. Royal Bank Of Canada upped their price target on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a report on Monday, January 5th. Finally, Oppenheimer reiterated an “outperform” rating and issued a $200.00 price objective on shares of Twilio in a research report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $183.00.

Insider Buying and Selling

In other Twilio news, Director Erika Rottenberg sold 1,800 shares of Twilio stock in a transaction dated Tuesday, April 21st. The stock was sold at an average price of $149.02, for a total transaction of $268,236.00. Following the completion of the sale, the director owned 34,495 shares of the company’s stock, valued at $5,140,444.90. The trade was a 4.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of the company’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $133.39, for a total value of $2,096,223.85. Following the completion of the transaction, the chief executive officer owned 235,542 shares of the company’s stock, valued at $31,418,947.38. The trade was a 6.25% 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 ninety days, insiders sold 49,588 shares of company stock worth $6,336,644. Corporate insiders own 4.50% of the company’s stock.

Twilio Trading Down 0.2%

Shares of TWLO opened at $182.91 on Monday. Twilio Inc. has a 1-year low of $91.84 and a 1-year high of $184.13. The company has a market capitalization of $27.71 billion, a P/E ratio of 285.80, a P/E/G ratio of 7.23 and a beta of 1.32. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.03. The firm’s 50 day simple moving average is $128.65 and its 200 day simple moving average is $126.58.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Sell-side analysts forecast that Twilio Inc. will post 2.47 earnings per share for the current fiscal year.

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.