Gateway Investment Advisers LLC Buys 2,891 Shares of Twilio Inc. $TWLO

Gateway Investment Advisers LLC lifted its stake in shares of Twilio Inc. (NYSE:TWLO) by 17.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,351 shares of the technology company’s stock after purchasing an additional 2,891 shares during the period. Gateway Investment Advisers LLC’s holdings in Twilio were worth $2,752,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. MassMutual Private Wealth & Trust FSB raised its stake in Twilio by 34.7% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock valued at $43,000 after acquiring an additional 78 shares during the period. GHP Investment Advisors Inc. raised its stake in Twilio by 6.3% in the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock valued at $208,000 after acquiring an additional 86 shares during the period. Centaurus Financial Inc. raised its stake in Twilio by 0.7% in the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock valued at $1,360,000 after acquiring an additional 94 shares during the period. Versant Capital Management Inc raised its stake in Twilio by 4.5% in the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after acquiring an additional 98 shares during the period. Finally, Lansforsakringar Fondforvaltning AB publ raised its stake in Twilio by 0.3% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock valued at $4,226,000 after acquiring an additional 108 shares during the period. Institutional investors own 84.27% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on TWLO shares. Needham & Company LLC increased their price target on Twilio from $145.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Weiss Ratings upgraded Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research note on Wednesday. KeyCorp increased their price target on Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Morgan Stanley restated an “overweight” rating and issued a $200.00 price target on shares of Twilio in a research note on Friday, May 1st. Finally, Rosenblatt Securities increased their price target on Twilio from $210.00 to $230.00 and gave the company a “buy” rating in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Twilio currently has an average rating of “Moderate Buy” and a consensus target price of $188.85.

Insiders Place Their Bets

In other news, CEO Khozema Shipchandler sold 15,715 shares of the stock in a transaction on Monday, April 6th. The stock was sold at an average price of $133.39, for a total transaction of $2,096,223.85. Following the sale, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at approximately $31,418,947.38. This represents a 6.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 1,800 shares of the stock in a transaction on Tuesday, April 21st. The stock was sold at an average price of $149.02, for a total value of $268,236.00. Following the sale, the director directly owned 34,495 shares in the company, valued at approximately $5,140,444.90. This trade represents a 4.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 51,088 shares of company stock worth $6,614,624 in the last quarter. Corporate insiders own 0.21% of the company’s stock.

Twilio Stock Performance

Shares of NYSE:TWLO opened at $201.74 on Friday. The company’s 50 day moving average price is $133.63 and its two-hundred day moving average price is $128.44. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $203.71. The firm has a market cap of $30.56 billion, a PE ratio of 315.22, a PEG ratio of 4.10 and a beta of 1.32. The company has a quick ratio of 4.03, a current ratio of 4.66 and a debt-to-equity ratio of 0.13.

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

Twilio News Summary

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio’s latest earnings are being described as high quality, reinforcing confidence that the company’s recent strength is supported by fundamentals rather than one-time factors.
• Positive Sentiment: Rosenblatt Securities reiterated a Buy rating and raised its price target on Twilio to $230, signaling further upside expectations.
• Positive Sentiment: Northland Securities lifted its full-year and FY2027 EPS estimates for Twilio, reflecting improving profit outlook and stronger confidence in earnings growth.
• Positive Sentiment: Recent coverage says Twilio’s fastest growth since 2022 is being helped by “unprecedented” AI demand, which is boosting the stock’s growth story.
• Positive Sentiment: Several articles frame Twilio as a strong momentum and enterprise software stock, which can attract traders and investors chasing relative strength.
• Neutral Sentiment: Twilio received additional positive analyst notes from firms like Jefferies, Citigroup, Needham, and Monness Crespi & Hardt, but these mostly reinforce an already constructive view rather than introducing new catalysts.
• Neutral Sentiment: Twilio continues to draw attention as a trending stock, increasing visibility and trading interest without necessarily changing the underlying business outlook.
• Negative Sentiment: Director Erika Rottenberg sold 1,500 shares in a pre-arranged 10b5-1 plan, which is not necessarily a red flag but can still create mild short-term selling pressure.
• Negative Sentiment: RBC warned that long-term AI benefits for Twilio may be more limited than the market expects, a reminder that some analysts remain cautious about how durable the AI upside will be.
• Negative Sentiment: Northland also trimmed one near-term quarter EPS estimate slightly, which may temper enthusiasm around the next earnings period.

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.