70,040 Shares in Twilio Inc. $TWLO Purchased by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. bought a new position in shares of Twilio Inc. (NYSE:TWLO) during the third quarter, HoldingsChannel.com reports. The firm bought 70,040 shares of the technology company’s stock, valued at approximately $20,484,000.

Other hedge funds have also recently bought and sold shares of the company. Sumitomo Mitsui Trust Group Inc. lifted its stake in Twilio by 1.1% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 309,394 shares of the technology company’s stock worth $90,485,000 after purchasing an additional 3,374 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new stake in Twilio during the 3rd quarter worth approximately $1,482,000. Vise Technologies Inc. increased its position in shares of Twilio by 37.4% during the third quarter. Vise Technologies Inc. now owns 5,180 shares of the technology company’s stock worth $1,515,000 after buying an additional 1,410 shares during the period. Moss Adams Wealth Advisors LLC bought a new position in Twilio during the third quarter worth $317,000. Finally, Americana Partners LLC increased its position in Twilio by 7.9% in the 3rd quarter. Americana Partners LLC now owns 2,413 shares of the technology company’s stock valued at $706,000 after buying an additional 177 shares in the last quarter. 84.27% of the stock is owned by institutional investors.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio reported third-quarter revenue of $1.56 billion, up nearly 20% year over year and above the $1.52 billion analyst consensus. Adjusted earnings of $1.65 per share also exceeded estimates of approximately $1.46-$1.47. Twilio Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Demand for messaging, voice, email and artificial-intelligence-related communications supported growth, while profitability improved. Management also raised its full-year 2026 revenue outlook. Twilio Q3 Earnings Beat Estimates on Strong Revenue Growth
• Positive Sentiment: Record free cash flow and management’s view that long-term AI demand remains intact provide support for the company’s longer-term growth thesis. TWLO Stock and AI Demand
• Neutral Sentiment: Needham maintained a “buy” rating but lowered its price target from $280 to $240, reflecting continued confidence in Twilio while acknowledging increased near-term uncertainty. Needham Twilio Rating
• Negative Sentiment: Organic revenue growth was 16% in the third quarter, but management expects it to slow to roughly 11%-12% in the fourth quarter. The lower growth forecast overshadowed the earnings beat and raised concerns that AI benefits may take longer to accelerate. Twilio Sees Slower Q4 Growth and Lower Profit
• Negative Sentiment: The fourth-quarter outlook also points to lower profit, prompting investors to reassess Twilio’s elevated valuation despite strong cash generation and a raised full-year revenue forecast. Twilio Stock Sinks as Slowing Growth Raises Concerns

Twilio Stock Up 0.4%

TWLO stock opened at $205.95 on Monday. The firm has a market cap of $31.63 billion, a PE ratio of 25.91, a price-to-earnings-growth ratio of 4.20 and a beta of 1.35. The business has a 50 day moving average of $256.56 and a 200 day moving average of $188.15. Twilio Inc. has a twelve month low of $105.00 and a twelve month high of $308.40. The company has a quick ratio of 4.62, a current ratio of 4.47 and a debt-to-equity ratio of 0.11.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, October 29th. The technology company reported $1.65 EPS for the quarter, topping analysts’ consensus estimates of $1.47 by $0.18. The business had revenue of $1.56 billion during the quarter, compared to the consensus estimate of $1.52 billion. Twilio had a net margin of 21.82% and a return on equity of 5.58%. The firm’s revenue was up 19.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.25 EPS. On average, research analysts forecast that Twilio Inc. will post 3.12 EPS for the current fiscal year.

Insider Transactions at Twilio

In related news, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the transaction, the director directly owned 120,000 shares in the company, valued at approximately $29,649,600. The trade was a 80.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 9,084 shares of the business’s stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total value of $2,676,600.60. Following the sale, the chief financial officer directly owned 99,246 shares of the company’s stock, valued at $29,242,833.90. This represents a 8.39% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 538,818 shares of company stock worth $134,833,645 in the last 90 days. 0.21% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several brokerages recently issued reports on TWLO. Wolfe Research raised Twilio to a “buy” rating in a research report on Friday, August 7th. Citigroup restated a “market outperform” rating on shares of Twilio in a research report on Thursday, August 27th. Citizens Jmp restated a “market outperform” rating and issued a $275.00 target price on shares of Twilio in a research note on Thursday, August 27th. Mizuho set a $270.00 price objective on Twilio in a research report on Wednesday, August 12th. Finally, Weiss Ratings upgraded Twilio from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, September 29th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Twilio has an average rating of “Moderate Buy” and an average price target of $268.00.

Twilio Company Profile

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.