Fluent Financial LLC Makes New $1.54 Million Investment in Twilio Inc. $TWLO

Fluent Financial LLC purchased a new stake in Twilio Inc. (NYSE:TWLO) in the 3rd quarter, according to its most recent filing with the SEC. The fund purchased 15,414 shares of the technology company’s stock, valued at approximately $1,543,000.

A number of other large investors also recently made changes to their positions in TWLO. Norges Bank purchased a new stake in shares of Twilio in the second quarter valued at $228,877,000. Ninety One UK Ltd purchased a new stake in Twilio in the 2nd quarter valued at about $212,059,000. Nordea Investment Management AB increased its stake in shares of Twilio by 4,231.2% during the 2nd quarter. Nordea Investment Management AB now owns 1,123,638 shares of the technology company’s stock valued at $139,736,000 after acquiring an additional 1,097,695 shares during the last quarter. Voya Investment Management LLC increased its stake in shares of Twilio by 752.5% during the 3rd quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company’s stock valued at $75,569,000 after acquiring an additional 666,448 shares during the last quarter. Finally, Atreides Management LP lifted its holdings in shares of Twilio by 533.1% during the 2nd quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock worth $90,820,000 after acquiring an additional 614,943 shares during the period. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Stock Up 2.2%

Shares of Twilio stock opened at $141.96 on Friday. The company has a fifty day moving average price of $124.00 and a 200 day moving average price of $117.20. The company has a current ratio of 4.68, a quick ratio of 4.68 and a debt-to-equity ratio of 0.13. Twilio Inc. has a twelve month low of $77.51 and a twelve month high of $151.95. The stock has a market cap of $21.78 billion, a price-to-earnings ratio of 346.24, a price-to-earnings-growth ratio of 3.80 and a beta of 1.32.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, beating the consensus estimate of $1.07 by $0.18. The company had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.25 billion. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The firm’s revenue was up 14.7% compared to the same quarter last year. During the same period last year, the company posted $1.02 earnings per share. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. Equities research analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: BTIG initiated coverage on Twilio with a Buy rating and a $165 price target, citing execution and a large addressable market — this is the main catalyst behind the intraday strength. BTIG Starts Coverage on Twilio (InsiderMonkey)
• Positive Sentiment: Two separate Globe and Mail press pieces flagged new “Buy” recommendations for Twilio, reinforcing the positive narrative among institutional and retail investors. New Buy Rating for Twilio (Globe and Mail)
• Positive Sentiment: Twilio was listed among the “12 Best Long Term US Stocks to Buy Now,” a pick that can attract longer‑term buyers and support higher multiples. 12 Best Long Term US Stocks to Buy Now (InsiderMonkey)
• Neutral Sentiment: Yahoo Finance notes analysts and investors are reassessing Twilio’s valuation after a ~30% three‑month share rebound, suggesting some may view the rally as a reason to trim exposure or wait for earnings proof. Reassessing Valuation After a 30% Three-Month Share Price Rebound (Yahoo)
• Neutral Sentiment: Market watchers at Zacks highlight growing investor attention and bullish analyst commentary but frame it as part of ongoing debate about growth vs. valuation. Wall Street Bulls Look Optimistic About Twilio (Zacks)
• Neutral Sentiment: Another Zacks piece flags Twilio as drawing increased search/interest activity — a sign of liquidity and attention but not an earnings or fundamental surprise. Twilio Attracting Investor Attention (Zacks)

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on TWLO. Rosenblatt Securities restated a “buy” rating and issued a $140.00 target price on shares of Twilio in a report on Friday, October 31st. FBN Securities raised shares of Twilio to a “strong-buy” rating in a research note on Wednesday, November 12th. Wells Fargo & Company increased their target price on Twilio from $130.00 to $147.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Mizuho set a $150.00 target price on Twilio in a report on Monday, December 15th. Finally, Oppenheimer set a $145.00 price target on Twilio and gave the stock an “outperform” rating in a research note on Friday, October 31st. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $140.33.

Insider Buying and Selling

In other news, CEO Khozema Shipchandler sold 13,681 shares of the business’s stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $1,376,171.79. Following the transaction, the chief executive officer directly owned 233,305 shares of the company’s stock, valued at approximately $23,468,149.95. The trade was a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Aidan Viggiano sold 8,363 shares of the company’s stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $100.59, for a total transaction of $841,234.17. Following the completion of the transaction, the chief financial officer owned 137,653 shares of the company’s stock, valued at $13,846,515.27. This trade represents a 5.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,044,515 shares of company stock valued at $133,673,128. Corporate insiders own 0.21% of the company’s stock.

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.