Aidan Viggiano Sells 7,213 Shares of Twilio (NYSE:TWLO) Stock

Twilio Inc. (NYSE:TWLO) CFO Aidan Viggiano sold 7,213 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $135.97, for a total transaction of $980,751.61. Following the completion of the transaction, the chief financial officer directly owned 112,236 shares of the company’s stock, valued at approximately $15,260,728.92. The trade was a 6.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website.

Aidan Viggiano also recently made the following trade(s):

• On Wednesday, December 31st, Aidan Viggiano sold 8,109 shares of Twilio stock. The stock was sold at an average price of $143.38, for a total transaction of $1,162,668.42.
• On Monday, November 17th, Aidan Viggiano sold 1,514 shares of Twilio stock. The stock was sold at an average price of $123.28, for a total transaction of $186,645.92.
• On Thursday, October 9th, Aidan Viggiano sold 8,035 shares of Twilio stock. The stock was sold at an average price of $115.00, for a total transaction of $924,025.00.

Twilio Stock Up 2.5%

Shares of Twilio stock traded up $3.50 during trading hours on Wednesday, reaching $142.88. 1,574,116 shares of the company were exchanged, compared to its average volume of 2,224,112. The firm has a market cap of $21.92 billion, a PE ratio of 348.50, a PEG ratio of 2.66 and a beta of 1.30. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. Twilio Inc. has a 1 year low of $77.51 and a 1 year high of $151.95. The stock’s fifty day moving average is $131.35 and its 200 day moving average is $119.11.

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

Institutional Trading of Twilio

Institutional investors and hedge funds have recently made changes to their positions in the company. MassMutual Private Wealth & Trust FSB grew its stake in Twilio by 34.7% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after buying an additional 78 shares during the last quarter. GHP Investment Advisors Inc. boosted its stake in Twilio by 7.3% during the 2nd quarter. GHP Investment Advisors Inc. now owns 1,274 shares of the technology company’s stock worth $158,000 after purchasing an additional 87 shares during the period. Centaurus Financial Inc. grew its position in Twilio by 0.7% during the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after purchasing an additional 94 shares during the last quarter. Versant Capital Management Inc increased its stake in Twilio by 4.5% in the third quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock valued at $228,000 after purchasing an additional 98 shares during the period. Finally, Optimum Investment Advisors raised its holdings in shares of Twilio by 13.6% in the second quarter. Optimum Investment Advisors now owns 835 shares of the technology company’s stock valued at $104,000 after buying an additional 100 shares during the last quarter. 84.27% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Rosenblatt Securities lifted their price target on shares of Twilio from $140.00 to $180.00 and gave the stock a “buy” rating in a research note on Wednesday. BTIG Research started coverage on shares of Twilio in a research report on Monday. They set a “buy” rating and a $165.00 price objective for the company. Cowen reiterated a “hold” rating on shares of Twilio in a research note on Friday, October 31st. Wells Fargo & Company raised their price target on Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Finally, Stifel Nicolaus lifted their price target on Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $145.84.

Key Stories Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Rosenblatt Securities raised its price target on TWLO from $140 to $180 and reiterated a “buy” rating — a bullish signal that implies ~26% upside from current levels and likely helped lift sentiment. Benzinga
• Positive Sentiment: Oppenheimer boosted its target to $170 from $145, another analyst upgrade adding upward pressure via improved street expectations. MSN: Oppenheimer
• Positive Sentiment: BTIG initiated coverage with a “buy” and $165 target, supplying fresh buy-side conviction and potential catalyst for funds that track analyst initiations. AmericanBankingNews: BTIG Initiates
• Positive Sentiment: Analyst/industry commentary (Seeking Alpha) frames Twilio as an “agentic AI” play — citing accelerating revenue growth, rising net retention (~109%), and improving non‑GAAP operating income — which supports a longer‑term growth narrative tied to AI TAM expansion. Seeking Alpha: Agentic AI Play
• Neutral Sentiment: Zacks and other coverage noted an intraday decline earlier in the week and summarized financials; these are descriptive pieces that may prompt re‑checks of earnings/guidance but don’t introduce a new fundamental catalyst. Zacks: TWLO Stock Declines
• Neutral Sentiment: General market write-ups (Yahoo/finance coverage) revisited Twilio’s latest earnings and guidance — useful for investors doing diligence but not a fresh catalyst. Yahoo Finance: TWLO Coverage
• Negative Sentiment: Piper Sandler downgraded Twilio from “strong‑buy”/overweight to “hold”/neutral, citing valuation — a notable headwind that likely cooled buy‑side enthusiasm. MSN: Piper Sandler Downgrade
• Negative Sentiment: Insider selling: CEO Khozema Shipchandler sold 13,266 shares (~$1.9M) and CFO Aidan Viggiano sold 8,109 shares (~$1.16M) on Dec. 31 (SEC filings). Such concentrated insider sales can spook investors even if proceeds are for diversification or liquidity. CEO Form 4 CFO Form 4
• Negative Sentiment: Small institutional trimming (e.g., Cwm LLC reduced its stake) adds to selling pressure, though the reduction was modest relative to total institutional ownership. DefenseWorld: Cwm LLC Sale

About Twilio

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.