Ardsley Advisory Partners LP Purchases New Holdings in Twilio Inc. $TWLO

Ardsley Advisory Partners LP bought a new position in Twilio Inc. (NYSE:TWLO) in the fourth quarter, HoldingsChannel reports. The fund bought 62,500 shares of the technology company’s stock, valued at approximately $8,890,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. MassMutual Private Wealth & Trust FSB lifted its position in Twilio by 34.7% in 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 in the last quarter. GHP Investment Advisors Inc. grew 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 buying an additional 86 shares during the last quarter. Centaurus Financial Inc. grew 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 buying an additional 94 shares during the last quarter. Invst LLC grew its stake in Twilio by 1.6% in the 4th quarter. Invst LLC now owns 6,887 shares of the technology company’s stock valued at $980,000 after buying an additional 107 shares during the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ grew its position in Twilio by 0.3% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 42,224 shares of the technology company’s stock worth $4,226,000 after purchasing an additional 108 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Analyst Upgrades and Downgrades

TWLO has been the topic of several research analyst reports. Stifel Nicolaus set a $175.00 price target on shares of Twilio in a research report on Friday, May 1st. KeyCorp lifted their price target on shares of Twilio from $156.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Rosenblatt Securities lifted their price target on shares of Twilio from $210.00 to $230.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $195.00 target price on shares of Twilio in a research note on Friday, May 1st. Finally, Piper Sandler boosted their target price on shares of Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $198.24.

Twilio Stock Down 2.7%

Shares of NYSE TWLO opened at $187.53 on Thursday. The stock has a market cap of $28.46 billion, a P/E ratio of 293.02, a P/E/G ratio of 3.86 and a beta of 1.39. The firm has a 50 day moving average price of $177.69 and a 200 day moving average price of $144.62. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The firm 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 revenue for the quarter was up 20.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Analysts expect that Twilio Inc. will post 2.77 EPS for the current year.

Insider Activity at Twilio

In other news, Director Erika Rottenberg sold 2,000 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the transaction, the director owned 30,995 shares in the company, valued at $6,168,314.95. This represents a 6.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the transaction, the director directly owned 620,000 shares of the company’s stock, valued at $114,166,800. This represents a 61.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,805,779 shares of company stock worth $338,603,196 over the last ninety days. 0.21% of the stock is owned by corporate insiders.

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.