Beaconlight Capital LLC Boosts Stock Position in Twilio Inc. $TWLO

Beaconlight Capital LLC increased its holdings in Twilio Inc. (NYSE:TWLO) by 96.7% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 46,060 shares of the technology company’s stock after acquiring an additional 22,644 shares during the quarter. Twilio comprises 3.8% of Beaconlight Capital LLC’s investment portfolio, making the stock its 12th biggest position. Beaconlight Capital LLC’s holdings in Twilio were worth $6,552,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Vanguard Group Inc. raised its position in shares of Twilio by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock worth $2,197,549,000 after buying an additional 143,597 shares in the last quarter. State Street Corp raised its position in shares of Twilio by 47.8% in the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after buying an additional 1,900,551 shares in the last quarter. Royal Bank of Canada raised its position in shares of Twilio by 3.9% in the fourth quarter. Royal Bank of Canada now owns 2,944,377 shares of the technology company’s stock worth $418,808,000 after buying an additional 110,941 shares in the last quarter. Alyeska Investment Group L.P. raised its position in shares of Twilio by 39.7% in the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after buying an additional 750,951 shares in the last quarter. Finally, Invesco Ltd. raised its position in shares of Twilio by 225.0% in the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Twilio Stock Down 2.7%

Shares of NYSE:TWLO opened at $187.53 on Thursday. The stock’s 50-day moving average price is $177.69 and its 200-day moving average price is $144.62. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $238.48. The stock has a market capitalization of $28.46 billion, a P/E ratio of 293.02, a price-to-earnings-growth ratio of 3.86 and a beta of 1.39. The company has a current ratio of 4.66, a quick ratio of 4.66 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last announced 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. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same period last year, the firm earned $1.14 earnings per share. The company’s revenue for the quarter was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, equities analysts anticipate that Twilio Inc. will post 2.77 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages recently issued reports on TWLO. Monness Crespi & Hardt increased their price objective on Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Robert W. Baird set a $200.00 price objective on Twilio in a research report on Friday, May 1st. KeyCorp increased their price objective on Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Tigress Financial increased their price objective on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research report on Thursday, June 11th. Finally, Piper Sandler increased their target price on Twilio from $130.00 to $192.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Twilio presently has an average rating of “Moderate Buy” and an average price target of $198.24.

Insider Buying and Selling

In related news, CFO Aidan Viggiano sold 9,389 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total value of $1,197,191.39. Following the sale, the chief financial officer directly owned 130,341 shares of the company’s stock, valued at $16,619,780.91. This trade represents a 6.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the sale, the director directly owned 30,995 shares in the company, valued at $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,805,779 shares of company stock valued at $338,603,196 over the last three months. 0.21% of the stock is owned by corporate insiders.

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.