Tobam Acquires 3,898 Shares of Twilio Inc. $TWLO

Tobam raised its holdings in shares of Twilio Inc. (NYSE:TWLO) by 58.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 10,517 shares of the technology company’s stock after purchasing an additional 3,898 shares during the period. Tobam’s holdings in Twilio were worth $1,496,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of TWLO. Raleigh Capital Management Inc. purchased a new position in shares of Twilio in the fourth quarter worth $26,000. Zions Bancorporation National Association UT purchased a new stake in shares of Twilio during the fourth quarter valued at $29,000. Aster Capital Management DIFC Ltd bought a new stake in Twilio in the 4th quarter worth about $29,000. Strategic Advocates LLC bought a new stake in Twilio in the 3rd quarter worth about $30,000. Finally, Wolff Wiese Magana LLC raised its position in Twilio by 2,488.9% in the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock worth $33,000 after buying an additional 224 shares during the last quarter. Institutional investors own 84.27% of the company’s stock.

Twilio Price Performance

NYSE TWLO opened at $186.05 on Friday. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48. The firm has a market capitalization of $28.24 billion, a P/E ratio of 290.70, a PEG ratio of 3.73 and a beta of 1.39. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The company has a 50-day moving average price of $179.88 and a 200-day moving average price of $145.30.

Twilio (NYSE:TWLO) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. The firm had revenue of $1.41 billion for 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 quarterly revenue was up 20.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities research analysts anticipate that Twilio Inc. will post 2.77 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research firms have issued reports on TWLO. Monness Crespi & Hardt upped their target price on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a research note on Monday, May 11th. Stifel Nicolaus set a $175.00 price objective on shares of Twilio in a report on Friday, May 1st. Citizens Jmp raised their target price on shares of Twilio from $185.00 to $210.00 and gave the stock a “market outperform” rating in a report on Friday, May 1st. Oppenheimer lifted their target price on shares of Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Finally, Mizuho increased their price target on Twilio from $150.00 to $165.00 and gave the company an “outperform” rating in a report on Tuesday, April 21st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have assigned 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 a consensus target price of $198.24.

Insider Buying and Selling at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total value of $184,140,000.00. Following the completion of the sale, the director directly owned 620,000 shares in the company, valued at $114,166,800. This represents a 61.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Khozema Shipchandler sold 44,158 shares of the company’s stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total value of $10,415,989.04. Following the completion of the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at $55,559,646.96. This trade represents a 15.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,805,779 shares of company stock valued at $338,603,196 over the last three months. Insiders own 0.21% of the company’s stock.

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.