Twilio Inc. $TWLO Stock Bought by Motley Fool Asset Management LLC

Motley Fool Asset Management LLC increased its position in Twilio Inc. (NYSE:TWLO) by 329.5% in the third quarter, Holdings Channel.com reports. The firm owned 11,660 shares of the technology company’s stock after acquiring an additional 8,945 shares during the period. Motley Fool Asset Management LLC’s holdings in Twilio were worth $3,410,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. WPG Advisers LLC grew its stake in shares of Twilio by 48.0% during the third quarter. WPG Advisers LLC now owns 222 shares of the technology company’s stock worth $65,000 after purchasing an additional 72 shares during the period. VestGen Advisors LLC lifted its stake in Twilio by 6.6% in the third quarter. VestGen Advisors LLC now owns 2,214 shares of the technology company’s stock valued at $648,000 after buying an additional 138 shares during the period. Heritage Wealth Management Inc. CA acquired a new position in Twilio in the third quarter valued at about $205,000. Lynx Investment Advisory acquired a new position in Twilio in the third quarter valued at about $240,000. Finally, Victory Financial Group LLC bought a new position in Twilio during the third quarter worth about $240,000. Institutional investors own 84.27% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Oppenheimer boosted their target price on Twilio from $275.00 to $325.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 21st. Piper Sandler increased their price target on shares of Twilio from $192.00 to $247.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Morgan Stanley reissued an “overweight” rating and set a $261.00 price objective (up from $200.00) on shares of Twilio in a research note on Friday, August 7th. Stifel Nicolaus set a $325.00 price objective on shares of Twilio in a research note on Wednesday, October 14th. Finally, Mizuho set a $270.00 price objective on shares of Twilio in a report on Wednesday, August 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $271.04.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 14,442 shares of the company’s stock in a transaction on Monday, October 5th. The shares were sold at an average price of $291.03, for a total value of $4,203,055.26. Following the completion of the transaction, the chief executive officer directly owned 178,863 shares of the company’s stock, valued at approximately $52,054,498.89. This represents a 7.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 500,000 shares of the stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total value of $123,540,000.00. Following the transaction, the director owned 120,000 shares of the company’s stock, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 538,818 shares of company stock valued at $134,833,645. 0.21% of the stock is owned by corporate insiders.

Key Headlines Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Twilio reported third-quarter earnings of $1.65 per share, above the $1.46–$1.47 consensus estimate and up from $1.25 a year earlier. Revenue reached $1.56 billion, also exceeding analysts’ $1.52 billion forecast. Twilio Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Organic revenue growth was 16% in the third quarter, while the company demonstrated improving earnings power, with a reported net margin of 20.61%. Twilio Earnings Report
• Positive Sentiment: Recent analyst commentary was supportive, including a new Buy rating and a Wells Fargo analyst view that Twilio’s stock could rise. New Buy Rating for Twilio
• Neutral Sentiment: Broader economic data released Thursday showed headline PCE inflation rising 3.6% year over year, while initial jobless claims were little changed. These developments provide market context but were not specific to Twilio. GDP, PCE, Jobless Claims and Q3 Earnings
• Negative Sentiment: Twilio expects organic revenue growth to slow to 11%–12% in the fourth quarter, a notable step down from Q3’s 16% pace. The outlook also calls for lower profit, raising concerns about decelerating growth despite the earnings beat. Twilio Sees Slower Q4 Growth and Lower Profit

Twilio Stock Performance

Shares of Twilio stock opened at $242.71 on Friday. The stock’s fifty day simple moving average is $256.85 and its 200 day simple moving average is $187.78. The company has a current ratio of 4.62, a quick ratio of 4.62 and a debt-to-equity ratio of 0.11. The company has a market capitalization of $37.27 billion, a PE ratio of 33.80, a PEG ratio of 5.20 and a beta of 1.35. Twilio Inc. has a 12 month low of $105.00 and a 12 month high of $308.40.

Twilio (NYSE:TWLO) last posted its earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.18. Twilio had a return on equity of 5.09% and a net margin of 20.61%. The firm had revenue of $1.56 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same period in the previous year, the firm earned $1.25 earnings per share. The company’s revenue was up 19.9% on a year-over-year basis. On average, research analysts predict that Twilio Inc. will post 3.12 EPS for the current year.

About Twilio

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.