5,089 Twilio Inc. $TWLO Shares Bought by Calamos Advisors LLC

Key Points

• Calamos Advisors increased its Twilio stake by 48.2% in the third quarter, buying 5,089 shares and bringing its holdings to 15,656 shares, valued at about $4.58 million.
• Institutional investors and hedge funds own 84.27% of Twilio shares. The company beat quarterly earnings and revenue estimates, with revenue up 19.9% year over year.
• Analysts’ consensus rating is “Moderate Buy,” with an average price target of $269.48. However, concerns about slowing growth in Twilio’s largest business and weaker fourth-quarter guidance have weighed on the stock.

Calamos Advisors LLC raised its holdings in Twilio Inc. (NYSE:TWLO - Free Report) by 48.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,656 shares of the technology company's stock after purchasing an additional 5,089 shares during the period. Calamos Advisors LLC's holdings in Twilio were worth $4,579,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Royal Bank of Canada increased its stake in shares of Twilio by 10.8% during the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company's stock worth $410,330,000 after purchasing an additional 316,858 shares in the last quarter. Artemis Investment Management LLP raised its position in shares of Twilio by 58.9% during the 3rd quarter. Artemis Investment Management LLP now owns 588,018 shares of the technology company's stock worth $171,972,000 after purchasing an additional 217,952 shares during the last quarter. Atreides Management LP lifted its stake in Twilio by 28.5% in the 1st quarter. Atreides Management LP now owns 921,602 shares of the technology company's stock valued at $115,956,000 after buying an additional 204,656 shares in the last quarter. KBC Group NV lifted its stake in Twilio by 1.4% in the 1st quarter. KBC Group NV now owns 790,548 shares of the technology company's stock valued at $99,466,000 after buying an additional 11,014 shares in the last quarter. Finally, First Trust Advisors LP lifted its stake in Twilio by 10.8% in the 1st quarter. First Trust Advisors LP now owns 721,734 shares of the technology company's stock valued at $90,808,000 after buying an additional 70,154 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Stock Performance

NYSE:TWLO opened at $201.97 on Monday. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.47 and a quick ratio of 4.47. The firm has a market cap of $31.25 billion, a PE ratio of 25.40, a P/E/G ratio of 3.94 and a beta of 1.49. The firm has a 50 day simple moving average of $254.48 and a 200-day simple moving average of $190.28. Twilio Inc. has a 1-year low of $105.00 and a 1-year high of $308.40.

Twilio (NYSE:TWLO - Get Free Report) last announced its earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.47 by $0.18. The firm had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. Twilio had a net margin of 21.82% and a return on equity of 5.58%. Twilio's revenue was up 19.9% compared to the same quarter last year. During the same quarter last year, the business earned $1.25 earnings per share. On average, equities analysts expect that Twilio Inc. will post 3.27 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Zacks Research upgraded Twilio from a "hold" rating to a "strong-buy" rating in a report on Friday, October 16th. Needham & Company LLC cut their price target on Twilio from $280.00 to $240.00 and set a "buy" rating for the company in a report on Friday, October 30th. Tigress Financial upped their price objective on Twilio from $255.00 to $320.00 and gave the company a "buy" rating in a research report on Wednesday. Citizens Jmp reaffirmed a "market outperform" rating and set a $275.00 price objective on shares of Twilio in a research note on Thursday, August 27th. Finally, KeyCorp increased their price objective on Twilio from $200.00 to $250.00 and gave the company an "overweight" rating in a research note on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Twilio has a consensus rating of "Moderate Buy" and an average price target of $269.48.

More Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analysts see potential support from rising profits, record cash flow and AI-related opportunities. Northland Securities also raised its FY2026 EPS estimate to $3.32 from $3.08, while the outlook coverage points to a stronger 2026 outlook. TWLO Declines 12% Since Q3 Results: Is This a Buy-the-Dip Opportunity?
• Neutral Sentiment: Northland’s forecast revisions were mixed: it increased some near-term estimates but trimmed several 2027 quarterly forecasts and lowered FY2027 EPS to $4.04 from $4.11. Northland Securities estimate revisions
• Negative Sentiment: The main downside catalyst is Twilio’s fourth-quarter guidance, which signaled slowing growth in its largest business. Reports say shares fell sharply after the outlook, raising concerns about near-term momentum. Twilio stock weighs Q4 growth slowdown against stronger 2026 outlook
• Negative Sentiment: Levi & Korsinsky is investigating potential securities-law violations on behalf of investors who lost money following the decline. An investigation notice could add reputational and legal uncertainty, but it is not a finding of liability. Twilio securities investigation notice

Insiders Place Their Bets

In other news, CFO Aidan Viggiano sold 9,084 shares of Twilio stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total value of $2,676,600.60. Following the completion of the sale, the chief financial officer owned 99,246 shares of the company's stock, valued at $29,242,833.90. The trade was a 8.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of the company's stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the completion of the transaction, the director owned 120,000 shares of the company's stock, valued at $29,649,600. The trade was a 80.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 538,818 shares of company stock valued at $134,833,645 in the last quarter. 0.21% of the stock is currently owned by company insiders.

About Twilio

Twilio provides cloud-based communications software that enables businesses to communicate with customers through applications and digital channels. Its platform offers APIs and related tools for integrating messaging, voice, video and email capabilities into software and customer workflows.

Its offerings include programmable communications products, the Twilio Flex contact center platform, SendGrid email services, and Segment, a customer data platform. Twilio also provides tools for customer identity verification and engagement, helping organizations manage communications and customer data across their operations.

Founded in 2008, Twilio serves businesses and developers in markets around the world.

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