Andra AP fonden Boosts Stake in Twilio Inc. $TWLO

Key Points

• Andra AP fonden increased its Twilio stake by 183.1% in the second quarter, acquiring 32,400 additional shares for a total holding of 50,100 shares valued at approximately $10.3 million. Institutional investors and hedge funds own 84.27% of Twilio.
• Analysts remain broadly bullish, with multiple firms raising price targets; Twilio has a consensus “Moderate Buy” rating and an average target of $252.18. The company also exceeded quarterly expectations, reporting $1.47 in EPS and $1.50 billion in revenue, up 22% year over year.
• Twilio shares opened at $284.83, near their 52-week high of $286.12, but the stock’s elevated valuation and recent insider selling could limit near-term upside. Executives sold shares primarily through tax-related or pre-arranged transactions, while insiders own just 0.21% of the company.

Andra AP fonden grew its position in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 183.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 50,100 shares of the technology company's stock after acquiring an additional 32,400 shares during the quarter. Andra AP fonden's holdings in Twilio were worth $10,337,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Royal Bank of Canada increased its holdings in Twilio by 10.8% in the 1st quarter. Royal Bank of Canada now owns 3,261,235 shares of the technology company's stock valued at $410,330,000 after purchasing an additional 316,858 shares in the last quarter. Pictet Asset Management Holding SA boosted its position in shares of Twilio by 17.6% in the first quarter. Pictet Asset Management Holding SA now owns 2,331,471 shares of the technology company's stock worth $293,237,000 after buying an additional 349,131 shares during the period. Norges Bank purchased a new stake in shares of Twilio during the 4th quarter valued at about $273,862,000. Atreides Management LP grew its position in Twilio by 28.5% in the first quarter. Atreides Management LP now owns 921,602 shares of the technology company's stock valued at $115,956,000 after acquiring an additional 204,656 shares in the last quarter. Finally, KBC Group NV raised its stake in shares of Twilio by 1.4% during the first quarter. KBC Group NV now owns 790,548 shares of the technology company's stock valued at $99,466,000 after purchasing an additional 11,014 shares during the period. 84.27% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have recently weighed in on TWLO. KeyCorp upped their target price on shares of Twilio from $200.00 to $250.00 and gave the company an "overweight" rating in a research note on Friday, August 7th. Wells Fargo & Company raised their target price on Twilio from $225.00 to $275.00 and gave the company an "overweight" rating in a research note on Friday, August 7th. Needham & Company LLC lifted their target price on Twilio from $250.00 to $280.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. The Goldman Sachs Group restated a "buy" rating and issued a $330.00 price target on shares of Twilio in a research note on Friday, August 7th. Finally, Mizuho set a $270.00 price target on shares of Twilio in a report on Wednesday, August 12th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Twilio currently has a consensus rating of "Moderate Buy" and an average price target of $252.18.

Twilio Price Performance

Shares of NYSE:TWLO opened at $284.83 on Wednesday. The company has a market cap of $43.74 billion, a PE ratio of 39.67, a P/E/G ratio of 5.46 and a beta of 1.40. Twilio Inc. has a fifty-two week low of $98.44 and a fifty-two week high of $286.12. The firm has a 50-day simple moving average of $223.09 and a 200 day simple moving average of $188.69. The company has a quick ratio of 4.62, a current ratio of 4.62 and a debt-to-equity ratio of 0.11.

Twilio (NYSE:TWLO - Get Free Report) last posted its earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating the consensus estimate of $1.32 by $0.15. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The company had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. During the same period in the prior year, the company earned $1.19 earnings per share. The business's revenue was up 22.0% compared to the same quarter last year. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, sell-side analysts anticipate that Twilio Inc. will post 3.12 EPS for the current year.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Analyst price-target increases drove buying interest. Rosenblatt Securities raised its target for Twilio from $275 to $290 and maintained a “Buy” rating. TD Cowen also increased its target, reinforcing the positive analyst momentum around TWLO. Why Is Twilio Stock Soaring Today
• Positive Sentiment: AI is strengthening the growth narrative. Recent analyst commentary points to Twilio’s direct exposure to AI-powered customer engagement and communications as a potential driver of faster growth and higher long-term valuation. Twilio Stock Surges on AI Growth Potential
• Positive Sentiment: Multiple upgrades improved investor sentiment. Coverage highlighted several Wall Street target increases, pushing the stock toward the $300 level and helping support its rally toward the top of its 52-week range. Twilio Stock Surges Toward $300
• Neutral Sentiment: Twilio compares favorably on growth but remains richly valued. An analysis contrasting Twilio with Salesforce said Twilio has faster growth and more direct AI communications exposure, but also faces valuation and margin-pressure concerns. Salesforce Versus Twilio
• Negative Sentiment: Limited near-term upside remains after the rally. Rosenblatt’s $290 target implies only modest additional upside from the recently reported trading level, while Twilio’s elevated valuation leaves the stock sensitive to any slowdown in growth or disappointment in AI-related execution.

Insider Transactions at Twilio

In other Twilio news, CFO Aidan Viggiano sold 9,093 shares of the business's stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the completion of the transaction, the chief financial officer owned 118,252 shares in the company, valued at approximately $23,798,215. The trade was a 7.14% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,458 shares of the stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $210.43, for a total transaction of $3,042,396.94. Following the completion of the transaction, the chief executive officer owned 207,203 shares of the company's stock, valued at $43,601,727.29. This represents a 6.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 547,354 shares of company stock worth $133,284,825. Company insiders own 0.21% of the company's stock.

About Twilio

Twilio Inc is a cloud communications and customer engagement technology company that provides application programming interfaces (APIs) and software tools for businesses. Its platform enables organizations to integrate communications capabilities such as voice calls, text messaging, email, video, authentication and customer support into websites, mobile applications and other digital products.

Twilio's offerings include programmable communications services, customer data and analytics tools through Segment, and contact center software through Twilio Flex.

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