Beaconlight Capital LLC Acquires Shares of 29,366 Twilio Inc. $TWLO

Key Points

• Beaconlight Capital acquired 29,366 Twilio shares worth approximately $6.1 million, making Twilio its 15th-largest portfolio holding and representing about 2.1% of its investments. Institutional investors collectively own 84.27% of the company.
• Wall Street remains broadly bullish: Twilio has an average “Buy” rating and a consensus price target of $249.68, with several firms recently raising their targets to between $250 and $330.
• Twilio exceeded quarterly expectations, reporting $1.47 in adjusted EPS and $1.50 billion in revenue, up 22% year over year. However, insiders sold 591,512 shares worth about $143.7 million over the past three months, including a director’s sale of 500,000 shares.

Beaconlight Capital LLC bought a new position in shares of Twilio Inc. (NYSE:TWLO - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 29,366 shares of the technology company's stock, valued at approximately $6,059,000. Twilio accounts for about 2.1% of Beaconlight Capital LLC's investment portfolio, making the stock its 15th biggest position.

A number of other hedge funds and other institutional investors also recently made changes to their positions in TWLO. SHP Wealth Management bought a new position in Twilio during the 4th quarter worth $26,000. Zions Bancorporation National Association UT bought a new stake in shares of Twilio during the 4th quarter valued at $29,000. Aster Capital Management DIFC Ltd bought a new stake in shares of Twilio during the 4th quarter valued at $29,000. Osbon Capital Management LLC acquired a new stake in shares of Twilio during the 4th quarter worth $30,000. Finally, Ascentis Independent Advisors acquired a new stake in shares of Twilio during the 1st quarter worth $33,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on TWLO. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $330.00 price target on shares of Twilio in a research note on Friday, August 7th. Oppenheimer increased their price objective on shares of Twilio from $235.00 to $275.00 and gave the stock an "outperform" rating in a research note on Friday, August 7th. KeyCorp raised their target price on shares of Twilio from $200.00 to $250.00 and gave the company an "overweight" rating in a report on Friday, August 7th. Rosenblatt Securities boosted their target price on shares of Twilio from $230.00 to $275.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Finally, KGI Securities started coverage on shares of Twilio in a report on Thursday, July 2nd. They set an "outperform" rating and a $250.00 price target for the company. 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 one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Twilio currently has an average rating of "Buy" and an average target price of $249.68.

Insider Buying and Selling

In other Twilio news, Director Andrew Stafman sold 500,000 shares of the business's stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the sale, the director owned 120,000 shares of the company's stock, valued at approximately $29,649,600. The trade was a 80.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, 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 sale, the chief financial officer directly owned 118,252 shares in the company, valued at approximately $23,798,215. The trade was a 7.14% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 591,512 shares of company stock worth $143,700,814 in the last three months. 0.21% of the stock is owned by corporate insiders.

Twilio Price Performance

Shares of TWLO stock opened at $237.71 on Monday. The business has a fifty day simple moving average of $211.42 and a 200 day simple moving average of $173.89. The company has a market cap of $36.51 billion, a P/E ratio of 33.11, a P/E/G ratio of 4.00 and a beta of 1.37. 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 Inc. has a twelve month low of $98.44 and a twelve month high of $258.35.

Twilio (NYSE:TWLO - Get Free Report) last released its earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.32 by $0.15. The firm had revenue of $1.50 billion for the quarter, compared to analysts' expectations of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The business's revenue for the quarter was up 22.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, sell-side analysts forecast that Twilio Inc. will post 3.08 EPS for the current fiscal year.

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.

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