Gordian Capital Singapore Pte Ltd Buys Shares of 2,800 Twilio Inc. $TWLO

Key Points

• Gordian Capital Singapore Pte Ltd has acquired 2,800 shares of Twilio Inc. worth approximately $277,000, marking a new investment position in the company.
• Several institutional investors, including UBS Asset Management and Two Sigma Investments, have increased their stakes in Twilio, indicating growing confidence in the company.
• Twilio reported a quarterly EPS of $1.19, surpassing analysts' expectations of $1.02, with revenue reaching $1.23 billion, up 13.5% year-over-year.

Gordian Capital Singapore Pte Ltd purchased a new position in shares of Twilio Inc. (NYSE:TWLO - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 2,800 shares of the technology company's stock, valued at approximately $277,000.

Several other institutional investors have also recently made changes to their positions in the stock. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Twilio by 26.1% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,602,428 shares of the technology company's stock worth $173,190,000 after purchasing an additional 331,202 shares during the last quarter. Charles Schwab Investment Management Inc. increased its position in shares of Twilio by 3.4% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 1,271,273 shares of the technology company's stock worth $124,470,000 after purchasing an additional 41,896 shares during the last quarter. Northern Trust Corp increased its position in shares of Twilio by 5.4% during the 1st quarter. Northern Trust Corp now owns 1,168,947 shares of the technology company's stock worth $114,452,000 after purchasing an additional 60,002 shares during the last quarter. Two Sigma Investments LP increased its position in shares of Twilio by 1,292.9% during the 4th quarter. Two Sigma Investments LP now owns 1,129,725 shares of the technology company's stock worth $122,101,000 after purchasing an additional 1,048,619 shares during the last quarter. Finally, Whale Rock Capital Management LLC acquired a new position in shares of Twilio during the 4th quarter worth approximately $111,312,000. Institutional investors and hedge funds own 84.27% of the company's stock.

Twilio Stock Performance

Shares of NYSE TWLO opened at $106.45 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 4.90 and a quick ratio of 4.90. The stock's fifty day moving average price is $117.46 and its two-hundred day moving average price is $110.64. Twilio Inc. has a one year low of $56.85 and a one year high of $151.95. The firm has a market cap of $16.33 billion, a price-to-earnings ratio of 887.13, a P/E/G ratio of 3.26 and a beta of 1.23.

Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 EPS for the quarter, beating analysts' consensus estimates of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The firm had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same period in the prior year, the firm posted $0.87 EPS. The company's revenue for the quarter was up 13.5% on a year-over-year basis. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS. On average, equities analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Insider Activity

In other news, CEO Khozema Shipchandler sold 13,595 shares of the company's stock in a transaction on Thursday, July 3rd. The stock was sold at an average price of $117.06, for a total transaction of $1,591,430.70. Following the completion of the sale, the chief executive officer directly owned 246,986 shares in the company, valued at approximately $28,912,181.16. This represents a 5.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Erika Rottenberg sold 4,100 shares of the company's stock in a transaction on Monday, June 2nd. The stock was sold at an average price of $120.03, for a total value of $492,123.00. Following the sale, the director owned 33,488 shares of the company's stock, valued at approximately $4,019,564.64. This represents a 10.91% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 55,771 shares of company stock worth $6,727,911. 0.21% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research firms have weighed in on TWLO. Piper Sandler boosted their price target on Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a research report on Friday, August 8th. HSBC raised Twilio from a "reduce" rating to a "hold" rating and boosted their target price for the stock from $77.00 to $99.00 in a report on Monday, May 5th. UBS Group decreased their target price on Twilio from $150.00 to $135.00 and set a "buy" rating on the stock in a report on Friday, August 8th. Jefferies Financial Group set a $132.00 target price on Twilio and gave the stock a "hold" rating in a report on Sunday, June 15th. Finally, The Goldman Sachs Group boosted their target price on Twilio from $130.00 to $145.00 and gave the stock a "buy" rating in a report on Friday, May 2nd. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $129.32.

Twilio Company Profile

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.

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