New York State Teachers Retirement System Purchases 11,370 Shares of Twilio Inc. $TWLO

Key Points

• New York State Teachers Retirement System increased its Twilio stake by 10.8%, purchasing 11,370 shares to hold 116,494 shares valued at about $16.57 million (≈0.08% of the company).
• Twilio beat Q1 expectations with revenue up ~20% and EPS of $1.50, raised full‑year guidance, and prompted multiple analyst price‑target hikes (consensus target ≈ $183).
• Insider selling has been notable: executives sold 49,588 shares in the last 90 days (≈$6.34M) under Rule 10b5‑1 plans, while insiders still own 4.5% and institutions hold ~84.3% of the stock.

New York State Teachers Retirement System grew its position in Twilio Inc. (NYSE:TWLO - Free Report) by 10.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 116,494 shares of the technology company's stock after purchasing an additional 11,370 shares during the period. New York State Teachers Retirement System owned about 0.08% of Twilio worth $16,570,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Raleigh Capital Management Inc. purchased a new stake in Twilio in the 4th quarter valued at about $26,000. Wolff Wiese Magana LLC lifted its position in shares of Twilio by 2,488.9% during the 4th quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company's stock worth $33,000 after buying an additional 224 shares in the last quarter. Park Place Capital Corp bought a new position in shares of Twilio during the 4th quarter worth approximately $39,000. First Horizon Corp purchased a new position in shares of Twilio in the 3rd quarter worth approximately $28,000. Finally, SJS Investment Consulting Inc. grew its holdings in shares of Twilio by 1,564.7% in the third quarter. SJS Investment Consulting Inc. now owns 283 shares of the technology company's stock valued at $28,000 after acquiring an additional 266 shares in the last quarter. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts recently commented on TWLO shares. Piper Sandler increased their price target on Twilio from $130.00 to $192.00 and gave the company a "neutral" rating in a research report on Friday. Mizuho upped their price objective on Twilio from $150.00 to $165.00 and gave the company an "outperform" rating in a research note on Tuesday, April 21st. Needham & Company LLC raised their target price on Twilio from $145.00 to $200.00 and gave the company a "buy" rating in a research report on Friday. Morgan Stanley reiterated an "overweight" rating and set a $200.00 target price on shares of Twilio in a research note on Friday. Finally, Royal Bank Of Canada boosted their price target on shares of Twilio from $75.00 to $100.00 and gave the stock an "underperform" rating in a report on Monday, January 5th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $183.00.

Twilio Trading Down 0.2%

NYSE:TWLO opened at $182.91 on Monday. Twilio Inc. has a 12 month low of $91.84 and a 12 month high of $184.13. The company has a current ratio of 4.66, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. The firm's 50 day moving average is $128.65 and its 200 day moving average is $126.58. The stock has a market capitalization of $27.71 billion, a PE ratio of 285.80, a price-to-earnings-growth ratio of 7.23 and a beta of 1.32.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, beating the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same period in the prior year, the company earned $1.14 earnings per share. Twilio's revenue was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Sell-side analysts expect that Twilio Inc. will post 2.47 earnings per share for the current year.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q1 beat and stronger guidance — Twilio reported ~20% revenue growth, EPS above estimates and raised full‑year outlook, driving the core fundamental move higher. Twilio's Q1 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: AI-driven demand cited by management — CEO commentary and the earnings call highlighted “unprecedented” demand for AI-voice and expanded channel adoption, supporting better revenue and margin trends. Twilio stock soared to its highest level in 4 years
• Positive Sentiment: Wall Street price-target lift — At least six firms raised targets (range ~$192–$225) and several upgraded ratings (UBS, Wells Fargo, Needham, Rosenblatt, Citizens JMP, etc.), reinforcing buy-side conviction and adding upside to the stock. Wall Street Floods Twilio With Price Target Hikes
• Positive Sentiment: Bullish options activity — Unusually large call buying was recorded (nearly 20k calls), indicating short‑term speculative or hedged bullish positioning by traders.
• Neutral Sentiment: Widespread media coverage and analyst note flow — Multiple outlets and research notes amplified the story, increasing attention and intraday liquidity; useful for momentum but not an earnings driver itself. Seeking Alpha coverage
• Negative Sentiment: Technical/resistance risk — Some commentators flag the stock approaching key technical levels that could act as resistance and pause the rally in the short term. Stock Of The Day: Is The Twilio Rally Over Already?
• Negative Sentiment: High valuation risk — The shares trade with a very high forward P/E and elevated PEG; if growth or AI adoption slows versus expectations, downside could be swift.

Insider Transactions at Twilio

In related news, CFO Aidan Viggiano sold 9,389 shares of Twilio stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $127.51, for a total value of $1,197,191.39. Following the completion of the sale, the chief financial officer owned 130,341 shares of the company's stock, valued at approximately $16,619,780.91. This trade represents a 6.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 15,715 shares of the business's stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total value of $2,096,223.85. Following the completion of the sale, the chief executive officer owned 235,542 shares in the company, valued at $31,418,947.38. This represents a 6.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 49,588 shares of company stock worth $6,336,644. 4.50% of the stock is owned by company insiders.

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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