Twilio Inc. $TWLO Position Boosted by Bayforest Capital Ltd

Key Points

• Bayforest Capital Ltd significantly increased its holdings in Twilio Inc. by 160% during the first quarter, owning 4,175 shares valued at $409,000.
• Twilio reported earnings of $1.19 per share, surpassing estimates, along with a revenue of $1.23 billion, reflecting a 13.5% year-over-year increase.
• Recent analyst ratings for Twilio suggest a consensus Moderate Buy with a target price around $129.78, reflecting mixed views on the stock's future performance.

Bayforest Capital Ltd increased its holdings in Twilio Inc. (NYSE:TWLO - Free Report) by 160.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,175 shares of the technology company's stock after buying an additional 2,569 shares during the quarter. Bayforest Capital Ltd's holdings in Twilio were worth $409,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in TWLO. Two Sigma Investments LP grew its holdings in Twilio by 1,292.9% in the 4th quarter. Two Sigma Investments LP now owns 1,129,725 shares of the technology company's stock worth $122,101,000 after buying an additional 1,048,619 shares in the last quarter. Whale Rock Capital Management LLC bought a new position in Twilio in the 4th quarter worth approximately $111,312,000. Two Sigma Advisers LP grew its holdings in Twilio by 683.0% in the 4th quarter. Two Sigma Advisers LP now owns 935,697 shares of the technology company's stock worth $101,130,000 after buying an additional 816,197 shares in the last quarter. KBC Group NV raised its holdings in Twilio by 236.3% during the first quarter. KBC Group NV now owns 945,594 shares of the technology company's stock worth $92,583,000 after purchasing an additional 664,420 shares in the last quarter. Finally, Polar Capital Holdings Plc bought a new stake in Twilio during the fourth quarter worth approximately $60,949,000. 84.27% of the stock is owned by institutional investors.

Twilio Price Performance

NYSE TWLO opened at $104.40 on Thursday. The stock has a market capitalization of $16.02 billion, a P/E ratio of 870.07, a P/E/G ratio of 3.35 and a beta of 1.27. Twilio Inc. has a 1 year low of $57.16 and a 1 year high of $151.95. The business's fifty day moving average is $115.01 and its two-hundred day moving average is $109.21. The company has a debt-to-equity ratio of 0.12, a quick ratio of 4.90 and a current ratio of 4.90.

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

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,297 shares of the business's stock in a transaction on Thursday, July 3rd. The shares were sold at an average price of $117.05, for a total transaction of $971,163.85. Following the sale, the chief financial officer directly owned 147,823 shares of the company's stock, valued at $17,302,682.15. The trade was a 5.31% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Khozema Shipchandler sold 20,008 shares of the business's stock in a transaction on Monday, June 30th. The shares were sold at an average price of $124.53, for a total transaction of $2,491,596.24. Following the sale, the chief executive officer directly owned 260,581 shares in the company, valued at approximately $32,450,151.93. This trade represents a 7.13% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 51,671 shares of company stock worth $6,235,788 in the last ninety days. 0.21% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

TWLO has been the topic of several recent analyst reports. 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. UBS Group dropped 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. Piper Sandler boosted their target price on Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a report on Friday, August 8th. Wall Street Zen cut Twilio from a "strong-buy" rating to a "buy" rating in a report on Friday, May 30th. Finally, Needham & Company LLC reissued a "buy" rating and set a $125.00 target price on shares of Twilio in a report on Friday, May 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $129.78.

Twilio 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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