Twilio Inc. $TWLO Shares Purchased by Assenagon Asset Management S.A.

Key Points

• Assenagon Asset Management increased its Twilio stake by 67.8% in the second quarter, adding 48,742 shares to hold 120,582 shares worth approximately $24.9 million. Institutional investors collectively own 84.27% of Twilio.
• Twilio delivered a strong second quarter, reporting EPS of $1.47 versus the $1.32 consensus and revenue of $1.50 billion, up 22% year over year. Management issued third-quarter EPS guidance of $1.42–$1.47, while analysts generally maintain bullish ratings and a consensus target of $248.32.
• Twilio shares opened at $240.99, near their 12-month high, as AI adoption and raised analyst price targets supported investor enthusiasm. However, insiders sold about 1.8 million shares worth $341.6 million over the past 90 days, and elevated valuation remains a consideration.

Assenagon Asset Management S.A. grew its holdings in shares of Twilio Inc. (NYSE:TWLO - Free Report) by 67.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 120,582 shares of the technology company's stock after buying an additional 48,742 shares during the quarter. Assenagon Asset Management S.A. owned 0.08% of Twilio worth $24,880,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in TWLO. Brighton Jones LLC boosted its position in Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company's stock worth $1,086,000 after purchasing an additional 623 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of Twilio in the second quarter valued at about $251,000. Daiwa Securities Group Inc. grew its stake in shares of Twilio by 70.6% in the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company's stock valued at $3,066,000 after buying an additional 10,200 shares in the last quarter. NewEdge Advisors LLC raised its stake in shares of Twilio by 46.9% during the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company's stock valued at $718,000 after purchasing an additional 1,841 shares during the period. Finally, Sei Investments Co. raised its stake in shares of Twilio by 55.1% during the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company's stock valued at $11,208,000 after purchasing an additional 32,027 shares during the period. Institutional investors and hedge funds own 84.27% of the company's stock.

Twilio Trading Down 0.1%

Shares of NYSE TWLO opened at $240.99 on Monday. The company has a market cap of $36.57 billion, a price-to-earnings ratio of 33.56, a price-to-earnings-growth ratio of 4.80 and a beta of 1.37. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $254.50. The company has a current ratio of 4.62, a quick ratio of 4.66 and a debt-to-equity ratio of 0.11. The stock's 50 day simple moving average is $203.77 and its 200 day simple moving average is $161.93.

Twilio (NYSE:TWLO - Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, topping analysts' consensus estimates of $1.32 by $0.15. Twilio had a return on equity of 5.09% and a net margin of 20.61%.The firm had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.43 billion. During the same period in the prior year, the business earned $1.19 EPS. The firm's revenue was up 22.0% on a year-over-year basis. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Equities research analysts expect that Twilio Inc. will post 2.79 EPS for the current year.

Insider Activity

In other news, Director Andrew Stafman sold 1,000,000 shares of the business's stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the completion of the transaction, the director directly owned 620,000 shares in the company, valued at approximately $114,166,800. The trade was a 61.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Aidan Viggiano sold 8,528 shares of the stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $205.43, for a total value of $1,751,907.04. Following the completion of the transaction, the chief financial officer directly owned 109,724 shares of the company's stock, valued at $22,540,601.32. This trade represents a 7.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,802,480 shares of company stock worth $341,620,487 in the last 90 days. 0.21% of the stock is currently owned by insiders.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q2 results exceeded expectations: Twilio reported adjusted earnings of $1.47 per share, above the $1.32 consensus estimate, while revenue rose 22% year over year to $1.50 billion, beating the $1.43 billion forecast. Twilio's Q2 Earnings Surpass Expectations, Revenues Rise Year Over Year
• Positive Sentiment: Upbeat guidance strengthened the investment case: Management forecast third-quarter EPS of $1.42 to $1.47, well above the $1.25 analyst estimate, and projected full-year revenue of approximately $6.0 billion versus the prior consensus of $5.8 billion. Reports also cited cost discipline, record profitability and strong cash generation. Twilio Delivers Strong Q2 Numbers
• Positive Sentiment: AI adoption is emerging as a growth catalyst: Investors and analysts highlighted increasing traction for Twilio’s voice-based AI tools and broader AI-powered customer-engagement services. Management described the business as entering a “powerful new chapter,” although the opportunity remains in its early stages. Twilio Makes Gains From AI Adoption
• Positive Sentiment: Analysts raised price targets: BTIG, Oppenheimer, Citizens JMP, Needham, Rosenblatt and Monness Crespi & Hardt increased their targets, generally to $270-$285, with several maintaining “buy” or “outperform” ratings. Unusually heavy call-option activity also reflected bullish short-term positioning.
• Neutral Sentiment: Valuation and expectations are elevated: The rally lifted Twilio near its 12-month high and increased its market capitalization above $36 billion. Piper Sandler raised its target to $247 but retained a “neutral” rating, suggesting that strong execution may already be partly reflected in the stock.

Wall Street Analysts Forecast Growth

TWLO has been the subject of several analyst reports. KGI Securities started coverage on shares of Twilio in a research note on Thursday, July 2nd. They issued an "outperform" rating and a $250.00 target price for the company. Rosenblatt Securities boosted their price target on Twilio from $230.00 to $275.00 and gave the stock a "buy" rating in a research note on Friday. Oppenheimer lifted their price objective on Twilio from $235.00 to $275.00 and gave the stock an "outperform" rating in a report on Friday. Piper Sandler increased their price objective on shares of Twilio from $192.00 to $247.00 and gave the company a "neutral" rating in a research note on Friday. Finally, UBS Group reissued a "buy" rating and set a $285.00 price objective on shares of Twilio in a report on Friday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $248.32.

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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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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