Twilio (NYSE:TWLO) Shares Unloaded Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently sold shares of Twilio Inc. NYSE: TWLO. In a filing disclosed on May 14th, the Representative disclosed that they had sold between $1,001 and $15,000 in Twilio stock on April 17th. The trade occurred in the Representative's "MORGAN STANLEY - SELECT UMA ACCOUNT # 1" account.

Representative Josh Gottheimer also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of RTX NYSE: RTX on 4/23/2025.
• Purchased $1,001 - $15,000 in shares of Cheniere Energy NYSE: LNG on 4/22/2025.
• Purchased $1,001 - $15,000 in shares of Techtronic Industries OTCMKTS: TTNDY on 4/21/2025.
• Purchased $1,001 - $15,000 in shares of Tri Pointe Homes NYSE: TPH on 4/21/2025.
• Purchased $1,001 - $15,000 in shares of Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk NYSE: TLK on 4/21/2025.
• Sold $1,001 - $15,000 in shares of KKR & Co. Inc. NYSE: KKR on 4/21/2025.
• Purchased $1,001 - $15,000 in shares of D.R. Horton NYSE: DHI on 4/21/2025.
• Purchased $1,001 - $15,000 in shares of Home Depot NYSE: HD on 4/21/2025.
• Sold $1,001 - $15,000 in shares of Hillman Solutions NASDAQ: HLMN on 4/17/2025.
• Sold $1,001 - $15,000 in shares of AbbVie NYSE: ABBV on 4/17/2025.

Twilio Stock Down 2.5%

NYSE TWLO traded down $2.90 during trading on Wednesday, reaching $114.66. 2,778,413 shares of the company's stock traded hands, compared to its average volume of 2,679,259. The company has a debt-to-equity ratio of 0.12, a current ratio of 5.06 and a quick ratio of 5.06. The firm has a market cap of $17.50 billion, a price-to-earnings ratio of -179.16, a price-to-earnings-growth ratio of 4.30 and a beta of 1.44. The company's 50 day simple moving average is $97.82 and its two-hundred day simple moving average is $108.28. Twilio Inc. has a 12-month low of $52.51 and a 12-month high of $151.95.

Twilio (NYSE:TWLO - Get Free Report) last posted its earnings results on Thursday, May 1st. The technology company reported $1.14 EPS for the quarter, beating analysts' consensus estimates of $0.92 by $0.22. The business had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.14 billion. Twilio had a negative net margin of 2.45% and a positive return on equity of 1.38%. The company's revenue for the quarter was up 12.0% on a year-over-year basis. During the same quarter last year, the firm posted $0.80 EPS. As a group, sell-side analysts forecast that Twilio Inc. will post 1.44 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on TWLO shares. Oppenheimer raised their target price on shares of Twilio from $90.00 to $160.00 and gave the company an "outperform" rating in a research report on Friday, January 24th. Morgan Stanley lowered their price target on shares of Twilio from $160.00 to $111.00 and set an "overweight" rating on the stock in a report on Wednesday, April 16th. Stifel Nicolaus raised their price target on shares of Twilio from $130.00 to $135.00 and gave the company a "hold" rating in a report on Friday, February 14th. The Goldman Sachs Group raised their price target on shares of Twilio from $130.00 to $145.00 and gave the company a "buy" rating in a report on Friday, May 2nd. Finally, Jefferies Financial Group lowered their price target on shares of Twilio from $145.00 to $108.00 and set a "hold" rating on the stock in a report on Monday, April 28th. One investment analyst has rated the stock with a sell rating, seven have assigned a hold rating, sixteen have given a buy rating and one has given a strong buy rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $124.41.

Insider Activity

In related news, CEO Khozema Shipchandler sold 12,056 shares of the business's stock in a transaction on Monday, March 31st. The shares were sold at an average price of $95.88, for a total value of $1,155,929.28. Following the completion of the sale, the chief executive officer now owns 295,134 shares of the company's stock, valued at approximately $28,297,447.92. The trade was a 3.92% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 2,500 shares of the business's stock in a transaction on Friday, February 21st. The stock was sold at an average price of $117.45, for a total transaction of $293,625.00. Following the completion of the sale, the chief financial officer now directly owns 184,164 shares of the company's stock, valued at approximately $21,630,061.80. The trade was a 1.34% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 47,284 shares of company stock valued at $4,520,567 in the last three months. 0.21% of the stock is currently owned by corporate insiders.

Institutional Trading of Twilio

Institutional investors and hedge funds have recently bought and sold shares of the business. LRI Investments LLC acquired a new stake in Twilio during the 1st quarter valued at approximately $25,000. Financial Gravity Asset Management Inc. acquired a new stake in Twilio during the 1st quarter valued at approximately $28,000. TCTC Holdings LLC increased its holdings in shares of Twilio by 118.1% during the 1st quarter. TCTC Holdings LLC now owns 338 shares of the technology company's stock valued at $33,000 after purchasing an additional 183 shares in the last quarter. Cloud Capital Management LLC purchased a new position in shares of Twilio during the 1st quarter valued at approximately $34,000. Finally, UMB Bank n.a. purchased a new position in shares of Twilio during the 1st quarter valued at approximately $37,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey's 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027. Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey's 5th Congressional District. He declared candidacy for the 2026 election. Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025. Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

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.