TWILIO ($TWLO) posted quarterly earnings results for Q1 2026 on Thursday, April 30th. The company reported earnings of $1.50 per share, beating estimates of $1.30 by $0.20. The company also reported revenue of $1,406,910,000, beating estimates of $1,368,585,336 by $38,324,664.
Stock price change since market close: +17.98%
You can see Quiver Quantitative's $TWLO stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
TWILIO Insider Trading Activity
TWILIO insiders have traded $TWLO stock on the open market 29 times in the past 6 months. Of those trades, 0 have been purchases and 29 have been sales.
Here’s a breakdown of recent trading of $TWLO stock by insiders over the last 6 months:
- ANDREW STAFMAN sold 1,000,000 shares for an estimated $129,000,000
- KHOZEMA SHIPCHANDLER (Chief Executive Officer) has made 0 purchases and 12 sales selling 54,941 shares for an estimated $7,339,256.
- AIDAN VIGGIANO (Chief Financial Officer) has made 0 purchases and 14 sales selling 28,722 shares for an estimated $3,655,119.
- ERIKA ROTTENBERG has made 0 purchases and 2 sales selling 1,800 shares for an estimated $268,238.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
TWILIO Hedge Fund Activity
We have seen 403 institutional investors add shares of TWILIO stock to their portfolio, and 389 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,851,279 shares (-73.7%) from their portfolio in Q4 2025, for an estimated $690,045,924
- ALYESKA INVESTMENT GROUP, L.P. removed 2,331,511 shares (-88.2%) from their portfolio in Q4 2025, for an estimated $331,634,124
- FMR LLC added 2,323,461 shares (+27.8%) to their portfolio in Q4 2025, for an estimated $330,489,092
- JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 1,970,978 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $280,351,910
- SRS INVESTMENT MANAGEMENT, LLC added 1,810,278 shares (+inf%) to their portfolio in Q4 2025, for an estimated $257,493,942
- JPMORGAN CHASE & CO removed 1,784,318 shares (-16.3%) from their portfolio in Q4 2025, for an estimated $253,801,392
- CITADEL ADVISORS LLC added 1,523,932 shares (+365.7%) to their portfolio in Q4 2025, for an estimated $216,764,087
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
TWILIO Analyst Ratings
Wall Street analysts have issued reports on $TWLO in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/13/2026
- Morgan Stanley issued a "Overweight" rating on 01/15/2026
- RBC Capital issued a "Underperform" rating on 01/05/2026
- Citizens issued a "Market Outperform" rating on 12/30/2025
To track analyst ratings and price targets for TWILIO, check out Quiver Quantitative's $TWLO forecast page.
TWILIO Price Targets
Multiple analysts have issued price targets for $TWLO recently. We have seen 11 analysts offer price targets for $TWLO in the last 6 months, with a median target of $169.0.
Here are some recent targets:
- Nick Altmann from BTIG set a target price of $175.0 on 04/28/2026
- Taylor McGinnis from UBS set a target price of $180.0 on 04/24/2026
- Koji Ikeda from B of A Securities set a target price of $190.0 on 04/22/2026
- Siti Panigrahi from Mizuho set a target price of $165.0 on 04/21/2026
- Samad Samana from Jefferies set a target price of $160.0 on 04/06/2026
- Derrick Wood from TD Cowen set a target price of $160.0 on 03/02/2026
- Catharine Trebnick from Rosenblatt set a target price of $180.0 on 02/13/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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