AI Expansion Buzz: Recent chatter on X about Twilio Inc. (TWLO) has been ignited by the company’s expansion into AI-powered communication solutions. Many are highlighting the reported growth in voice AI revenue, up nearly 60%, as a sign of strong innovation. Posts on X also note record free cash flow as a positive driver for the stock.
Market Momentum: Discussions on X further emphasize TWLO’s recent share price rally, with some pointing to analyst upgrades and price targets as high as $156. There’s a sense of optimism around the stock’s ability to sustain momentum despite broader tech sector challenges. Some users are closely watching for a breakout above recent highs as a key signal.
Note: This discussion summary was generated from an AI condensation of post data.
Twilio Inc. Insider Trading Activity
Twilio Inc. insiders have traded $TWLO stock on the open market 27 times in the past 6 months. Of those trades, 0 have been purchases and 27 have been sales.
Here’s a breakdown of recent trading of $TWLO stock by insiders over the last 6 months:
- KHOZEMA SHIPCHANDLER (Chief Executive Officer) has made 0 purchases and 11 sales selling 60,206 shares for an estimated $6,804,113.
- AIDAN VIGGIANO (Chief Financial Officer) has made 0 purchases and 15 sales selling 36,526 shares for an estimated $4,170,526.
- ERIKA ROTTENBERG sold 4,100 shares for an estimated $492,118
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Twilio Inc. Hedge Fund Activity
We have seen 375 institutional investors add shares of Twilio Inc. stock to their portfolio, and 507 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 4,739,467 shares (+39.2%) to their portfolio in Q3 2025, for an estimated $474,373,252
- FMR LLC added 3,472,378 shares (+71.2%) to their portfolio in Q3 2025, for an estimated $347,550,314
- FIL LTD added 2,665,526 shares (+5296.1%) to their portfolio in Q3 2025, for an estimated $266,792,497
- STATE STREET CORP added 1,900,551 shares (+47.8%) to their portfolio in Q3 2025, for an estimated $190,226,149
- INVESCO LTD. added 1,391,013 shares (+225.0%) to their portfolio in Q3 2025, for an estimated $139,226,491
- JPMORGAN CHASE & CO removed 1,223,651 shares (-10.1%) from their portfolio in Q3 2025, for an estimated $122,475,228
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,157,756 shares (+54.2%) to their portfolio in Q3 2025, for an estimated $115,879,798
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Twilio Inc. Analyst Ratings
Wall Street analysts have issued reports on $TWLO in the last several months. We have seen 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Underperform" rating on 10/31/2025
- Piper Sandler issued a "Overweight" rating on 10/31/2025
- JP Morgan issued a "Overweight" rating on 10/31/2025
- Needham issued a "Buy" rating on 10/31/2025
- Mizuho issued a "Outperform" rating on 10/31/2025
- UBS issued a "Buy" rating on 10/31/2025
- Wells Fargo issued a "Overweight" rating on 10/31/2025
To track analyst ratings and price targets for Twilio Inc., check out Quiver Quantitative's $TWLO forecast page.
Twilio Inc. Price Targets
Multiple analysts have issued price targets for $TWLO recently. We have seen 12 analysts offer price targets for $TWLO in the last 6 months, with a median target of $145.0.
Here are some recent targets:
- James Fish from Piper Sandler set a target price of $145.0 on 10/31/2025
- Michael Funk from B of A Securities set a target price of $110.0 on 10/31/2025
- Siti Panigrahi from Mizuho set a target price of $150.0 on 10/31/2025
- Joshua Reilly from Needham set a target price of $145.0 on 10/31/2025
- Ryan Macwilliams from Wells Fargo set a target price of $147.0 on 10/31/2025
- Taylor McGinnis from UBS set a target price of $150.0 on 10/31/2025
- Parker Lane from Stifel set a target price of $120.0 on 10/31/2025
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.
