Recent Earnings Impact: Twilio Inc. has been a focal point of discussion on social media following its Q3 2025 earnings report. Many users highlighted the company’s shift to profitability, with a reported GAAP net income of $37 million, marking a significant turnaround. This has sparked renewed interest in the stock’s potential.
Strategic Moves: Beyond earnings, Twilio’s new partnerships and leadership under CEO Khozema Shipchandler are generating buzz. Social media chatter also points to optimism about the company’s long-term growth through its cloud communications platform. Some have even set ambitious price targets, reflecting confidence in its trajectory.
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:
- ANDREW STAFMAN sold 1,000,000 shares for an estimated $129,000,000
- 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.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Twilio Inc. Revenue
Twilio Inc. had revenues of $1.3B in Q3 2025. This is an increase of 14.71% from the same period in the prior year.
You can track TWLO financials on Quiver Quantitative's TWLO stock page.
Twilio Inc. Hedge Fund Activity
We have seen 375 institutional investors add shares of Twilio Inc. stock to their portfolio, and 511 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 7 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- 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
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 11 analysts offer price targets for $TWLO in the last 6 months, with a median target of $145.0.
Here are some recent targets:
- Taylor McGinnis from UBS set a target price of $150.0 on 10/31/2025
- James Fish from Piper Sandler set a target price of $145.0 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
- Parker Lane from Stifel set a target price of $120.0 on 10/31/2025
- Mark Murphy from JP Morgan 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
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.
