Twilio Inc. (TWLO) is down 6.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The most visible catalyst is a newly filed insider-trading disclosure showing Twilio’s CEO sold shares earlier this week, which can pressure sentiment and trigger short-term profit-taking. The move may also reflect traders fading a recent run-up tied to upbeat sell-side commentary, with no new fundamental update to offset the insider-sale headline.
Details:
Sources:
SEC, Investing.com, AOL
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TWLO Insider Trading Activity
$TWLO insiders have traded $TWLO stock on the open market 28 times in the past 6 months. Of those trades, 0 have been purchases and 28 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 15 sales selling 36,757 shares for an estimated $4,579,144.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$TWLO Hedge Fund Activity
We have seen 402 institutional investors add shares of $TWLO stock to their portfolio, and 363 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.
$TWLO 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 2 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
- Needham issued a "Buy" rating on 10/31/2025
- Mizuho issued a "Outperform" rating on 10/31/2025
- B of A Securities issued a "Underperform" rating on 10/31/2025
To track analyst ratings and price targets for $TWLO, check out Quiver Quantitative's $TWLO forecast page.
$TWLO Price Targets
Multiple analysts have issued price targets for $TWLO recently. We have seen 16 analysts offer price targets for $TWLO in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- 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
- Nick Altmann from BTIG set a target price of $155.0 on 02/13/2026
- Catharine Trebnick from Rosenblatt set a target price of $180.0 on 02/13/2026
- James Fish from Piper Sandler set a target price of $130.0 on 02/13/2026
- Elizabeth Porter from Morgan Stanley set a target price of $169.0 on 01/15/2026
- Rishi Jaluria from RBC Capital set a target price of $100.0 on 01/05/2026
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.
