Twilio (TWLO) is up 4.7% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is a mix of bullish analyst sentiment and continued confidence in Twilio’s improving fundamentals and AI-related product story, rather than one clearly dominant same-day corporate announcement. Recent earnings, higher full-year profitability guidance, active share repurchases, and fresh positive coverage appear to be keeping buyers interested. ([investors.twilio.com](https://investors.twilio.com/news-releases/news-release-details/twilio-announces-first-quarter-2026-results?utm_source=openai))
Details:
Sources:
Twilio Investor Relations, Investing.com, StreetInsider
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 48 times in the past 6 months. Of those trades, 0 have been purchases and 48 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 $184,140,000
- KHOZEMA SHIPCHANDLER (Chief Executive Officer) has made 0 purchases and 26 sales selling 131,872 shares for an estimated $24,618,842.
- AIDAN VIGGIANO (Chief Financial Officer) has made 0 purchases and 17 sales selling 31,746 shares for an estimated $4,889,077.
- ERIKA ROTTENBERG has made 0 purchases and 4 sales selling 5,300 shares for an estimated $944,227.
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 insider transaction endpoint.
$TWLO Hedge Fund Activity
We have seen 368 institutional investors add shares of $TWLO stock to their portfolio, and 348 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALKEON CAPITAL MANAGEMENT LLC added 1,590,000 shares (+636.0%) to their portfolio in Q1 2026, for an estimated $200,053,800
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 998,097 shares (-62.8%) from their portfolio in Q1 2026, for an estimated $125,580,564
- DURABLE CAPITAL PARTNERS LP removed 962,089 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $121,050,037
- FMR LLC added 868,672 shares (+8.1%) to their portfolio in Q1 2026, for an estimated $109,296,311
- SLATE PATH CAPITAL LP removed 819,790 shares (-52.5%) from their portfolio in Q1 2026, for an estimated $103,145,977
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 697,511 shares (+inf%) to their portfolio in Q1 2026, for an estimated $87,760,834
- VOYA INVESTMENT MANAGEMENT LLC removed 625,002 shares (-86.6%) from their portfolio in Q1 2026, for an estimated $78,637,751
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 13F endpoint.
$TWLO Congressional Stock Trading
Members of Congress have traded $TWLO stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TWLO stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 05/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$TWLO Analyst Ratings
Wall Street analysts have issued reports on $TWLO in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 05/01/2026
- BTIG issued a "Buy" rating on 05/01/2026
- Needham issued a "Buy" rating on 05/01/2026
- Morgan Stanley issued a "Overweight" rating on 01/15/2026
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 $205.0.
Here are some recent targets:
- An analyst from KGI Securities set a target price of $250.0 on 07/02/2026
- Catharine Trebnick from Rosenblatt set a target price of $230.0 on 06/18/2026
- Ivan Feinseth from Tigress Financial set a target price of $255.0 on 06/11/2026
- Ittai Kidron from Oppenheimer set a target price of $235.0 on 05/18/2026
- Nick Altmann from BTIG set a target price of $215.0 on 05/12/2026
- Joshua Reilly from Needham set a target price of $250.0 on 05/11/2026
- Ryan Macwilliams from Wells Fargo set a target price of $200.0 on 05/01/2026
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.
