TWLO
TWILIO INC
$212.54
-5.95%
$31.1B
No data for this timeframe.
Vol
Market Cap$31.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders8 funds
Inst. Value$4.7B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 14S
Insider Net $-$329.2M
Reddit Sentiment50° Neutral
SEC Reports7
Congressional1 trades
Recent Activity
Jun 8, 2026
short_volume
Short Volume: TWLO — 59.2% short (0.8M / 1.3M)
Short: 767,507 | Exempt: 2,799 | TRF Vol: 1,295,532 | Short Ratio: 59.2% | Off-exchange volume (dark
Jun 5, 2026
SEC
Twilio director Erika Rottenberg filed a Form 144 notice of intent to sell 2,000 shares of common stock, with an approxi
144 — Impact 2/10
Jun 4, 2026
Insider
Shipchandler Khozema sold 44,158 shares
Chief Executive Officer @ $0.00 ($0.00)
Jun 4, 2026
Insider
Shipchandler Khozema sold 44,158 shares
Chief Executive Officer @ $117.94 ($5.2M)
Jun 4, 2026
Insider
Shipchandler Khozema sold 44,158 shares
Chief Executive Officer @ $235.88 ($10.4M)
Jun 3, 2026
SEC
Three Twilio insiders sold a total of $184.71M in shares over a one-week window, with Director Andrew Stafman accounting
CLUSTER — Impact 5/10
May 21, 2026
SEC
Two insiders at Twilio sold a combined $131M in shares over a week, led by Director Stafman's $130.6M sale. CFO Viggiano
CLUSTER — Impact 4/10
Inst.
FMR LLC — ADD
10,672,418 shares ($1.5B)
Price Targets
$195.45
-4.5% upside
Hold
Current $204.69
Low $120.00
Median $200.00
High $250.00
28 analysts
$120.00
$250.00
Analyst Ratings
11Strong Buy
18Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 18, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| May 12, 2026 | BTIG | REITERATE | Buy → Buy |
| May 11, 2026 | Needham | MAINTAIN | Buy → Buy |
| May 7, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
| May 1, 2026 | UBS | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.32 ▲ +0.6% | $1.29 — $1.43 | 11% YoY | 26 |
| Next Q | $1.40 ▲ +0.5% | $1.28 — $1.56 | 12% YoY | 25 |
| Current FY | $5.70 | $5.39 — $6.16 | 17% YoY | 28 |
| Next FY | $6.60 | $5.93 — $7.63 | 16% YoY | 29 |
Latest Reports
NEUTRAL
144
2/10
Twilio director Erika Rottenberg filed a Form 144 notice of intent to sell 2,000 shares of common stock, with an approxi
Jun 5, 2026
BEARISH
CLUSTER
5/10
Three Twilio insiders sold a total of $184.71M in shares over a one-week window, with Director Andrew Stafman accounting
Jun 3, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $2.2B | — |
| FMR LLC | $1.5B | ADD |
| MORGAN STANLEY | $309.6M | ADD |
| NORGES BANK | $273.9M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $151.7M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | Shipchandler Khozema | M | $0.00 |
| Jun 4, 2026 | Shipchandler Khozema | M | $5.2M |
| Jun 4, 2026 | Shipchandler Khozema | SELL | $10.4M |
| Jun 1, 2026 | ROTTENBERG ERIKA | SELL | $398.0K |
| May 27, 2026 | Stafman Andrew | SELL | $184.1M |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 1 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Josh Gottheimer | D | BUY | $1,001 - $15,000 |
8 institutional holders with $4.7B total value (32,738,620 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 15,449,586 | $2.2B | 47.2% | — |
| 2 | FMR LLC | 10,672,418 | $1.5B | 32.6% | ADD +27.8% |
| 3 | MORGAN STANLEY | 2,176,841 | $309.6M | 6.6% | ADD +36.4% |
| 4 | NORGES BANK | 1,925,354 | $273.9M | 5.9% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,066,242 | $151.7M | 3.3% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 1,039,456 | $147.9M | 3.2% | DOUBLED +147.6% |
| 7 | WELLS FARGO & COMPANY/MN | 359,354 | $51.1M | 1.1% | — |
| 8 | TWO SIGMA INVESTMENTS, LP | 49,369 | $7.0M | 0.2% | TRIM -34.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 8,348,957 | 10,672,418 | +27.8% | $1.5B | 2025-Q4 |
| NORGES BANK | NEW | — | 1,925,354 | — | $273.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 75,709 | 49,369 | -34.8% | $7.0M | 2025-Q4 |
| Duquesne Family Office LLC | EXIT | 512,800 | 0 | -100.0% | $0.00 | 2025-Q4 |
| FMR LLC | ADD | 4,876,579 | 8,348,957 | +71.2% | $835.6M | 2025-Q3 |
| UBS Group AG | ADD | 2,701,965 | 3,637,528 | +34.6% | $364.1M | 2025-Q3 |
| MORGAN STANLEY | ADD | 1,980,087 | 2,700,088 | +36.4% | $270.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 231,514 | 75,709 | -67.3% | $7.6M | 2025-Q3 |
| Duquesne Family Office LLC | DOUBLED | 200,475 | 512,800 | +155.8% | $51.3K | 2025-Q3 |
| NORGES BANK | EXIT | 1,840,436 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | ADD | 2,610,064 | 4,876,579 | +86.8% | $606.5M | 2025-Q2 |
| UBS Group AG | ADD | 2,039,386 | 2,701,965 | +32.5% | $336.0M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,840,436 | — | $228.9M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 463,658 | 1,148,235 | +147.6% | $142.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 1,449,060 | 231,514 | -84.0% | $28.8M | 2025-Q2 |
| Duquesne Family Office LLC | TRIM | 362,155 | 200,475 | -44.6% | $24.9K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 226,095 | 0 | -100.0% | $0.00 | 2025-Q2 |
| FMR LLC | TRIM | 4,121,189 | 2,610,064 | -36.7% | $255.6M | 2025-Q1 |
| UBS Group AG | ADD | 1,460,654 | 2,039,386 | +39.6% | $199.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 1,129,725 | 1,449,060 | +28.3% | $141.9M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 582,895 | 226,095 | -61.2% | $22.1M | 2025-Q1 |
| Duquesne Family Office LLC | NEW | — | 362,155 | — | $35.5K | 2025-Q1 |
| NORGES BANK | EXIT | 2,055,389 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 1,905,219 | 2,760,786 | +44.9% | $298.4M | 2024-Q4 |
| UBS Group AG | ADD | 730,455 | 1,460,654 | +100.0% | $157.9M | 2024-Q4 |
11 unique insiders with 14 transactions. Net insider value: -$329.2M ($0.00 bought, $329.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Shipchandler Khozema | Chief Executive Officer | M | 44,158 | $0.00 | $0.00 |
| Jun 4, 2026 | Shipchandler Khozema | Chief Executive Officer | M | 44,158 | $117.94 | $5.2M |
| Jun 4, 2026 | Shipchandler Khozema | Chief Executive Officer | SELL | 44,158 | $235.88 | $10.4M |
| Jun 1, 2026 | ROTTENBERG ERIKA | Director | SELL | 2,000 | $199.01 | $398.0K |
| May 27, 2026 | Stafman Andrew | Director | SELL | 1,000,000 | $184.14 | $184.1M |
| May 26, 2026 | Shipchandler Khozema | Chief Executive Officer | M | 32,158 | $76.63 | $2.5M |
| May 26, 2026 | Shipchandler Khozema | Chief Executive Officer | SELL | 927 | $180.70 | $167.5K |
| May 26, 2026 | Shipchandler Khozema | Chief Executive Officer | M | 32,158 | $0.00 | $0.00 |
| May 19, 2026 | Viggiano Aidan | Chief Financial Officer | SELL | 1,828 | $200.00 | $365.6K |
| May 15, 2026 | Viggiano Aidan | Chief Financial Officer | SELL | 476 | $196.76 | $93.7K |
| May 12, 2026 | Stafman Andrew | Director | SELL | 675,000 | $193.54 | $130.6M |
| May 4, 2026 | ROTTENBERG ERIKA | Director | SELL | 1,500 | $185.32 | $278.0K |
| Apr 21, 2026 | ROTTENBERG ERIKA | Director | SELL | 1,585 | $149.00 | $236.2K |
| Apr 6, 2026 | Shipchandler Khozema | Chief Executive Officer | SELL | 2,800 | $131.93 | $369.4K |
| Apr 2, 2026 | Viggiano Aidan | Chief Financial Officer | SELL | 4,342 | $127.02 | $551.5K |
| Mar 31, 2026 | Shipchandler Khozema | Chief Executive Officer | SELL | 5,893 | $122.35 | $721.0K |
| Mar 31, 2026 | Viggiano Aidan | Chief Financial Officer | SELL | 5,692 | $122.45 | $697.0K |
| Mar 24, 2026 | Robinson Douglas A. | Director | A | 3,526 | $0.00 | $0.00 |
| Mar 15, 2026 | Stafman Andrew | Director | A | 688 | $0.00 | $0.00 |
| Mar 15, 2026 | Dubinsky Donna | Director | G | 673 | $0.00 | $0.00 |
| Mar 15, 2026 | ROTTENBERG ERIKA | Director | A | 686 | $0.00 | $0.00 |
| Mar 15, 2026 | Dubinsky Donna | Director | A | 673 | $0.00 | $0.00 |
| Mar 15, 2026 | Epstein Jeff | Director | A | 951 | $0.00 | $0.00 |
| Mar 15, 2026 | PATRICK DEVAL L | Director | A | 673 | $0.00 | $0.00 |
| Mar 15, 2026 | IMMELT JEFFREY R | Director | A | 703 | $0.00 | $0.00 |
| Mar 15, 2026 | ROTTENBERG ERIKA | Director | G | 686 | $0.00 | $0.00 |
| Mar 15, 2026 | Bell Charles H | Director | A | 688 | $0.00 | $0.00 |
| Mar 15, 2026 | Suzuki Miyuki | Director | A | 682 | $0.00 | $0.00 |
| Mar 2, 2026 | Viggiano Aidan | Chief Financial Officer | SELL | 806 | $125.00 | $100.8K |
| Feb 21, 2026 | Viggiano Aidan | Chief Financial Officer | A | 37,554 | $0.00 | $0.00 |
| Feb 21, 2026 | Shipchandler Khozema | Chief Executive Officer | A | 70,100 | $0.00 | $0.00 |
7 SEC filing reports analyzed. Sentiment: 0 bullish, 3 bearish, 0 mixed, 4 neutral. Avg impact: 3.6/10.
NEUTRAL
144
2/10
Twilio director Erika Rottenberg filed a Form 144 notice of intent to sell 2,000 shares of common st
Jun 5, 2026
BEARISH
CLUSTER
5/10
Three Twilio insiders sold a total of $184.71M in shares over a one-week window, with Director Andre
Jun 3, 2026
BEARISH
CLUSTER
4/10
Two insiders at Twilio sold a combined $131M in shares over a week, led by Director Stafman's $130.6
May 21, 2026
NEUTRAL
CLUSTER
4/10
Two TWLO insiders — CFO Aidan Viggiano ($94K) and Director Andrew Stafman ($130.64M) — sold a combin
May 19, 2026
NEUTRAL
144
2/10
Director Erika Rottenberg filed a Form 144 to sell 1,500 shares of Twilio, valued at approximately $
May 4, 2026
NEUTRAL
DEFA14A
2/10
Analysis based on filing metadata only — document content was unavailable. Twilio filed DEFA14A (add
Apr 28, 2026
BEARISH
CLUSTER
6/10
Twilio's CEO and CFO sold a combined $921,000 worth of shares in open-market transactions within the
Apr 8, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (81% buy). Based on 36 analysts: 11 strong buy, 18 buy, 6 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$195.45 mean target
-4.5% upside
Hold (1.72)
$120.00 Low
$250.00 High
| Metric | Value |
|---|---|
| Current Price | $204.69 |
| Target Low | $120.00 |
| Target Mean | $195.45 |
| Target Median | $200.00 |
| Target High | $250.00 |
| # Analysts | 28 |
| Recommendation | Hold (1.72) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.32 | $1.29 | $1.43 | 11.3% | +0.6% | 18↑ 6↓ | $1.4B | 16.4% | 26 |
| Next Q 2026-09-30 |
$1.40 | $1.28 | $1.56 | 11.8% | +0.5% | 18↑ 5↓ | $1.5B | 12.5% | 25 |
| Current FY 2026-12-31 |
$5.70 | $5.39 | $6.16 | 16.6% | +0.3% | 28↑ 0↓ | $5.8B | 14.8% | 28 |
| Next FY 2027-12-31 |
$6.60 | $5.93 | $7.63 | 15.8% | +0.5% | 24↑ 2↓ | $6.4B | 9.4% | 29 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.324 | |
| 7d ago | $1.322 | +0.002 |
| 30d ago | $1.316 | +0.008 |
| 60d ago | $1.290 | +0.034 |
| 90d ago | $1.290 | +0.034 |
15 analyst firms have rated this stock: 3 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 18, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| May 12, 2026 | BTIG | REITERATE | Buy | Buy |
| May 11, 2026 | Needham | MAINTAIN | Buy | Buy |
| May 7, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| May 1, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 1, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| May 1, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| May 1, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 1, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| May 1, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| May 1, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| May 1, 2026 | BTIG | MAINTAIN | Buy | Buy |
| May 1, 2026 | Needham | MAINTAIN | Buy | Buy |
| Apr 28, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Apr 24, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 22, 2026 | B of A Securities | UPGRADE | Underperform | Buy |
| Apr 21, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Apr 6, 2026 | Jefferies | UPGRADE | Hold | Buy |
| Mar 2, 2026 | TD Cowen | UPGRADE | Hold | Buy |
| Feb 13, 2026 | Piper Sandler | REITERATE | Neutral | Neutral |
| Feb 13, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Jan 15, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Jan 5, 2026 | Piper Sandler | DOWNGRADE | Overweight | Neutral |
| Jan 5, 2026 | RBC Capital | MAINTAIN | Underperform | Underperform |
| Dec 30, 2025 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 11 | 18 | 6 | 1 | 0 | 81% | |
| May 1, 2026 | 11 | 18 | 6 | 1 | 0 | 81% | |
| Apr 1, 2026 | 9 | 18 | 7 | 2 | 0 | 75% | |
| Mar 1, 2026 | 9 | 16 | 9 | 2 | 0 | 69% | |
| Feb 1, 2026 | 9 | 16 | 9 | 2 | 0 | 69% | |
| Jan 1, 2026 | 9 | 19 | 7 | 2 | 0 | 76% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 4, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Twilio Inc | Jun 4, 2026 (32d) |
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 23, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Major SaaS Earnings Calendar
▲ 1
💬 0
⚡ 0.5
Jun 8, 2026
short_volume
Short Volume: TWLO — 59.2% short (0.8M / 1.3M)
Short: 767,507 | Exempt: 2,799 | TRF Vol: 1,295,532 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: TWLO — 72.9% short (1.2M / 1.6M)
Short: 1,152,591 | Exempt: 4,636 | TRF Vol: 1,581,050 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: TWLO — 72.9% short (1.3M / 1.8M)
Short: 1,316,249 | Exempt: 253 | TRF Vol: 1,805,117 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: TWLO — 68.5% short (1.0M / 1.5M)
Short: 1,021,174 | Exempt: 4,161 | TRF Vol: 1,490,551 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: TWLO — 55.3% short (0.4M / 0.7M)
Short: 406,289 | Exempt: 290 | TRF Vol: 734,221 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: TWLO — 55.1% short (0.5M / 0.9M)
Short: 498,787 | Exempt: 1,020 | TRF Vol: 904,797 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: TWLO — 56.5% short (0.4M / 0.8M)
Short: 447,828 | Exempt: 1,379 | TRF Vol: 792,198 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: TWLO — 63.9% short (0.4M / 0.6M)
Short: 385,890 | Exempt: 876 | TRF Vol: 603,507 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: TWLO — 56.0% short (0.6M / 1.0M)
Short: 576,948 | Exempt: 2,670 | TRF Vol: 1,030,633 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: TWLO — 55.7% short (0.7M / 1.2M)
Short: 694,089 | Exempt: 2,547 | TRF Vol: 1,246,627 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: TWLO — 60.3% short (0.7M / 1.1M)
Short: 663,763 | Exempt: 5,830 | TRF Vol: 1,099,979 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: TWLO — 3.8M shares, 84,446 trades
Week starting 2026-05-18. Total ATS volume: 3,839,318 shares across 84,446 trades.
May 14, 2026
short_volume
Short Volume: TWLO — 61.4% short (0.7M / 1.1M)
Short: 677,161 | Exempt: 0 | TRF Vol: 1,102,028 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: TWLO — 394,346 shares ($76.0M) failed to deliver
Settlement: 20260513, Price: $192.78, FTD Value: $76,022,021.88, TWILIO INC CL A (DE)
May 11, 2026
dark_pool
Dark Pool: TWLO — 4.8M shares, 89,733 trades
Week starting 2026-05-11. Total ATS volume: 4,812,582 shares across 89,733 trades.