TWLO
TWILIO INC
$183.97
-2.83%
$28.7B
No data for this timeframe.
Vol
Market Cap$28.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders8 funds
Inst. Value$4.7B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 9S
Insider Net $-$133.7M
Reddit Sentiment50° Neutral
SEC Reports4
Recent Activity
May 19, 2026
SEC
Two TWLO insiders — CFO Aidan Viggiano ($94K) and Director Andrew Stafman ($130.64M) — sold a combined $130.7M in open-m
CLUSTER — Impact 4/10
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
May 15, 2026
Insider
Viggiano Aidan sold 476 shares
Chief Financial Officer @ $196.76 ($93.7K)
May 12, 2026
Insider
Stafman Andrew sold 675,000 shares
Director @ $193.54 ($130.6M)
May 4, 2026
SEC
Director Erika Rottenberg filed a Form 144 to sell 1,500 shares of Twilio, valued at approximately $277,974. The shares
144 — Impact 2/10
May 4, 2026
Insider
ROTTENBERG ERIKA sold 1,500 shares
Director @ $185.32 ($278.0K)
Apr 28, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. Twilio filed DEFA14A (additional definitive p
DEFA14A — Impact 2/10
Inst.
FMR LLC — ADD
10,672,418 shares ($1.5B)
Price Targets
$195.09
+6.0% upside
Buy
Current $183.97
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 ▲ +2.5% | $1.29 — $1.43 | 11% YoY | 26 |
| Next Q | $1.40 ▲ +1.5% | $1.28 — $1.56 | 12% YoY | 25 |
| Current FY | $5.71 ▲ +5.4% | $5.39 — $6.16 | 17% YoY | 28 |
| Next FY | $6.60 ▲ +3.2% | $5.93 — $7.63 | 16% YoY | 29 |
Latest Reports
NEUTRAL
CLUSTER
4/10
Two TWLO insiders — CFO Aidan Viggiano ($94K) and Director Andrew Stafman ($130.64M) — sold a combined $130.7M in open-m
May 19, 2026
NEUTRAL
144
2/10
Director Erika Rottenberg filed a Form 144 to sell 1,500 shares of Twilio, valued at approximately $277,974. The shares
May 4, 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 |
|---|---|---|---|
| May 15, 2026 | Viggiano Aidan | SELL | $93.7K |
| May 12, 2026 | Stafman Andrew | SELL | $130.6M |
| May 4, 2026 | ROTTENBERG ERIKA | SELL | $278.0K |
| Apr 21, 2026 | ROTTENBERG ERIKA | SELL | $236.2K |
| Apr 6, 2026 | Shipchandler Khozema | SELL | $369.4K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
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 9 transactions. Net insider value: -$133.7M ($0.00 bought, $133.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 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 |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 3.5/10.
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
$195.09 mean target
+6.0% upside
Buy (1.72)
$120.00 Low
$250.00 High
| Metric | Value |
|---|---|
| Current Price | $183.97 |
| Target Low | $120.00 |
| Target Mean | $195.09 |
| Target Median | $200.00 |
| Target High | $250.00 |
| # Analysts | 28 |
| Recommendation | Buy (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 | 11.1% | +2.5% | 18↑ 6↓ | $1.4B | 16.4% | 26 |
| Next Q 2026-09-30 |
$1.40 | $1.28 | $1.56 | 11.7% | +1.5% | 17↑ 6↓ | $1.5B | 12.4% | 25 |
| Current FY 2026-12-31 |
$5.71 | $5.39 | $6.16 | 16.8% | +5.4% | 28↑ 0↓ | $5.8B | 14.8% | 28 |
| Next FY 2027-12-31 |
$6.60 | $5.93 | $7.63 | 15.5% | +3.2% | 24↑ 2↓ | $6.4B | 9.4% | 29 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.322 | |
| 7d ago | $1.318 | +0.004 |
| 30d ago | $1.290 | +0.033 |
| 60d ago | $1.290 | +0.032 |
| 90d ago | $1.285 | +0.038 |
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 |
|---|---|---|---|---|---|---|---|
| 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
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
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
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 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 7, 2026
short_volume
Short Volume: TWLO — 56.1% short (0.6M / 1.1M)
Short: 643,823 | Exempt: 23 | TRF Vol: 1,148,338 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: TWLO — 62.8% short (1.7M / 2.7M)
Short: 1,681,692 | Exempt: 1,690 | TRF Vol: 2,678,919 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
TWLO Q1 2026 Earnings After Market Close — 2026-04-30
Apr 30, 2026
short_volume
Short Volume: TWLO — 56.0% short (1.0M / 1.7M)
Short: 975,270 | Exempt: 386 | TRF Vol: 1,742,902 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: TWLO — 5.6M shares, 99,459 trades
Week starting 2026-04-27. Total ATS volume: 5,598,094 shares across 99,459 trades.
Apr 21, 2026
short_volume
Short Volume: TWLO — 59.8% short (0.6M / 0.9M)
Short: 559,338 | Exempt: 537 | TRF Vol: 935,688 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: TWLO — 59.0% short (0.5M / 0.9M)
Short: 546,511 | Exempt: 156 | TRF Vol: 926,977 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: TWLO — 3.8M shares, 83,295 trades
Week starting 2026-04-20. Total ATS volume: 3,775,086 shares across 83,295 trades.
Apr 17, 2026
short_interest
FTD: TWLO — 8,832 shares ($1.2M) failed to deliver
Settlement: 20260417, Price: $136.96, FTD Value: $1,209,630.72, TWILIO INC CL A (DE)
Apr 15, 2026
short_interest
FTD: TWLO — 12,440 shares ($1.5M) failed to deliver
Settlement: 20260415, Price: $124.00, FTD Value: $1,542,560, TWILIO INC CL A (DE)
Apr 13, 2026
short_interest
FTD: TWLO — 18,008 shares ($2.1M) failed to deliver
Settlement: 20260413, Price: $117.65, FTD Value: $2,118,641.2, TWILIO INC CL A (DE)
Apr 13, 2026
dark_pool
Dark Pool: TWLO — 3.3M shares, 66,825 trades
Week starting 2026-04-13. Total ATS volume: 3,348,560 shares across 66,825 trades.