Twilio (NYSE: TWLO) CFO sells 9,389 shares, retains 130,341 stake
Twilio Inc.'s Chief Financial Officer, Aidan Viggiano, sold 9,389 shares of Class A common stock on April 2, 2026, through a pre-arranged Rule 10b5-1 trading plan. The sales were conducted in two tranches at weighted average prices of $127.0229 and $127.9339 per share, totaling approximately $1.20 million. Following these transactions, Viggiano retains 130,341 shares of Twilio Class A stock, which includes a portion of Restricted Stock Units (RSUs).
Twilio CFO Viggiano sells $1m in shares
Twilio CFO Aidan Viggiano sold over $1 million in Class A Common Stock on March 31, 2026, to cover tax withholding obligations. The company is performing well, with a strong financial health score, and has recently made strategic board appointments and expanded partnerships. Analysts are optimistic about Twilio's growth potential, particularly in AI-driven messaging and voice services.
Twilio CFO Viggiano sells $1m in shares By Investing.com
Twilio CFO Aidan Viggiano sold over $1 million in Class A Common Stock on March 31, 2026, totaling 8,231 shares across several transactions. These sales were not discretionary but mandated "sell-to-cover" transactions to meet tax withholding obligations from equity incentive plans. The company's stock shows strong performance, up 30% over the past year, and it holds more cash than debt, with management actively buying back shares.
Twilio (TWLO) CFO sells 8,231 shares to cover RSU tax withholding
Twilio's Chief Financial Officer, Aidan Viggiano, sold 8,231 shares of Class A common stock on March 31, 2026. These sales, totaling approximately $1.01 million, were mandated to cover tax withholding obligations associated with vested Restricted Stock Units (RSUs) and do not represent a discretionary sale. Following these transactions, Viggiano directly holds 139,730 shares of Twilio Class A common stock.
Twilio (NYSE: TWLO) CEO sell-to-cover RSU tax sales total 12,624 shares
Twilio CEO Khozema Shipchandler sold 12,624 shares of Class A common stock on March 31, 2026, in a series of "sell-to-cover" transactions. These sales were mandated to satisfy tax withholding obligations on vested Restricted Stock Units (RSUs) and were not discretionary. After these sales, Shipchandler still directly owns 251,257 shares, maintaining a substantial equity stake in the company.
Twilio Jumps More Than 5% Amid Volatile Trading—What’s Driving the Rally?
Twilio (TWLO) shares surged over 5% in volatile trading, reaching an intraday peak of $132.53 and outperforming its sector. This rally is attributed to strong technical indicators and increased investor interest in AI and cloud technology ETFs, despite the company's high price-to-earnings ratio. Analysts remain optimistic, suggesting a potential buying opportunity as Twilio focuses on profitability and cash generation.
Twilio Direct Carrier Coverage Aims To Deepen Enterprise Stickiness And Scale
Twilio has expanded its direct carrier connections across major US and Canadian networks, including new 10DLC connections and broader RCS message availability in Canada. This move aims to improve onboarding speed, reliability, and compliance for businesses, positioning Twilio as the sole CPaaS provider with such extensive direct connections. The company also appointed Doug Robinson to its board, bringing enterprise sales and go-to-market scaling experience to further strengthen its relationships with large, regulated customers.
Vanguard amends Schedule 13G: reports 0 shares in Twilio (TWLO)
Vanguard has filed an amended Schedule 13G reporting zero beneficial ownership of Twilio Inc. common stock, representing 0% of the class. This change is due to an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries will now report their holdings separately, in accordance with SEC Release No. 34-39538. The amendment, signed on March 27, 2026, indicates no material ownership change for Vanguard itself, but rather a modification in its reporting structure.
Twilio (NYSE: TWLO) awards 3,526 RSUs to board director Robinson
Twilio Inc. (NYSE: TWLO) director Douglas A. Robinson has been granted an equity award of 3,526 Class A shares in the form of restricted stock units (RSUs). These RSUs, granted at no cash cost, represent his complete direct holding after the transaction, vesting in tranches over two years contingent on his continued service. The grant is not a market purchase or sale but an equity award with a specified vesting schedule.
Twilio appoints Doug Robinson to Board, joins Compensation and Talent Management Committee
Twilio has announced the appointment of Doug Robinson to its Board of Directors as a Class I director, effective immediately. Robinson will also join the Compensation and Talent Management Committee. This appointment increases the size of the board from nine to ten members and the Class I directors from three to four.
Doug Robinson joins Twilio (NYSE: TWLO) Board as new Class I director
Twilio (NYSE: TWLO) has appointed Doug Robinson, former Co-President of Workday, to its Board of Directors as a Class I director, effective March 24, 2026. This appointment, which includes a position on the Compensation and Talent Management Committee, led to an increase in the board size from nine to ten members. Robinson's extensive experience in scaling global go-to-market organizations, particularly from his 15-year tenure at Workday, is expected to support Twilio's focus on expanding its customer engagement platform and advancing its AI strategy.
Twilio (TWLO) director Charles H. Bell receives 688 vested RSUs
Twilio (TWLO) director Charles H. Bell received 688 shares of Class A common stock in the form of Restricted Stock Units (RSUs) which vested immediately upon grant. After this transaction, Bell directly holds a total of 17,821 shares, including deferred RSUs. This information was reported in a recent SEC Form 4 filing.
[Form 4] TWILIO INC Insider Trading Activity
Twilio Inc. director Erika Rottenberg reported an insider transaction involving an equity grant and gifting activity. She received 686 shares of Class A Common Stock as Restricted Stock Units, which immediately vested, and subsequently gifted these shares to The Erika Rottenberg Revocable Trust. Following these transactions, the trust holds 36,295 shares of Twilio Class A Common Stock.
[Form 4] TWILIO INC Insider Trading Activity
This Form 4 filing reports insider trading activity at Twilio Inc. (TWLO), specifically detailing that director Suzuki Miyuki received an equity award of 682 Class A shares in the form of restricted stock units (RSUs) which vested immediately. This transaction is characterized as routine director compensation rather than an open-market purchase, increasing Suzuki Miyuki's direct holdings to 17,433 Class A shares. The filing indicates a neutral impact and sentiment regarding this compensation grant.
Twilio (NYSE: TWLO) director receives 951-share RSU award
Twilio director Jeff Epstein was granted 951 Restricted Stock Units (RSUs), which vested immediately on March 15, 2026. This award increases his direct holdings to 39,362 shares of Class A common stock, with an additional 26,484 shares held indirectly through a family trust. The Form 4 filing indicates the RSUs were granted as compensation with a transaction price of $0.
Twilio (NYSE: TWLO) director awarded 673 RSUs that vest immediately
Twilio director Patrick Deval was awarded 673 restricted stock units (RSUs) that vested immediately upon grant on March 15, 2026. This transaction, detailed in a Form 4 SEC filing, increased his direct holdings to 18,327 shares, including deferred RSUs. This RSU grant is a form of equity compensation rather than a market purchase or sale.
Twilio (NYSE: TWLO) director Jeffrey Immelt receives 703-share RSU stock award
Twilio Inc. director Jeffrey R. Immelt received an award of 703 shares of Class A common stock in the form of Restricted Stock Units (RSUs). These RSUs vested immediately on the grant date, resulting in his direct holding of 34,114 shares of Twilio Class A common stock. The transaction was classified as a grant rather than an open-market purchase.
Twilio (TWLO) director Stafman granted 688 RSUs; Sachem Head funds hold 2.3M shares
Twilio director Andrew J. Stafman was granted 688 Restricted Stock Units (RSUs) that vested immediately, bringing his total RSU holdings to 13,492, which includes 3,447 deferred units. This Form 4 filing also discloses that Sachem Head Capital Management funds hold 2,295,000 shares of Twilio Class A common stock. Stafman is a partner at Sachem Head, and the filing clarifies the beneficial ownership structure between Stafman and the investment entities.
Analysts Offer Insights on Technology Companies: Twilio (TWLO) and Life360 Shs Chess Depository Interests Repr 3 Sh (OtherLIFX)
This article highlights bullish sentiments from analysts regarding two technology companies: Twilio (TWLO) and Life360 Shs Chess Depository Interests Repr 3 Sh (LIFX). William Blair analyst Arjun Bhatia maintained a Buy rating for Twilio with a target price indicating a 16.5% upside, while Morgan Stanley's James Bales maintained a Buy rating on Life360 with a 12.5% upside. Both analysts' ratings are based on their respective research and market observations.
Operating cash flow per share of Twilio, Inc. Class A – BIVA:TWLO
This article displays the operating cash flow per share for Twilio, Inc. Class A (BIVA:TWLO) on TradingView. It provides financial data for the company's stock, noting a market closure and no recent trades. The page is a financial data point without further analysis or article content.
Twilio’s Nationwide Dutch RCS Rollout Might Change The Case For Investing In Twilio (TWLO)
Twilio recently announced a partnership with KPN Netherlands to implement nationwide RCS Business Messaging, supported by Google's RCS for Business platform, making the Netherlands a fully enabled RCS market. This move supports Twilio’s omnichannel customer engagement strategy and aims to upgrade enterprise communication from SMS to richer, interactive formats. While this enhances Twilio's value proposition, investors should consider the ongoing challenge of maintaining software-like profits with a heavier mix of lower-margin messaging and rising carrier costs, despite positive forecasts for revenue and earnings growth.
Twilio (NYSE: TWLO) CFO sells 806 shares under 10b5-1 plan
Twilio's Chief Financial Officer, Aidan Viggiano, sold 806 shares of the company's Class A common stock at $125 per share on March 2, 2026. This transaction was executed under a pre-arranged Rule 10b5-1 trading plan established on June 6, 2025. Following the sale, Viggiano directly holds 147,961 shares, which include restricted stock units.
What Twilio (TWLO)'s Nationwide Dutch RCS Rollout with KPN and Google Means For Shareholders
Twilio announced a partnership with KPN Netherlands and Google to roll out nationwide RCS Business Messaging in the Netherlands, positioning the country as one of Europe's fully enabled RCS for Business markets. This initiative strengthens Twilio’s narrative as a core platform for AI-enabled, omnichannel customer engagement, moving beyond just a commodity messaging provider. Investors should consider how this could boost volume and its impact on gross margin mix and pricing, especially given Twilio’s recent financial results and future growth projections.
What Analysts Are Saying About Twilio Stock
Over the past three months, 10 analysts have evaluated Twilio (NYSE: TWLO), resulting in an average price target of $157.2, an increase of 9.08% from the previous average. Key analyst actions include several rating raises and adjustments to price targets, reflecting changing market sentiments. While Twilio, a cloud-based communication platform, shows strong profitability with a 2.86% net margin and excellent return on assets, its revenue growth lags industry peers, and its return on equity is below benchmarks.
Twilio Reports Better-Than-Expected Q4 Results
Twilio reported stronger-than-expected fourth-quarter financial results, exceeding analyst estimates for both revenue and adjusted earnings. The company also provided first-quarter and full-year 2026 revenue guidance that largely topped expectations, driven by growth in active customer accounts and operating cash flow. Despite the positive report, Twilio's stock experienced a slight dip in after-hours trading.
Precision Trading with Twilio Inc. Class A (TWLO) Risk Zones
This article analyzes Twilio Inc. Class A (TWLO) using AI models to provide precision trading strategies. It identifies a mid-channel oscillation pattern and outlines specific entry/target/stop-loss points for long, breakout, and short positions, considering near-term strong sentiment, mid-term neutrality, and long-term positive bias. The analysis highlights a significant risk-reward short setup and provides multi-timeframe signal analysis with support and resistance levels.
Twilio (TWLO) CFO awarded 37,554 RSUs vesting quarterly from 2026
Twilio Inc.'s Chief Financial Officer, Aidan Viggiano, has been granted 37,554 shares of Class A common stock in the form of restricted stock units (RSUs). These RSUs will vest in 12 equal quarterly installments, beginning on March 31, 2026, contingent upon continued service. Following this grant, Viggiano directly holds 148,767 shares of Class A common stock, including those represented by RSUs.
Twilio (TWLO) CEO gets 70,100-share RSU grant with 3-year vest
Twilio's CEO, Khozema Shipchandler, has been granted 70,100 Restricted Stock Units (RSUs) of Class A common stock. These RSUs will vest over a three-year period in quarterly installments, with the first vesting on March 31, 2026, contingent on continued service. Following this grant, the CEO directly holds 263,881 shares, including the unvested RSUs.
Should Twilio’s 2025 Profit, 2026 Guidance, and Buyback Shift the Risk‑Reward for TWLO Investors?
Twilio Inc. reported a return to profitability in 2025 with sales of US$5,067.22 million and net income of US$33.83 million, alongside new 2026 revenue guidance of 11.5% to 12.5% growth and a completed US$854.77 million share buyback. This indicates a focus on balancing expansion with shareholder returns, though investors should still consider persistent pricing pressure in low-margin messaging. Analysts have varying outlooks, with some more cautious perspectives on future revenue growth given potential commoditization of CPaaS.
[Form 4] TWILIO INC Insider Trading Activity
Twilio Inc.'s Chief Financial Officer, Aidan Viggiano, reported a non-discretionary sale of 1,023 shares of Class A common stock on February 17, 2026. This sale, executed at prices between $110 and $111 per share, was to cover tax obligations related to vested restricted stock units. Following this transaction, Viggiano directly holds 111,213 Twilio Class A shares.
Twilio’s AI‑Driven Growth Outlook And Buybacks Might Change The Case For Investing In TWLO
Twilio reported strong Q4 2025 results with increased revenue and annual net income, projecting continued double-digit growth for 2026, driven by accelerating Voice AI use cases. The company is repositioning itself as core infrastructure for autonomous agents, supported by a share repurchase program. This AI-driven growth outlook and strategic financial moves could significantly alter the investment narrative for TWLO.
Twilio Results And Moody’s Upgrade Raise Questions On Valuation And AI Potential
Twilio (NYSE:TWLO) reported better-than-expected quarterly results, driven by strong performance in its voice and AI products, and subsequently received an credit rating upgrade from Moody’s. Despite these positive developments, the article raises questions about the company's valuation, particularly its high P/E ratio, and the long-term repeatability of its AI-driven revenue growth. Investors are advised to closely monitor Twilio's AI-related revenue, profit margins, and distinguish between repeatable and exceptional performance factors.
Twilio (NYSE: TWLO) returns to profit with a 2025 cash flow surge
Twilio (NYSE: TWLO) reported a return to profitability for the full year 2025, with GAAP income from operations reaching $157.8 million, reversing a prior-year loss. The company also saw strong revenue growth of 14% to $5.07 billion and a significant surge in free cash flow to $945.4 million, up from $657.5 million in 2024. Twilio outlined optimistic guidance for 2026, targeting further revenue growth and increased non-GAAP operating income and free cash flow.
Analysts Offer Insights on Technology Companies: Twilio (TWLO) and Itron (ITRI)
This article provides analyst insights into two technology companies: Twilio (TWLO) and Itron (ITRI). TD Cowen maintained a Hold rating on Twilio with a $125 price target, while Roth MKM maintained a Buy rating on Itron with a $150 price target. The article details the analysts' success rates and the consensus ratings for both stocks.
Analysts’ Top Technology Picks: Twilio (TWLO), Toast Inc (TOST)
This article highlights analysts' bullish sentiments on several technology stocks, including Twilio (TWLO), Toast Inc (TOST), and JFrog (FROG). Analysts from Mizuho Securities and Truist Financial reiterated Buy ratings for these companies, with specific price targets and reported upsides from current levels. The consensus among analysts indicates Moderate Buy for Twilio and Toast Inc, and Strong Buy for JFrog.
Analysts’ Top Technology Picks: Twilio (TWLO), Toast Inc (TOST)
The article highlights positive analyst sentiments in the Technology sector, focusing on Twilio (TWLO), Toast Inc (TOST), and JFrog (FROG). Analysts have reiterated Buy ratings for these companies, with specific price targets and potential upsides from their current stock levels mentioned for each. The report cites Mizuho Securities for Twilio, Truist Financial for Toast Inc and JFrog, and also mentions other firms like TipRanks – PerPlexity, Jefferies, and Needham.
Analysts Offer Insights on Technology Companies: Twilio (TWLO) and Itron (ITRI)
Analysts have provided new ratings for technology companies Twilio (TWLO) and Itron (ITRI). Twilio received a Moderate Buy consensus with a price target of $153.00, implying a 37.8% upside, despite a recent downgrade to Hold by TipRanks – OpenAI. Itron maintained a Strong Buy consensus, with Roth MKM analyst Chip Moore reiterating a Buy rating and setting a $150.00 price target.
Is Twilio (TWLO) Pricing Reflect Its Repositioning And Recent Share Price Swings
This article analyzes Twilio's (TWLO) current share price in relation to its intrinsic value, considering its recent repositioning within the software sector and share price fluctuations. Using Discounted Cash Flow (DCF) and Price-to-Sales (P/S) ratio models, Simply Wall St suggests Twilio appears modestly undervalued. The article also introduces "Narratives" as a tool for investors to develop their own valuation based on personal assumptions regarding future growth and profitability.
Twilio Earnings Review: Q4 Summary
Twilio (NYSE: TWLO) released its Q4 earnings report, beating estimated earnings by 44.57% with an EPS of $1.33 against an estimate of $0.92. The company's revenue increased by $171.00 million compared to the same period last year. This positive performance follows a trend where the company previously beat EPS estimates, leading to a share price increase.
Jefferies Keeps Their Hold Rating on Twilio (TWLO)
Jefferies maintained a Hold rating on Twilio (TWLO) with a price target of $125.00, according to analyst Samad Samana. This rating aligns with another Hold from TipRanks' OpenAI Internet Content and Information, while Monness issued a Buy rating. Twilio recently reported Q4 revenue of $1.3 billion and a net profit of $37.25 million, though corporate insider sentiment is negative due to increased selling activity.
(TWLO) Twilio Inc. Expects Q1 Revenue Range $1.34B - $1.35B
Twilio Inc. (TWLO) has provided guidance for its first quarter, expecting revenue to be in the range of $1.34 billion to $1.35 billion. This announcement follows their Q4 2025 earnings which saw adjusted earnings and revenue rise above expectations. The company also reported Q4 revenue of $1.37 billion and adjusted EPS of $1.33 per share, both surpassing FactSet estimates.
Twilio Is Dialing Up Execution and Innovation
Twilio is recognized as a leader in communication platform as a service (CPaaS), leveraging its cloud-native platform and APIs to empower software developers. The company's strategic acquisitions and innovation efforts are expected to drive robust growth, despite initially impacting returns. Morningstar anticipates improved returns as Twilio scales and its applications expand.
Twilio (TWLO) Q4 EPS Loss Challenges Profitability‑Focused Bull Narrative
Twilio (TWLO) reported a Q4 FY 2025 EPS loss of US$0.30, challenging the narrative of increasing profitability despite annual revenue reaching US$5.1 billion. While bulls point to strong historical and forecasted earnings growth, the recent quarter's loss and slim profit margins highlight execution risks. The stock trades below its DCF fair value, but bears are concerned about slower revenue growth compared to the market and a higher P/S ratio than the broader IT sector.
Did Powering Genspark’s AI Voice Agent Quietly Reframe Twilio’s (TWLO) Role in Applied AI?
Twilio's recent partnership with Genspark, where Twilio's Programmable Voice powers Genspark's "Call for Me" AI agent, highlights its growing role in real-world AI applications beyond text generation. While this isn't a short-term catalyst for Twilio's stock, it's a significant proof point for the company's infrastructure in action-oriented AI. Investors should consider this against Twilio's recent share price weakness and improving earnings, and note the wide range of fair value estimates.
Analysts Offer Insights on Technology Companies: Twilio (TWLO), Intapp (INTA) and Western Digital (WDC)
Oppenheimer analysts Ittai Kidron and Brian Schwartz provided insights on Twilio and Intapp, respectively. Kidron maintained a Buy rating on Twilio with a $170.00 price target, while Schwartz maintained a Hold rating on Intapp. Morgan Stanley analyst Erik Woodring reiterated a Buy rating on Western Digital with a $369.00 price target, highlighting the varied analyst sentiments and price targets for these technology companies.
Twilio And Genspark Link AI Voice Agents To Real World Calls
Twilio has partnered with Genspark to integrate its Programmable Voice service with Genspark's AI-driven "Call for Me" agent. This collaboration highlights Twilio's platform as a crucial tool for AI agents that need to operate over real-world voice networks in multiple languages, extending beyond just text chat. The partnership demonstrates Twilio's role in complex, automated, multilingual AI workflows for both personal and enterprise use cases, providing investors with a fresh example of Twilio's potential in the evolving AI-powered communication market.
Twilio Shares Fall 10% Following Genspark AI Partnership Announcement
Twilio (NYSE: TWLO) shares dropped over 10% following its announcement of a partnership with AI workspace platform Genspark. Genspark will utilize Twilio Programmable Voice for its "Call for Me" AI agent, enabling automated phone-based tasks globally. Despite strong adoption metrics reported by Genspark, Twilio's stock exhibited a bearish short-term trend and is trading near its 52-week lows, with investors awaiting its upcoming earnings report.
Is Twilio (TWLO) Fairly Priced After Recent Share Price Declines?
This article analyzes Twilio's (TWLO) valuation after recent share price declines, using Discounted Cash Flow (DCF) and Price/Sales (P/S) metrics. The DCF model suggests Twilio is fairly valued, approximately 3.3% overvalued, while the P/S ratio indicates the stock is undervalued compared to its "Fair Ratio." The article also introduces "Narratives" as a personalized valuation tool for investors.
Twilio (TWLO) Valuation Check As Bullish Analyst Call And Voice AI Position Draw Investor Interest
Twilio (TWLO) shares rose following a bullish analyst reiteration, citing strong user engagement and its position in voice AI. While Simply Wall St's narrative suggests Twilio is 3% undervalued at roughly $138 per share, its discounted cash flow model suggests the stock is currently overvalued at $133.85 compared to a $120.30 estimated future cash flow value. Investors are encouraged to consider both perspectives and conduct further research.
Analysts Offer Insights on Technology Companies: Vontier (VNT) and Twilio (TWLO)
Analysts have provided bullish sentiments on technology companies Vontier (VNT) and Twilio (TWLO). UBS maintained a Buy rating for Vontier with a $45.00 price target, while Mizuho Securities reiterated a Buy rating for Twilio with a $150.00 price target. Both companies received a Moderate Buy consensus rating from analysts, with Vontier having an average target of $46.60 and Twilio an average target of $147.11.
