14,270 Shares of Twilio Inc. $TWLO Bought by CenterBook Partners LP

08 Nov 2026, 08:59 by Mitch Edgeman · The Markets Daily

CenterBook Partners LP bought a new position in shares of Twilio Inc. (NYSE:TWLO – Free Report) during the third quarter, HoldingsChannel reports. The institutional investor bought 14,270 shares of the technology company’s stock, valued at approximately $4,173,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Ascentis Independent Advisors acquired a new stake in Twilio in the 1st quarter valued at about $33,000. Continuum Advisory LLC bought a new position in shares of Twilio during the 2nd quarter valued at about $33,000. Western Pacific Wealth Management LP bought a new position in shares of Twilio during the 3rd quarter valued at about $39,000. Provenance Wealth Advisors LLC bought a new position in shares of Twilio during the 3rd quarter valued at about $41,000. Finally, Hilltop National Bank acquired a new position in shares of Twilio in the 2nd quarter worth approximately $50,000. 84.27% of the stock is currently owned by institutional investors.

Twilio Price Performance

TWLO opened at $201.97 on Friday. The stock has a fifty day moving average of $254.48 and a 200-day moving average of $190.28. The firm has a market capitalization of $31.02 billion, a P/E ratio of 25.40, a PEG ratio of 3.94 and a beta of 1.49. Twilio Inc. has a 12-month low of $105.00 and a 12-month high of $308.40. The company has a quick ratio of 4.62, a current ratio of 4.47 and a debt-to-equity ratio of 0.11.

Twilio (NYSE:TWLO – Get Free Report) last issued its quarterly earnings results on Thursday, October 29th. The technology company reported $1.65 earnings per share for the quarter, beating analysts’ consensus estimates of $1.47 by $0.18. Twilio had a return on equity of 5.58% and a net margin of 21.82%. The business had revenue of $1.56 billion for the quarter, compared to the consensus estimate of $1.52 billion. During the same quarter in the previous year, the company posted $1.25 earnings per share. Twilio’s revenue for the quarter was up 19.9% compared to the same quarter last year. Equities analysts forecast that Twilio Inc. will post 3.27 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of analysts recently commented on TWLO shares. Weiss Ratings upgraded shares of Twilio from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, September 29th. Piper Sandler increased their target price on shares of Twilio from $192.00 to $247.00 and gave the company a “neutral” rating in a research note on Friday, August 7th. JPMorgan Chase & Co. reduced their target price on shares of Twilio from $335.00 to $300.00 and set an “overweight” rating for the company in a report on Friday, October 30th. Mizuho set a $270.00 price target on shares of Twilio in a research report on Wednesday, August 12th. Finally, Rosenblatt Securities lifted their price target on shares of Twilio from $275.00 to $290.00 and gave the stock a “buy” rating in a research report on Tuesday, September 22nd. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $269.48.

Read Our Latest Stock Analysis on TWLO

Twilio News Summary

Here are the key news stories impacting Twilio this week:

Positive Sentiment: Analysts see potential support from rising profits, record cash flow and AI-related opportunities. Northland Securities also raised its FY2026 EPS estimate to $3.32 from $3.08, while the outlook coverage points to a stronger 2026 outlook. TWLO Declines 12% Since Q3 Results: Is This a Buy-the-Dip Opportunity?
Neutral Sentiment: Northland’s forecast revisions were mixed: it increased some near-term estimates but trimmed several 2027 quarterly forecasts and lowered FY2027 EPS to $4.04 from $4.11. Northland Securities estimate revisions
Negative Sentiment: The main downside catalyst is Twilio’s fourth-quarter guidance, which signaled slowing growth in its largest business. Reports say shares fell sharply after the outlook, raising concerns about near-term momentum. Twilio stock weighs Q4 growth slowdown against stronger 2026 outlook
Negative Sentiment: Levi & Korsinsky is investigating potential securities-law violations on behalf of investors who lost money following the decline. An investigation notice could add reputational and legal uncertainty, but it is not a finding of liability. Twilio securities investigation notice

Insider Buying and Selling

In other Twilio news, CFO Aidan Viggiano sold 9,084 shares of Twilio stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the transaction, the chief financial officer owned 99,246 shares of the company’s stock, valued at $29,242,833.90. The trade was a 8.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andrew Stafman sold 500,000 shares of Twilio stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the transaction, the director directly owned 120,000 shares in the company, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 538,818 shares of company stock valued at $134,833,645. Corporate insiders own 0.21% of the company’s stock.

Twilio Profile

(Free Report)

Twilio provides cloud-based communications software that enables businesses to communicate with customers through applications and digital channels. Its platform offers APIs and related tools for integrating messaging, voice, video and email capabilities into software and customer workflows.

Its offerings include programmable communications products, the Twilio Flex contact center platform, SendGrid email services, and Segment, a customer data platform. Twilio also provides tools for customer identity verification and engagement, helping organizations manage communications and customer data across their operations.

Founded in 2008, Twilio serves businesses and developers in markets around the world.